Truity Partners
Regional Finance Manager (41665)
Our client is an organization in the Waukesha County area that’s looking for a Regional Finance Manager. Our client is looking for someone with 6+ years of experience, detail‑oriented, and who has excellent communication skills. This company offers flexibility, a collaborative team, and competitive benefits. This position is hybrid.
The salary for this position is $150k.
RESPONSIBILITIES
Manage the monthly financial close process, including preparation of journal entries, account reconciliations, and review of results for accuracy and compliance with company policies.
Analyze monthly financial results and prepare MD&A‑style reporting.
Lead development of regional and brand‑level budgets and forecasts, identifying risks, opportunities, and key drivers of performance.
Participate in strategic brand meetings to stay aligned with operational performance and provide ad‑hoc financial analysis to support decision‑making.
Review customer and service line margins with business teams and identify areas for improvement.
Work within the ERP and CRM systems to analyze data, supporting both routine reporting and special projects.
Oversee activities of local finance teams, offering direction and support as needed.
EXPERIENCE REQUIRED
6+ years of related accounting or finance experience.
Bachelor’s degree in accounting or finance.
Advanced knowledge of financial analysis and US GAAP accounting principles.
Ability to multi‑task and quickly prioritize to manage conflicting deadlines.
Strong proficiency for data analysis and a solid comfort level in Excel.
Ability to travel up to 25% of the time in the assigned area.
Equal Opportunity Employer
The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to, skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.
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The salary for this position is $150k.
RESPONSIBILITIES
Manage the monthly financial close process, including preparation of journal entries, account reconciliations, and review of results for accuracy and compliance with company policies.
Analyze monthly financial results and prepare MD&A‑style reporting.
Lead development of regional and brand‑level budgets and forecasts, identifying risks, opportunities, and key drivers of performance.
Participate in strategic brand meetings to stay aligned with operational performance and provide ad‑hoc financial analysis to support decision‑making.
Review customer and service line margins with business teams and identify areas for improvement.
Work within the ERP and CRM systems to analyze data, supporting both routine reporting and special projects.
Oversee activities of local finance teams, offering direction and support as needed.
EXPERIENCE REQUIRED
6+ years of related accounting or finance experience.
Bachelor’s degree in accounting or finance.
Advanced knowledge of financial analysis and US GAAP accounting principles.
Ability to multi‑task and quickly prioritize to manage conflicting deadlines.
Strong proficiency for data analysis and a solid comfort level in Excel.
Ability to travel up to 25% of the time in the assigned area.
Equal Opportunity Employer
The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to, skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.
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