Overview
Transform your career by partnering with dynamic brokerage, insurance, and financial services clients. We help leaders navigate major transactions, system implementations, and organizational challenges to achieve measurable results.
Responsibilities
- Work within our Financial Services vertical, focusing on brokerage, insurance, and financial services clients.
- Deliver high‑quality solutions that help clients achieve measurable results across major transformations.
- Support large‑scale programs and multi‑workstream initiatives, ensuring alignment and timely execution.
- Contribute to current state assessments and help build actionable improvement roadmaps.
- Collaborate with senior team members to execute strategic initiatives and transformation projects.
- Assist clients involved in major transactions (M&A, carve‑outs, IPO), financial process improvement, system implementation, operational accounting challenges, and financial technology enablement.
- Participate in client workshops, requirements gathering sessions, and presentations.
- Apply industry knowledge to solve complex challenges and deliver tangible outcomes.
Qualifications
Minimum Qualifications
- BA/BS in Business, Accounting, Finance, or related discipline.
- 3+ years of experience in Finance, Operations, or Accounting, including client‑facing work in professional services or highly relevant industry experience.
- Knowledge of brokerage, insurance, and financial services industry.
- Demonstrated experience supporting major transformations.
- Familiarity with PMO support and program coordination.
- Experience in Finance Transformation (Close and Consolidation, FP&A, Order to Cash, Procure to Pay, Treasury Management).
- Experience in Business Transformation (process optimization, automation, benchmarking).
- Strong communication and problem‑solving skills.
- Willingness to travel at least 25%.
- Must be local to Chicago and open to being onsite with clients regularly.
Preferred Qualifications
- Master of Business Administration (or equivalent experience).
- Exposure to acquisition integration projects.
Benefits
Base Compensation Range: $88,513 USD – $162,750 USD (plus potential bonus and financial incentives based on individual and company performance).