Strategic Finance Director Forecasting & Insights
Listed on 2026-10-07
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Finance & Banking
VP/Director of Finance, Financial Manager, Chief Financial Officer (CFO), Corporate Finance -
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. 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
We are currently recruiting a Strategic Finance Director:
Growth, Forecasting & Insights for our team in WI, United States.
Our team is growing, and we are hiring a Strategic Finance Director:
Growth, Forecasting & Insights in WI, United States.
This opportunity is for the Strategic Finance Director:
Growth, Forecasting & Insights role at Annex Wealth Management.
We are seeking a motivated Strategic Finance Director:
Growth, Forecasting & Insights to join Annex Wealth Management in WI, United States.
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