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Company: Parker and Lynch
Location: Madison
Posted on: November 22, 2021

Job Description:

CFO Position
A growing Financial Services company on Madison's west side is looking for a new CFO due to an upcoming retirement. This company is 100% employee owned and has been doing really well, actually having grown during covid. With the company being 100% employee owned, everyone is working together to help the company succeed since they literally have money on the line. The typically contribute 15-20% based on your annual salary to the program and their "stock" has increased from around $70 to over $500 in around 20 years, so huge earning potential once you get into the program. This role would be in the office full time during the transition, then can work more of a hybrid schedule.

  • Direct and manage investment activities in collaboration with external investment advisor and the Board of Directors
  • Optimize the handling of bank and deposit relationships and initiate appropriate strategies to enhance cash position
  • Oversee external and internal audit activities
  • Collaborate in developing and maintaining product development roadmaps that maximize past and current investments while meeting market demands
  • Participate in the benefit plan administration committee, including fiduciary responsibility for retirement plans
  • Maintain an ESOP ownership culture and be a subject matter expert with respect to all aspects of the Company Employee Stock Ownership Plan
  • Ensure timely and accurate ESOP plan administration and reporting for plan participants, as well as forecasting of future cash needs
  • Manage corporate stock records, business registrations, tax returns, checks, and other documents as assigned by the President and Chief Executive Officer
  • Ensure business needs are met on a daily basis, with a willingness to provide assistance to any area of the organization as needed to meet business and client expectations

    • Accounting or Finance Degree
    • MBA or CPA preferred
    • Financial Services or Insurance company background
    • 7+ years of accounting/finance experience
    • Strong communication skills and attention to detail

      If this particular role is not of interest, our team is engaged in over 20 separate searches in the area.Jobs include: Senior Accountant, Financial Analyst, Staff Accountant, Cost Accountant, Inventory, IT, Internal and External Auditor, Controller, CFO, Compliance and Tax.
      Equal Opportunity Employer/Veterans/DisabledTo read our Candidate Privacy Information Statement, which explains how we will use your information, please visit
      The Company will consider qualified applicants with arrest and conviction records.

Keywords: Parker and Lynch, Madison , CFO, Executive , Madison, Wisconsin

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