Senior Manager, FP&A | Wealth Management
3 weeks 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
3 weeks ago
Chicago, United States Connect Search 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 Management 7-10 years FP&A experience related to Financial Due Diligence or...
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Senior Manager, FP&A | Wealth Management
3 weeks 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 | Wealth Management
3 weeks 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 | Wealth Management
2 weeks ago
Chicago, IL, 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
4 weeks 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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FP&A Manager
4 weeks 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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Health and Safety Manager
1 month 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
4 weeks 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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Wealth Management Professional
4 weeks 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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Senior Consultant – Wealth Management
2 days ago
Chicago, United States Infosys Consulting Full timeSenior Consultant – Wealth Management & Trust, Infosys ConsultingThe Role – What You’ll DoYou will be part of a cross-cultural global team working on a variety of business consulting engagements in Wealth Management. You will be a part of world class product management team which will help drive innovation and improved user experience in wealth...
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FP&A Technology Manager
4 weeks 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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FP&A Technology Manager
4 weeks 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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Wealth Channel Marketing Manager
4 weeks ago
Chicago, Illinois, United States Northern Trust Full timeJob SummaryNorthern Trust, a leading financial institution, seeks a skilled Wealth Channel Marketing Manager to develop and execute integrated campaigns that expand and deepen relationships with clients and prospects.This role will serve as a strategic business partner, working closely with Northern Trust Wealth Management and NTAM's Wealth Client Group to...
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Wealth Management Partner
4 weeks ago
Chicago, Illinois, United States Atticus Recruiting Inc Full timeWe 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 have strong technical skills in complex estate planning and estate and trust administration.Portable business reflecting work with a transferable client base in the amount of approximately...
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Wealth Management Analyst
2 months ago
Chicago, United States Rockefeller Capital Management Full timeAbout Rockefeller Capital ManagementRockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...
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Senior Financial Analyst, FP&A Lead
4 weeks ago
Chicago, Illinois, United States Kraft Heinz Company Full timeSenior Financial Analyst, FP&A LeadThe Kraft Heinz Company is seeking a highly skilled Senior Financial Analyst, FP&A Lead to join the Meats & Cheese Business Unit. As a key member of the FP&A team, you will provide critical financial analysis and insights to drive business growth and profitability.Key Responsibilities:Collaborate with the Revenue Management...
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Senior Financial Analyst
4 weeks ago
Chicago, United States GRAYSON SEARCH PARTNERS Full timeGrayson Search Partners is supporting a well known Automotive and technology company to bring on a Chicago-based REMOTE Senior Financial Analyst of FP&A. The Senior Financial Analyst will play a key role in supporting the Annual Operating Plan (AOP) and long-term strategy for various internal business units. In this capacity, you will analyze business...
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Sr. FP&A Manager- Americas
5 days ago
Chicago, United States Dyson Full timeAbout Us: Dyson is a global technology enterprise. We're growing fast and our ambition is huge - more categories, more locations and more people. Dyson launched in the US in 2002, and since then operations have grown exponentially. Our US headquarters is based in Chicago's Fulton Market neighborhood. We also have employees working in field sales, our...
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Sr. FP&A Manager- Americas
3 weeks ago
Chicago, United States Dyson Full timeAbout Us: Dyson is a global technology enterprise. We're growing fast and our ambition is huge - more categories, more locations and more people. Dyson launched in the US in 2002, and since then operations have grown exponentially. Our US headquarters is based in Chicago's Fulton Market neighborhood. We also have employees working in field sales, our...
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Senior Associate
5 months ago
Chicago, United States Waylin Partners, LLC Full timeWaylin focuses on providing leading private equity firms with best-in-class finance, accounting, and data analytics services to optimize and automate back-office functions of portfolio companies. Description: Waylin Partners, a leading provider of FP&A and accounting consulting services, is looking for a Senior Associate who is...