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Chief Financial Officer
Craftydelivers.com
Chief finance officer job in Chicago, IL
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.
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$275k-325k yearly 3d ago
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Chief Financial Officer
Accounting & Financial Women's Alliance 4.2
Chief finance officer job in Lisle, IL
ChiefFinancialOfficer - 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 ChiefFinancialOfficer (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 ChiefFinancialOfficer 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.
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$240k-290k yearly 20h ago
Fractional CFO_ Life Sciences Practice
Escalon Services, Inc. 4.1
Chief finance officer job in Chicago, IL
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.
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$137k-231k yearly est. 20h ago
Strategic CFO for Nonprofit - Finance & Operations Leader
Kentucky Society of Association Executives Inc. 3.5
Chief finance officer job in Oak Brook, IL
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.
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$123k-219k yearly est. 2d ago
Strategic CFO for Nonprofit - Finance & Operations Leader
Tennessee Society of Association Executives 3.4
Chief finance officer job in Oak Brook, IL
A nonprofit organization located in Oak Brook is seeking an Assistant Executive Director for Finance and Administration. This role will act as the ChiefFinancialOfficer, 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.
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$124k-214k yearly est. 2d ago
Fractional CFO
Third Road Management, LLC
Chief finance officer job in Chicago, IL
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
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$105k-192k yearly est. 20h ago
Strategic CFO for Nonprofit - Finance & Operations Leader
ACG Cares
Chief finance officer job in Oak Brook, IL
A nonprofit healthcare organization is seeking an Assistant Executive Director for Finance and Administration. This pivotal role involves serving as ChiefFinancialOfficer, 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.
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$104k-200k yearly est. 2d ago
Chief Financial Officer - To $170K - Chicago, IL - Job # 3676B
The Symicor Group
Chief finance officer job in Chicago, IL
ChiefFinancialOfficer - 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 ChiefFinancialOfficer 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:
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$170k yearly 20h ago
SBA Specialty Finance Officer, Vice President
Hispanic Alliance for Career Enhancement 4.0
Chief finance officer job in Chicago, IL
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.
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$88.8k-165.6k yearly 3d ago
Chief Financial Officer
Crafty 4.5
Chief finance officer job in Chicago, IL
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.
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A biopharmaceutical company is seeking a VP of Finance to oversee financial operations and drive financial strategy during Phase III trials. Key responsibilities include leading budgeting processes, managing clinical finance, and ensuring compliance with all financial regulations. The ideal candidate has at least 10 years in finance, a strong background in biotech, and excellent analytical skills. This leadership role is crucial for supporting the company's mission in treating rare diseases.
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$95k-149k yearly est. 1d ago
Director, Asset Management
Shine Associates, LLC 4.0
Chief finance officer job in Chicago, IL
SPECIFICATION
DIRECTOR - ASSET MANAGEMENT
Shine Associates, LLC has been retained to search, identify and recruit a Director - Asset Management on behalf of our client. This position will be based in Chicago, IL.
CONFIDENTIALITY
Information contained in this position specification is confidential.
CLIENT DESCRIPTION
Founded in Dallas, Texas in 1965, the Company consistently ranks as one of the top managers and developers of office, industrial, retail, and mixed‑use properties. The firm is a respected full‑service real estate firm providing investment management, development, and a suite of integrated services to owners, investors, lenders, and occupiers. The Company has approximately 3,000 employees across 35 global offices responsible for a $19B development pipeline, 550M SF of property management and leasing assignments, and $20B in assets under management. The Investment Management team is an SEC‑registered investment advisor headquartered in Chicago, IL and currently manages $5.0B in real estate assets.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Based in Chicago and reporting to the separate account portfolio managers, the Director will have responsibility over all strategic, transactional, and operations issues for a to‑be‑determined portfolio of primarily office and industrial assets located across the United States.
Create strategic plans for each asset including valuations, cash flow projections, annual operating and capital budgets.
Set, evolve and execute redevelopment, leasing and sale plans and direct all aspects of relationships with regional partners and third‑party service providers.
Aggressively predict and respond to dynamic market conditions.
Oversee the budget process for all assets under management.
Work closely with leasing staff, regional partners and third‑party contractors to structure, negotiate, review and execute leases.
Monitor overall performance of assigned properties against plan and budget.
Plan for and anticipate cash flow needs and oversee draw disbursements.
Provide high quality lender and investor reporting.
Support acquisition, financing and refinancing execution.
Continuously keep senior management and investors informed on evolving strategies.
Provide strategic, investment and analytical direction and oversight to regional partners and internal personnel.
QUALIFICATIONS, SKILLS AND EXPERIENCE
Qualified professionals will have 7-10+ years of demonstrable success in managing a portfolio of complex, diverse commercial real estate, including office, industrial, multifamily and medical office. Additional experience in asset/portfolio reporting is strongly desired.
Proven leadership with a creative hands‑on approach to operations, leasing, development, capital markets, financing, marketing, and ownership issues.
Ability to exceed investment/return performance objectives.
Proven experience creating value from acquisition through disposition.
Strong financial statement, lease and loan document analysis skills.
Effective management of analyst and associate staff.
Accountability for regional partner relationships at development and operating levels.
Knowledge of industry trends and competitors.
Collaborative team player in a professional environment.
Strong computer skills - Excel, Word and ARGUS.
Excellent oral and written communication skills.
Unquestionable integrity and a strong work ethic.
Bachelor's degree required.
COMPENSATION
The annual compensation is approximately $240,000-$280,000, plus discretionary bonus, LTIP and a variety of benefits.
CONTACT INFORMATION
Shine Associates, LLC
45 School St., Suite 301
Boston, MA 02108
Hillary H. Shine, Principal
Kelsey E. Shine, Director
Cell: ************** / **************
Email: ****************************** / *****************************
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$240k-280k yearly 2d ago
Director of Finance | Thompson Palm Springs
The Association of Technology, Management and Applied Engineering
Chief finance officer job in Chicago, IL
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.
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$116.4k-180.5k yearly 3d ago
Senior Director of Financial Planning & Client Experience
Oppenheimer & Co Inc. 4.7
Chief finance officer job in Chicago, IL
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.
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$130k-150k yearly 3d ago
Director of Financial Planning & Analysis
Haribo GmbH & Co. KG
Chief finance officer job in Chicago, IL
Why work at HARIBO? The original and iconic Goldbears, created in 1922, have delighted kids and grown-ups for over 100 years! Our associates are our most valuable asset. At HARIBO of America we are committed to a comprehensive benefit program that helps our employee stay healthy, feel secure, and maintain a positive work life balance. We provide fully paid health insurance premiums and generous HSA contribution, 11 paid Holiday plus Paid Time Off/PTO, competitive 401(k), tuition reimbursement, and more. Additionally, we offer community involvement opportunities and career growth opportunities.
Rosemont IL | HARIBO of America HQ | Onsite (remote flexibility)
Join the world's #1 gummi candy brand and lead financial strategy that drives real business impact. HARIBO of America is seeking a Director of Financial Planning & Analysis (FP&A) to partner with senior leadership in shaping our U.S. growth story. Reporting to the VP of Finance, this high visibility role leads budgeting, forecasting, and long-range planning, providing insights that influence decisions across Marketing, Sales, Supply Chain, and Operations. If you're a finance leader ready to make your mark in a dynamic, hands‑on environment, this is your opportunity to lead with purpose, drive change, and grow with an iconic global brand.
What You'll Do
Lead HARIBO's U.S. financial planning, forecasting, and performance management processes.
Translate complex data into clear, actionable insights for leadership decision‑making.
Partner across functions to drive growth, profitability, and operational efficiency.
Mentor and develop a high‑performing FP&A team while implementing best‑in‑class tools and processes.
What You'll Bring
10+ years of progressive finance experience, including FP&A leadership in CPG, Food, or Manufacturing.
Expertise in forecasting, modeling, and performance storytelling.
Strong communication skills with a track record of influencing senior stakeholders.
Proficiency in Excel, PowerPoint, and financial systems (SAP/Adaptive preferred).
MBA or CPA preferred.
What We'll Pay
Target Hiring Pay Range: $150,000 - $170,000 annually.
This pay range represents the min/max target annual base salary range HARIBO of America, Inc. may pay for this position at the time of this posting.
Please note, a candidate's offered annual salary will be determined by a variety of factors, including but not limited to, the candidate's relevant education, experience, qualifications, skills, internal equity, and the geographical location of the role.
We provide fully paid health insurance premiums and HSA contribution plus 11 paid holiday, Paid Time Off, competitive 401(k) match, tuition reimbursement, and more!
HARIBO of America, Inc. is committed to fair and equitable pay practices and complies with all applicable federal, state, and local laws regarding pay transparency.
Why HARIBO?
At HARIBO, we make moments of childlike happiness for our consumers and our associates. If you're ready, bring your strategic finance skills and people leadership to a company where your work can truly make an impact and accelerate your career path.
ARE YOU HARIBO? Join the GOLDBEAR family and apply today!
HARIBO of America, Inc. is an Equal Employment Opportunity Employer and maintains a Drug‑Free Workplace. Employment at HARIBO of America, Inc. is subject to post‑offer, pre‑employment drug testing. The Company's policy is not to discriminate against any applicant or employee based on race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, including protected veteran status, genetic information or any other basis protected by applicable federal, state, or local laws. HARIBO also prohibits harassment of applicants or employees based on any of these protected categories. It is also HARIBO's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
HARIBO is committed to recruiting, hiring and promoting people with disabilities and veterans. If you need an accommodation to assist with completing the electronic application, please contact the location for which you are applying and ask to speak with the human resources representative or email *********************.
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$150k-170k yearly 2d ago
Director, Finance and M&A (Renewable Energy)
Hecate Energy LLC
Chief finance officer job in Chicago, IL
RESPONSIBILITIES: Oversee M&A transactions for renewable energy projects, facilitating the execution of Hecate Energy's annual project sales strategy for its extensive 40 GW project pipeline. Lead corporate level debt and equity financing activities to ensure robust cash position, supporting the company's ongoing project development efforts and operations.
DUTIES:
Review and analyze financial models of renewable energy projects and provide feedback and guidance to junior team members and external advisors on modeling.
Lead financing and M&A deal of projects, create marketing materials or review materials created by external advisors, facilitate investor due diligence requests, negotiate commercial terms, and review legal transaction documents.
Drive post-close deal activities by working with internal departments to ensure projects achieve key development milestones after deal closure.
Respond to Requests for Proposals (RFPs) by providing guidance on pricing for bids using internal pricing models for offtake contracts (including Power Purchase Agreements, hedges, Energy Storage Agreements).
Develop and evaluate corporate strategy by researching potential markets, creating robust financial models, and assessing potential investment or project development opportunities.
Develop annual M&A sales plan by working closely with the management team, development and budgeting team, and aligning M&A market trends with project development stages.
Conduct investor outreach to promote projects in the sales plan, maintain investor relationships and address inquiries from investors regarding potential sales opportunities.
Monitor trends in the power, utilities, and energy storage sectors to inform management team of new investment opportunities or changes to corporate strategy.
Assist asset management teams to perform ad hoc reports and analyses of project performance and contractual compliance.
Collaborate with the accounting team to develop corporate budgets, review historical project development, and monitor project returns.
Work with other departments to develop standardized corporate procedures for the finance function in areas such as project financing, project M&A, and financial reporting.
Hecate Energy is one of the largest renewable energy developers in the United States. With a growing team of seventy members, Hecate Energy develops renewable energy projects across North America. The Company was founded in 2012 by a team of energy industry veterans who have worked together for over 25 years. Hecate has developed over $3 billion worth of renewable energy projects, executed over 6,100 MWac of renewable power purchase agreements (PPAs), and built an active project pipeline over 40 GW.
Hecate Energy is an equal opportunity employer.
Qualifications
PRIMARY REQUIREMENTS:
A Master's degree or its foreign equivalent in Finance, Accounting, Environmental Science, Geographic Information Systems or a related field;
5 years (60 full months) of post-baccalaureate experience performing renewable energy related work. Experience must include each of the following: (a) 4 years (48 full months) driving corporate financing and M&A deals in an investment banking/consulting/corporate M&A setting; performing in-depth financial analysis; creating and managing financial models in Microsoft Excel; creating marketing materials; and interacting with financial investors. (b) 3 years (36 full months) in corporate setting working with project development team for renewable energy projects. (c) Demonstrable knowledge of renewable energy project economics (specifically solar, wind and storage) and related incentive systems. (d) Demonstrable proficiency in modeling tax equity partnership flip structure and project finance modeling and working independently in a cross-functional team setting.
ALTERNATIVE REQUIREMENTS:
A Bachelor's degree or its foreign equivalent in Finance, Accounting, Environmental Science, Geographic Information Systems or a related field;
7 years (84 full months) of post-baccalaureate experience performing renewable energy related work. Experience must include each of the following: (a) 4 years (48 full months) driving corporate financing and M&A deals in an investment banking/consulting/corporate M&A setting; performing in-depth financial analysis; creating and managing financial models in Microsoft Excel; creating marketing materials; and interacting with financial investors. (b) 3 years (36 full months) in corporate setting working with project development team for renewable energy projects. (c) Demonstrable knowledge of renewable energy project economics (specifically solar, wind and storage) and related incentive systems. (d) Demonstrable proficiency in modeling tax equity partnership flip structure and project finance modeling and working independently in a cross-functional team setting.
Job Title: Director, Finance and M&A (Renewable Energy)
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$82k-129k yearly est. 4d ago
Strategic CFO for Mission-Driven Theater
Chicago Shakespeare Theater On Navy Pier 4.1
Chief finance officer job in Chicago, IL
A prominent cultural institution in Chicago seeks a ChiefFinancialOfficer 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.
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$42k-49k yearly est. 2d ago
Vice President of Finance
Quetzaltx
Chief finance officer job in Chicago, IL
Quetzal Therapeutics (Quetzal) is a biopharmaceutical company focused on the development of treatment for rare diseases including hematologic malignancies. The company's lead product is QTX-2101, a novel paradigm for treating patients with Acute Promyelocytic Leukemia (APL). The company plans to initiate Phase III clinical trials by late-2025, with enabling activities ongoing. Quetzal is also developing a pre-clinical asset QTX-2102, an advanced, next-generation antifungal and antiparasitic therapy designed to enhance efficacy while minimizing toxicity.
About the role Position Summary
The VP of Finance will be a key strategic partner to the executive team, responsible for overseeing all financial operations and driving the company's financial strategy to support the company's mission. This role requires a highly analytical and detail-oriented individual with a deep understanding of biotech specific regulatory landscape, FP&A, and financial strategy as the company goes through Phase III trials. The ideal candidate will provide insightful analysis, manage complex financial models related to R&D and clinical programs, and ensure robust financial reporting and compliance.
What you'll do Key Responsibilities
Financial Planning & Analysis (FP&A): Lead the annual budgeting, quarterly forecasting, and long-term financial planning processes. Develop and maintain complex financial models to support strategic decision-making, including cash flow projections, capital expenditures, and R&D program evaluations.
Clinical Finance: Act as the primary finance partner for clinical operations leadership, managing budgets for various projects and clinical trials, tracking costs by program, and providing analysis to support pipeline decision-making.
Strategy: Collaborate with the CMO, CSO, and Chief Legal Officer on clinical contracts and budgeting for upcoming Phase 3 trials. Lead financial material presentation for Board of Directors.
Financial Reporting & Compliance: Oversee the timely review of monthly, quarterly, and annual financial statements in accordance with GAAP. Ensure compliance with all financial laws, guidelines, and reporting requirements. Coordinate annual tax work and R&D credit analysis (E&Y is company's existing tax partner).
Accounting Operations: Supervise day-to-day accounting functions (leveraging the Family Office and outsourced bookkeeping team), including general ledger, accounts payable/receivable, payroll, and tax filings.
Qualifications Required Qualifications & Skills
Education: Bachelor's degree in accounting, Finance, Business Administration, or a related field is required. An MBA, CPA, or CMA is strongly preferred.
Experience: A minimum of 10 years of progressive experience in finance or accounting, with at least 5 years in a management or leadership role.
Biotech/Pharma Experience: Prior experience in the biotechnology, pharmaceutical, or life sciences industry is highly preferred, including specific knowledge of drug trials, R&D credits, and intellectual property-related financial complexities.
Technical Skills: Expert knowledge of GAAP and financial modeling techniques. Advanced proficiency in financial software
Soft Skills: Strong analytical, problem-solving, and decision-making abilities. Excellent written and verbal communication skills, with a proven ability to present complex financial information to executive leadership, board members, and investors.
Attributes: Ability to thrive in a dynamic, fast-paced work environment, manage multiple priorities, and react to change productively.
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$95k-149k yearly est. 1d ago
Financial Planning, Senior Director
Oppenheimer & Co Inc. 4.7
Chief finance officer job in Chicago, IL
Career Opportunities with Oppenheimer & Co. Inc.
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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.
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$130k-150k yearly 3d ago
Director _ Corporate Tax _ Escalon Tax Practice
Escalon Services, Inc. 4.1
Chief finance officer job in Chicago, IL
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.
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How much does a chief finance officer earn in Saint Charles, IL?
The average chief finance officer in Saint Charles, IL earns between $80,000 and $250,000 annually. This compares to the national average chief finance officer range of $80,000 to $257,000.
Average chief finance officer salary in Saint Charles, IL
$142,000
What are the biggest employers of Chief Finance Officers in Saint Charles, IL?
The biggest employers of Chief Finance Officers in Saint Charles, IL are: