Confidential logo

Chief Financial Officer

Confidential
  • Appleton, WI
  • Remote
    1 day ago

    Job Description

    This is a full-time, in-office position and is not open to remote work.

    Your next CFO role can be about more than reporting results. It can shape what happens next.

    You’ll use data, forecasting, and modern tools to spot trends early, flag risks, and help our President and leadership team make smarter decisions about operations, technology, investment, and growth.

    Your background doesn’t have to match ours. Finance experience from multi-site, regulated, or fast-changing organizations, whether for-profit, nonprofit, or healthcare, translates here.

    In this role, you’ll:

    • Partner with Operations to improve profitability through efficiency, resource planning, customer contracts, and pricing.

    • Explore automation and AI tools to improve efficiency, data integration, and visibility.

    • Turn financial and operational data into clear dashboards and KPIs that help leaders act.

    • Build forecasts and three- to five-year models, and evaluate capital investments and growth opportunities while balancing margins, productivity, and risk.

    • Manage banking relationships, cash, debt, and capital planning to keep the business strong and ready to grow.

    • Support day-to-day accounting, including close and reporting, internal controls, budgeting, cash management, and tax and audit work.

    • Advise the President and ownership with clear financial insights and recommendations.



    What you’ll bring

    • Bachelor’s degree in accounting, finance, or a related field; MBA or CPA a plus.

    • Finance leadership experience (CFO, Controller, Director of Finance, or Treasury) is valued. We also welcome candidates with less experience who bring a strong educational foundation, new ideas, analytical skills, and a willingness to learn.

    • Strong knowledge of financial reporting, month-end and year-end close, internal controls, and accounting principles.

    • Experience with budgeting, forecasting, cash flow, and financial analysis.

    • Experience working with accounting teams and banking, tax, and outside accounting partners.

    • Analytical thinking and the ability to explain financials clearly and tie them to business performance.

    • A hands-on, collaborative style: comfortable leading strategy, staying close to the day-to-day work, and improving systems, reporting, and processes.

    • Experience in a multi-location or operationally complex organization is especially valuable; pricing, contract, or margin analysis experience is a plus.

    Ready to help shape what’s next? We’d welcome a conversation.





    PIa43eb11db389-37456-41930598

    Numbers & Facts

    LocationAppleton, WI (
    Remote
    )
    IndustryFinancial Services
    Company Size100 to 499 employees
    Websitehttps://www.americanequity.com

    About Company

    American Equity Mortgage, Inc., is one of the nation’s leading mortgage lenders with a proven history of success. For 20 years we have held integrity, leadership, strength and stability making us highly respected in the industry, as well as throughout the communities we serve. We are committed to our customers by specializing in helping people save money through mortgage refinancing, debt consolidation, and home purchase loans. Our employees are continually growing with our ongoing, coaching culture, training and support along with upward mobility promoting from within our organization. Our commitment to helping others carries into social responsibility to support, assist and empower communities with our private foundation known as AEM Cares, along with our corporate giving program to help and enable charitable causes nationwide reach their goals.

    Skills

    • Accountingunmatched
    • Analysis Skillsunmatched
    • Artificial Intelligence (AI)unmatched
    • Automationunmatched
    • Bank Managementunmatched
    • Banking Servicesunmatched
    • Budgetingunmatched
    • Business Administrationunmatched
    • Cash Managementunmatched
    • Certified Public Accountant (CPA)unmatched
    • Energy Efficiencyunmatched
    • Financeunmatched
    • Financial Operationsunmatched
    • Financial Reportingunmatched
    • Forecastingunmatched
    • Head of Financeunmatched
    • Healthcareunmatched
    • Investment Capitalunmatched
    • Leadershipunmatched
    • Nonprofitunmatched
    • Operational Improvementunmatched
    • Performance Metricsunmatched
    • Pricingunmatched
    • Profit & Lossunmatched
    • Relationship Managementunmatched
    • Reporting Dashboardsunmatched
    • Riskunmatched
    • Tax Accountingunmatched
    • Team Playerunmatched
    • Technical Operationsunmatched

    Level up your application

    Professional resume templates

    Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

    Free resume templates

    Resume Builder

    Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

    Resume Builder