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LHH · 4 days ago

CFO

Greater Madison Area

Full-time

Hybrid

Director/Executive

10+ years exp

LHH is a growing Financial Services company based in the Madison area, seeking a new CFO. The role involves directing investment activities, overseeing audit functions, and maintaining the company's Employee Stock Ownership Plan while ensuring business needs are met on a daily basis.

Human Resources

Responsibilities

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