Talent.com
Chief Financial Officer & Treasurer
Chief Financial Officer & TreasurerBeloit College • Beloit, WI, USA
Chief Financial Officer & Treasurer

Chief Financial Officer & Treasurer

Beloit College • Beloit, WI, USA
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.filters_job_card.quick_apply
job_description.job_card.job_description

Job Summary

The Chief Financial Officer & Treasurer position plays a critical leadership role in the financial health and strategic planning of the College. This role blends the rigor of a CAO and Treasurer with the strategic mindset of a CFO. This position is responsible for elevating and analyzing financial data provided by the Director of Accounting, Bursar, and Director of Finance and Treasury, transforming it into clear, actionable insights for senior leadership and campus-wide stakeholders. This position will ensure that budgetary decisions are well-informed, communicated effectively, and aligned with the College's long-term goals. The ideal candidate brings a hands-on approach, strong technical accounting skills, and the ability to connect financial data to the College's mission and goals.

This role requires a deep understanding of budgeting, financial forecasting, and risk management. The role will hire and develop a top-notch accounting team to provide the financial backbone to enable a holistic financial plan that integrates expense management, strategic investments, and compliance with institutional policies and external regulations.

Key Responsibilities

Accounting & Compliance :

  • Oversee all accounting functions, including general ledger, payroll, accounts payable / receivable, restricted funds, and grants.
  • Ensure compliance with GAAP, FASB standards for nonprofits, and higher education reporting requirements.
  • Lead annual financial audits and coordinate with external auditors.
  • Maintain accurate records for the endowment, investments, and restricted funds in partnership with the Business Office.
  • Develop, document, and enforce internal controls and financial policies.

Financial Planning, Budgeting & Analysis :

  • Lead the annual budgeting process, collaborating with the senior leadership team and their directs.
  • Develop multi-year financial forecasts reflecting tuition trends, enrollment projections, and program costs.
  • Prepare and interpret monthly, quarterly, and annual financial statements for the President, his senior leadership team, and the Board of Trustees.
  • Create financial dashboards and performance indicators to support data-driven decision-making.
  • Identify financial risks and opportunities related to enrollment, advancement, facilities, and other college operations.

    • Cash Flow, Investments & Resource Management :

  • Monitor cash flow and liquidity to ensure operational stability.
  • Support endowment management, tracking investment performance, and spending policy compliance.
  • Assist with debt management, capital project planning, and banking relationships.
  • Recommend efficiencies in resource allocation and expense management aligned with the College's mission.

    • Operational & Strategic Leadership :

  • Collaborate with the President, Provost, VP, Finance, Operations & Strategy, VP, Enrollment & Marketing, VP Advancement and the rest of senior leadership to align financial planning with institutional strategy.
  • Partner with the Directors of Facilities, Human Resources, and Information Technology on resource planning, procurement, and compliance.
  • Lead continuous improvement of financial systems, processes, and technology (ERP (Jenzabar currently), budgeting, and reporting tools).
  • Hire and develop the Finance & Accounting team, creating a highly effective organization and fostering a collaborative and efficient culture.
  • Translate complex financial data into clear, accessible insights for non-financial stakeholders, enabling informed decision-making across departments and fostering greater organizational alignment

    • Board and External Relations :

  • Prepare reports and presentations for the Finance and Audit and Risk Management Committees of the Board of Trustees. Work with the Facilities Director to help prepare reports for the Physical Asset Management Committee.
  • Serve as a liaison with auditors, banks, investment managers, and other financial partners.
  • Contribute to accreditation and compliance reporting as needed.

    • Credentials and Experience

  • Bachelor's degree in Accounting, Finance, or related field required.
  • CPA strongly preferred; MBA or Master's in Accounting or Finance desirable.
  • Minimum 7–10 years of progressive experience in accounting or financial management.
  • Experience hiring and developing a team
  • Experience in higher education or nonprofit finance is strongly preferred.
  • Demonstrated expertise in audit management, budget development, and financial reporting.
  • Experience with endowment accounting, fund accounting, and restricted gifts is a plus.
  • Experience with automated financial management and reporting systems. Experience with Jenzabar is a plus.

    • Knowledge, Skills, and Abilities

  • Deep technical accounting knowledge with strategic financial insight.
  • Strong analytical, organizational, and problem-solving skills.
  • Strong management and organizational design skills : the ability to hire and develop a highly effective team
  • Ability to take initiative, think critically and solve problems.
  • Ability to communicate complex financial information effectively, both in writing and orally, with a wide variety of constituencies, including the senior leadership team, trustees, faculty, staff, students, and the public.
  • Advanced proficiency in using software applications including Excel and financial systems.
  • High integrity, discretion, and alignment with the College's liberal arts values and mission.
  • Ability to analyze complex financial and statistical data and prepare accounting statements, summary conclusions and recommendations in accordance with GAAP.
  • Ability to build and maintain effective relationships with colleagues, faculty, staff and students, with an emphasis on tact, diplomacy, flexibility, collaboration, professionalism and discretion.
  • Ability to implement and maintain an integrated financial accounting and reporting system that facilitates internal and external financial and accounting needs.
  • Excellent interpersonal skills with the ability to work well with diverse individuals and groups with the ability to develop and maintain effective relationships with all internal and external constituencies.
  • Adept at listening, anticipating, and responding to the needs of individuals and programs.
  • Must exhibit strong ethical values and be capable of maintaining the utmost discretion and confidentiality.
  • Ability to work some evenings and weekends.

    • Why This Role Matters

    In today's higher education environment, small colleges must make disciplined financial decisions while remaining true to their academic mission. This position plays a central role in ensuring financial health, operational efficiency, and transparency - connecting finances to purpose.

    This position is ideal for an experienced accounting professional ready to serve as a strategic thought partner and steward of institutional resources.

    The intent of this job description is to provide the general nature and level of work required of employees who are assigned to this classification and shall not be constructed as an all-inclusive list of duties and responsibilities. Employees may be instructed to perform job-related duties and responsibilities other than those specifically presented in this description.

    Job Posted by ApplicantPro

    serp_jobs.job_alerts.create_a_job

    Chief Financial Officer • Beloit, WI, USA

    Job_description.internal_linking.related_jobs
    External Job???? Certified Occupational Therapy Assistant - COTA - Part-Time - SNF / Home Health

    External Job???? Certified Occupational Therapy Assistant - COTA - Part-Time - SNF / Home Health

    Symbria • Janesville, WI, US
    serp_jobs.job_card.full_time +1
    Certified Occupational Therapist Assistant.We are currently seeking a skilled and dedicated Certified Occupational Therapist Assistant (COTA) to join our EMPLOYEE-OWNED TEAM at St.Elizabeth's Home ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Occupational Therapist - $2,120 per week

    Travel Occupational Therapist - $2,120 per week

    TRS Healthcare • Sullivan, WI, United States
    serp_jobs.job_card.full_time
    TRS Healthcare is seeking a travel Occupational Therapist for a travel job in Sullivan, Wisconsin.Job Description & Requirements. TRS Healthcare Job ID #1385352.Pay package is based on 8 hour shifts...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Area Director

    Area Director

    Fellowship of Christian Athletes • Clinton, WI, US
    serp_jobs.job_card.full_time
    The Director is responsible for growing the ministry by praying, staffing, and funding the area through the Advancement Lanes : Ministry, Board, Donor, Talent, and International.The Director works i...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Occupational Therapist - $1,822 per week

    Travel Occupational Therapist - $1,822 per week

    Rang Healthcare • Beloit, WI, United States
    serp_jobs.job_card.permanent
    Rang Healthcare is seeking a travel Occupational Therapist for a travel job in Beloit, Wisconsin.Job Description & Requirements. Job Title : Occupational Therapist.Guaranteed Hours : 36 hours / week.Occ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Representative Trainee (Sales) - Milwaukee, WI

    Financial Representative Trainee (Sales) - Milwaukee, WI

    Mutual of Omaha • Johnson Creek, WI, US
    serp_jobs.job_card.full_time
    Financial Representative Trainee (Sales) - Milwaukee, WI.Sales, Early Career Programs, Financial Representative Trainee.Are you driven, self-motivated, and eager to jumpstart your career in the fin...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Equity Trader

    Remote Equity Trader

    Maverick Trading • Madison, WI, USA
    serp_jobs.filters.remote
    serp_jobs.job_card.part_time
    Remote Equity Trader Job at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a gl...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Occupational Therapist - $1,274 per week

    Travel Occupational Therapist - $1,274 per week

    GLC On-The-Go • Beloit, WI, US
    serp_jobs.job_card.full_time
    GLC On-The-Go is seeking a travel Occupational Therapist for a travel job in Beloit, Wisconsin.Job Description & Requirements. Pay package is based on 8 hour shifts and 40 hours per week (subjec...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Integrations Project Manager

    Financial Integrations Project Manager

    Kaav • Beloit, WI, US
    serp_jobs.job_card.full_time
    Financial Integrations Project Manager.Position : Financial Integrations Project Manager.Program Overview : The Agility Program is made up of three critical components.serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Chief Financial Officer & Treasurer

    Chief Financial Officer & Treasurer

    InsideHigherEd • Beloit, Wisconsin, United States
    serp_jobs.job_card.full_time
    The Chief Financial Officer & Treasurer position plays a critical leadership role in the financial health and strategic planning of the College. This role blends the rigor of a CAO and Treasurer wit...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Personal Banker Bilingual Preferred - Harvard, IL

    Personal Banker Bilingual Preferred - Harvard, IL

    First National of Nebraska • Harvard, IL, US
    serp_jobs.job_card.full_time +1
    At FNBO, our employees are the heart of our storyand we're committed to their success.Please see below the details of this career opportunity and how it fits into our organization's success.At Firs...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Chief Financial Officer & Treasurer

    Chief Financial Officer & Treasurer

    Beloit College • Beloit, WI, US
    serp_jobs.job_card.full_time
    Chief Financial Officer & Treasurer.The Chief Financial Officer & Treasurer position plays a critical leadership role in the financial health and strategic planning of the College.This role blends ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    VP Ag / Commercial Loan Officer

    VP Ag / Commercial Loan Officer

    GPAC • Janesville, WI, US
    serp_jobs.job_card.full_time
    Vice President, Ag / Commercial Loan Officer.As a Vice President, Ag / Commercial Loan Officer you will be in charge of evaluating loan applications and documentation by confirming credit worthiness, i...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Integrations Project Manager

    Financial Integrations Project Manager

    Samprasoft • Beloit, WI, US
    serp_jobs.job_card.full_time
    Financial Integrations Project Manager.Position : Financial Integrations Project Manager.Program Overview : The Agility Program is made up of three critical components.serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Center Manager - Rockford (Riverside)

    Financial Center Manager - Rockford (Riverside)

    Fifth Third Bank • Rockford, IL, United States
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Financial Center Manager w...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Chief Financial Officer

    Chief Financial Officer

    MRA Recruiting Services • Ixonia, WI, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    MRA Member Company Chief Financial Officer Lake Country, WI As a food co-packer and manufacturer located in beautiful Lake Country Wisconsin. Over the past 25+ years, has grown from an entrepreneuri...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Mental Health Therapist

    Mental Health Therapist

    SonderMind Careers • Winnebago, IL, US
    serp_jobs.job_card.full_time
    SonderMind is a leading mental health care platform revolutionizing therapy services by empowering licensed mental health therapists to deliver exceptional care with cutting-edge, AI-powered tools....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Occupational Therapist

    Occupational Therapist

    Encompass Health • Albany, Wisconsin, US
    serp_jobs.job_card.full_time +1
    Occupational Therapist Career Opportunity Your Calling, Close to Home and Heart Are you in pursuit of a career that's more than a job, one that aligns with your heart and community? We believe in t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Reserve Occupational Therapist

    Reserve Occupational Therapist

    United States Army • Capron, IL, US
    serp_jobs.job_card.permanent
    Army Occupational Therapists have the strength to heal our Nation's defenders If you are a professional in the field of occupational therapy and want to combine your specialized skills with a desir...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_hour • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Chief Financial Officer (CFO) Shorewood Behavioral Health

    Chief Financial Officer (CFO) Shorewood Behavioral Health

    Acadia Healthcare • Madison, WI, US
    serp_jobs.job_card.full_time
    Chief Financial Officer (CFO) Shorewood Behavioral Health.Shorewood Behavioral Health is a brand new state-of-the-art 120-bed behavioral healthcare hospital located in Madison, WI.Shorewood Behavio...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Specialist : Whitewater Branch

    Financial Specialist : Whitewater Branch

    UW Credit Union • Afton, WI, US
    serp_jobs.job_card.full_time
    UW Credit Union is hiring for a Financial Specialist to serve our members at our Whitewater branch!.Financial Specialists play an instrumental role in the retention and satisfaction of our members....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted