Finance analyst jobs in Waukegan, IL - 2,499 jobs

Job Title: Investment Sales Analyst Team: Investment Sales/Capital Markets Reports To: Director of Transaction Management; works closely with the Transaction Coordinator and Senior Producers Job Summary The Investment Sales Analyst supports Boerke's Investment Sales Team through financial analysis, property valuations, market research, and preparation of institutional-quality offering materials. Under the direction of the Director of Transaction Management and Transaction Coordinator, this role also provides analytical and documentation support throughout the transaction lifecycle. This role is ideal for someone with strong analytical skills, attention to detail, and a desire to grow into a client-facing role within institutional commercial real estate. You will work closely with senior producers in a fast-paced, entrepreneurial environment with meaningful exposure to deals, clients, and career advancement. Essential Job Duties and Responsibilities Financial Analysis & Valuation Build and maintain detailed financial models, including pro formas, discounted cash flow analyses, IRR models, sensitivity analysis, rent-roll forecasting, and NOI projections. Help standardize and improve valuation models and underwriting templates used across the Investment Sales team, in coordination with the Transaction Coordinator. Underwrite major commercial real estate asset classes with an emphasis on industrial, retail, multifamily, and office. Review operating statements, leases, budgets, and market assumptions to support pricing and investment recommendations. Prepare Broker Opinion of Value (BOV) analyses and pricing guidance. Market Research & Data Management Conduct market and asset-level research including leasing trends, comparable sales and rents, demographic data, supply/demand indicators, and cap-rate benchmarking. Help maintain internal databases of active investment opportunities, sales comps, rent comps, and pipeline activity, in partnership with the Transaction Coordinator. Research property ownership details, parcel data, zoning information, and historical transaction records to support underwriting and marketing efforts. Track macroeconomic and capital markets trends relevant to institutional CRE. Support maintenance of client and investor contact lists within CRM and shared databases to ensure accurate information for marketing and outreach. Deal Execution & Transaction Support Assist in preparing high-quality offering memoranda, teasers, proposals, and pitch materials. Support due diligence by organizing data rooms, reviewing third-party reports, and managing document flow under the direction of the Transaction Coordinator and brokers. Support property tour coordination, analyze buyer feedback, and assist in preparing negotiation and decision-support materials. Assist in assembling closed deal files, including commission sheets and essential documentation, as requested. Help prepare activity reports, meeting agendas, and internal tracking sheets for the investment team. Business Development Assist brokers with pitch decks, client updates, competitor/market-share analysis, and custom client deliverables. Support new business proposals, RFP responses, and customized client deliverables. Help manage CRM records, active mandates, pipeline reporting, and relationship tracking. Assist in planning client events and investor gatherings by preparing materials, lists, and follow-up tracking in partnership with the Transaction Coordinator. Contribute to the creation and distribution of team newsletters and market updates by assisting in compiling recent transaction activity, submarket insights, and research findings. Required Qualifications Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field. 0-4 years of experience in real estate underwriting, capital markets, investment banking, appraisal, or financial analysis. Strong proficiency in Excel (advanced modeling) and Microsoft Office Suite (Word, PowerPoint); ability to produce clean, visually compelling materials. Understanding of pro forma modeling, lease structures, commercial valuation methods, and core CRE fundamentals. Excellent written and verbal communication skills, including the ability to simplify complex analyses. High attention to detail with the ability to manage multiple projects and meet deadlines. Comfortable operating in a dynamic, entrepreneurial environment. Preferred Qualifications Experience at a CRE brokerage, private equity firm, lender, appraisal firm, REIT, or related capital markets environment. Experience producing institutional-quality offering memoranda and BOVs. Familiarity with platforms such as CoStar, CREXI, RCA/MSCI, Reonomy, and CRM systems. Argus Enterprise experience or willingness to learn. Knowledge of the Midwest commercial real estate markets. ______________________________________________________ About Cushman & Wakefield | Boerke Cushman & Wakefield | Boerke is a leading commercial real estate brokerage firm deeply rooted in Wisconsin. Since 1921, we have been providing commercial real estate users, owners, and developers with strategic solutions for their business and operational space needs. Our alliance with Cushman & Wakefield allows us to serve the local business community and commercial real estate market by offering national and global reach.

A leading consulting firm is seeking a finance transformation professional in Chicago. The role involves supporting private equity portfolio companies with finance strategies, process improvements, and managing client engagements. Candidates should have over 5 years of relevant experience, strong financial acumen, and a client service mindset. This position offers a hybrid working environment, with a salary range of $144,500 to $210,000 plus benefits and bonuses. #J-18808-Ljbffr

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 #J-18808-Ljbffr

Mizuho | Greenhill - Investment Banking Associate - Industrials & Diversified Industries (Chicago) page is loaded## Mizuho | Greenhill - Investment Banking Associate - Industrials & Diversified Industries (Chicago)locations: Chicagotime type: Full timeposted on: Posted Todayjob requisition id: R6452Greenhill:Greenhill, a part of Mizuho Americas, provides M&A, restructuring, and private capital advisory capabilities across the Americas, Europe, and Asia.Job Summary:Greenhill's Chicago based Investment Banking group is seeking an Investment Banking Associate 1 or Associate 2 to join their expanding team. This group has a strong focus in Industrials & Diversified Industries and primarily focuses on M&A transactions.Greenhill Investment Banking Associates are directly involved in the design, origination, structuring and execution of mergers & acquisitions, including both buy-side, sell-side and other strategic advisory mandates for existing and prospective clients. An Associate is expected to understand the implications, identify key industry and product trends and provide input on pitch and deal materials to enhance the ultimate deliverable to our clients.Associates are assigned to a variety of projects and are given a broad range of responsibilities, some of which include:* Conduct extensive quantitative economic, industry and company research and analysis* Draft and prepare pitch books with detailed industry materials* Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including buy-side M&A, sell-side M&A and other strategic advisory mandates* Financial modeling, valuation, comparable & relative value analyses and market-specific analyses including building discounted cash flow, comparable companies, precedent transactions, leveraged buyout and merger combination models* Facilitate and coordinate idea generation and solutions development with relevant groups across Mizuho | Greenhill* Develop and prepare client presentations and materials with a focus on quality, accuracy and timeliness* Assist in the evaluation, preparation, due diligence and execution of M&A transactions* Assist in the development and continued cultivation of client relationships Qualifications:* Bachelor's degree in finance or economics and a minimum of 3 years investment banking, corporate finance, and M&A experience with a top tier Investment Bank OR an MBA concentrating on Finance or Economics* Knowledge of corporate finance, securities, financial markets and risk & pricing analysis* Experience in Industrials & Diversified Industries Investment Banking a strong plus* Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions* Ability to manage multiple projects simultaneously* Maturity and good judgement in handling confidential and sensitive information* Ability to work under pressure and adhere to tight deadlines* Strong written and oral communication skills and ability to convey ideas* Creativity and intellectual curiosity* Ability to work independently and must be able to work effectively in a team environment NOTE: This is not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with this job. Additionally, the contents of this Job Description may be modified or expanded by the Bank over time.The expected base salary ranges from $175K - $225k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.#LI-Onsite#GHLGreenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.We are looking for candidates who want to contribute to our entrepreneurial culture where people at all levels are inspired to share ideas. Our creativity sets us apart, and our perseverance drives results in creating bespoke, client-focused solutions. #J-18808-Ljbffr

Mars Completes Acquisition of Kellanova Learn More Select how often (in days) to receive an alert: Country/Region: US State: IL City: Chicago Workplace: Hybrid Title: Senior Finance Technology Manager Description: Join our Global Business Services (GBS) team as a Senior Finance Technology Manager. In this role you will be a key driver of operational excellence across financial systems by ensuring standardized, sustainable, and efficient processes. Your focus will be to lead a cross-regional team executing improvements, eliminating waste, and optimizing system utilization to deliver measurable results, as well as delivering superior customer experience for internal stakeholders. This hybrid role offers remote flexibility with just five in-office days per month at a company office location with a preference towards Chicago, IL or Michigan. Candidates must reside in a U.S. state where Kellanova operates business. As part of the FinTech and Master Data Operations (MDO) team, you'll collaborate with global and regional partners, IT teams, and business stakeholders to implement process improvements and technology solutions that enhance efficiency and control. This position offers exposure to global projects, opportunities to influence operational performance and deliver strategic decisions, in a dynamic, multinational environment. A Taste of What You'll Be Doing Execute Strategic Roadmap - Partner with global and regional stakeholders to implement a financial systems strategy that supports standardized, sustainable processes. You'll ensure alignment with business objectives and lead initiatives that enhance efficiency across the Americas region. Deliver Process Excellence - Develop and manage detailed project plans for global process improvements, including technology upgrades and automation. You'll oversee execution to ensure timely delivery, cost-effectiveness, and measurable impact on operational performance. Optimize Operations - Monitor and stabilize financial systems processes, identifying areas for improvement and implementing solutions to reduce complexity and drive efficiencies. You'll ensure compliance with GAAP, SOX, and corporate policies while maintaining strong governance through SLAs and KPIs. Champion Continuous Improvement - Foster a culture of efficiency by applying best practices and leveraging technology to enhance controls and deliver a superior experience for internal customers. We're Looking for Someone With Bachelor's degree or equivalent years of experience in Business, Finance, Accounting, or related field. Significant leadership experience in financial systems or process transformation. Strong understanding of financial reporting processes and best practices. Experience in shared services or service center environments. Proficiency with ERP systems (SAP) and financial tools (Anaplan, BPC). Advanced Microsoft Excel skills and proficiency in Word, PowerPoint, Access. Ability to travel globally as needed. Compensation The annual salary range is $144,100 - $180,100, which is based on various factors such as location, experience and skill. Discretionary bonuses based on company and individual performance are also available. What's Next After you apply, your application will be reviewed by a real recruiter, so it may take us a few weeks to get back with you by email or phone. If you join our team, you'll be rewarded for the difference you make. Our comprehensive benefits offer you the support you need through your life events, big or small. Need assistance throughout the application or hiring process? Email ***************************** Get to Know Us We've always been driven to unleash the full potential of our differentiated brands and our passionate people. Our iconic, world‑class brands at Kellanova include Pringles, Cheez‑It, Pop‑Tarts, MorningStar Farms, Special K, Krave, Zucaritas, Tresor, Crunchy Nut, among others. Mars, Incorporated has acquired Kellanova in a transaction that brings together iconic brands, storied legacies and outstanding capabilities with a view to shape the future of snacking. You can learn more here , and our hiring teams will be happy to discuss further questions if your application advances in the hiring process. Let's shape the future of snacking. Kellanova is an Equal Opportunity Employer that strives to provide an inclusive work environment, a seat for everyone at the table, and embraces the diverse talent of its people. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, disability, religion, national origin, gender, gender identity, gender expression, marital status, sexual orientation, age, protected veteran status, or any other characteristic protected by law. For more information regarding our efforts to advance Equity, Diversity & Inclusion, please visit our website here. Stay connected with Kellanova by joining us on Facebook, LinkedIn, YouTube, and Instagram. #J-18808-Ljbffr

About Savills Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise. Find your place to thrive. No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple: Be extraordinary, together. About the Role Savills North America is hiring a Finance Manager to support its Global Occupier Services platform. This role will lead forecasting, revenue tracking and operational accounting for the Transaction Management and Project Management business lines. The position is hybrid and based in either the Tampa or Dallas office, and the ideal candidate will bring a minimum of seven years of experience in corporate finance, accounting or operations. KEY RESPONSIBILITIES Own yearly and quarterly revenue forecasting and the tracking of all actuals for Transaction Management and Project Management business lines Provide presentation and board meeting support to senior management through preparation of customized financial reports and data analysis Create, maintain, and optimize templatesand workflows to maximize operational efficiency across Global Occupier Services Provide regular revenue and expenditure updates to internal and external clients Oversee operational accounting processes for the Transaction Management and ProjectManagement business lines Deliver ad-hocfinancial and operational reports to seniormanagement, providing timelyinsights to support strategic planning Develop and maintain revenuetrackers to ensure accurateaccruals for client rebate obligations Calculate rebates and coordinate disbursements to clients Calculate and coordinate payment of monthly and quarterly bonuses Drive accounts receivable Enter deals into Salesforce, coordinate revisions, and ensure all necessary documentation is obtained and approved. Create and track invoices, including timing of second-half submissions, and coordinate with relevant teams to ensure timely deal processing. Monitor and track past due payments, record received payments, and complete monthly reports by liaising with various stakeholders to secure ETAs on outstanding payments. Coordinate payments to third-party co-brokers, manage vendor setups, and handle inquiries regarding third-party payments. Update the work in process tracker to reflect deals that need review in the weekly meeting. QUALIFICATIONS Bachelor's degree in Finance, Accounting, Business Administration or related disciplines 7 years of finance and/or similar operational experience Advanced Excel skills with the ability to manage large data sets from multiple sources Experience with PowerBI and Salesforce preferred but not required Able to assess risk, make calls and move work forward in ambiguous or evolving scenarios Must be detail oriented and demonstrate excellent analytical skills Must be comfortable communicating with all levels of the organization, including the C-Suite Ability to successfully perform under pressure and meet deadlines while managing multiple projects Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteranstatus, or any other protectedcharacteristic. Savills participates in the E-Verify program.

Our client, a prestigious international law firm, has an active need for a tax lawyer with substantial experience handling matters related to fund formation to join its tax practice in Chicago as an associate. The firm's tax practice focuses on all aspects of US and UK tax law and advises on thousands of transactions annually across a variety of sectors, including technology, life sciences, energy, telecommunications and real estate. Highlights Nationally ranked as one of the best companies to work for Recognized by Fortune for charitable endeavors and pro bono work Named in People magazine's Companies That Care list for its compassion towards employees Industry-leading technology Responsibilities Advise clients on tax matters related to fund formation, primary and secondary investments, and joint ventures Qualifications 5+ years of tax experience representing fund sponsors and investors, particularly with venture funds and private equity funds Large law firm experience preferred Top academic credentials Location Chicago, IL (Hybrid) Compensation The anticipated base salary range for this position is $365,000+. #J-18808-Ljbffr

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. #J-18808-Ljbffr

Mergers and Acquisitions Analyst page is loaded## Mergers and Acquisitions Analystlocations: Chicago, ILtime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR100898The Analyst, Mergers and Acquisitions (M&A) is an instrumental part of a dynamic team aimed at evaluating and acquiring independent small and mid-market insurance brokerages. The person in this position is a dedicated support resource for the M&A team, working closely with the Senior Director of M&A and the Director of M&A. The M&A Analyst will be involved in all aspects of the acquisition process, from the initial screening of a potential deal through the process of closing a transaction, as well as post-close actions, and will work with cross-functional teams throughout the organization, including Operations, Finance/Accounting, HR, Business Development, IT and Legal. The Analyst will support corporate initiatives such as preparing presentations and analysis for senior management and the board of directors, M&A pipeline management and preparing deal status reports.**A GLIMPSE INTO THE DAY*** Supports the M&A team and senior leadership team members across multiple projects by preparing financial and operational analyses for potential mergers and acquisitions.* Builds analytical models, performs financial analysis, and evaluates company and market information to value acquisition opportunities.* Assists in the day-to-day execution of transactions, including initial valuations, due diligence, senior management meetings and post-deal integration.* Assist in the management of Relation's pipeline of potential acquisition targets, including keeping pipeline system up-to-date and tracking the status of each deal.* Analyzes current and new markets to understand market structure / trends and recommends strategic acquisition opportunities.* Assists Operations, Finance/Accounting, HR, Business Development, IT and Legal teams to ensure seamless integration of acquired companies post-closing.* Fosters a success-oriented, accountable environment within the company.* Represents the company to clients and business partners.* Special projects and other duties as assigned.**WHAT SUCCESS LOOKS LIKE IN THIS ROLE*** 2+ years of experience in investment banking, consulting, transaction advisory services at a Big Four accounting firm or holds current M&A position at an insurance brokerage firm.* BA/BS in Finance, Accounting, Business or Economics.* Experience in the insurance / insurance distribution industry highly preferred.* Ability to travel up to 20% of the time.* Enthusiastic, self-motivated, self-starter and maintains a positive attitude.* Ability to coordinate complex projects, meet deadlines and manage multiple tasks simultaneously.* Advanced financial analysis and modeling skills.* Excellent interpersonal, presentation and public speaking skills, both practiced and impromptu.* Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications M&A CRM software and other sourcing applications.* Demonstrated experience in team leadership and the ability to successfully accomplish company goals.* Ability to establish and maintain productive relationships internally and externally.* Aptitude in sound decision-making and problem-solving in pressure situations.* Willingness to adhere to all principles of confidentiality.* Competitive pay.* A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.* Career advancement and development opportunities.**Note:** The above is not all encompassing of the full position description.**Relation Insurance Inc.** provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance..$82,000.00 - $110,000.00Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we're a team of experienced professionals who genuinely care. Whether it's for you, your family, or your business/organization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future. #J-18808-Ljbffr

A global finance and asset management firm is seeking a Vice President - Patent Underwriting in Chicago. This role involves evaluating patent cases for financing and requires an experienced litigator with a strong background in complex patent litigation. Ideal candidates will have significant experience in litigation funding and possess strong analytical and interpersonal skills. The firm offers a competitive salary and incentives, alongside a commitment to diversity and inclusion. #J-18808-Ljbffr

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

As a hedge fund investment analyst in Callan's Alternatives Consulting group, you will contribute to the investment capabilities of the hedge fund consulting team and work collaboratively with Callan's institutional clients and consultants to implement hedge fund/diversifier portfolios. Hedge fund and diversifier strategies include multi-strategy, long/short equity, event driven, systematic macro, discretionary global macro, CTAs, reinsurance/ILS, and other strategies. You will report to the head of the Alternatives Consulting group. What's Unique About This Role? Your primary focus will be conducting research on hedge fund strategies (directs and funds-of-funds) for clients, with a primary focus on quantitative analysis. Your secondary focus will be monitoring hedge fund risk and performance. You will play a key role in interfacing with hedge fund managers and Callan consultants and clients. Please note: This position will be based in one of Callan's office locations listed above and working a hybrid (office/home) schedule with a minimum of three (3) days a week in the office. Primary Duties Manager Research Collaborate with other members of the Hedge Fund Consulting team to conduct comprehensive quantitative and qualitative research on prospective investments in hedge fund (directs and funds-of-funds), and diversifier strategies Compile research materials to review with the hedge fund consulting team, internal Callan oversight committees, and Callan clients Assist in presenting research analysis and findings to clients Manager and Portfolio Monitoring Compile monthly and quarterly performance, risk, and qualitative monitoring reports for consultants and clients Attend regular manager meetings, virtually and on-site, and post summary notes to Callan's internal database Assess the current market environment and industry trends to help guide hedge fund/diversifier portfolio implementation, and contribute to Callan's monthly and quarterly hedge fund market trend presentations Manager Sourcing Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund/diversifier sectors and contribute to Callan's intellectual capital Proactively identify attractive fund investment opportunities appropriate for Callan's clients Coordinate and lead manager meetings and post meeting notes to Callan's internal database on a timely basis Research and Education Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers Job Skills & Requirements Skills: Works constructively with colleagues in the group and across the broader organization Possesses strong written and verbal communication skills Responds to internal and external requests in a timely and efficacious manner Characteristics: Maintains an effective and professional relationship with clients and managers, and with a high degree of integrity Follows a rigorous and consistent research process with strong attention to detail to ensure client recommendations and reports are consistently high quality Education and Experience: Bachelor's degree or equivalent, preferably in finance, economics, or a related discipline Minimum two years of demonstrated experience in evaluating and monitoring hedge fund and diversifier strategies, hedge fund/diversifier manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships Progress towards, or completion of, CFA and/or CAIA program preferred Compensation, Benefits & Training At Callan, you can expect: A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more Training for all Callan databases, research, and other systems Access to team-building events, community outreach opportunities, and wellness events $65,000 - $85,000 a year The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future. As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more. About Callan Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at *************** Callan is an equal-opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences. #J-18808-Ljbffr

Ampersand, Inc., a Midwest-based tech-enabled financial services firm, specializes in addressing the unique treasury management needs of financial institutions and depositors. Partnering with financial institutions, Ampersand, Inc. provides innovative solutions to safeguard deposits of all sizes. The company supports clients focused on impact strategies or localized initiatives, ensuring their funds are effectively allocated to support their specific goals. Ampersand, Inc. is committed to offering streamlined processes, daily liquidity, and accessible financial solutions to help make cash work effectively for their clients. SUMMARY: Responsible for managing financial operations with day-to-day operations and accounting processes and procedures. ESSENTIAL DUTIES & RESPONSIBILITIES: The following is a list of essential functions which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function. Financial Operations § Completes daily financial operations activities i.e., bank and client transaction posting, book to cash reconcilement, etc. § Executes financial transactions i.e., wire transfer, ACH, etc., ensuring compliance with relevant regulations and company policies/procedures. § Completes monthly financial operations activities i.e., bank account reconcilement, interest earnings allocation, client statement rendering, etc. § Assists with yield enhancement and optimization related activities i.e., data analysis, reporting, recommendations, etc. § Assists with ongoing development and enhancements to proprietary technology. § Manage team effectively and lead with integrity. Performs other duties as assigned. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. § Solid understanding of basic bookkeeping and accounting principles. § Proficient in Microsoft Office, including: Outlook, Teams, Word, Excel, SharePoint, etc. EDUCATION & EXPERIENCE: § Minimum: Associates degree in finance, accounting, or related field. § Three (3) plus years of experience in a financial/treasury operations or accounting role. LICENSES & CERTIFICATIONS: § Minimum: None § Preferred: Intuit Certified QuickBooks User SKILLS & COMPETENCIES: § High degree of accuracy and attention to detail. § Ability to communicate clearly and concisely with individuals at all levels of the company. § Demonstrated ability to multi-task and meet deadlines. § Strong organizational, time management, and planning skills. § Ability to think critically and act quickly. § Ability to seek clarification or assistance when needed. WORKING CONDITIONS: Traditional office environment with no unusual work conditions. § Prolonged periods sitting at desk and working on computer. § Frequent use of keyboard with repetitive motion of hands, wrists, and fingers. § Limited travel ( PHYSICAL DEMANDS: Ampersand, Inc. promotes an equal opportunity workplace, which includes reasonable accommodations of otherwise qualified disabled applicants and employees. § Speaking, hearing, and vision are required to perform essential functions. § Digital dexterity and hand/eye coordination in operation of office equipment. § Light lifting (~25 lbs.) and carrying of supplies, files, etc. § Body motor skills sufficient to enable the incumbent to move from one office location to another.

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. #J-18808-Ljbffr

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 #J-18808-Ljbffr

We are partnering with a well-respected local commercial bank in Elgin, IL that is seeking an Operations Analyst to join its on-site team. This is an excellent opportunity for a banking professional who enjoys working in a close-knit environment and wants hands-on exposure to bank operations, regulatory reporting, and financial reporting at a community-focused institution. Key Responsibilities Support daily bank operations with a strong focus on accuracy, controls, and efficiency Prepare, review, and assist with Federal Reserve and other regulatory reporting Assist in the preparation and analysis of financial, operational, and management reports Partner with accounting, finance, and operations teams to ensure data integrity and compliance Identify opportunities to improve operational processes and reporting workflows Support internal audits, regulatory exams, and compliance-related requests Participate in special projects and ad hoc analysis as needed Qualifications 2-10 years of experience in banking or financial services Background in bank operations, regulatory reporting, or financial reporting Familiarity with FED reporting requirements Solid understanding of financial statements and banking data Strong attention to detail, analytical skills, and organizational abilities Comfortable working on-site in a collaborative, small-bank environment Additional Experience That's a Plus Prior accounting experience (public accounting or industry) Experience working at a commercial or community bank Exposure to regulatory exams or audits Advanced Excel or reporting system experience Why This Opportunity Join a highly regarded local bank with strong community roots On-site role within a close-knit team Broad, hands-on exposure across operations, reporting, and finance Stable organization with a collaborative and professional culture If you are interested in this opportunity or other banking opportunities we encourage you to apply today!

***Finance Analyst*** ***Onsite in North Aurora, IL - 60542*** MUST HAVE: Strong manufacturing finance experience. Cost accounting exposure. About the role: We are seeking a highly motivated and detail-oriented Senior Finance Analyst to join our finance team in a dynamic industrial manufacturing environment. This role is ideal for a professional with finance experience supporting manufacturing operations and who also possesses a strong understanding of accounting principles. The Senior Finance Analyst will serve as a key liaison between business operations and the corporate finance team (accounting, finance, and shared services), taking ownership of forecasting, reporting, and financial process understanding and documentation as well as hands-on collaboration with operation and sales to help drive profitability. The ideal candidate is a self-starter with a driven personality, capable of working independently while contributing to cross-functional collaboration. This position offers significant growth potential for individuals looking to advance their career in a fast-paced, team-oriented setting. Responsibilities: Financial Reporting & Compliance: Support the Corporate Accounting team with month-end close procedures (e.g., accruals review, freight analysis, etc…) and assist in balance sheet and P&L review throughout the close process to ensure accuracy. Ensure compliance with GAAP and internal accounting policies. Support internal and external audits with documentation and analysis as needed. Assist in month-end and year-end close processes. Cost Accounting & Manufacturing Support: Analyze production costs, inventory valuation, and cost variances. Collaborate with operations and supply chain teams to optimize cost efficiency. Monitor work-in-progress (WIP), raw materials, and finished goods inventory. Perform detailed margin analysis utilizing ERP data and Power BI aggregations. Prepare variance analysis and review with finance, operations, engineering, and sales teams to help drive profitable decision-making. Forecasting & Business Support: Support the finance function to help prepare monthly reporting and assist in conducting thoughtful analysis of results. Lead the preparation of weekly, monthly, and quarterly business reporting packages. Provide financial insights and analysis to support strategic decision-making. Cross-Functional Collaboration: Act as a liaison between accounting, finance, sales, and operational teams. Participate in cross-functional initiatives such as ERP upgrades and process improvements. Support business unit leaders with ad hoc financial analysis and reporting. Team Leadership & Development: Collaborate with the corporate accounting team and shared services group and contribute to a culture of continuous improvement across teams within the brand and beyond. Share best practices across departments and support knowledge transfer. Qualifications: Bachelor's degree in Accounting, Finance, or related field. 3-5 years of progressive accounting and/or finance experience. Experience in industrial manufacturing or with manufacturing clients during public accounting tenure with a strong underpinning in cost accounting principles for manufacturing. Strong understanding of GAAP, cost accounting, and financial planning. Proficiency in ERP systems (currently using Infor VISUAL and CSI/SyteLine), Microsoft 365, Planful and Power BI. Excellent analytical, organizational, and communication skills.

We are seeking a highly analytical and business-focused FP&A Analyst to join our client's Corporate Finance team. This role supports company-wide planning and performance management with a strong emphasis on SG&A, business analysis, and direct partnership with business leaders. The ideal candidate is adaptable, technically strong, and comfortable working across multiple areas of the business. About the Role This role supports company-wide planning and performance management with a strong emphasis on SG&A, business analysis, and direct partnership with business leaders. Responsibilities Corporate FP&A & SG&A Support Provide financial analysis and reporting support for SG&A within the Corporate FP&A team Maintain and analyze financial models using IBM TM1 and Excel Support budgeting, forecasting, and month-end variance analysis Business-Focused Analysis Perform data and business analysis across various functions and business units Review financial performance, identify trends, and provide actionable insights Support multiple areas of the business; work assignments may vary and require high adaptability Serve as an indirect financial partner to business units Core Business & Strategic Support Analyze revenue, margins, and contracts Partner directly with business leaders to review results, budgets, and forecasts Assist with strategic initiatives, cost optimization, and performance improvement efforts Present financial insights clearly to non-finance stakeholders Qualifications Required: Advanced proficiency in Excel Strong experience with financial modeling, forecasting, and variance analysis Hands-on experience with BI tools and SQL Experience using TM1 (or similar planning systems) Strong analytical, problem-solving, and critical-thinking skills Excellent communication and interpersonal skills - able to explain financial concepts to business partners Required Skills Advanced proficiency in Excel Strong experience with financial modeling, forecasting, and variance analysis Hands-on experience with BI tools and SQL Experience using TM1 (or similar planning systems) Strong analytical, problem-solving, and critical-thinking skills Excellent communication and interpersonal skills - able to explain financial concepts to business partners Preferred Skills Experience in corporate FP&A or similar analytical finance role Familiarity with large datasets and automation of reporting processes Ability to manage multiple priorities in a dynamic environment

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.