Chief Financial Officer

A growing Financial Services company in the Madison area is looking for a new CFO. This company is 100% employee owned and has been doing really well. With the company being 100% employee owned, everyone is working together to help the company succeed since they literally have money on the line. A huge perk is that this position will only need to be on site 1-2 days per week!

• Direct and manage investment activities in collaboration with external investment advisor and the Board of Directors
• Optimize the handling of bank and deposit relationships and initiate appropriate strategies to enhance cash position
• Oversee external and internal audit activities
• Collaborate in developing and maintaining product development roadmaps that maximize past and current investments while meeting market demands
• Participate in the benefit plan administration committee, including fiduciary responsibility for retirement plans
• Maintain an ESOP ownership culture and be a subject matter expert with respect to all aspects of the Company Employee Stock Ownership Plan
• Ensure timely and accurate ESOP plan administration and reporting for plan participants, as well as forecasting of future cash needs
• Manage corporate stock records, business registrations, tax returns, checks, and other documents as assigned by the President and Chief Executive Officer
• Ensure business needs are met on a daily basis, with a willingness to provide assistance to any area of the organization as needed to meet business and client expectations

• Bachelors Degree in Accounting, Finance, or related field
• CPA REQUIRED
• Financial Services or Insurance company background REQUIRED
• 10+ years of accounting/finance experience
• Strong communication skills and attention to detail

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records.