Johnson Keland Management, Inc. has an outstanding opportunity for an experienced Financial Manager to join our team in Racine, Wisconsin.

Reporting to the Vice President-Finance as a key member of our leadership team, this position will assist with, oversee and provide sophisticated and comprehensive financial oversight and advisory services to clients, including: generation of cash flow and personal expense reports, long-term governance and estate planning projects, tax return and financial statement review, real estate transactions, and analysis of investment proposals, including spearheading due diligence, assisting with negotiations and execution, and tracking performance.  The position also manages vendor relationships with external IT and client portal service providers, and oversees any office IT infrastructure projects and technical requests.

Candidates will possess a Bachelor’s degree in finance or an accounting degree with significant finance experience.  A minimum of 10 years of relevant experience is required. Candidates must be a CPA. Tax experience is strongly preferred; experience managing IT contractors is ideal.

Successful candidates will have a strategic financial acumen and background; exceptional problem-solving and analytical skills, including the ability to exercise sound business judgment and take decisive actions. Demonstrated leadership, project management and interpersonal skills, including a results-orientation and ability to focus on goals, prioritize and meet deadlines also are required.  Excellent verbal and written communication skills, and superior interpersonal and consultative skills to work effectively with staff members, clients and outside advisors are also essential. Experience with high net worth individuals and/or families is a plus.

Johnson Keland Management, Inc. is a professional Family Office that provides governance, strategic, tax and estate planning, financial, advisory, wealth management and shareholder education as well as personal services to family clients. 

This position includes a competitive compensation and benefits package, including medical, dental, vision, life, disability insurance, 401(k) participation, paid time off, and an exceptional office environment in Downtown Racine.