Logo
Confidential

Chief Financial & Transition Officer (Naperville)

Confidential, Naperville

Save Job

We are seeking an accomplished Chief Financial &Transition Officer to shape and execute the financial strategy of our growing, multientity enterprise. Reporting to the CEOwho also serves as executor and trustee for a portfolio of familyowned estates and truststhe CFO/TO will:

Drive robust financial performance and reporting across all companies.

Lead estate and trustrelated administration, including coordination with outside counsel, advisors, and beneficiaries.

Safeguard business continuity during ownership transfers and asset dispositions.

Key Responsibilities

Function Primary Accountabilities

Financial Oversight Ensure GAAPcompliant accounting, cashmanagement, and tax reporting; deliver timely, accurate financial statements.

Budgeting & Forecasting Build and refine annual budgets, rolling forecasts, and longrange plans that support field operations, sales, and executive decisionmaking.

Policy & Controls Update financial policies, internal controls, A/R and A/P processes to maintain scalability and risk mitigation.

Tax & Regulatory Compliance Oversee all federal, state, and local tax filings; manage licenses, insurance renewals, and statutory reporting calendars.

Financial Close & Reporting Direct monthend and quarterend close, account reconciliations, and journal entries; present clear, actionable reports to the Executive Team.

Leadership & Talent Development Mentor and evaluate accounting and administrative staff; instill a culture of accuracy, efficiency, and continuous improvement.

Strategic Analysis Provide forwardlooking financial models, variance analyses, and scenario planning to guide corporate strategy.

Stakeholder Communication Liaise with the CEO, President, lenders, auditors, and insurers on contracts, change orders, audits, and financing needs.

Estate & Trust Transition Support all aspects of estate and trust administrationasset valuation, ownership transfers, strategic planning, and eventual disposition.

Qualifications

Education: Bachelors degree in Accounting, Finance, or related field; CPA and/or MBA strongly preferred.

Experience: Minimum 10years of progressive accounting and finance leadership, including handson responsibility for budgeting, cost control, and MIS.

Industry Background: Construction and realestate investment experience highly valued; proven success in multicompany or portfolio environments.

Technical Proficiency: Advanced Excel and MicrosoftOffice skills; familiarity with Trimble SPECTRUM and SAGE ERP platforms a plus.

Leadership: Demonstrated ability to build, develop, and inspire highperforming teams; exceptional communication and interpersonal skills.

Personal Attributes

Strategic thinker with a bigpicture orientation and meticulous attention to detail.

High integrity, sound judgment, and strong problemsolving capability.

Collaborative, approachable, and adept at cultivating trusted relationships across all organizational levels.

Techsavvy, wellorganized, and committed to timely followthrough.

Ready to lead our financial future?

Seniority level

  • Seniority level

    Executive

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Finance and Sales
  • Industries

    IT Services and IT Consulting

Referrals increase your chances of interviewing at Confidential by 2x

Sign in to set job alerts for Chief Financial Officer roles.

Vice President of Finance DTC, Retail & Wholesale

Lisle, IL $300,000.00-$400,000.00 1 week ago

Batavia, IL $167,500.00-$238,033.00 5 months ago

Burr Ridge, IL $175,000.00-$190,000.00 4 days ago

Lisle, IL $357,074.00-$731,994.00 48 minutes ago

Senior Director of Financial Planning & Analysis

DuPage County, IL $158,270.00-$234,416.00 2 days ago

Aurora, IL $160,000.00-$200,000.00 2 weeks ago

Director Financial Planning and Analysis

Director of Financial Planning and Analysis

Itasca, IL $180,000.00-$210,000.00 3 days ago

Director, Financial Planning and Analysis

Elgin, IL $90,000.00-$135,000.00 1 week ago

Elgin, IL $130,000.00-$150,000.00 4 days ago

Naperville, IL $220,000.00-$325,800.00 2 days ago

Oak Brook, IL $165,000.00-$200,000.00 1 week ago

Itasca, IL $155,000.00-$170,000.00 1 week ago

Downers Grove, IL $140,000.00-$165,000.00 1 month ago

West Chicago, IL $80,900.00-$121,030.00 1 day ago

Schaumburg, IL $149,500.00-$244,900.00 2 weeks ago

Downers Grove, IL $130,000.00-$150,000.00 1 day ago

Des Plaines, IL $130,000.00-$145,000.00 1 month ago

Addison, IL $130,000.00-$160,000.00 1 day ago

Palatine, IL $124,960.00-$165,572.00 2 days ago

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr