Director, Financial Services Banking Data

Director of Finance (43063) Our client is an organization in the Greater Milwaukee area looking for a Director of Finance . Our client is looking for a well-rounded accounting and finance leader who can combine strong technical knowledge with a business-focused mindset. This individual will oversee key accounting and financial planning activities while partnering across the organization to improve performance and support decision-making. This role offers significant visibility to leadership and long-term growth potential for someone interested in progressing into broader finance leadership. The Director of Finance will be responsible for, but not limited to, the following: Serve as a strategic finance partner to leadership and teams throughout the organization. Partner cross-functionally with operational and commercial leaders to understand business performance and identify opportunities for improvement. Lead the monthly financial reporting process and communicate results, trends, risks, and opportunities to senior leadership. Develop and present forecasts, dashboards, KPIs, and other financial and operational performance metrics. Translate financial results into meaningful business insights and actionable recommendations. Provide oversight of the month-end close process and ensure financial information is complete, accurate, and timely. Review journal entries, accruals, account reconciliations, fixed assets, prepaid expenses, and supporting financial schedules. Lead budgeting, forecasting, and longer-term financial planning activities. Analyze profitability, margins, expenses, and other key drivers of business performance. Develop financial analyses and scenarios to support strategic and operational decisions. Establish strong financial discipline across the organization through effective reporting, processes, and accountability. Maintain appropriate internal controls and identify opportunities to strengthen accounting and finance procedures. Help enhance financial systems, reporting tools, and processes as the needs of the organization evolve. Provide leadership and guidance within the finance function while helping develop the capabilities of the broader team. Take on increasing responsibility for the overall finance organization as experience and business knowledge grow. The Director of Finance will possess the following: Bachelor's degree in Accounting, Finance, or a related field required. ~7+ years of progressive accounting, finance, controllership, FP&A, or related experience. ~ Strong understanding of both accounting fundamentals and forward-looking financial planning and analysis. ~ Experience with month-end close, financial reporting, budgeting, forecasting, and financial analysis. ~ Ability to move beyond reporting the numbers to interpret financial results and provide meaningful business recommendations. ~ Demonstrated ability to partner effectively with operational and commercial leaders outside of Finance. ~ Public accounting experience is valued, and candidates looking to transition directly from public accounting with the appropriate background will be considered. ~ Strong analytical and problem-solving skills with the ability to understand the operational drivers behind financial performance. ~ Proactive and self-directed with the ability to balance detailed accounting responsibilities with broader strategic priorities. ~ Desire and demonstrated potential to grow into broader executive finance leadership over time.