Senior Director, Office of the CFO / Data Analytics
Portage Point Partners
Controller job in Chicago, IL
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best‑in‑class outcomes. Our cross‑functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The OCFO team provides strategic finance, operational and technical accounting and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations and consulting, the OCFO team provides holistic perspectives and capabilities to deliver unparalleled results.
The OCFO Senior Director, Data Analytics at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This is a high‑impact position at the intersection of data, technology and strategy. This Senior Director will report directly to the OCFO Practice Line Leader and lead high‑impact analytics initiatives that drive value creation, operational efficiency, and strategic insight across the business lifecycle. This individual will be a senior member of the Data Analytics team, managing large‑scale client engagements, architecting data solutions, and serving as a thought leader within the practice. If you thrive in a high‑performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
Responsibilities
Lead strategic data analytics engagements and oversee the execution of data‑driven solutions aligned to transformation, performance improvement, M&A and enterprise growth initiatives
Partner with firm leaders to identify and cultivate new client relationships and expand existing ones through differentiated analytics capabilities
Begin to originate revenue through cultivation of network and leadership in the Portage Point coverage model, instilling trust to close new engagements and extensions
Build and maintain trusted partnerships with CEOs, CFOs, CIOs, sponsors and lenders while influencing decision‑making with clear, insight‑rich communications
Drive excellence across ELT, data modelling, architecture design, and integration. Lead application of advanced analytics (AI/ML/NLP) and automation (RPA, scripting)
Guide clients in building, scaling, and professionalizing data platforms (e.g., Snowflake, Azure, SQL). Instill strong data governance, quality, and compliance frameworks
Identify opportunities and deploy tools (Power Automate, Alteryx, UiPath) to accelerate time‑to‑insight and reduce operational friction
Develop dynamic dashboards, KPIs, and predictive models to support client strategic planning, investor reporting, and cross‑functional business management
Mentor and develop high‑performing teams; contribute to best practices, training, recruiting, and firm‑building efforts across the OCFO and D&A practices
Provide coaching and mentorship to junior team members
Lead internal trainings and best practice sharing
Lead business development and client relationship efforts
Support talent acquisition and firm‑building initiatives
Contribute to a high‑performing, inclusive and values‑driven culture
Qualifications
Experience in high‑growth consulting, private equity, and operating environments
Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia
Invested in a team‑based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
12 plus years of experience in data analytics, technology‑enabled transformation, or strategic advisory, in consulting environments
Multi‑faceted experience in the data analytics lifecycle, including but not limited to: data engineering / integration (SQL, Python, Airflow, dbt, Fivetran), data modelling / architecture (Azure, Snowflake, Redshift), AI and ML (NLP, OCR, GenAI, Python/R), BI visualisation (Power BI, Tableau, Looker), process automation (Power Automate, UiPath, Alteryx) and data governance (Collibra, Alation, Purview)
Proven track record of working directly with Private Equity Sponsors, Lenders and C‑suite executives to successfully deliver measurable business outcomes through analytics
Track record of developing and marketing solutions and products to drive faster and better client outcomes
Experience working with and leading and scaling India‑based consulting teams
Passion for growing people, building systems, and delivering lasting impact
Superior written and verbal communication skills, including executive‑ready presentation, reporting skills and ability to articulate solutions to non‑technical professionals
Proven ability to thrive in lean, fast‑moving teams
High attention to detail, responsiveness and ownership mindset
Track record of success in high‑pressure, client‑facing environments
$480,000 - $825,000 a year
The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant's qualifications (education, training and/or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.
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$105k-192k yearly est. 19h ago
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Chief Financial Officer
Crafty 4.5
Controller 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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$93k-175k yearly est. 3d ago
SBA Specialty Finance Officer, Vice President
Hispanic Alliance for Career Enhancement 4.0
Controller 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 1d ago
Head of Finance
Pear Suite
Controller job in Chicago, IL
Why Pear Suite?
Pear Suite is a mission-driven healthcare technology company transforming how community-based care is delivered. Our platform empowers community health workers, doulas, and other frontline providers with tools to coordinate care, track outcomes, and improve health equity. We partner with organizations serving Medicaid and Medicare populations, delivering social and preventive care at scale.
About the role
We're seeking a Head of Finance to build and lead our finance function. This is both a strategic and hands-on role: you'll guide financial planning, reporting, and decision-making while rolling up your sleeves to manage the day-to-day. You'll oversee one direct report and partner closely with our executive team to ensure strong financial health as we scale.
What you'll do
Lead all aspects of finance, including book keeping, FP&A, budgeting, and forecasting.
Partner with leadership to develop financial strategy, pricing models, and growth scenarios.
Oversee monthly close, financial reporting, and compliance requirements.
Manage cash flow, expenses, and vendor relationships.
Build scalable financial processes, tools, and controls appropriate for a high-growth SaaS startup.
Provide data-driven insights and dashboards to inform business decisions.
Mentor and manage one direct report, fostering professional development.
Serve as the go-to finance partner for cross-functional teams (sales, operations, people, product).
Qualifications
7+ years of progressive finance/accounting experience, ideally with startup or SaaS exposure.
Minimum 3 years of experience in healthcare or healthtech sectors.
Demonstrated success in optimizing revenue cycle management (RCM) and driving financial performance (strongly preferred).
Strong understanding of SaaS metrics (ARR, CAC, LTV, churn, etc.).
Proven success in FP&A, forecasting, and business partnering with leadership teams.
Experience with capital and debt financing strategies to support company growth.
Skilled in strategic Board of Director engagement, to include preparation and presentation of financial insights.
Experience managing small teams and developing direct reports.
Comfort balancing strategic thinking with hands-on execution.
Excellent communication skills-you can make finance clear and actionable for non-finance leaders.
CPA, CFA, or MBA is a plus.
What we offer
The compensation range for this position is $140,000-$180,000
A mission driven culture that values innovation, collaboration and growth
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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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A leading insurance firm is seeking an Executive Underwriter in Chicago focused on wholesale brokerage growth. The role involves underwriting new and renewal business, negotiating terms, and developing marketing strategies. The ideal candidate should possess a business degree and at least 7 years of underwriting experience, including strong analytical and interpersonal skills. The position is essential for driving new business and ensuring profitable renewals in the Financial Lines sector.
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$109k-127k yearly est. 1d ago
Director of Finance | Thompson Palm Springs
The Association of Technology, Management and Applied Engineering
Controller 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 1d ago
Strategic CFO for Pension Investment & Governance
Lauterbach & Amen, LLP 4.0
Controller job in Lombard, IL
A local government investment agency is seeking a Chief Financial Officer to oversee execution of fiscal and financial functions. The CFO will advise senior staff, ensure compliance with reporting mandates, and coordinate audit processes. The ideal candidate should have a bachelor's degree in accounting, strong communication skills, and a minimum of six years of relevant experience. Competitive compensation is offered for a role pivotal to the agency's financial integrity.
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$97k-146k yearly est. 1d ago
Director of Financial Planning & Analysis
Haribo GmbH & Co. KG
Controller 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 19h ago
Chief Accounting Officer
Page Mechanical Group, Inc.
Controller job in Villa Park, IL
Reporting to the Chief Financial Officer, the Chief Accounting Officer (CAO) is responsible for leading all accounting operations and ensuring compliance with GAAP, SOX 404, and regulatory requirements. This role together with the Company Controller oversees general ledger management, external financial reporting, technical accounting, revenue recognition, and accounts payable/receivable. The CAO assists in developing and implementing accounting policies and standards, assists in managing monthly, quarterly, and annual close processes, and ensures timely preparation of financial statements and debt covenant certifications.
Acting as the primary liaison for external audits and regulatory examinations, the CAO evaluates new accounting standards, partners with third-party valuation firms, and maintains corporate accounting policies specific to mortgage banking operations.
Additionally, the CAO assists in mentoring and scaling a high-performing accounting team, supports acquisition integration, and collaborates with executive leadership on strategic financial planning, variance analysis, and board reporting.
Core Functions and Responsibilities
Act as primary contact for external auditors, various other field examinations; manage all audit and review processes.
Assist in developing and executing strategies and standards related to accounting policy, financial reporting, general ledger maintenance, and financial systems and controls specific to the mortgage banking business.
Assist monthly, quarterly, and annual accounting close processes and in the preparation of financial statements and filings in compliance with GAAP including periodic upload to consolidating parent organization and quarterly NMLS Mortgage Call Reports.
Evaluate new accounting standards and changes in regulatory requirements and implement changes to ensure organizational readiness and compliance.
Perform specified Treasury Management functions to enhance internal controls and assist in implementing and maintaining a robust internal control framework, ensuring full SOX 404 compliance.
Assist in managing quarterly work with third-party valuation firms.
Assist in leading and mentoring a high-performing accounting team.
Assist in maintaining a robust Permanent File Data Room.
Review and assist in validating all periodic remit reports from third party loan servicers.
Assist in verifying that all loans being sold recoup escrow and corporate advances reported on servicer remits.
Assist with GAAP and Tax Research Matters, including providing support for year-end 1099, 1098, W2 and W3 transmittal reporting processes.
Support the CFO and executive leadership with strategic financial planning, variance analysis, and board reporting.
Qualifications
Bachelor's degree required; Master's degree in relevant field (MBA, Finance, Accounting) preferred
10+ years' progressive accounting experience
5+ years' experience in the mortgage or financial services industry
Strong understanding of GAAP, SEC reporting, and SOX compliance
Experience with revenue recognition specific to mortgage banking
Skills and Abilities
Excellent verbal and written communication skills; strong presentation skills with executive presence and maturity
Strong interpersonal skills with the ability to develop and maintain effective relationships internal and external to the organization; strong influencing skills
Strength of leadership with the demonstrated ability to quickly establish credibility with key stakeholders and confidence in the Internal Audit capability
Effective management skills to build strong teams through effective talent selection, training, communication, coaching, mentorship, and performance management
Strong analytical skills: solid decision-making abilities coupled with sound judgment
Effective at managing multiple priorities under tight deadlines in a fast-paced, dynamic environment; ability to prioritize, organize time and resources to consistently bring projects to successful completion
Consultative and collaborative work style; ability to share knowledge and expertise in a productive manner
Ability to lead and manage through change, comfortable working with ambiguity and uncertainty
Strong execution skills and results orientation
Strong attention to detail; strong quality and compliance orientation
High degree of professional maturity, integrity, ability to maintain confidential data and information
High degree of business acumen; strong fiscal and technical aptitude
Compensation and Benefits
Hiring Range: $150K-$180K plus annual discretionary bonus
Compensation within this range may vary based on each candidate's job-related expertise, skills, and experience. Final offers are determined individually, reflecting the unique qualifications of each candidate.
Benefits Include
Paid Time Off (PTO)
Floating Holiday
Paid Parental Leave
Medical
Dental
Vision
Life & Disability
FSA/HSA
Fidelity 401(k) with employer match
Location
Oakbrook Terrace, Illinois 60181
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$48k-84k yearly est. 3d ago
Finance Director (Interim)
Jefferson Wells International 3.9
Controller job in Chicago, IL
Duration: Minimum 3-6 months (potential for extension) Hourly Rate: $100+ (negotiable/depending on experience)
Jefferson Wells is seeking an experienced and dynamic interim Finance Director for our SAAS client undergoing rapid transformation. This interim leadership role is critical to ensuring continuity in day‑to‑day financial operations while driving strategic initiatives in a fast‑paced, entrepreneurial environment.
Key Responsibilities
Ensure seamless continuation of budgeting, forecasting, and reporting processes.
Lead and manage a high‑performing FP&A team, including providing hands‑on leadership while also rolling up sleeves to support execution.
Drive financial planning and analysis in a dynamic, change‑oriented environment.
Support transformation initiatives and help scale processes for growth.
Ideal Candidate Profile
Proven ability to lead and manage teams through periods of change and transformation.
Relevant experience from SAAS industry.
Experience in an established environment, particularly during times of rapid growth or strategic shifts.
Comfortable operating in a fast‑moving, entrepreneurial setting.
Strong adaptability, energy, and strategic thinking.
Additional Details
This role reports directly to our client's CFO.
Opportunity to make a significant impact in a high‑visibility leadership position.
Benefits
Medical and Prescription Drug Plans
Dental Plan
Vision Plan
Health Savings Account
Health Flexible Spending Account
Dependent Care Flexible Spending Account
Supplemental Life Insurance
Short Term and Long‑Term Disability Insurance
Business Travel Insurance
401(k)
* Eligibility requirements apply, including a minimum-hours-worked threshold
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$100 hourly 1d ago
Senior Director of Financial Planning & Client Experience
Oppenheimer & Co Inc. 4.7
Controller 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 1d ago
Director, Finance and M&A (Renewable Energy)
Hecate Energy LLC
Controller 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. 2d ago
Enterprise SaaS Hunter - Global Accounts Leader
Lakeside Software
Controller job in Chicago, IL
A leading cloud solutions provider is seeking an experienced Global Accounts Director to join their Enterprise Sales team in Chicago, Illinois. This role focuses on acquiring new enterprise clients and driving adoption of innovative solutions. The ideal candidate will have at least 8 years of experience, particularly in selling cloud-based SaaS offerings to large enterprises, and will excel in building strong relationships at all organizational levels. The position includes a comprehensive benefits package.
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$72k-114k yearly est. 4d ago
Accounting Manager
UBT 4.2
Controller job in Lombard, IL
About the Company
We are partnering with a full-service design-build firm that's dedicated to creating human-centric work environments that inspire productivity, collaboration, and success. This design-build general contractor with in-house design and architectural services, offers a true one-stop solution from concept through completion. Their core focus is renovating premium manufacturing, food, and life science interiors across Northern Illinois, Indiana, and Southern Wisconsin.
25 employees | ~$20M revenue
Profitable and very GP and EBITDA focused.
100% subcontracted labor (no self-perform)
Zero bid work - all projects sourced through in-house business development
Aggressive growth plan: $50M in revenue within 3-5 years
This is a highly visible, strategic finance role in a company that runs tight, disciplined books and tracks project GP weekly.
The Opportunity
We are seeking a premium Accounting Manager (or exceptionally strong senior-level construction bookkeeper ready to step up) with experience in $20M+ construction environments. This role will be the financial backbone of the organization. You'll own budgeting, forecasting, accountability, and profitability while partnering closely with department leaders.
A core objective of this role is to increase EBITDA through disciplined budgeting, forecasting, and financial leadership
Key Responsibilities
Financial Leadership & Strategy
Own and manage the company-wide budget and departmental budgets
Lead weekly and monthly budget review meetings with each Department Head to drive accountability
Forecast EBITDA, cash flow, and profitability with accuracy and insight
Maintain visibility over every financial aspect of the business
Profitability & Performance
Track and analyze project GP weekly
Identify margin improvement opportunities and cost controls
Partner with leadership to drive the business towards a higher EBITDA
Team Leadership & Oversight
Oversee the existing bookkeeper (AP/AR, billing forecast dates)
Collaborate with the Senior Accountant (who will remain part-time for tax planning, investing, and year-end budgeting)
Ensure clean, accurate, and timely financials
Systems & Process
Maintain and optimize QuickBooks environment
Strengthen financial processes, reporting, and controls
Support forecasting, job costing, and financial visibility across projects
What We're Looking For
Experience
Construction industry experience required (Design-Build or GC strongly preferred)
Experience in companies with $20M+ annual revenue is a must
Background as an Controller, Senior Construction Accountant, or high-level Bookkeeper ready for the next step
Proven success managing budgets, forecasting, and department accountability
Technical
Strong QuickBooks experience
Deep understanding of job costing, WIP, project GP, and construction financials
Leadership & Style
Confident working directly with Department Heads and ownership
Comfortable holding leaders accountable to budgets
Detail-oriented, proactive, and business-minded
Able to “own the numbers” and drive financial discipline
$69k-92k yearly est. 19h ago
Hotel Finance Director: Strategy, Cash Flow & Growth
Viceroy Chicago 4.5
Controller job in Chicago, IL
A leading luxury hotel chain is seeking a Director of Finance to oversee financial operations at their Chicago location. Responsibilities include managing cash flow, preparing financial statements, and ensuring compliance with regulations. The ideal candidate will have over 5 years of experience in hospitality finance, excellent communication skills, and a Bachelor's degree in Finance or Accounting. This role also involves supervising finance staff and conducting audits to maintain financial integrity.
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$87k-130k yearly est. 1d ago
Senior Commercial Real Estate Accountant
Wanxiang America Real Estate Group
Controller job in Chicago, IL
COMPANY: Established in 2010, Wanxiang America Real Estate has a small and flat organizational structure, an extensive pool of discretionary capital and has invested more than $1.2 billion in equity in more than 120 commercial real estate investment deals across the United States. Investments have been in the Hospitality, Resort, Office, Industrial, Retail, Land, Multi-Family, Education, Mixed-Use, Condos, and Senior Housing markets.
LOCATION: West Loop, Chicago, Illinois.
REPORTING
RELATIONSHIPS: This individual reports directly to the Founder and Managing Director.
SUMMARY OF RESPONSIBILITIES:
· Provide monthly financial information to internal teams, external investors, lenders, and auditors, ensuring timely and accurate reporting.
· Prepare and present detailed performance reports, including financial metrics, operational updates, and strategic recommendations, to senior management and investors.
· Collect, organize, and validate data from investment sponsors, property managers, and other third parties to maintain comprehensive financial records.
· Review and analyze financial statements prepared by property managers to understand property operations, identify accounting issues, and implement resolutions for optimal performance.
· Research and compile data for quarterly property status reports, performance summaries, and investor updates, highlighting key metrics such as NOI, cap rates, and occupancy.
· Support annual audits, tax preparations, and corporate financial statements by gathering documentation, responding to inquiries, and ensuring compliance with GAAP and regulatory standards.
· Coordinate the accumulation and distribution of investment K-1s for submission to tax preparers, maintaining strict deadlines.
· Monitor cash flow, budgeting, and forecasting for portfolio assets, recommending improvements to enhance financial health.
· Conduct variance analysis between budgeted and actual performance, investigating anomalies and providing recommendations.
· Ensure adherence to internal controls, SOX compliance (if applicable), and industry best practices for risk mitigation.
· Assist in due diligence for acquisitions and dispositions, including financial modeling and integration of new assets.
REQUIREMENTS:
· A minimum of 5 years' experience in an accounting firm that has exposure to commercial real estate.
· CPA certification or progress toward it is highly desirable.
· Strong knowledge of GAAP versus cash based real estate accounting principles, and financial reporting standards.
· Proficiency in real estate accounting software (e.g., Yardi, MRI, Argus) and advanced Excel skills.
· This individual should enjoy a reputation of leadership, creativity and excellent communication skills.
EDUCATION: Bachelor's degree in accounting. MBA or advanced degree preferred, not required. CPA preferred, not required.
COMPENSATION: Competitive base salary plus annual performance bonus. Full benefits provided.
$54k-72k yearly est. 19h ago
Financial Analyst
GGP
Controller job in Chicago, IL
The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership.
Responsibilities
Analyze current and past financial data and performance to make recommendations on profit enhancement
Consistently analyze financial information based on both routine and ad-hoc reports
Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators
Communicate financial insights suggesting business issues to management
Qualifications
Bachelor's degree in Accounting, Economics, or Finance or equivalent experience
0 - 3 years' financial analysis and modeling experience
Advanced knowledge of Excel
$52k-78k yearly est. 1d ago
Strategic CFO for Mission-Driven Theater
Chicago Shakespeare Theater On Navy Pier 4.1
Controller job in Chicago, IL
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.
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$42k-49k yearly est. 19h ago
Financial Planning, Senior Director
Oppenheimer & Co Inc. 4.7
Controller 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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The average controller in Oak Lawn, IL earns between $63,000 and $132,000 annually. This compares to the national average controller range of $70,000 to $144,000.
Average controller salary in Oak Lawn, IL
$91,000
What are the biggest employers of Controllers in Oak Lawn, IL?
The biggest employers of Controllers in Oak Lawn, IL are: