Finance Manager

Truity Partners LLC; Milwaukee (WI); On-site; USD 110,000 - 140,000; Full time

Job summary

Truity Partners LLC in the Milwaukee area is seeking a Finance Manager to strengthen treasury operations, consolidated financial reporting, and strategic initiatives. The role offers exposure to executive leadership, banking relationships, and acquisition-related activities as the organization grows.

The ideal candidate has a strong accounting foundation, is analytical and proactive, and collaborates across departments to deliver financial insights that inform decisions and drive growth.

Qualifications

• 5–7 years of experience in accounting, finance, treasury, or a related field.
• Strong accounting background with experience in financial reporting and analysis.
• Public accounting experience preferred, particularly with manufacturing clients.
• Combination of public accounting and corporate finance or industry accounting experience highly preferred.
• Experience with treasury operations, cash management, or cash flow forecasting.
• Exposure to mergers and acquisitions, financial due diligence, or acquisition integration is a plus.
• Experience in a manufacturing or similarly complex business environment.
• Strong analytical and financial modeling skills with ability to evaluate trends.

Responsibilities

• Oversee daily treasury activities including cash positioning and liquidity monitoring.
• Prepare and review daily cash reconciliations for accurate records.
• Develop and maintain cash flow forecasts for planning.
• Analyze working capital trends and cash requirements.
• Maintain relationships with banking partners and external financial stakeholders.
• Assist with consolidated financial statements across entities and intercompany eliminations.
• Collaborate with accounting teams to ensure timely reporting.
• Support due diligence and integration related to acquisitions.
• Prepare financial reports and presentations for executives and stakeholders.
• Contribute to budgeting, forecasting, and strategic planning initiatives.

Skills

Accounting

Treasury

Financial modeling

GAAP

Cash flow forecasting

Consolidated reporting

Public accounting

Excel

ERP systems

Stakeholder communication

Tools

ERP systems

Job description

Our client is an organization in the Milwaukee area looking for a Finance Manager. Our client is seeking a finance professional with a strong accounting foundation to support treasury operations, consolidated financial reporting, and strategic business initiatives. This position offers significant exposure to executive leadership, banking relationships, and acquisition-related activities as the organization continues to grow. The ideal candidate is analytical, proactive, and comfortable working across departments to provide financial insights that support business decisions.

The salary range for this position is $110k–140k.

The Finance Manager will be responsible for, but not limited to, the following:

RESPONSIBILITIES

• Oversee daily treasury activities, including cash positioning, liquidity monitoring, and cash management.
• Prepare and review daily cash reconciliations to ensure accurate financial records and reporting.
• Develop and maintain cash flow forecasts to support short-term and long-term financial planning.
• Analyze working capital trends and anticipate changes in cash requirements throughout the year.
• Maintain relationships with banking partners and other external financial stakeholders.
• Monitor cash balances, funding requirements, and financial obligations to support business operations.
• Assist with the preparation and review of consolidated financial statements across multiple entities.
• Support consolidation activities, including intercompany transactions, eliminations, and financial reporting adjustments.
• Collaborate with accounting teams to ensure accurate financial information and timely reporting.
• Participate in acquisition-related financial due diligence, including reviewing financial information and identifying potential risks or opportunities.
• Support post-acquisition integration activities, including financial reporting, accounting processes, and treasury operations.
• Develop financial analyses and models to evaluate business performance, strategic initiatives, and potential investments.
• Partner with operational and business leaders to gather financial information, evaluate results, and identify opportunities for improvement.
• Prepare financial reports and presentations for executive leadership, banking partners, and other stakeholders.
• Analyze financial trends, cash flow performance, and key business drivers to support strategic decision-making.
• Assist with budgeting, forecasting, and financial planning initiatives.
• Identify opportunities to strengthen treasury processes, financial reporting, and internal controls.
• Collaborate with cross-functional teams to support organizational growth and financial initiatives.
• Support special projects related to business expansion, acquisitions, and financial process improvements.

The Finance Manager will possess the following:

EXPERIENCE REQUIRED

• 5–7 years of progressive experience in accounting, finance, treasury, or a related field.
• Strong accounting background with experience in financial reporting and analysis.
• Public accounting experience preferred, particularly with manufacturing clients.
• Combination of public accounting and corporate finance or industry accounting experience highly preferred.
• Candidates transitioning directly from public accounting with relevant experience will also be considered.
• Experience with treasury operations, cash management, or cash flow forecasting preferred.Understanding of consolidated financial reporting, including intercompany accounting and eliminations.
• Exposure to mergers and acquisitions, financial due diligence, or acquisition integration is a plus.
• Experience working in a manufacturing or similarly complex business environment preferred.
• Strong analytical and financial modeling skills with the ability to evaluate financial trends and business performance.
• Knowledge of working capital management and the factors influencing cash flow.Strong understanding of U.S. GAAP and financial reporting principles.
• Experience collaborating with banking partners, investors, or other external financial stakeholders preferred.
• Excellent communication and interpersonal skills with the ability to work effectively with operational leaders and senior management.
• Ability to translate financial information into practical recommendations that support business objectives.
• Strong organizational and project management skills with the ability to balance multiple priorities.
• Proficiency in Microsoft Excel and experience working with financial reporting or ERP systems.
• Self-motivated and comfortable working independently in a highly collaborative environment.
• Adaptable and proactive with an interest in supporting acquisitions, business growth, and strategic financial initiatives.
• Strong relationship-building skills with the ability to influence decisions without direct supervisory authority.

Equal Opportunity Employer

The compensation philosophy reflects the Company's reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to, skills, experience level, and overall qualifications. This role may also be eligible to participate in company-sponsored benefits, subject to the rules governing those programs.