Director of Finance

Annex Wealth Management; Wisconsin; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

PTO

Parental Leave

Job summary

Annex Wealth Management is seeking a Director of Finance to lead budgeting, forecasting, reporting, and daily financial operations. You will partner with leadership to translate insights into decisions, own long-range planning, and guide the finance team through growth.

This role focuses on scaling finance capabilities and ensuring strong governance. The ideal candidate will have 7–10 years in accounting/finance, advanced Excel, QuickBooks, and exposure to Salesforce, with a strong emphasis on

Qualifications

• Bachelor's degree in finance or related field.
• 7–10 years of experience in accounting/finance.
• Experience in the financial services industry.
• GAAP knowledge and audit readiness.
• Detail-oriented with accurate financial data.

Responsibilities

• Lead development and execution of the firm's financial strategy in alignment with growth goals.
• Partner with executive leadership to translate financial insights into business decisions.
• Own budgeting, forecasting, and long-range financial planning processes.
• Manage cash flow, working capital and allocation strategies.
• Serve as primary financial liaison to external stakeholders including auditors, banking partners, and tax advisors.
• Lead, develop, and mentor the Finance team.
• Drive improvements in financial systems, reporting tools, and data integration.

Skills

Financial analysis

Strategic partnership

Attention to detail

Problem solving

Education

Bachelor's degree in finance or related field

Tools

Excel

QuickBooks

Salesforce

Job description

Lead the financial operations that keep Annex strong, and the insights that keep us growing.

Director of Finance

The Director of Finance leads budgeting, forecasting, reporting, accounting, and daily financial operations while supporting M&A and managing the finance team. As a strategic partner to leadership, this role brings clarity to financial performance, strengthens decision support, and ensures finance capabilities scale with the firm’s growth.

What You’ll Do

• Lead development and execution of the firm’s financial strategy in alignment with organizational growth goals.
• Partner with executive leadership to translate financial insights into business decisions.
• Own and oversee budgeting, forecasting, and long‑range financial planning processes.
• Manage and optimize cash flow, working capital and allocation strategies.
• Serve as primary financial liaison to external stakeholders including auditors, banking partners, and tax advisors.
• Lead, develop, and mentor Finance team members, fostering accountability and continuous improvement.
• Drive improvements in financial systems, reporting tools, and data integration to enhance efficiency and scalability.

Preferred Qualifications

• Bachelor’s degree in finance or related field. 7‑10 years of experience in accounting/finance.
• Prior financial services industry experience.
• Advanced knowledge of balance sheet reconciliations and ability to complete them within strict monthly deadlines.
• Strong analytical skills with the ability to investigate variances and provide clear, actionable insights.
• Solid understanding of GAAP and compliance standards, with a consistent focus on audit readiness and accuracy.
• High attention to detail, ensuring error‑free financial data and maintaining strong accuracy ratings.
• Advanced Excel and QuickBooks accounting system skills; prior experience with Salesforce is helpful.

Benefits

• Medical, Dental, and Vision Insurance
• Life & Disability Insurance
• Paid Time Off (PTO)
• 401(k) Retirement Plan with employer contribution
• Company Events, including annual picnics and milestone celebrations
• Parental Leave
• Opportunities for professional growth and development
• Holiday & Summer hours
• Casual Fridays

Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.