Senior Manager, FP&A | Wealth Management
23 hours ago
Highly acquisitive wealth management firm hiring Senior Manager, Financial Planning & Analysis. The focus of the role is providing FP&A, cash flow planning, and KPI management support for acquisitions.
Keys to an interview: Senior Manager, Financial Planning & Analysis | Wealth Management
- 7-10 years' FP&A experience related to Financial Due Diligence or Transaction Services
- CPA preferred
- Experience working with Private Equity a plus
Key responsibilities: Senior Manager, Financial Planning & Analysis | Wealth Management
- Partners with Corporate Development and Finance team leadership to drive the development and achievement of FP&A team goals.
- Lead the FP&A team in building and improving processes that drive business performance and scale while supporting the top-line growth of the organization.
- Support financial and strategic planning, monthly and quarterly financial close processes, and building & analyzing business performance metrics.
- Communicate business performance and advise on the achievement of the company strategy.
- Own the development process and delivery of key deliverables for investors, Board of Directors, and senior management
- Lead junior team members on best practices for leveraging large datasets to develop insights and drive business outcomes
- Manage cross-functional relationships as a representative of the FP&A team across the corporate function and with the advisor practices
- Manage FP&A processes and effectively communicate initiative progress, roadblocks, questions and timelines to team leadership
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Senior Manager, FP&A | Wealth Management
14 hours ago
chicago, United States Connect Search, LLC Full timeHighly acquisitive wealth management firm hiring Senior Manager, Financial Planning & Analysis. The focus of the role is providing FP&A, cash flow planning, and KPI management support for acquisitions.Keys to an interview: Senior Manager, Financial Planning & Analysis | Wealth Management7-10 years' FP&A experience related to Financial Due Diligence or...
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Senior Manager, FP&A
7 days ago
Chicago, Illinois, United States HighTower Full timeOur StoryHightower is a leading wealth management firm that provides investment, financial, and retirement planning services to individuals, foundations, and family offices. Our team of experts is dedicated to helping clients achieve their financial goals and vision of a "well-th. rebalanced" life.Your Future RoleWe are seeking a Senior Manager to lead our...
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Senior Manager, FP&A
4 weeks ago
Chicago, Illinois, United States ClearChoice Dental Implant Centers Full timeClearChoice Dental Implant Centers: A Leader in Innovative Dental CareClearChoice Dental Implant Centers is a national network of dental implant centers founded in 2005 to provide innovative dental implant care to patients across the United States. Our mission is to be the platform of hope for those in need of our services, helping people reclaim their...
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FP&A Manager
1 week ago
Chicago, Illinois, United States Lucas James Talent Partners Full timeAbout Lucas James Talent Partners: We are a high-growth startup representing a rapidly scaling company. We are looking for a dynamic and versatile FP&A Manager to drive financial strategy as we prepare for our next growth phase. Role Overview: The FP&A Manager will be a key member of our finance team, responsible for strategic financial planning, budgeting,...
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FP&A Manager
3 weeks ago
Chicago, United States Lucas James Talent Partners Full timeAbout Us:We are representing a high-growth startup focused on scaling rapidly. We’re looking for a dynamic and versatile FP&A Manager to join our team and drive financial strategy as we prepare for our next growth phase.Role Overview:The FP&A Manager will be a key member of our finance team, responsible for strategic financial planning, budgeting, and...
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Health and Safety Manager
2 weeks ago
Chicago, Illinois, United States Amp Americas Full timeAbout Amp AmericasAmp Americas is a leading company in the renewable natural gas (RNG) industry, dedicated to building, managing, and operating RNG production facilities that convert dairy waste into carbon-negative hydrogen, renewable transportation fuel, and power.Job SummaryThe Health and Safety Manager is a critical role responsible for developing,...
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Health and Safety Manager
1 month ago
Chicago, Illinois, United States Amp Americas Full timeJob Title: Health and Safety ManagerAmp Americas is seeking a highly skilled Health and Safety Manager to join our team. As a key member of our organization, you will be responsible for developing and implementing comprehensive health and safety strategies, systems, and programs across all of our operations.Key Responsibilities:Develop and execute health and...
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Health and Safety Manager
1 week ago
Chicago, Illinois, United States AMP Americas Full timeAbout the RoleAmp Americas is seeking a highly skilled Health and Safety Manager to join our team. As a key member of our operations team, you will be responsible for developing and implementing comprehensive health and safety strategies, systems, and programs across all of our operations.This role will ensure compliance with relevant safety and...
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Senior Wealth Management Advisor
2 weeks ago
Chicago, Illinois, United States Mowery & Schoenfeld Full timeSenior Wealth Management Advisor OpportunityMowery & Schoenfeld is seeking a highly skilled Senior Wealth Management Advisor to join our rapidly growing wealth management practice. As a key member of our team, you will have the opportunity to make a significant impact and contribute to the department's continued success.Key Responsibilities:Attend meetings...
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Wealth Management Associate
2 weeks ago
Chicago, Illinois, United States Calamos Asset Management Full timeJob Title: Associate Wealth AdvisorAt Calamos Asset Management, we are seeking a highly motivated and experienced Associate Wealth Advisor to join our team. As a key member of our Wealth Management group, you will be responsible for providing exceptional client service and building long-term relationships with our affluent clients.Key Responsibilities:Client...
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Wealth Management Professional
1 week ago
Chicago, Illinois, United States ECG Resources, Inc. Full timeECG Resources, Inc. is seeking a highly skilled Wealth Management Professional to join their team and provide exceptional service to their UHNW clients.The ideal candidate will have a strong background in financial planning and/or high-net-worth tax experience, with a focus on providing excellent client service and working closely with senior advisors to...
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FP&A Technology Manager
3 weeks ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial services and guidance.Our commitment to service, expertise, and integrity has enabled us to...
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Private Wealth Manager
3 weeks ago
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Wealth Management Professional
2 weeks ago
Chicago, Illinois, United States Corient Private Wealth LLC Full timeUnlock Your Potential as a Wealth PlannerAt Corient Private Wealth LLC, we're committed to empowering talented individuals to excel in their careers. As a Wealth Planner, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.Key Responsibilities:Develop and implement comprehensive financial plans,...
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FP&A Technology Manager
1 week ago
Chicago, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
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Senior Financial Analyst FP&A
2 weeks ago
Chicago, Illinois, United States Kraft Heinz Company Full timeSenior Financial Analyst FP&A Job DescriptionKraft Heinz is a leading food company that values its employees and provides a comprehensive benefits package. As a Senior Financial Analyst FP&A, you will be part of the Meats & Cheese FP&A team, responsible for providing key financial analysis and insights to the M+C Business Unit.Key Responsibilities:Partner...
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FP&A Technology Manager
1 week ago
Chicago, Illinois, United States Optiver Full timeJoin Our Team as an FP&A Technology ManagerOptiver is a leading global market maker and a tech-driven trading firm. We are looking for a skilled FP&A Technology Manager to join our team.Key Responsibilities:Perform critical financial modeling to inform executive decision-making around capital spending, operating budgets, and long-term planning for Technology...
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Senior Finance Manager, Manufacturing FP&A
1 month ago
Chicago, Illinois, United States The Kraft Heinz Company Full timeJob Title: Senior Finance Manager, Manufacturing FP&AAt The Kraft Heinz Company, we are seeking a highly skilled Senior Finance Manager to join our North America Manufacturing team. As a key member of our finance team, you will play a critical role in providing financial guidance and support to our manufacturing operations.Key Responsibilities:Consolidate...
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Wealth Management Partner
2 weeks ago
Chicago, Illinois, United States Atticus Recruiting Inc Full timeConfidential Wealth Management Partner OpportunityWe are conducting a confidential search for a large international law firm seeking to add a Wealth Management Partner to its Chicago office.The ideal candidate will possess strong technical skills in complex estate planning and estate and trust administration. A portable business with a transferable client...
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Wealth Strategist
2 weeks ago
Chicago, Illinois, United States Corient Private Wealth LLC Full timeUnlock Your PotentialAt Corient Private Wealth LLC, we're on a mission to empower high- and ultra-high-net-worth individuals and families to achieve their financial goals. As a Wealth Strategist, you'll play a vital role in helping our clients navigate the complexities of wealth management and make informed decisions about their financial futures.Key...