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Truity Partners

Chief Financial Officer

Truity Partners, Appleton

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Practice Leader & Partner at Truity Partners I Finance, Accounting & Human Resources I Direct-Hire Placement & Interim Staffing I

41251

The Chief Financial Officer (CFO) will be a strategic partner to the CEO, COO, and executive leadership team, responsible for overseeing all aspects of financial management, strategy, and operations. The ideal candidate will bring a deep understanding of corporate finance, operational efficiency, capital structuring, and long-term financial planning. This individual will play a key role in driving sustainable growth, optimizing profitability, and preparing the company for future opportunities including potential M&A, capital events, or liquidity planning.

Key Responsibilities

Strategic Financial Leadership

  • Develop and execute financial strategies that align with the company’s long-term goals and growth initiatives.
  • Serve as a key advisor to the CEO and Board of Directors on all financial matters.
  • Lead budgeting, forecasting, financial planning & analysis (FP&A), and scenario modeling to support decision-making.

Operational Excellence

  • Ensure accurate and timely financial reporting in accordance with GAAP (or IFRS if applicable).
  • Drive cost control, margin optimization, and ROI-focused investment decisions across the organization.
  • Lead treasury operations, including cash flow management, debt servicing, and capital allocation.
  • Ensure effective internal controls, risk management policies, and corporate governance.
  • Oversee all audit, tax, legal, and regulatory compliance functions.
  • Manage relationships with external auditors, tax advisors, and legal counsel.

Capital & Investor Relations

  • Build and lead a high-performing finance and accounting team.
  • Foster a culture of accountability, transparency, and continuous improvement.
  • Mentor key finance personnel and support cross-functional leadership development.

Qualifications

Education & Credentials

  • Bachelor’s degree in Finance, Accounting, Economics or related field required.
  • MBA or CPA/CFA designation preferred.

Experience

  • 15+ years of progressive experience in financial leadership, with 5+ years in a CFO or top finance executive role.
  • Proven experience in a growth-oriented, multi-site, or multi-division business.
  • Experience with M&A, due diligence, and post-acquisition integration.
  • Strong understanding of ERP systems, financial analytics, and reporting tools.

Seniority level

  • Seniority level

    Executive

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Accounting/Auditing

  • Industries

    Professional Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

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