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Strategic Finance Director Forecasting & Insights
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-07-25
Listing for:
Annex Wealth Management
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Financial Manager, VP/Director of Finance
Job Description & How to Apply Below
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, Quick Books, and exposure to Salesforce, with a strong emphasis on
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