Chief finance officer jobs in Gary, IN - 929 jobs

We meticulously craft our job descriptions to clearly define the skills necessary for success and the expected performance level of the role, resulting in detailed content. Our goal is to ensure the description accurately reflects the job you will perform. We value your input and look forward to hearing what you think about the format in the interview process. This is a hybrid role (three days per week at our HQ in Chicago, IL) and will report directly to the CEO. Who We Are Crafty elevates workplace food and beverage programs with enhanced services managed in one innovative, centralized platform. Founded in 2015, our mission is to help companies craft better workplaces. From DraftKings to Robinhood to Zillow, we work with the world's biggest brands to foster a culture of employee connectivity and productivity. Headquartered in Chicago, with offices in New York and the Bay Area, Crafty manages food and beverage programs for 500+ offices in 45+ markets across 5 countries. Our commitment to crafting better workplaces starts from within. We are a team of passionate, resourceful, and hard‑working trailblazers who love what we do. Our expertise spans technology, food and beverage operations, client success, fulfillment and more. At Crafty, our people are our greatest asset, because it's our people who foster a culture that makes our company a place worth being part of. And of course, the snacks are the cherry on top! The Role Crafty is on a high‑growth trajectory to craft better workplaces, and we're seeking a seasoned financial leader to elevate us to the next level. Reporting to the CEO, you'll be instrumental in defining our financial strategy. We're looking for a dynamic individual to oversee all financial functions and collaborate closely with key stakeholders to drive growth and optimize financial performance on our pathway to profitability. Crafty operates in an execution‑heavy business. Our business sits at the intersection of technology, supply chain operations, and hospitality. Success requires tight execution, commercial judgment, and a relentless focus on unit economics. This role is about discipline, accuracy, judgment, and building a finance function that unlocks value across the entire business. If you take pride in precision, clear thinking, and accountability, this role may be a strong fit for you. You will oversee all Finance functions (Accounting, AP, AR, Payroll, FP&A, Contracts) and lead a team of ~9, while embedding financial discipline across the organization. The ideal candidate will execute a unifying financial strategy across various disciplines: Strategic Finance: Partner with leadership to shape the company's strategy and drive key decisions through a strong understanding of financial metrics and economic factors. Annual Planning: Working with the CEO to set company goals that align with our business strategy and supporting the ongoing operations of our annual operating rhythms (e.g., MBRs, QBRs, All Hands). M&A: Evaluate potential M&A and divestitures from a financial perspective. Capital Allocation: Determine the optimal allocation of resources across the org.Investor Relations: Communicate the company's financial performance and strategy to investors, banking partners, and other external stakeholders. Commercial Finance: Optimize financial performance by driving revenue growth, profitability, and cash flow optimization. Pricing & Margin Strategy: Develop pricing strategies to maximize revenue and profitability. Contract Negotiation: Support contract negotiations from a financial perspective. Procurement: Maintain and improve procurement process, negotiating with vendors to improve terms and complete RFPs. Accounting: Oversee the delivery of accurate and timely financial reporting, implementing robust internal controls and risk mitigation strategies to protect the company. FP&A: Oversee budgeting, forecasting, and goal setting. Cash, Capital & Risk Management: Oversee cash forecasting, liquidity planning, and working capital optimization. Manage debt, covenants, and banking relationships with precision. Evaluate capital allocation decisions with discipline and clear ROI logic.Ensure tax compliance, risk mitigation, and regulatory adherence. Required Attributes Operational Rigor: Known for precision, follow-through, and disciplined thinking. Ownership Mentality: Takes responsibility for outcomes across the entire business. Low‑Ego: Comfortable challenging and being challenged in pursuit of better decisions. Growth Strategist: Designs and refines incentive structures, collaborating closely with cross‑functional teams to achieve company objectives that ultimately drive revenue and profitability. Cross‑Functional Leadership: Builds strong relationships with leaders across the company, gaining buy‑in for financial initiatives and supporting departments with annual planning and budgeting within their orgs. Data Driven: Ability to partner closely with our Data Team, who report to our CTO, to translate complex financial information into simple insights that drive business outcomes and team alignment. Change Advocate: Ability to influence the Executive Team and Board of Directors on key strategic and operational decisions, keeping stakeholders and team members updated. Sound Judgment: Maintains a positive and resilient demeanor in high‑pressure environments characterized by rapid change and competing priorities. Demonstrates exceptional ability to make timely, well‑informed decisions, sometimes with limited data. Actively seeks diverse perspectives and is open to candid feedback to analyze complex situations, identify potential risks, and develop effective solutions. Effective Communicator: Supports investor relations, including crafting communications, providing timely reports and interacting individually with investors. Executive presence in addition to strong communication and presentation skills (to the board, at All Hands). Clear, direct, structured, and thoughtful; avoids ambiguity and unnecessary noise. Collaboration + Feedback: Excels in driving business outcomes through collaboration. Embraces a commitment to giving and receiving feedback, leveraging it to drive improvements within team performance and cross‑functional collaboration. Provides feedback to the founders as needed, and leads critical conversations at all levels, holding regular check‑ins to assess progress, discuss challenges, and provide support. People Leader: A highly respected team builder and leader who earns loyalty, trust and a followership. Inspires and motivates team members to exceed expectations, setting a clear roadmap and effectively communicating the “why” behind initiatives. Leads VPs, Directors and Managers of managers by delegating tasks and responsibilities to drive performance and achieve strategic goals within the Finance team. Ideal Experience Deep experience in leading Finance teams Previous experience in Food & Beverage or a physical product/service industry Experience in scaling companies (300 to 1,000 employees, $100 million ARR to $500 million) Experience in organizations who run zero‑based budgeting (ZBB). Don't meet all of the qualifications? We want you to consider all of your skills and experiences-both professional and personal-that would make you successful in this role. Although some qualifications are essential, others can be attained with time. We believe diverse perspectives, upbringings, and knowledge contribute to our strong company culture and we encourage you to apply. Role Objectives Crafty sets goals annually, and as our CFO, you will own a number of these goals. The below goals are illustrative to give you an idea of the objectives we may set for 2026. Goal #1: Achieve $XM* in 2026 Full‑Year EBITDA. Goal #2: Improve weighted average AP payment terms by 5 days by the end of 2026 through supplier negotiations. Goal #3: Reduce WACC by 10% by the end of 2026 through strategic debt restructuring. What we offer Our people mean everything to us. When you join Crafty, you're joining a team of passionate, smart, and supportive people who work incredibly hard and have a good time along the way. We are proud to offer a compensation package that includes our Crafty healthcare plan, covering primary health, dental, and vision plans, an automatic 4% 401k contribution, unlimited paid time off & sick leave, certification courses, and generous parental leave. And, of course, it also includes Crafty‑grade snacks, beverages, and fun events! Lastly, this role offers a special opportunity: to have a major hand in shaping the future of a young, flourishing company. Your creativity, ambition, and work will steer the direction of our successes. Our compensation amount for this role is targeted at $275,000 - $325,000 On Track Earnings per year in Chicago. Final offer amounts are determined by multiple factors including cost of living based on location, candidate experience and expertise, and may vary from the amounts listed above. Crafty provides equal employment opportunities (EEO) to all employees and applicants for employment without discriminating against race, color, religion, sex, sexual orientation, national origin, age, disability or genetics. #J-18808-Ljbffr

What does it mean to be a Fractional CFO within the Escalon team? As a fractional CFO you could spend a few hours a month up to full time availably applying your technical and account management skill set across a variety of clients and industries. What You'll Do: The primary objective of the Fractional CFO within our Life Sciences Practice is to oversee enterprise accounting and provide financial information about client company's activities that will assist the client and its shareholders in making economic company decisions. This position is proactive and solution oriented, offering depth of experience to our clients in the fast-paced world of start-up accounting. This position will afford you a high degree of flexibility, the ability to focus on CFO-level work (with a US and global team who will handle the bookkeeping and transactional accounting), an opportunity to work with exciting companies, and a support network of experienced financial professionals. We are looking for stellar CFOs who have the experience, skills and desire to support a diverse and intriguing mix of businesses while building and managing strong client relationships. If you are ready to work with cutting-edge startup companies, founders, investors and stakeholders focused on results, this opportunity is designed for you. Day-to-Day Responsibilities also include: Primary responsibility and ownership for overall engagement level relationship with the client Provide insightful and trusted counsel to client business leadership and internal engagement team on both financial and broad-based business issues related to the overall performance of the client company. Serve as a consulting member of the client leadership team in providing advice regarding the financial implications of all major client business decisions, as well as strategic input to shape client business objectives. Direct the work of accounting and financial planning team in all financial reporting including the provision of comprehensive monthly financial statements, and the development of forecasts and budgets respectively. Enable aligned direction and value creation through effective short and long-range budgeting and forecasting Inform the client's treasury function including optimizing cash flow Assist with strategies to capitalize the business, assisting to secure debt facilities and/or support fundraising activity. Identify opportunities for improvement, cost reduction, and systems enhancement. Manage external relationships with auditors and tax preparers and oversee risk management, including insurance. Oversee Corporate Governance and internal controls. Provide support on mergers and acquisitions and due diligence processes. Review and oversee client onboarding process to ensure company meets and exceeds client expectations. Create and nurture partnerships across functional roles within our organization including our OneShore team located in India What You'll Bring Must Haves: 10+ years in a financial role with at least 3+ years as a CFO Experience working with Venture- and Private Equity-backed companies Strong understanding of equity and debt financing Proven track record in successfully supporting growth using strong analytical skills and effective financial modeling Experience leading financial budgeting and financial planning process Ability to develop, improve, oversee and review corporate accounting functions Solid understanding of financial compliance requirements and experience implementing and managing financial policies Above average knowledge and understanding of GAAP High level of energy and ability to thrive in fast-paced, dynamic business environments Significant experience working with external auditors, internal controls, systems implementation and compliance. Successful at executing on business development, networking, and sales activities to build client base Above average communication and presentation skills Exceptional Leadership and team management skills, preferably globally focused leveraging an offshore team Nice to Haves: CPA and/or Master's Degree preferred More about us: Escalon Services is a Business Process Management (BPM) company that provides Essential Business Services (EBS) through a tech-enabled platform to small- and medium-sized businesses (SMBs) and startups. The Company enables its clients to spend less time on "back office" functions and provides the value and insight that enables clients to spend more time focusing on delivering value and moving their businesses forward. With a US-based remote workforce and global delivery team in India, Escalon's solution fills a widening service gap in the SMB market, underpinned by (i) increasing demand for quality insights in an increasingly competitive marketplace (ii) decreasing supply of CPAs and quality in-house talent and (iii) the cost frictions associated with scaling internal back-office teams as businesses grow. For more information on Escalon: ************************* Since founding, the company has executed both on an organic and M&A strategy to expand service offerings and drive revenue expansion opportunity through cross-sell/up-sell. Before partnering with New Harbor Capital in late 2022, Escalon completed two significant acquisitions which tripled the revenue of the company and expanded the FinOps capabilities of the platform. Continued corporate development is a key value driver for the business going forward, with a highly fragmented market of service providers, often individually unable to scale due to lack of technology-enablement and offshore capabilities. In late 2022, New Harbor Capital made a growth equity investment in Escalon Services. About New Harbor Capital New Harbor Capital is an experienced, lower middle-market private equity firm that seeks to partner with growth-minded, founder-owned companies. Based out of Chicago, New Harbor Capital is committed to optimizing the growth potential of its portfolio companies while respecting their long-term visions. The firm was founded on the belief that mutual respect and collaboration lead to successful outcomes. New Harbor recognizes the importance of finding the right partner, and the firm is committed to helping its portfolio companies and their leadership maximize both personal and financial goals. As a strategic partner, New Harbor taps into decades of experience to guide businesses through challenging economic cycles and market conditions. New Harbor Capital has raised over $750M in capital across three funds and focuses on tech-enabled services, healthcare, and education services. #J-18808-Ljbffr

Fractional CFOs at Third Road Management work with multiple clients on a routine basis and are responsible for financial strategy, financial planning and analysis, financial reports, company audits, compliance, and bank relationships. They collaborate with the business' leadership and ownership to make decisions regarding the company's financial strategy and operations. TRM's Fractional CFOs possess strong, multi-faceted and experienced backgrounds in finance and management. This is a hybrid role based in the Greater Chicago area. About Third Road Management Third Road Management, a pioneer in the booming fractional services industry with a nationwide presence, was established in 2015 with a singular mission: to revolutionize how small to mid-sized organizations view and manage their financial operations. Across the nation, there are over one million organizations generating revenues under $100 million that lack the essential strategic, financial and operational expertise needed to establish a sustainable and scalable foundation. Third Road Management addresses this challenge by offering a re-imagined CFO suite, featuring some of the most skilled Fractional CFOs, Fractional Controllers, and Fractional Bookkeepers available in the market. Responsibilities Include Build strong relationships with the client and existing team. Be a leader providing fresh, innovative ideas and have a tenacity for executing them. Leverage expertise to understand and resolve strategic, financial and operational issues to help client businesses measure results, scale and generate additional profits. Lead accounting team and maintain responsibility for clear, timely financial reporting. Create, measure and report upon key performance indicators across all business segments. Advise clients on strategic and operational matters that will assist in sustainable growth while mitigating risk factors. Third Road Management's Fractional CFOs must be able to provide some level of direction across business disciplines including accounting, finance, sales, marketing, human resources, IT, tax and operations/ production. Build 1, 3 and 5 year strategic growth plans. Perform investment analysis for capital expenditures and acquisitions. Manage a monthly and quarterly close process. Manage and review the General Ledger by preparing a trial balance; and preparing and reviewing reconciling or adjusting entries. Ability to close the books on both a cash or accrual basis as needed by client. Manage the preparation of annual legal entity and tax filings; coordinate with auditors to provide documentation as requested. Manage relevant financial audit and tax work for the Client by working with outside accountants.Create and document internal controls, policies and procedures and coordinate review with Client's outside audit team where applicable. Manage completion of sales tax compliance, inventory tracking, and other areas unique to client industry as needed. Prepare and review various multi-state sales tax filings. Qualifications for this Role Several years of experience in working with small to medium sized businesses in a CFO capacity.They can adapt easily to a variety of industries and understand the strategic, financial and operational challenges prevalent in each one. Can work independently with support or additional training from supervisor as needed. Communicate succinctly and with assurance to advise clients on best course of action. They can deal with a variety of complex accounting issues and explain the impact of said issues to Client. Excellent organizational skills, demonstrates ability to manage projects, and juggles multiple responsibilities simultaneously to meet deadlines. Has the ability to get along with diverse personalities, while being tactful, mature, and flexible. Possesses a strong ability to manage relationships and communicate both verbally and in writing. Competent in many systems, preferably QuickBooks Online or Enterprise. NetSuite is a plus. In general, adaptable to whatever accounting system the client utilizes. Bachelor's degree from a top tier school is required. CPA (license does not need to be active). 15+ years of experience in accounting/finance, including in a CFO role at a small to mid-sized business. Culture and Total Rewards Third Road Management embodies a culture that provides unmatched flexibility, empowerment and balance while delivering deep expertise and excellence for our clients. Flexible & Remote Schedules Unlimited PTO Competitive Compensation Health, Dental & Vision Insurance 401(k) Genuinely Passionate and Personable Colleagues Quarterly Company Outings #J-18808-Ljbffr

Chief Financial Officer - To $170K - Chicago, IL - Job # 3676B Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Chief Financial Officer role in the Chicago, IL area. The position is responsible for overseeing the financial activities of the corporation, direct the preparation of current financial reports and summaries, and create forecasts predicting future growth. This role will also oversee the Accounting and Finance Department, budget preparation, and audit functions as well as work with other department heads to monitor the financial results for each department and make recommendations. The opportunity has a generous salary of up to $170K and a benefits package. (This is not a remote position). Manage the Asset/Liability profile of the Bank and its Affiliates. Supervise the Budgeting Process for the Bank and its Affiliates. Lead the Liquidity Risk Management process of the Bank and serve as a member of the Asset/Liability Committee. Generate and supervise the preparation of Asset/Liability, Budgeting and Risk Measurement reports for review by the Bank's Management. Supervise preparation of Call Reports and other periodic regulatory reports, as required. Supervise monthly reconciliations of the Bank's accounts and General Ledger. Analyze the Bank's loan portfolio and generate analytical reports on the portfolio's composition, structure and income. Monitor all Bank and Affiliate insurance policies including Administration and Placement of Blanket Bond, D&O, Property & Casualty and related policies. Draft and annually review Bank policies and procedures relating to financial management, including market and liquidity risk management. Assist in drafting financial communications to shareholders; private placement memoranda for prospective shareholders; regulatory responses and other items, as required. Analyze the profitability of the Bank and the contribution of personnel to that profitability as part of the Incentive Compensation process. Assist in the management of the Bank's securities investment portfolio, including purchasing of investments. Interface with the Bank's and Affiliates' external Audit firm in preparation of the Annual Financial Statements. Interface with the Bank's and Affiliates' Audit firm in administration of the Internal Audit program, and lead the response and reporting process for internal audit reviews. Assist with the Bank's administrative and compliance functions. Interface with the Bank's Board of Directors and provide Board updates relating to the financial management of the Bank and its Affiliates, as required. Assist the President in monitoring and overseeing the Bank's Regulatory capital position and to ensure adherence to Basel III requirements. Assist the Chairman and CEO and President on special projects, as assigned. Who Are You? You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: A bachelor's degree in Accounting or Finance or a related area is required; a Graduate Degree or CPA is preferred. 10+ years of prior work experience in banking, accounting, or similar financial related field including experience operating in a highly regulated environment. Experience with FDIC and other regulatory exams. Proficiency in reading and analyzing financial statements in a regulated environment. Experience with Microsoft Office products, particularly MS Excel as much of the analytical work critical to the job function is performed on Excel. Makes prudent decisions that are timely, well thought out, and reflect awareness of the impact to the bank, its customers, and its employees. Demonstrates professional judgement, consistency and strong attention to detail. Superb facilitation, customer service, oral and written communication skills. Ability to supervise others, make decisions and analyze data. The next step is yours. Email us your current resume along with the position you are considering to: #J-18808-Ljbffr

Chief Financial Officer - The Morton Arboretum - Lisle, Illinois THE SEARCH The Morton Arboretum (the Arboretum) seeks an experienced, strategic, and mission-oriented leader to serve as its next Chief Financial Officer (CFO). Building on a century-long commitment to tree-focused science, conservation, and education, the next CFO will be a key partner to the President and CEO, Jill Koski, as well as the Arboretum's Board of Trustees in achieving the organization's vision of a greener, healthier, more beautiful world where people and trees thrive together. For more than a century, the Arboretum has played an increasingly prominent leadership role as an organization that shares meaningful scientific research, leads global conservation work, and envisions a world where people and trees thrive together. Located just 25 miles west of Chicago, Morton offers an oasis of natural beauty and tranquility just minutes from one of the country's greatest cities. Its 1,700 acres of beautiful tree-filled landscapes are a place of enjoyment, a vibrant hub for nature education, and a world-renowned center conducting scientific research to ensure healthy and resilient trees. More than 400 employees have chosen to advance the Arboretum's mission and are committed to inclusion, responsible stewardship, collaboration, continuous learning, and delivering an exceptional experience to patrons. For the last five years, the Arboretum has been named a "Top Workplace" by The Chicago Tribune and this year was also named nationally as a top workplace by USA Today. As a nonprofit organization, the Arboretum's mission is to collect, study, display, and conserve trees and other plants from around the world to inspire learning, foster enjoyment, benefit communities, encourage action, and enhance the environment. The Arboretum, founded more than 100 years ago, plays an increasingly prominent role in global conservation. The Arboretum and the Chicago Botanic Garden have been selected to partner with Botanic Gardens Conservation International in hosting the 9th Global Botanic Gardens Congress in Chicago in summer of 2027, cementing the Arboretum's place as a world-class institution. Reporting to President and CEO Jill Koski, the Chief Financial Officer will provide strategic leadership for core functions of finance and accounting, legal, and risk management. The organization is financially strong with diverse revenue streams and an endowment valued at more than $300M. The total approved 2026 budget is $66M ($54.5M 2026 operating budget, and $11M in restricted grant funding, infrastructure investments, and a campaign budget). The CFO will support the organization, including the Vice President of Operations and Planning and Vice President of Development, in advancing a comprehensive site plan for its 1,700 acres and the anticipated $125M fundraising campaign, which will transform operations and create more accessible, inclusive, and functional spaces for visitors and researchers. The expected hiring range for this position is $240,000-$290,000. The position is located in Lisle, Illinois. Hybrid work schedules are available for the CFO. Isaacson, Miller, an international search firm, is assisting The Morton Arboretum in this recruitment. Screening of complete applications will begin immediately and continue until the completion of the search process. Inquiries, nominations, referrals, and resumes with cover letters should be sent via the Isaacson, Miller website: ******************************************************************************** Jeff Kessner, Hayden Lizotte, & Jenny Rubin Isaacson, Miller The Morton Arboretum is a champion for diversity, supporting a culture of inclusion that attracts, inspires, and engages people to achieve success. The Arboretum is committed to hire and develop employees based on job-related qualifications irrespective of race, religion, color, national origin, sex, sexual orientation, gender identity, age, disability, or veteran status. The Morton Arboretum is dedicated to complying with our obligations as an equal opportunity employer. All applicants are guaranteed equal consideration for employment. #J-18808-Ljbffr

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in international tax at PwC will provide advice and guidance to clients on structuring their global tax positions. Your work will involve analysing international tax laws and regulations to develop strategies that optimise tax efficiency and minimise risks for multinational businesses. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the International Tax Services Generalist - CS team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects, maintaining executive-level client relations. You are crucial in driving business growth, shaping client engagements, and mentoring the future leaders, while upholding PwC's reputation for quality, integrity, and inclusion. Responsibilities Set strategic direction for technology-enabled tax advisory services Lead business development to drive growth Oversee multiple impactful projects Maintain executive-level client relationships Mentor and develop future leaders Shape the direction of client engagements Implement digitization and automation initiatives Adhere to tax regulations and standards What You Must Have Bachelor's Degree in Accounting A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study can be considered in lieu of a Bachelor's Degree in Accounting 6 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Corporate and partnership taxation knowledge Assisting financial services companies with tax impact Tax structuring of funds and financial assets Enhancing tax efficiencies of cross-border flows Developing and sustaining meaningful client relationships Leading teams to generate vision and direction Utilizing automation and digitization in tax services Evaluating and negotiating contracts Leveraging pricing tools for strategies The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. #J-18808-Ljbffr

Application Deadline: 02/04/2026 Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Responsibilities Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue. Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards. Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios. Identifies key market segments and leverages industry trends to drive business growth and expand the client base. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments. Builds and maintains strong long‑term relationships with the bank's high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high‑value transactions, and identifies opportunities for cross‑selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Focus is primarily on business/group within BMO; may have broader, enterprise‑wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non‑routine situations. Broader work or accountabilities may be assigned as needed. Qualifications 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Project Management Customer Service Problem Solving Negotiation Customer Relationship Building Expert level of proficiency Financial Analysis Salary $88,800.00 - $165,600.00 Pay Type Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on the number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please see https://jobs.bmo.com/global/en/Total-Rewards. About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is a proud equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. #J-18808-Ljbffr

We meticulously craft our job descriptions to clearly define the skills necessary for success and the expected performance level of the role, resulting in detailed content. Our goal is to ensure the description accurately reflects the job you will perform. This is a hybrid role (three days per week at our HQ in Chicago, IL) and will report directly to the CEO. Who We Are Crafty elevates workplace food and beverage programs with enhanced services managed in one innovative, centralized platform. Founded in 2015, our mission is to help companies craft better workplaces. From DraftKings to Robinhood to Zillow, we work with the world's biggest brands to foster a culture of employee connectivity and productivity. Headquartered in Chicago, with offices in New York and the Bay Area, Crafty manages food and beverage programs for 500+ offices in 45+ markets across 5 countries. The Role Crafty is on a high‑growth trajectory to craft better workplaces, and we're seeking a seasoned financial leader to elevate us to the next level. Reporting to the CEO, you'll be instrumental in defining our financial strategy. We're looking for a dynamic individual to oversee all financial functions and collaborate closely with key stakeholders to drive growth and optimize financial performance on our pathway to profitability. Responsibilities Lead the Finance function (Accounting, AP, AR, Payroll, FP&A, Contracts) and embed financial discipline across the organization. Partner with leadership to shape strategy and drive key decisions through a deep understanding of financial metrics and economic factors. Own annual planning, MBRs, QBRs, and all‑hands meetings to set company goals that align with business strategy. Evaluate M&A opportunities and determine capital allocation decisions with rigorous ROI logic. Communicate financial performance and strategy to investors, banking partners, and other external stakeholders. Optimize revenue growth, profitability, and cash flow through pricing strategy, contract negotiation, and procurement. Oversee accurate and timely financial reporting, internal controls, risk mitigation, tax compliance, and regulatory adherence. Required Attributes Operational rigor, ownership mentality, and low‑ego. Strategic thinker with growth mindset; ability to influence executive and board decisions. Data‑driven communication; translate complex financial information into simple insights. Effective across verbal, written, and non‑verbal channels; adept at collaboration and feedback. Proven people leadership; inspire and build high‑performance teams. Ideal Experience Deep experience leading Finance teams; former CFO or senior finance executive. Background in Food & Beverage or a physical product/service industry. Experience scaling companies (250-1,000 employees) with $50‑$500 million ARR and zero‑based budgeting. What We Offer We provide a competitive compensation package that includes a Crafty healthcare plan (primary health, dental, vision), an automatic 4% 401(k) contribution, unlimited paid time off and sick leave, certification courses, and generous parental leave. The role also offers the opportunity to shape the future of a rapidly growing company and includes Crafty‑grade snacks, beverages, and fun events. Salary target: $275,000 - $325,000 On Track Earnings per year in Chicago (final offers vary by location, experience, and expertise). Crafty provides equal employment opportunities (EEO) to all employees and applicants for employment without discriminating against race, color, religion, sex, sexual orientation, national origin, age, disability, or genetics. #J-18808-Ljbffr

A nonprofit organization based in Oak Brook seeks an Assistant Executive Director for Finance and Administration to lead its financial operations and strategy. This role will require a strong financial leader with extensive experience in budget management, risk management, and human resource oversight. Ideal candidates will have a Bachelor's degree in finance or a related field, with an MBA or CPA being strongly preferred. The organization offers a hybrid work environment, competitive compensation, and a supportive workplace focused on member impact. #J-18808-Ljbffr

A nonprofit organization located in Oak Brook is seeking an Assistant Executive Director for Finance and Administration. This role will act as the Chief Financial Officer, overseeing financial operations, budgeting, HR strategy, and compliance. The ideal candidate will have over 12 years of financial leadership experience, ideally within nonprofits, and possess a strong background in financial management and risk assessment. The position offers a competitive compensation package along with a hybrid working environment. #J-18808-Ljbffr

Thompson Palm Springs is seeking an experienced Director of Finance to join our hotel Leadership Committee. Thompson Palm Springs has quickly become the desert's most exciting destination since opening in 2024. Perched in the heart of downtown boasting an iconic midcentury modern design, this chic urban resort offers bungalow‑inspired guest rooms and suites available to locals and visitors alike. Lola Rose brings a bold, modern approach to Eastern Mediterranean dining, inspired by the spice markets of Istanbul and seasonally available California bounty. Bar Issi, a breezy and elevated coastal Italian restaurant brings a blend of relaxed luxury and culinary sophistication to the desert. Two outdoor pool venues with immersive mountain views, an on‑site HALL Napa Valley Tasting Room and over 35,000 square feet of retail and restaurant spaces anchor the resort. As a member of the Leadership Committee, the Director of Finance is a highly visible role with exposure to Senior and Corporate leadership. This position reports directly to the hotel's Managing Director. The Director of Finance plans, organizes, directs, and controls the accounting and control function of the division, reports operational results, and provides financial oversight of property operations. This highly collaborative leadership position is a role model in the hotel for Hyatt financial processes and communications. Duties include, but not limited to: Responsible for short- and long-term planning and the management of the accounting function Participate in total hotel management as a member of the Hotel Executive Committee Manage and lead hotel on‑site accounting functions to ensure proper fiscal management, timely and accurate reporting and analysis for the hotel. This responsibility also includes hotel financial planning, budgeting, accounting and cash management. Assist in nurturing the important relationship with the owners. Be responsible for supervising and coordinating owner reporting as required. Provide custom reports, respond quickly to questions or requests and attend meetings Manage SOX compliance Complete the year-end audit process. Review and approve all reconciliations and audit work papers. Coordinate external auditor's visits, respond to auditor requests, approve any and all adjustments, reconcile the audit numbers to the property numbers and approve the final audit Prepare and review all monthly and annual financial statements. Investigate, review and analyze the variance explanations, involving the department managers in this process. Take initiative to manage trouble shooting for respective cost controls and revenue enhancement Aid in the preparation and final review of the annual business plans Supervise the Information Technology function. Additionally, have a sound understanding of the hotel operational and back‑office systems as well as Microsoft Office products Have a sound understanding of the forecasting system and the tools from Revenue Management. Review monthly and quarterly property financial forecasts. Assure that the forecast is attainable Coach and counsel employees to reflect Hyatt service standards and procedures This is an exempt (salaried) role. The salary range for this position is $116,400 - $180,500. This is the pay range for this position that Thompson Palm Springs reasonably expects to pay. Decisions regarding individual salaries will be based on a number of factors including experience and education. Qualifications 6 years or more of hotel Finance experience Previous experience as Hotel Director of Finance required Exceptional communication and presentation skills Demonstrated ability to effectively interact with people of diverse socioeconomic, cultural, disability, and ethnic backgrounds Proven track record of finance department leadership success Understands Hyatt systems and SOPs Results driven, energetic, and focused Service oriented style with professional presentations skills Finance degree an asset Must possess the following strengths: high energy, entrepreneurial spirit, motivational leader, proven track record in high volume concept, effective communicator, effective in providing thoughtful leadership and ability to improve the bottom line Clear concise written and verbal communication skills in English Must be proficient in Microsoft Office products Why work for Thompson Palm Springs? Health, Dental, Vision Insurance eligibility after 30 days of employment Paid Time Off (PTO) Compassionate Leave Life Insurance Paid Holidays 401k Retirement Savings Plan & Company Match Paid Parental Leave & Adoption Assistance Program Free & Discounted Hotel Rooms at Hyatt Hotels around the World! Our Vales: Empathy | Integrity | Respect | Inclusion | Experimentation | Wellbeing All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. #J-18808-Ljbffr

A leading investment bank is seeking a Senior Director for their Financial Planning team in Chicago. The role involves engaging with financial professionals to develop business opportunities, educating them on financial planning practices, and serving as a trusted advisor to clients. With a minimum of 7 years' experience in financial services and strong presentation skills, the candidate will participate in driving client engagement. The position offers a competitive salary range between $130,000 and $150,000, reflecting experience and qualifications. #J-18808-Ljbffr

A global environmental organization in Illinois seeks a Director of Nature Markets to lead efforts in conservation finance, particularly in Africa. The ideal candidate will have over 7 years of experience in biodiversity markets, strong strategic thinking, and extensive project management skills. This role demands leadership in developing sustainable market initiatives and engaging with various stakeholders. You can expect a dynamic work environment with opportunities for professional growth and making a substantial impact on global conservation efforts. #J-18808-Ljbffr

Department: Network Support Noble is Chicago's highest-performing and largest network of public charter schools. Our 17 campuses and 1,680 employees currently serve 12,000 students, 99% of whom identify as persons of color, 90% of whom are from under-resourced communities, and 81% of whom are first-generation college attendees. Noble's mission is to ensure that all students have equitable and positive school experiences that equip them to complete college and lead choice-filled lives. We are proud to be recognized nationally for college access and persistence. Noble supports more than 31,000 alumni, with 99% of Noble students accepted into college and historically almost 90% choosing to enroll. The Role Through their high-impact leadership, the Chief College Officer (CCO) will ensure Noble is the most successful high school system in the country at accelerating the rate alumni complete college and enter careers of their choice. The Chief College Officer sets the vision and strategy for Noble's college team, reports directly to the Chief Executive Officer and serves as a peer and collaborator to other chiefs. Additionally, the CCO will serve as a leader in the national education community, collaborating with a national network of practitioners and sharing Noble's practices to the benefit of districts and students around the country. Key Responsibilities Lead Noble's College Team - a cross-functional team of ~25 central office staff who work to ensure campus leaders are fully positioned to deliver on Noble's commitment to college. Align the work of the College Team with Noble's three-year strategic plan, driving the execution of key performance goals, relentlessly monitoring progress, interrogating results, and making data-driven adjustments to keep Noble on course and on pace to achieve our ambitious strategic objectives. Uphold Noble's commitment to diversity, equity, and inclusion by ensuring these principles are integrated into decision-making, policies, and practices in ways that best serve our diverse community of students and staff. Manage the following directors and functions: The Senior Director of Strategic Partnerships who strengthens the college‑to‑career transition by providing alumni and students with the experiences, skills, and networks needed to launch into meaningful, high-quality careers- including pathways within Noble. Additionally, the Senior Director leads cross‑functional partnership strategy, aligning the college team's efforts to maximize the impact of external stakeholders on student outcomes. The Senior Director of College Analytics and Insights who is responsible for the production, dissemination, and maintenance of key data analytic products that support Noble's college counseling, alumni counseling, Summer of a Lifetime, and Alumni Careers functional areas. This also includes support and coaching of campus leaders towards reaching major college goals in the Six Commitments. Additionally, the Sr. Director leads the Alumni Supports team strengthening HS‑to‑College transition to support college matriculation, retention and persistence through coaching, resource connection, and strategic partnerships. The Senior Director of College Counseling who sets the foundation for Noble's college strategy by directing staff to guide students to make informed, future‑oriented decisions through comprehensive college counseling, aligned curriculum, career exploration, and inclusive supports. The Executive Director of Summer of a Lifetime who provides and funds transformative pre‑college experiences that expand students' aspirations, readiness, and access through strategic exposure, collaboration, and partnerships. Remain current with the latest trends and research on college completion to ensure Noble has the right policies and approaches to meet strategic goals. Share knowledge and expertise across Noble on topics relating to college completion and career success; this includes advising principals and other senior leaders, and presenting to large and small groups of Noble staff. Represent Noble in the local and national community of funders and practitioners focused on the goal of helping first‑generation college students succeed in college and life. Represent Noble with external stakeholders - including board members, Chicago Public Schools leadership, policymakers, donors, and community leaders - by leveraging exceptional communication, relationship‑building, and strategic influence skills to advance the mission and strengthen strategic partnerships. Ideal Candidate Qualifications An unwavering commitment to Noble's theory of change and mission to prepare students for college success, with a firm belief in the potential of every student. A proven record of executive leadership and measurable results in alignment to the Chief College Officer's core functions. Strong embodiment of Noble's core values: Diversity, Equity, & Inclusion; Follow‑Through; Humility & Self‑Awareness; Respect; and Results. Demonstrated success aligned with Noble's leadership & management frameworks, including the ability to manage high‑performing leaders in a data‑driven, results‑oriented environment. Data‑driven decision‑making - skill in analyzing and applying data to identify trends, inform strategy, and drive continuous improvement. The ability to work collaboratively, communicate effectively, and build trust with a diverse range of internal and external stakeholders including: Noble leaders, students, staff, families, government officials, board members, community members, and donors. The capacity to sustain excellence, and drive strategic innovation, while leading large, complex functions, navigating challenges with clarity, urgency, and decisiveness. Exceptional communication skills - able to write with clarity and impact, speak persuasively to large groups, and present effectively to diverse audiences, from students and staff to board members and external partners. Minimum Candidate Qualifications Bachelor's degree required; strong preference for an advanced degree in education, organizational leadership, or a related field. At least four years of senior leadership in the education sector, including substantial experience in a 6-12 school setting. Proven record of leading large, complex teams to achieve ambitious goals in a multi-site organization. Compensation We strive to be among the best places to work in education, and our employee benefits are thoughtfully designed to support us in this ambition. Compensation is commensurate with experience and initial compensation falls between $180,000 and $200,000 per year. Application Timeline & Process Applicants are encouraged to complete the short application, which includes three short-answer questions. Initial application reviews will take place on a rolling basis. Application will close on January 30, 2025. Select candidates will be notified of initial interviews and moved through various stages of our selection process. This process is expected to include virtual and in‑person interviews with a variety of Noble stakeholders, reference checks, and time for both the candidate and Noble to deeply consider a decision. Please direct inquiries about this role to [email protected]. Statement of Non-Discrimination Noble is proud to be an equal opportunity employer, making all employment decisions, including recruiting, hiring, training, and promoting without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status or any other characteristic or classification protected by law. Interested in starting a career with Noble? Take the first step by joining our Talent Network today! Address 1 N. State Street 15th Floor Chicago, IL 60602 #J-18808-Ljbffr

A prominent cultural institution in Chicago seeks a Chief Financial Officer to oversee financial operations and strategic planning. The successful candidate will manage budgets, enhance financial health, and contribute to long-term financial strategies. This role requires a strong background in financial management, leadership expertise, and a commitment to mission-driven work. Compensation starts at $150,000 annually, with opportunities for negotiation. The position is full-time, based onsite at Navy Pier in Chicago. #J-18808-Ljbffr

A nonprofit healthcare organization is seeking an Assistant Executive Director for Finance and Administration. This pivotal role involves serving as Chief Financial Officer, overseeing financial operations, strategic direction, and compliance. The ideal candidate has extensive experience in financial leadership, especially in nonprofit or mission-driven organizations, with a focus on budgeting and risk management. The position offers a competitive compensation package and promotes a culture of impact in patient care through strategic operational oversight. #J-18808-Ljbffr

Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc. is seeking a Senior Director to join our Financial Planning team within the Asset Management Department. The Senior Director is responsible for serving as a value-added extension of a financial professional's practice. This individual will satisfy this requirement through two major functions - partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firm's financial professionals, and teams on all things related to Oppenheimer's financial planning capabilities. This position will report to the Managing Director and Head of Financial Planning. This position may be based at any of the following office location: Chicago, Houston, Los Angeles, San Francisco, Seattle, or New York City. Responsibilities Engage with financial professionals to develop business opportunities with new and existing clients via Oppenheimer's goals-based financial planning process Educate financial professionals on best practices with respect to integrating these capabilities and the process of financial planning into their business practices In collaboration with the financial professional, attend, participate, and/or lead client discovery and/or plan presentation meetings In certain circumstances, drive, partner, or serve as a consultant on the development of an actual plan for presentation Be able to speak and present at seminars, webinars, and presentations, sometimes to large groups on various financial planning related topics Serve as subject matter expert for financial professionals and affluent UHNW clients on topics related to financial planning and remain knowledgeable and up-to-date on issues that impact financial planning including regulations, and law changes Build strong, trustworthy, value driven relationships with financial professionals, branch managers, business partners and senior management at the firm in the interest of promoting financial planning Operate as a bridge to the various platforms that represent the firm's product offering such as but not limited to, Oppenheimer Asset Management, Oppenheimer Life Agency & Oppenheimer Trust Company of Delaware Qualifications Minimum of 7 years' experience in financial services including, but not limited to, financial planning, goals-based investing, engaging with affluent/HNW and UHNW clients, managed advisory programs, insurance and annuities, and retirement strategies Bachelor's degree in business, finance, accounting or related field required FINRA Registration: Series 7 and 66 (or 63 and 65) required Active state life and health insurance license required Knowledge and familiarity of branch functionality and also the advisor/client relationship strongly preferred but not required Strong understanding of and experience with MoneyGuidePro financial planning software or similar related software The ability and flexibility to travel, approx. 10-25% of the year Intelligent, enthusiastic self-starter with proven ability to work closely with financial professionals and other team members Ability to juggle multiple planning opportunities at different stages with different financial professionals at any given time. High ethical standards geared toward putting the clients' best interest first Exceptional presentation skills that can range from a small audience of 1 or 2 individuals to larger groups of 50+ individuals Passion for coaching, training, and educating colleagues whose experience can range from little or none up to multiple decades worth of tenure Strong working knowledge of Microsoft Office suite Strong attention to detail Compensation For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $130,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. #J-18808-Ljbffr

What You'll Do: The Tax Director oversees the delivery of a full range of tax services in compliance with laws and regulations to multiple clients. This is a leadership position that is proactive and solution oriented, offering depth of experience to our clients in the fast‑paced world of start‑up accounting. This position reports to the Head of Escalon's Tax Practice. A successful Tax Director at Escalon has a high level of technical tax proficiency, a positive attitude, and a desire to grow as a professional; is self‑motivated and responsible possessing strong communication, interpersonal, analytic, and time‑management skills; enjoys the creative aspects of our business and is driven to find the best possible outcome for our clients. Day‑to‑Day Responsibilities also include: Build relationships and interact with clients to implement optimal income tax strategies. Deliver technical guidance on income tax implications of business decisions and transactions. Provide top level review of income tax returns. Identify and mitigate income tax risks. Collaborate with cross department internal stakeholders to generate tax revenue opportunities and support clients' tax needs. Mentor, train, and manage tax managers/staff and improve tax compliance processes. Foster a collaborative and positive team culture. Assist with M&A tax due diligence requests and other special tax projects. What You'll Bring Must Haves: Bachelor's degree in accounting or related field, and/or equivalent work experience. 12+ years in a busy, complex tax environment. CPA license or JD required. Nice to Haves: Master's degree in Taxation preferred but not required. Experience with tech start up organizations preferred but not required. Why You'll Enjoy Working at Escalon: We offer a variety of health benefits, all available on the first day of the month following employment with us, to keep you and your family feeling fit and well. Medical, Dental and Vision options Life and Disability STD/LTD 10 Paid holidays each year Flexible PTO 401K Retirement Plan Incentive compensation If you are hired at Escalon, your final base salary compensation will be determined based on several factors including, but not limited to, skill set, years of experience, and the employee's geographic location. In addition to those factors - we believe in the importance of pay equity and consider the internal equity of our current team members as a part of any final offer. Escalon is an equal opportunity/affirmative action employer. More about us: Escalon Services is a Business Process Management (BPM) company that provides Essential Business Services (EBS) through a tech‑enabled platform to small‑ and medium‑sized businesses (SMBs) and startups. The Company enables its clients to spend less time on "back office" functions and provides the value and insight that enables clients to spend more time focusing on delivering value and moving their businesses forward. With a US‑based remote workforce and global delivery team in India, Escalon's solution fills a widening service gap in the SMB market, underpinned by (i) increasing demand for quality insights in an increasingly competitive marketplace (ii) decreasing supply of CPAs and quality in‑house talent and (iii) the cost frictions associated with scaling internal back‑office teams as businesses grow. For more information on Escalon: ************************* Since founding, the company has executed both on an organic and M&A strategy to expand service offerings and drive revenue expansion opportunity through cross‑sell/up‑sell. Before partnering with New Harbor Capital in late 2022, Escalon completed two significant acquisitions which tripled the revenue of the company and expanded the FinOps capabilities of the platform. Continued corporate development is a key value driver for the business going forward, with a highly fragmented market of service providers, often individually unable to scale due to lack of technology‑enablement and offshore capabilities. In late 2022, New Harbor Capital made a growth equity investment in Escalon Services. About New Harbor Capital New Harbor Capital is an experienced, lower middle‑market private equity firm that seeks to partner with growth‑minded, founder‑owned companies. Based out of Chicago, New Harbor Capital is committed to optimizing the growth potential of its portfolio companies while respecting their long‑term visions. The firm was founded on the belief that mutual respect and collaboration lead to successful outcomes. New Harbor recognizes the importance of finding the right partner, and the firm is committed to helping its portfolio companies and their leadership maximize both personal and financial goals. As a strategic partner, New Harbor taps into decades of experience to guide businesses through challenging economic cycles and market conditions. New Harbor Capital has raised over $750M in capital across three funds and focuses on tech‑enabled services, healthcare, and education services. #J-18808-Ljbffr

Job Details Position Type: Full Time Salary Range: $150,000.00 - $150,000.00 Salary/year Compensation for this role starts at $150,000 annually. We are open to discussion concerning compensation. The Chief Financial Officer (CFO) is a strategic, forward-thinking leader with significant experience to lead the financial and operational functions of Chicago Shakespeare Theater. They are responsible for the oversight and coordination of administrative and financial functions including finance, accounting, budget planning, information technology, facilities, operations, and guest services. The CFO will be involved in strategic planning and long‑range financial forecasting aligned with the strategic direction of the theater. The CFO is a proactive, data informed leader who contributes to big picture strategy while ensuring excellence in execution as they lead and manage the theater's finances, ensuring financial health, and the operations of the theater facility. This person will be capable of navigating ambiguity, balancing risk, and helping to shape organizational priorities during a period of continued growth and opportunity. The successful candidate will have a commitment to mission‑driven work, paired with the ability to develop and sustain a sound financial model. The CFO also plays a key role in managing relationships with external stakeholders, particularly banks, insurance brokers, investment manager and auditors. The CFO reports to the Executive Director and is a member of the senior management team. They will staff and act as the primary liaison to the Board of Directors' Finance and Audit Committees, working closely with the committees to ensure their fiduciary responsibility and strengthen CST's financial position. The CFO will have direct supervision responsibility for a Controller, Operations Director, and Technology Manager and lead a team of 12 full‑time staff and many part‑time staff. They will have indirect management responsibility for finance, facilities, information technology, custodial, and guest services teams. They will continually evaluate best industry practices in comparison to internal systems. This person will be capable of navigating ambiguity, balancing risk, and helping to shape organizational priorities while sustaining a sound financial model. Chicago Shakespeare Theater is deeply committed to creating and sustaining an organizational culture that values promoting a safe, supportive, inclusive and collaborative work environment. ESSENTIAL DUTIES To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be requested to enable qualified individuals with disabilities to perform essential job functions. Financial Management Develop and implement financial strategies that support the organization's mission and goals Manage and oversee all financial operations, including accounting, budgeting, forecasting, cash flow, and financial analysis Ensure the accuracy and completeness of financial records, including the general ledger, accounts payable and receivable, payroll, and other financial systems Prepare and present financial reports to the Executive Director and Board of Directors in a timely manner, providing analysis and recommendations as needed Ensure compliance with all financial reporting and regulatory requirements, including tax filings, audits, and other reporting requirements With the Controller, regularly assess the overall financial functions, ensuring that the accounting, bookkeeping, audit, budgeting, general ledger, bank reconciliations and taxes are organized and accurate Lead the preparation of all financial reports, including income statements, balance sheets, cash flow statements, and capital spending plans in accordance with financial standards Overall financial management responsibility including the review and approval of monthly, quarterly, and annual financial reporting materials and metrics for executive and program leadership and board of directors. Regularly review existing policies and recommend new policies or revisions to ensure compliance. Manage relationships with external partners, including banks, auditors, investment manager, and other financial service providers Budgeting and Forecasting Working with the Executive Director, develop and oversee the annual budgeting process, working closely with senior management and other stakeholders to develop realistic and achievable budgets Develop and support operating budget presentation to Board of Directors Monitor actual performance against budget and provide regular updates and analysis to the Executive Director and Board of Directors Develop and maintain financial forecasting models that support long‑term financial planning and decision‑making Strategic Planning and Leadership Work closely with the Executive Director and senior leaders to develop and implement strategic plans and goals that support the organization's mission and vision. Provide data, analysis, situational scenarios and structure to the discussions. Provide leadership and mentorship to the finance, operations, IT, and guest services team, fostering a culture of transparency, data informed decision making, continuous improvement and professional development Represent the organization at internal and external events and meetings, providing financial guidance and support as needed Board Relations and Reporting Report on the financial performance of the organization to the Finance and Audit Board committees, including regular updates on budget performance, forecasts, and financial risks and opportunities Collaborate with the Executive Director and Board of Directors to develop and implement financial policies and procedures that align with the organization's values and strategic goals Staff and support the Finance and Audit Committees, collaborating with the Treasurer and other committee members to provide strategic financial guidance and support to the organization Tax Filing and Compliance Oversee all tax filings and compliance requirements, ensuring that the organization is in compliance with all relevant laws and regulations Manage relationships with external auditors, banks, and other financial service providers to ensure compliance with all reporting and regulatory requirements Facilities Operations Provide oversight and supervision of the operations, capital needs, and maintenance of the theater buildings. Oversee the development of a plan with the Director of Operations to maintain the physical structure as well as the equipment, furniture, etc. contained within the building. Manage the theater's real estate affairs consisting of leases with Navy Pier and warehouse. Ensure that the income potential of the physical assets is maximized. Administration Direct the Information Technology (IT), Payroll, and Legal functions; Manage the organization's insurance program and broker relationship; Ensure internal controls, compliance, risk management, and reporting accuracy across the organization. Serve as a partner to the Executive Director on the organization's administrative and operational processes, with a goal of continuously developing and improving systems. Evaluate and improve Chicago Shakespeare's information technology infrastructure, implementing new technologies to support key capabilities as required for future growth, and to support and drive key human resource initiatives. Through support of the Operations Director and Front of House Manager, ensure CST delivers the highest caliber of guest services that create a welcoming, best in class experience for audiences. ADDITIONAL DUTIES Models CST's core values of service, ingenuity, and collaboration as well as its customer service ethos. Champions the organization's commitment to a respectful, inclusive, and equitable workplace. Serve as a member of senior staff and participate in all activities required of this group. Qualifications COMPETENCIES A strategic and innovative leader who can build on CST's profound history, advances priority objectives, and supports long‑term financial stability. Demonstrated people management and leadership skills with a track record of mentoring and advancing direct reports. Ability to provide constructive and positive feedback, while motivating and holding the team accountable for their performance Demonstrated success in leading critical business functions in the areas of finance, accounting, business planning, risk management, information technology, and/or data analytics. Must possess a strong understanding of the balance sheet and financial performance to develop and maintain trust with senior management, key internal and external stakeholders, the Boards of Directors, and across all key business areas. Demonstrated strategic financial and analytical skills coupled with strong business acumen. Strategic thinking skills with the ability to be flexible and adaptable, revising strategies as necessary. Outstanding oral and written communication skills with proven ability to present complex business topics to financial and non‑financial audiences. Strong operational, process, systems, and project management experience of successfully driving transformational initiatives focused on increased automation and functionality. Strategic thinker with demonstrated consensus‑building skills, and an ability to convey confidence within the organization and with external constituencies. Demonstrated ability to think proactively and creatively and improve performance by identifying key strategic opportunities. A reputation for integrity and building confidence among key stakeholders, with previous high‑level interactions with boards. Service, ingenuity, and collaboration Emotional intelligence Mission‑driven Excellent interpersonal and team skills, extremely collegial Outstanding communications skills; written and oral Demonstrated resourcefulness and good judgment Hands‑on, leads by example Values diversity of thought, backgrounds, and perspectives Ability to multitask while maintaining vigilant attention to details Integrity/ethics beyond reproach Constantly looking to apply best practices Predisposition to mentor and subsequently increase responsibilities as team MINIMUM EDUCATION AND EXPERIENCE Bachelor's degree in Business Administration, Accounting or Finance At least 8-10 years of progressively responsible experience in financial management, ideally in a non‑profit organization Undergraduate or master's degree in finance or accounting Knowledge of Generally Accepted Accounting Principles (GAAP) Knowledge of non‑profit accounting A minimum of 5 years of supervisory/management experience Demonstrated experience in financial management and accounting Experience with audit, legal compliance, and budget development Organization development, human resources management experience Proven effectiveness managing others, empowering them to make decisions Technologically savvy, with experience overseeing information technology staff or vendors Experience effectively communicating key data, including presentations to senior management, the Board or other outside partners/influencers/clients Success seeing beyond the numbers, identifying trends and new possibilities ADDITIONAL EDUCATION AND EXPERIENCE Must be a forward‑thinking and pragmatic finance professional with exceptional analytical, communication, and leadership skills. In addition to strong financial acumen, the ideal candidate will be energized by the organization's purpose and operations and exhibit a passion for theater and serving the community. WORK ENVIRONMENT Work hours are generally 9:00 am‑5:00 pm, Monday through Friday Evening, weekend, and holiday hours may be necessary. Worksite is primarily at the CST facilities on Navy Pier in Chicago, IL PHYSICAL DEMAND Prolonged periods sitting at a desk and working on a computer. DIVERSITY AND INCLUSION STATEMENT CST is committed to providing a work environment that is free from discrimination. CST prohibits discrimination in employment against any employee or job applicant because of that person's race, color, creed, religion, ancestry, sex, national origin, disability, genetic information, age, sexual orientation, gender identity, gender expression, marital status, familial status, veteran status, status with regard to public assistance, membership in a local human rights commission or any other legally protected status. #J-18808-Ljbffr