Strategic Finance Director Planning
Listed on 2026-09-25
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Finance & Banking
VP/Director of Finance, Financial Manager, Corporate Finance, Chief Financial Officer (CFO) -
Management
Financial Manager, Chief Financial Officer (CFO)
Annex Wealth Management is seeking a Director of Finance to lead budgeting, forecasting, reporting, and daily financial operations while supporting M&A and guiding the finance team. This role partners with executive leadership to provide decision support and scale finance capabilities with growth.
The candidate will own budgeting, forecasting, cash flow management, and financial systems improvements, strengthening accuracy and efficiency across the organization.
We would love to welcome a new Strategic Finance Director:
Growth & Planning to our team in WI, United States.
We are looking to fill the Strategic Finance Director:
Growth & Planning position at Annex Wealth Management, LLC. in WI, United States.
The Strategic Finance Director:
Growth & Planning role at Annex Wealth Management, LLC. is now open for applications in WI, United States.
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