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Strategic Finance & Client Operations Lead

Job in Verona, Dane County, Wisconsin, 53593, USA
Listing for: Wegner CPAs
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm located in Verona, Wisconsin is seeking a skilled financial operations professional to manage day-to-day financial tasks and client relations. This role requires an adept individual who can oversee P&L accuracy, cash flow forecasting, and support sales execution. The candidate should possess 2-10 years of relevant experience and exceptional communication skills. Emphasis will be on ensuring smooth client onboarding and operational efficiency without requiring constant supervision.
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