Current jobs related to Financial Planning - Chicago - Adams Street Partners
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Financial Planning Expert
2 weeks ago
Chicago, Illinois, United States Cerity Partners Full timeJob Title: Financial Planning ExpertCerity Partners is seeking a highly skilled Financial Planning Expert to join our team. As a key member of our Executive Financial Counseling (EFC) team, you will work closely with high-net-worth individuals and their families to provide comprehensive financial planning and investment services.Key Responsibilities:Build...
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Financial Planning Professional
2 weeks ago
Chicago, Illinois, United States Plante Moran Full timeJoin Our Team as a Financial Planning ProfessionalWe are seeking a highly motivated and detail-oriented Financial Planning Professional to join our team at Plante Moran. As a Financial Planning Professional, you will be responsible for assessing clients' assets, liabilities, cash flow, tax status, and financial objectives to develop investment and financial...
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Financial Planning Associate
2 weeks ago
Chicago, Illinois, United States Jupiter Power Full timeJob Title: Financial Planning AssociateJupiter Power is a leading energy infrastructure company focused on the development, construction, and operation of energy storage assets in wholesale electricity markets. We are seeking a highly motivated and detail-oriented Financial Planning Associate to join our financial operations team.Job SummaryThe Financial...
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Financial Planning Expert
2 weeks ago
Chicago, Illinois, United States Kaufman Hall & Associates LLC Full timeJob DescriptionAt Kaufman Hall & Associates LLC, we are seeking a highly skilled Financial Planning Expert to join our team. As a key member of our Financial Planning & Data Analytics practice, you will play a critical role in helping our clients achieve their financial goals.Key Responsibilities:Analyze and evaluate financial statements to identify trends...
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Financial Planning Analyst
2 weeks ago
Chicago, Illinois, United States Rise25 Full timeJob DescriptionRise25 is seeking a highly skilled Financial Planning and Analysis professional to join our team. As a Financial Planning Analyst, you will play a critical role in helping us achieve our business goals by providing financial guidance and support.Key Responsibilities:Develop and maintain accurate financial models and forecasts to inform...
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Financial Planning Director
4 weeks ago
Chicago, Illinois, United States Rush University Full timeJob SummaryThe Director of Financial Planning and Analysis is a key member of the College of Nursing leadership team, responsible for overseeing the financial planning and analysis functions of the college. This includes developing and implementing financial strategies, managing budgets, and providing financial analysis and reporting to senior leadership.Key...
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Financial Planning Analyst
2 weeks ago
Chicago, Illinois, United States Kaufman Hall Full timeFinancial Planning and Analysis Role at Kaufman HallKaufman Hall is seeking a highly motivated and detail-oriented Financial Planning and Analysis professional to join our team as part of the 2025 Kaufman Hall Analyst Program. As a key member of our Financial Planning team, you will work closely with our clients to analyze and evaluate financial statements,...
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Financial Planning Director
3 weeks ago
Chicago, Illinois, United States Hitachi Full timeJob Title: Financial Planning DirectorWe are seeking a highly skilled Financial Planning Director to join our team at Hitachi Global Air Power US. As a key member of our finance team, you will be responsible for leading the development and implementation of financial planning and reporting processes across the organization.Key Responsibilities:Develop and...
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Financial Planning Analyst
4 weeks ago
Chicago, Illinois, United States Argonaut Management Services, Inc Full timeJob Title: Financial Planning AnalystArgo Group is a leader in specialty insurance with a vibrant culture built on respect, equality, wellness, and opportunity. We're an innovative organization that's small enough to be agile and big enough to make a difference in our industry.Job Summary:We're seeking a highly motivated and detail-oriented Financial...
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Financial Planning Specialist
2 weeks ago
Chicago, Illinois, United States AscendHire Full timeUnlock Your Potential as a Financial ConsultantAre you a seasoned financial expert looking to take your career to the next level? Do you have a passion for helping clients achieve their financial goals? We have an exciting opportunity for a Financial Consultant to join our team at AscendHire.Your Role in Catalyzing GrowthIn this key role, you will serve as a...
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Financial Planning Manager
2 weeks ago
Chicago, Illinois, United States Vi Living Full timeOverviewVi Living is a recognized leader in the senior living industry, known for its commitment to excellence and employee satisfaction. We are seeking a highly skilled Financial Planning Manager to join our team.ResponsibilitiesProvide financial analysis and support for our senior living communities, including analysis of financial and operational...
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Financial Planning Associate
4 days ago
Chicago, Illinois, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial Representative InternAt Northwestern Mutual, we're committed to helping our clients achieve financial freedom. As a Financial Representative Intern, you'll play a key role in building a financial planning practice, working with local and nationwide experts, and leveraging exclusive financial products and resources.Key...
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Financial Planning Specialist
2 weeks ago
Chicago, Illinois, United States Robert W. Baird & Co. Full timeAssociate Financial AdvisorJoin our team of financial professionals at Robert W. Baird & Co. as an Associate Financial Advisor. In this role, you will provide specialized services to individual Financial Advisors and Baird Qualified Teams to assist in their ability to offer sophisticated wealth management solutions to individuals and families.Key...
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Financial Planning Expert
3 weeks ago
Chicago, Illinois, United States AscendHire Full timeAbout the RoleAs a seasoned Financial Consultant, you will play a pivotal role in shaping the financial futures of our esteemed clients. With a focus on deepening relationships and crafting intricate financial plans, you will be the trusted advisor they turn to for guidance and support.Your Key ResponsibilitiesDeliver personalized financial planning and...
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Financial Planning Specialist
2 weeks ago
Chicago, Illinois, United States Fidelity Investments Full timeJob Title: Financial Planning SpecialistAre you passionate about helping individuals and families achieve their financial goals? Do you have a knack for analyzing complex financial data and developing tailored investment strategies? If so, we may have the perfect opportunity for you!About the RoleAs a Financial Planning Specialist at Fidelity Investments,...
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Financial Planning Manager
3 days ago
Chicago, Illinois, United States Abbott Full timeThe OpportunityThis position works out of our Abbott Park, IL location in the CHR Corporate Human Resources Division.The Manager, Financial Planning & Analysis is responsible for the financial accounting, reporting, treasury operations, and financial planning and analysis activities for The Clara Abbott Foundation (CAF), a 501(c)3 non-profit organization...
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Financial Planning Specialist
4 weeks ago
Chicago, Illinois, United States The Fountain Group Full timeJob SummaryThe Fountain Group is seeking a highly skilled Financial Analyst II to join our team. As a key member of our finance department, you will be responsible for ensuring the accuracy and timeliness of our financial reporting. You will also provide analysis and insights to support business decision-making and collaborate with other departments to drive...
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Financial Planning Director
4 weeks ago
Chicago, Illinois, United States Hitachi Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Planning Director to join our team at Hitachi Global Air Power US. The successful candidate will be responsible for leading our global financial planning and reporting functions, ensuring timely and accurate financial information for all aspects of planning, consolidations, and...
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Financial Planning Director
4 weeks ago
Chicago, Illinois, United States Rush Full timeJob SummaryThe Director of Finance and Strategic Analysis is the lead senior financial officer for the College of Nursing. This role oversees the planning and direction of the college's operational budget, updates all relevant business plans, and ensures alignment with University operational budgets and strategies.Key ResponsibilitiesDevelops and manages the...
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Financial Planning Analyst
3 days ago
Chicago, Illinois, United States Chubb Full timeJob Title: Financial Planning AnalystJob Summary: We are seeking a highly motivated and detail-oriented Financial Planning Analyst to join our team at Chubb. As a key member of our Finance organization, you will play a critical role in supporting our financial cycles, including forecasts and accounting close. Your primary responsibilities will include...
Financial Planning
2 months ago
Adams Street Partners (“Adams Street”) is a global private markets investment manager that has $58 billion in assets under management. The firm is 100% employee-owned, which fosters a positive and unique culture of collaboration, intellectual rigor, integrity, and a commitment to professional development. For the sixth year in a row, Adams Street was named one of Pension & Investments’ Best Places to Work in Money Management in 2023. Employees operate as a single global team, integrating the expertise of the firm’s investment professionals across five strategies: primary investments, secondary investments, growth equity, private credit, and co-investments. Adams Street is considered a private markets pioneer and was inducted into the Private Equity Hall of Fame in 2000. The firm was founded more than 50 years ago, and clients include leading public and corporate pension plans, foundations, endowments, insurance companies, registered investment advisors, and high net worth individuals worldwide. Adams Street has offices in Austin, Beijing, Boston, Chicago, London, Munich, Menlo Park, New York, Seoul, Singapore, Sydney and Tokyo. Strategic FP&A Adams Street Partners is seeking an individual to join the Management Company Accounting Team. Specifically, this individual will be responsible for the below: Build dynamic financial models designed to consider multiple levers and forecasting variables. Own and maintain the firm’s short term and long term financial forecasts. Develop insightful reporting and analysis to address various scenarios and help guide strategic corporate decisions. Gather and format data into reports and dashboards that can be utilized by senior leaders. Complete ad hoc reports and analysis for strategic corporate priorities. Capital Markets Strategy Model and analyze various capital markets products and structures to optimize financial resources. Support strategic financing projects to help enable firm growth in the most financially efficient structures. Develop and maintain creditor and rating agency presentation materials. We seek an individual who is self-disciplined, demonstrates creative thinking and has the following characteristics: 5-10 years’ experience applying the following skills in a fast-paced professional services environment. Expert level modeling capabilities (e.g., building 3 statement financial models). Ability to build and think creatively through dynamic scenarios, multiple ways to analyze financial metrics, etc. Comfortable working on highly detailed financial modeling and analysis projects that are iterative/ambiguous. Detail-oriented and big picture thinker: can apply both micro and macro mindset (can be hands-on and strategic). Ideally knowledgeable and proficient in using FP&A software (e.g., Anaplan, Adaptive, or others). Presentation/Dashboard (e.g., data visualization) skills. Experience with utilizing large data sets to create transparency and visibility to senior management. Investment Banking / Corporate Finance and Private Equity industry experience preferable but not mandatory. #J-18808-Ljbffr
