Unknown Company

Strategic Finance Director: Growth, Forecasting & Insights

wi • Posted 3 weeks ago
Onsite Full Time Corporate Finance & Strategic Planning

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, QuickBooks, and exposure to Salesforce, with a strong emphasis on

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Strategic Finance Director: Growth, Forecasting & Insights in wi at Unknown Company

This position is listed as full time and onsite.

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