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Assistant To Cfo Jobs in Wisconsin (NOW HIRING)

Socket.dev

WI · On-site

$250 - $350/hr

Partner with the CEO, CFO, and Board to translate strategic priorities into operating plans and quarterly objectives * Build the operating framework, accountability structure, and decision-making ...

Vortex Optics

Executive Assistant to CEO

Barneveld, WI · On-site

Prepare the CEO to Lead: Prepare agendas/materials; capture notes; track follow-up; organize information; prepare the CEO for key conversations. * Create Order: Organize projects, priorities, files ...

Vortex Optics

Executive Assistant to CEO

Barneveld, WI · On-site

Prepare the CEO to Lead: Prepare agendas/materials; capture notes; track follow-up; organize information; prepare the CEO for key conversations. * Create Order: Organize projects, priorities, files ...

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Assistant To Cfo information

What are the typical responsibilities and challenges faced by an assistant to CFO?

As an Assistant to the CFO, your daily responsibilities often include managing executive calendars, preparing financial reports and presentations, coordinating meetings with internal and external stakeholders, and handling confidential communications. A key challenge in this role is balancing multiple high-priority tasks while maintaining accuracy and discretion, especially when dealing with sensitive financial information. You'll frequently collaborate with finance, accounting, and executive teams, which requires strong organizational and interpersonal skills. This position provides valuable exposure to senior management and can serve as a stepping stone to more advanced roles in finance or operations.

What are the key skills and qualifications needed to thrive as an assistant to CFO?

To thrive as an Assistant to the CFO, you need strong organizational, financial, and administrative skills, often supported by a degree in business, finance, or a related field. Familiarity with financial software (such as SAP, QuickBooks, or Oracle), advanced Excel skills, and experience with document management systems are typically required. Exceptional attention to detail, discretion, and effective communication are soft skills that help you excel in supporting executive decision-making. These skills ensure accurate financial reporting, efficient operations, and seamless executive support in a fast-paced corporate environment.

What does an assistant to CFO do?

An Assistant to the CFO provides administrative and organizational support to the Chief Financial Officer. This role typically involves managing schedules, preparing reports, coordinating meetings, handling confidential documents, and assisting with communication both within and outside the finance department. The assistant may also help with financial data entry, expense tracking, and project management tasks. Strong attention to detail, discretion, and excellent organizational skills are essential for success in this position.

What are popular job titles related to Assistant To Cfo jobs in Wisconsin?

For Assistant To Cfo jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Assistant To Cfo jobs in Wisconsin look for?

The top searched job categories for Assistant To Cfo jobs in Wisconsin are:

What cities in Wisconsin are hiring for Assistant To Cfo jobs?

Cities in Wisconsin with the most Assistant To Cfo job openings:

Assistant To Cfo jobs near you
Infographic showing various Assistant To Cfo job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

CAAS CFO (Retail/Restaurants)

Cliftonlarsonallen

Milwaukee, WI • On-site

$129K - $224K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 23 days ago

CliftonLarsonAllen rating

6.7

Company rating: 6.7 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

20th of 22 rated bookkeepers and accountants

Job description

We recognize that not everyone wants to grow their career paths in the same way. That's why CLA exists to create opportunities. With 8500 employees and over 130 offices nationwide, We promise to know you and help you!
If you answer YES to these questions, then our CAAS (Client Accounting & Advisory Services) practice could be a great fit for you!

  • Do you have an accounting background but are bored of doing the same tasks each month for just one company?

  • Do you crave variety in the type of work you do and the clients you serve?

  • Do you like to travel to clients and thrive during face-to-face interactions?

  • Do you want the stability and backing of a top 10 national firm?

CLA is looking to hire a Chief Financial Officer with Retail or Restaurant industry experience for our growing CAAS group, based in Minneapolis, MN or Milwaukee, WI.

As a CAAS Chief Financial Officer, you will...

  • Perform CFO functions as part of the client's accounting services team.

  • Be accountable for identifying and implementing best practices related to the services provided to add value to the client.

  • Work with client to set financial policy and be an active participant in, and driver of, the overall strategy.

  • Drive capital planning, risk management, ratio and KPI analysis, and board of director interactions.

  • Lead financial administration, planning, and budgeting.

  • Oversee longer-term budget planning and cost management.

  • Monitor progress of budgets and presents operational metrics.

  • Ensure financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds.

  • Manage cash flow and forecasting, directing financial accounting.

  • Coordinate audit activities.

  • Effectively and efficiently manage multiple client engagements.

  • Build strong client relationships and becomes a key member of client management team.

  • Develop key external business network and becomes service and industry thought leader.


Job Requirements:

  • Experience: 8 years of relevant accounting and/or financial experience is required. Relevant retail or franchise restaurant industry experience is highly preferred.

  • Knowledge of QuickBooks is highly preferred.

  • Prior project management and client management experience preferred but not required.

  • Comfortable in fast paced environment and skilled in multitasking.

  • Education: Bachelor's degree is required (preferably within Accounting, Finance, or relation field). Combination of related experience, education, and training may be accepted in lieu of degree.

  • CPA certification preferred but not required.

  • Travel: This position works primarily in-office, as well as frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in Minnesota: $129,000.00 - $224,000.00 (annual)

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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.


To view a complete list of benefits, click here.


What CliftonLarsonAllen employees say

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About CliftonLarsonAllen

Sourced by ZipRecruiter

CliftonLarsonAllen (CLA) is a leading professional services company based in Minneapolis, MN, US. CLA operates in the accounting industry and offers a broad range of products and services such as wealth advisory, outsourcing, audit, tax, and consulting services. The company was founded in 1953 with a merger between two firms, Clifton Gunderson and LarsonAllen, in 2012. Working in accordance with their mission to create opportunities for clients, people, and communities, they have established a presence across the US, serving privately held businesses, non-profits, and governmental entities. Recognized for their contributions, CLA has received accolades such as the Innovative Firm of the Year award.

Industry

Accounting services

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

2012

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