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  • Mizuho | Greenhill - Investment Banking Associate - Industrials & Diversified Industries (Chicago)

    Mizuho Financial Group Inc.

    Finance consultant job in Chicago, IL

    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
    $175k-225k yearly 2d ago
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  • Head of Finance

    Pear Suite

    Finance consultant 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 #J-18808-Ljbffr
    $140k-180k yearly 5d ago
  • Tax - Investment Funds Associate (5+ yrs) - Am Law 50 Firm

    McCormack Schreiber Legal Search

    Finance consultant job in Chicago, IL

    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
    $82k-141k yearly est. 5d ago
  • Senior Finance Technology Manager

    Loyalty Rules

    Finance consultant job in Chicago, IL

    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
    $144.1k-180.1k yearly 2d ago
  • Senior Manager, Business Strategy & Finance - US P&BB

    BMO 4.7company rating

    Finance consultant job in Chicago, IL

    Provides subject matter expertise in the design, development, management and implementation of assigned projects from business case development through execution. Works across BMO to deliver specific project/program business results in alignment with overall group goals. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Leads the execution of strategic initiatives; assesses and adapts as needed to ensure quality of execution. Keeps stakeholders informed of messages, recommendations, decisions, process and progress. Leads implementation of strategic initiatives within group and across BMO by partnering with various internal & external stakeholders as required; complexity of initiatives may vary and usually involve multiple stakeholders across the enterprise. Defines business requirements for analytics & reporting to ensure data insights inform business decision making. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Leads change management activities, ensuring cross business/group coordination and logistical support for the implementation of change. Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Participates in project/program design and provides advice & subject matter expertise to achieve required business results. Conducts analysis required to inform strategic recommendations and considers the “big picture” when assessing whether or not a course of action is advisable in terms of the group and enterprise goals. Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions. May network with industry contacts to gather and identify competitive insights and best practices. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Proven experience in strategic financial modeling, ideally gained through roles in consulting, investment banking, or similar analytical environments Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary: $102,000.00 - $190,000.00 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 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 visit: ******************************************** 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 ************************** BMO is proud to be an 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 ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr
    $102k-190k yearly 2d ago
  • Wholesale Financial Lines Exec Underwriter - Midwest

    The Liberty Mutual Foundation 4.5company rating

    Finance consultant job in Chicago, IL

    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
    $109k-127k yearly est. 1d ago
  • Hedge Fund Investment Analyst

    Callan 4.3company rating

    Finance consultant job in Chicago, IL

    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
    $65k-85k yearly 5d ago
  • Wealth Management Market Director - Lead Advisor Teams

    Jpmorgan Chase & Co 4.8company rating

    Finance consultant job in Chicago, IL

    A leading financial services firm in Chicago seeks a Market Director of Wealth to lead a team of Financial Advisors. You will drive a customer-obsessed culture, ensuring exceptional service while recruiting and developing Advisors to meet diverse client needs. This role demands strong management experience and the ability to integrate solutions across various banking services, maintaining a commitment to excellence and diversity. An ideal candidate has a strong track record in Advisor management and a passion for client relationships. #J-18808-Ljbffr
    $58k-114k yearly est. 2d ago
  • U.S. Associate - Financial Services

    Lek 4.2company rating

    Finance consultant job in Chicago, IL

    Boston, Chicago, New York, San Francisco U.S. Associate - Financial Services L.E.K. Consulting's Financial Services Practice is a dynamic and rapidly expanding sector, offering strategic advisory services to a diverse range of clients in industries including banking, payments, fintech, wealth management, and insurance. Additionally, we serve investors seeking to acquire or deploy capital and generate return in Financial Services and FinTech. We are at the forefront of industry transformation, providing expert guidance on enterprise and business unit strategy, market and product growth strategy, emerging growth domains (e.g., embedded finance), innovation, digital strategy, business model transformation, as well as customer strategy and engagement. Company Description L.E.K. Consulting is one of the premier strategy consulting firms worldwide. At L.E.K., we are passionate about helping our clients succeed with breakthrough insights that drive real impact. Our clients view us as trusted partners that help address their most pressing challenges and biggest opportunities. We bring together the rigor of data‑driven analysis with the creativity and curiosity of a collaborative team. By hiring exceptional people and fostering a culture of ownership, inclusion, and continuous learning, we develop leaders who thrive on challenge and bring energy and optimism to every engagement. Founded in 1983, L.E.K. employs more than 2,200 professionals across five continents, and is consistently recognized as one of the industry's best firms to work for. For more information, visit lek.com. Job Description If you are a bright, motivated undergraduate or recent graduate looking to tackle some of the toughest and most interesting business problems, consider joining L.E.K. as a Financial Services (FS) Associate. FS Associates are at the heart of our client work. You'll quickly take on meaningful responsibility and play a crucial role on each case team. From day one, you will lead research efforts, analyze data, generate insights, and help shape recommendations that make a real impact. We look for candidates who are curious, proactive problem solvers and excited to collaborate in a fast‑paced environment. A growth mindset, positive outlook and a drive to learn and lead are key to success in this role. While casework varies every day, FS Associates' primary responsibilities typically include: Conducting primary and secondary research on clients' markets, customers, and competitors Performing rigorous analysis to drive insights and actionable recommendations Collaborating with team members to communicate key findings to the client in written presentations and verbal interactions that deliver maximum impact L.E.K. offers associates the broadest range of fast‑paced, high‑impact, and diverse cases for maximum learning. We are also committed to investing in your training and development and fostering excellent analytical and leadership skills to prepare you for your progression in tenure, as well as for potential future opportunities in top graduate schools or roles in industry, non‑profits, start‑ups, or investment firms. In addition to very competitive compensation and benefits, we promote FS Associates to Consultant and beyond, based on demonstrated performance. Click here for more on the Associate experience at L.E.K. Why L.E.K.? Immediate workstream responsibility: L.E.K. Associates are expected to be integral members of the team from day 1, immediately driving mission‑critical work to help solve critical challenges for our clients. Breadth of experiences: While our projects span most industries and services, our focus is strategy and M&A. Associates typically work on ~6‑10 projects a year, providing greater exposure across clients and strategic issues, as well as faster development of business acumen. Fun, collaborative, stimulating work environment: L.E.K. teams spend substantially more time in their home office relative to teams at peer firms, and we pride ourselves on a vibrant social culture, including case team events, office parties, non‑profit involvement, and much more. International exposure: Approximately 65% of Associates gain international exposure within their first 3 years, either through projects staffed across global offices, travel to international client locations, or, if they choose, by relocating to an international office on either a temporary or a full‑time basis. Click here for more on our international Swap program. Upward mobility: L.E.K. is a meritocracy with an entrepreneurial culture and frequent feedback. We rapidly progress responsibility to accelerate our team's development. Qualifications and Experience Needed A bachelor's degree from a renowned school with outstanding academic achievement Exceptional analytical and problem‑solving skills Strong verbal and written communication skills Demonstrated leadership, initiative, and ability to thrive in a team‑oriented environment Enthusiasm, resilience, and a desire to continuously learn and grow L.E.K. Consulting offers a competitive salary and benefits package commensurate with experience. The base salary is $95,000 (USD); L.E.K. also offers a performance bonus, profit sharing, and other benefits. Applicants for this position must be legally authorized to work in the United States on a permanent basis without the need for employer sponsorship. Unfortunately, we are unable to consider candidates requiring sponsorship for visas, including but not limited to TN, H1‑B, F‑1, STEM OPT/CPT, or any other work authorization. L.E.K Consulting is an Equal Opportunity Employer. #J-18808-Ljbffr
    $95k yearly 1d ago
  • Financial Analyst

    GGP

    Finance consultant 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
  • Investment Banking Associate

    Plante Moran 4.7company rating

    Finance consultant job in Chicago, IL

    Count on us.Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks. Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs. We're looking for a problem solver focused on quality and accuracy with a passion for investment banking. If you enjoy data analysis, supervisory responsibilities, and how data can inform a transaction, this associate position might be right for you. PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. Since being formed in 1995, our investment banking team has served a wide array of clients, including individual and family-owned businesses, large public companies, and private equity firms. Our team of professionals has more than 230+ years of industry experience and is organized by industry, with specializations in Industrials, Plastics & Packaging, Business Services, Technology & Software, Consumer/Food/Retail, and Healthcare. We bring up-market analysis, strategy, and capability to the middle market by: Fostering a deep and trusting relationship with each client. Providing continuous senior level involvement throughout the process. Developing supported positioning points aligned with value drivers and growth opportunities. Identifying potential impact risk factors and creating mitigating strategies. Leveraging the deep industry experience. Providing on-the-ground global coverage through our international colleagues through Corporate Finance International. As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks. Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs. Your role. You will be responsible for providing various qualitative and data-driven components for the development of M&A transactions. Your work will include, but not be limited to: Oversight and accuracy of analyst duties, including review of modeling, research methodology and deal wrap-up activities Developing various analytical and data-driven components for the development of M&A transactions Researching industries and/or companies to be used for prospective buyer's lists, industry overviews, general knowledge, buying trends, and practice development Developing and manipulating financial models and/or valuations for financing, structure, and cash flow feasibility Writing assigned sections of selling documents detailing very specific attributes and pertinent information about the company Involvement in assembling, developing, and/or editing information requests, due diligence lists, confidentiality agreements, engagement letters, proposals, and management presentations Communicating with potential buyers, financial institutions, attorneys, referral sources, and clients Participation in strategic discussions surrounding the transaction. The qualifications. Bachelor's degree in accounting or finance, MBS preferred but not required At least 3 years work experience in investment banking or transactional related field is required. Qualified individuals must either reside in or near the Metro Detroit, Chicagoland or Denver area or be willing to relocate to the area for this opportunity. What makes us different? Expertise. Integrity. Results. These qualities have led middle-market companies to put their trust in PMCF. Our professional team offers creative instincts and opportunities to grow and thrive in an environment that is both challenging and rewarding. We live and work by the Golden Rule We offer a work-life balance that is generally not available with large investment banks We have a promote from within mentality with opportunities for advancement This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week. This position may require travel. The regulatory notices below include all affiliated entities of Plante Moran, including PMCF Advisors. What makes us different? Expertise. Integrity. Results. These qualities have led middle-market companies to put their trust in PMCF. Our professional team offers creative instincts and opportunities to grow and thrive in an environment that is both challenging and rewarding. We live and work by the Golden Rule We offer a work-life balance that is generally not available with large investment banks We have a promote from within mentality with opportunities for advancement PMCF is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.PMCF is an Equal Opportunity Employer. PMCF maintains a drug-free workplace. Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of PMCF. The specific statements above are not intended to be all-inclusive. We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time. Compensation information posted is based on a position being located in the state of CO, IL, or MA. Please review theposition location for theapplicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range for their position, as compensation decisions are determined through a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer market-based starting salaries that are consistent across individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent. Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation. The compensation range for this role in IL, MA or CO is: $135,000.00 - $155,000.00 #LI-KN1 #LI-Onsite
    $135k-155k yearly 2d ago
  • Mergers and Acquisitions Analyst

    Insurance Inc. 3.9company rating

    Finance consultant job in Chicago, IL

    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
    $68k-90k yearly est. 2d ago
  • Senior Revenue Analyst

    Robert Half 4.5company rating

    Finance consultant job in Chicago, IL

    We are looking for an experienced Revenue Cycle Analyst to join our team in Chicagoland area This is a contract-to-hire position, offering the opportunity to transition into a long-term role. In this role, you will play a vital part in ensuring the financial integrity of revenue operations within a healthcare setting, focusing on accurate charge capture, compliance, and process improvement. The salary range for this position is $95,000 to 110,000. Benefits available to contract professionals include medical, vision, dental, life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster. Responsibilities: ONSITE IN CHICAGO • Ensure daily revenue integrity processes are executed, including accurate and compliant charge capture across departments. • Develop and deliver training programs to promote best practices in revenue integrity. • Conduct reviews of revenue operations and present findings with actionable recommendations to leadership. • Collaborate with Charge Description Master (CDM) teams to support updates and maintenance of charge master systems. • Create and maintain analytical reports to track charge capture activities and compliance metrics. • Monitor regulatory changes impacting reimbursement and adjust revenue integrity programs accordingly. • Work closely with departments such as Supply Chain, Coding, Clinical Operations, and Finance to streamline charge capture processes. • Provide data-driven insights to support strategic pricing and reimbursement initiatives. • Maintain dashboards to track revenue integrity progress and identify trends in reimbursement. • Act as a subject matter expert for staff on operational and revenue cycle matters. ************Experience with EPIC or CERNER Preferred**************** At least 5 years of experience in healthcare revenue cycle operations, including billing, accounts receivable, and denials management. • Familiarity with supply chain, clinical operations, coding, or general ledger environments. • Proficiency in strategic pricing and reimbursement processes within a healthcare setting. • Strong understanding of compliance standards and regulations related to hospital revenue cycles. • Expertise in healthcare revenue cycle processes, medical billing, and claims management. • Ability to utilize KPI reporting tools effectively to monitor performance. • Exceptional analytical skills to develop actionable insights from complex data. • Strong communication skills to collaborate across multidisciplinary teams.
    $95k-110k yearly 1d ago
  • Sr Financial Analyst - FP&A and Systems

    Tolmar 4.7company rating

    Finance consultant job in Buffalo Grove, IL

    Purpose and Scope Under limited supervision the Senior Financial Analyst - FP&A and Systems, performs the administration, maintenance, and optimization of financial system (OneStream) that support accounting, consolidation, reporting and planning as well as perform FP&A tasks related to financial analysis around monthly management reporting, budgeting/forecasting and adhoc as needed. This high visibility role supports the VP Finance and CFO in all financial analysis, reporting and systems requirements related to monthly management reporting, BOD, budgeting and forecasting. Additionally as the Onestream SME, this role is responsible for system maintenance, training, SOP creation, system enhancement, dashboard/report creation and continuous improvement of system/reporting infrastructure. Essential Duties & Responsibilities Systems Support Administer the daily operation of Onestream system, ensuring its reliability, availability, and performance. Monitor system health and address any issues or errors promptly to minimize downtime. Implement system upgrades, patches, and enhancements as necessary. Support other financial systems as necessary. Act as system super-user to provide training to others in the organization as necessary on reporting and system enhancements. Continue building knowledge on Onestream by identifying and attending trainings available to make Tolmar self-sufficient on reporting, dashboarding and system build enhancements. Develop and maintain system user guides, process documentation & SOPs as necessary. Establish efficient processes around system deployment and use with a continuous improvement mindset. Maintain master data management to ensure consistency across all systems. Perform data load tie-outs and reconciliations to ensure accuracy and integrity of financial data through the monitoring and continuous improvement of data integrations. Interface with Information Technology Services to ensure system configuration, version and underlying infrastructure is maintained. Implement and maintain security measures to protect sensitive financial data. Administer user access and permissions according to established policies and procedures. Stay informed about security best practices and proactively address any vulnerabilities. FP&A Support Full ownership and accountability of monthly management reporting (MMR) workbook, sales preview, and forecasting workbook (ex: Monthly forecast, LBE, Budget) along with all related reports and analysis. Build and demonstrate understanding of Tolmar's financial statements to operational drivers by business units to perform effective variance analysis and identify reporting solutions as well as system enhancements needed. Develop and maintain centralized reporting solutions to meet the needs of stakeholders. Assist with financial reporting queries and ad hoc analysis as part of Monthly Management Review, BOD and Budgeting/forecasting processes Support the creation and maintenance of templates for forecast and budget scenarios. Coordinate with business unit and Finance teams to ensure accurate and timely input of financial data. Support the rolling forward of templates to facilitate ongoing forecasting and budgeting processes. Perform other duties as assigned. Knowledge, Skills & Abilities Financial system know-how including OneStream, Oracle Hyperion, SAP BPC, Planful. Excellent analytical and problem-solving skills. Strong understanding of financial consolidation, reporting, budgeting, and forecasting processes. Effective communication and collaboration abilities; ability to establish and maintain cooperative working relationships with those contacted in the course of work. Attention to detail and a commitment to data accuracy and integrity. Ability to work independently and be self-motivated. Strong understanding of financial consolidation, reporting, budgeting, and forecasting processes. Ability to work in a fast-paced, complex, evolving organization with diverse stakeholders. Knowledge of regulatory compliance requirements (e.g., SOX, GDPR) related to financial systems. Drive to gain knowledge and continuously grow. Core Values This position is expected to operate within the framework of Tolmar's Core Values: Center on People: We commit to support the well-being of our patients. We are committed to treating our employees and those we serve as valued partners. By placing people at the heart of our actions, we actively engage, invigorate, acquire knowledge, and grow together. Are Proactive & Agile: We embody a culture of engagement and action. With a hands-on approach, we fearlessly adapt to change. We anticipate, respond swiftly and efficiently to ignite a spirit that propels us towards extraordinary outcomes. Act Ethically: We are committed to consistently conducting our business in an ethical, compliant, and socially aware manner, in line with our purpose of positively impacting lives. We actively cultivate diversity, equity, inclusion & sustainability in our workplace. Constantly Improve: We are committed to a collaborative & proactive effort to improve our products, systems, processes, and services by reducing waste, increasing efficiency & improving quality. Are Accountable: We think, act, and communicate with honesty, transparency, and clarity in alignment with our core values. We don't compromise our values for near term gain. We take accountability & ownership of our work, actions, successes, and setbacks. We strive to deliver our best as we shape the future. Education & Experience Bachelor's degree in Finance, Accounting, or Information Systems required. Advanced degree and/or professional certification (CPA, CMA, etc.) strongly preferred. Seven or more years of experience in system administration, preferably in an EPM environment or equivalent experience in a professional Finance or Accounting position, including direct experience maintaining financial systems. Working Conditions Working conditions are normal for an office environment. Compensation and Benefits Annual pay range $120,000 - $130,000 Bonus eligible Benefits information: careers/employee-benefits Tolmar compensation programs are focused on equitable, fair pay practices including market-based base pay and a strong benefits package. The final compensation offered may vary from the posted range based on the selected candidates qualifications and experience. Tolmar is an Equal Opportunity Employer. We do not discriminate on the basis age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. It is our intention that all qualified applicants be given equal opportunity and that selection decisions are based on job-related factors. Qualifications EducationBachelors of Finance (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $120k-130k yearly 2d ago
  • Associate, Investment Banking - ESOP

    Stout 4.2company rating

    Finance consultant job in Chicago, IL

    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Impact You'll Make: The Stout ESOP Investment Banking Team is looking for an Associate to handle the day-to-day execution of ESOP Formation, Recapitalization, and Capital Markets transactions. Associates will work under the guidance of product bankers for various transaction and pitch assignments. Successful candidates will be highly technical, detail-oriented, and proficient in content creation and complex financial modeling. Under the mentorship of seasoned Stout professionals, Associates at Stout will have the opportunity to develop a well-rounded investment banking skill set while gaining significant client exposure. The ESOP Investment Banking team partners with successful family- and founder-owned businesses to evaluate the advantages of ESOP transactions alongside traditional sell-side options. As the sole financial advisor, we facilitate successful ESOP transactions, typically supported by capital raises led by Stout. We collaborate with industry bankers and our capital markets team to identify ideal candidates for ESOP exits, often working with owners pursuing a dual-track approach of both ESOP and traditional transactions. Additionally, we assist large, successful companies with established ESOPs in recapitalizations with private capital providers, and support industry bankers in sell-side roles for ESOP-owned companies seeking exits to strategic buyers or private equity. What You'll Do: Create dynamic three-statement financial models, valuation models, and pro forma financial statements incorporating detailed transaction adjustments Prepare and deliver pitch materials for ESOP formations and recapitalizations, working in partnership with practice leaders throughout the firm and sector leaders within the investment bank to win and execute new mandates Attend client meetings and present complex deal aspects directly to company shareholders and Board members Perform extensive financial modeling, structuring, and negotiating of live ESOP transactions Launch transaction plan and manage day-to-day transaction execution activities, including up-to-date transaction timeline, information requests, data room oversight, financial model upkeep, CIM and Databook preparation, Board and Shareholder presentations, lender lists, funds flow, etc. Conduct due diligence sessions with clients Conduct quantitative, economic, and industry research Communicate with key stakeholders not limited to owners, shareholders, financial institutions, and market competitors Become SME of ESOP transaction ecosystem and feasibility Play key leadership role in all aspects of the transaction process What You Bring: At least 2 years of experience in an investment banking environment with advanced technical skills ESOP experience and familiarity preferred but not required Ability to conduct valuation analyses, including Discounted Cash Flow, Leveraged Buyout, Comparable Companies, Precedent Transactions, and Sum-of-the-Parts required Ability to build diverse financial models from scratch required Experience working the end-to-end deal execution lifecycle Prior debt structuring and underwriting experience preferred but not required Bachelor's degree required (Finance, Math, or Economics preferred but not required) Advanced proficiency in Excel, PowerPoint, and Word Strong communication skills, desire to learn, and ability to thrive in a fast-paced environment How You'll Thrive: Cultivate a positive, team-oriented approach that fosters collaboration and shared success. Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations. Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work. Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes. Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders. Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making. Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies. Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results. Why Stout? At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life. We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve. We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals. Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives. Learn more about our benefits and commitment to your success. en/careers/benefits The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. 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 $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - en/careers/benefits.
    $32k-47k yearly est. 2d ago
  • Investment Banking Analyst - Family Office

    William Blair 4.9company rating

    Finance consultant job in Chicago, IL

    The Investment Banking Family Office Analyst will support new business development, transaction execution, and the delivery of investment banking products and services, with a focus on the firm's relationships with large family offices that acquire/make significant investments in private companies. Work closely with the senior investment banker who leads this practice area and participate in meetings (in-person and virtual) with the covered family offices. Collaborate with all of the firm's investment bankers in connecting their private company clients with family offices as providers of long-term, relationship-oriented capital. Conduct company and industry research, prepare analytical materials and maintain standing reports. Contribute to the creation of client-facing materials, including new business pitches. About Financial Sponsors Group Our Financial Sponsors Group is focused on developing and institutionalizing relationships with leading private equity firms and family offices around the world. Many of these relationships have been developed over multiple decades providing us with senior-level access and credibility with the key decision-makers at each firm. With 50 to 100 completed transactions annually with PE firms and family offices, we have proprietary insights into each financial sponsor's unique investment criteria, approach, and behavior. Our team's highly relevant experience with the private equity and family office communities uniquely positions William Blair to deliver exceptional results for our M&A sell-side clients and serve as close, trusted advisors to our sponsor clients. Responsibilities include but may not be limited to: Support the firm's coverage of family offices by developing an understanding of each firm's mandates, portfolio strategies, and long-term capital objectives. Conduct research and portfolio mapping across the family office universe. Prepare client-facing materials to support family office engagement and coverage initiatives. Support the planning and execution of William Blair's annual Family Office Convening, including company sourcing, investor outreach, cross-functional coordination, and on-site execution. Collaborate with sector, product, and founder/family-owned business teams to support coverage efforts and origination initiatives. Assist with analytical work related to mergers, acquisitions, and capital-raising transactions, including the preparation of valuation and presentation materials. Conduct research, due diligence, and documentation for potential and active transactions, identifying key considerations and escalating issues as appropriate. Draft management presentations, proposals, and marketing materials for clients and prospects. Participate in client meetings, internal working sessions, and drafting reviews in support of coverage and transaction execution. Seek opportunities to improve processes and workflows to enhance efficiency and consistency. Develop an understanding of macroeconomic and industry trends and their implications for clients and investors. Mentor summer interns and support junior analysts by sharing best practices and providing day-to-day guidance. Ensure compliance with applicable rules, regulations, policies, and procedures. Perform additional responsibilities as requested. Qualifications: Bachelor's Degree required Internship or prior work experience in financial services industry preferred Proven track record in university studies required SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment Detail orientation with strong analytical abilities Excellent mathematical, writing, verbal and computer skills Ability to adapt to new tasks with little notice Ability to work on multiple projects simultaneously Strong desire to win Sound judgement Thorough understanding of accounting and finance Commitment to satisfying internal and external customers Travel required: approximately 5% Base salary for this role is $115,000. First-year Analyst candidates are also encouraged to apply (base salary $110,000).
    $110k-115k yearly Auto-Apply 15d ago
  • Financial Analyst Intern

    Hillrom 4.9company rating

    Finance consultant job in Deerfield, IL

    This is where your work makes a difference. At Baxter, we believe every person-regardless of who they are or where they are from-deserves a chance to live a healthy life. It was our founding belief in 1931 and continues to be our guiding principle. We are redefining healthcare delivery to make a greater impact today, tomorrow, and beyond. Our Baxter colleagues are united by our Mission to Save and Sustain Lives. Together, our community is driven by a culture of courage, trust, and collaboration. Every individual is empowered to take ownership and make a meaningful impact. We strive for efficient and effective operations, and we hold each other accountable for delivering exceptional results. Here, you will find more than just a job-you will find purpose and pride. Your Role at Baxter The Financial Analyst Intern position provides aspiring, financially oriented business students a range of outstanding experiences in corporate accounting and finance. In this role, whether you are tracking critical performance metrics, collaborating cross-functionally with other teams, or forecasting the future landscape of the business, our leaders will use your work to drive the strategic decisions of the company. While you'll be expected to have a keen attention to detail in month-end reporting and ad-hoc modeling, you'll also be challenged to think creatively to improve processes and handle big picture projects. Additionally, you'll receive structured training and guided mentorship from appointed teammates. What You'll Be Doing: Analysis of monthly and quarterly financial results and business drivers; preparation of critical financial reporting Ownership of budgeting, forecasting, and long-range planning processes Enablement of internal decision-making and investment prioritization via financial models and analytics Responsible for reconciliation of balance sheet accounts, preparation of month-end close journal entries, and review of account trending Contribution to ad hoc projects and specialized team functions What You'll Bring: Actively pursuing a bachelor's or master's degree in Finance/Accounting or related field of study. Minimum GPA of 3.0 required Excellent communication and interpersonal skills Ability to adapt quickly in a complex, team-oriented environment Detail and results oriented Analytical skills with ability to contribute to accounting processes, financial analysis, and reporting Robust technical proficiencies (e.g. Excel, PowerPoint), finance and accounting knowledge, and business acumen Capable of handling several projects/tasks at once Ability to work in a team-oriented environment. Detail Oriented. Technical and financial knowledge including, internal control requirements and accounting principles as well as understanding of relevant business environment. Baxter is committed to supporting the needs for flexibility in the workplace. We do so through our flexible workplace policy which includes a required minimum number of days a week onsite. This policy provides the benefits of connecting and collaborating in-person in support of our Mission. The flexible workplace policy is subject to local laws and legal requirements. At its discretion, Baxter may decide to adjust, suspend, or discontinue as business needs change. We understand compensation is an important factor as you consider the next step in your career. At Baxter, we are committed to equitable pay for all employees, and we strive to be more transparent with our pay practices. The estimated base salary for this position is $52,000 to $54,080 annually. The estimated range is meant to reflect an anticipated salary range for the position. We may pay more or less than of the anticipated range based upon market data and other factors, all of which are subject to change. Individual pay is based on upon location, skills and expertise, experience, and other relevant factors. This position may also be eligible for discretionary bonuses. For questions about this, our pay philosophy, and available benefits, please speak to the recruiter if you decide to apply and are selected for an interview. 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. US Benefits at Baxter (except for Puerto Rico) This is where your well-being matters. Baxter offers comprehensive compensation and benefits packages for eligible roles. Our health and well-being benefits include medical and dental coverage that start on day one, as well as insurance coverage for basic life, accident, short-term and long-term disability, and business travel accident insurance. Financial and retirement benefits include the Employee Stock Purchase Plan (ESPP), with the ability to purchase company stock at a discount, and the 401(k) Retirement Savings Plan (RSP), with options for employee contributions and company matching. We also offer Flexible Spending Accounts, educational assistance programs, and time-off benefits such as paid holidays, paid time off ranging from 20 to 35 days based on length of service, family and medical leaves of absence, and paid parental leave. Additional benefits include commuting benefits, the Employee Discount Program, the Employee Assistance Program (EAP), and childcare benefits. Join us and enjoy the competitive compensation and benefits we offer to our employees. For additional information regarding Baxter US Benefits, please speak with your recruiter or visit our Benefits site: Benefits | Baxter Equal Employment Opportunity Baxter is an equal opportunity employer. Baxter evaluates qualified applicants without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, protected veteran status, disability/handicap status or any other legally protected characteristic. Know Your Rights: Workplace Discrimination is Illegal Reasonable Accommodations Baxter is committed to working with and providing reasonable accommodations to individuals with disabilities globally. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application or interview process, please click on the link here and let us know the nature of your request along with your contact information. Recruitment Fraud Notice Baxter has discovered incidents of employment scams, where fraudulent parties pose as Baxter employees, recruiters, or other agents, and engage with online job seekers in an attempt to steal personal and/or financial information. To learn how you can protect yourself, review our Recruitment Fraud Notice.
    $52k-54.1k yearly Auto-Apply 7d ago
  • Associate, Investment Banking - Industrials

    Stout 4.2company rating

    Finance consultant job in Chicago, IL

    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Impact You'll Make: Stout is seeking an experienced Associate to join our Investment Banking group, specifically within the Industrials team. This role will focus on leading day-to-day transaction execution for middle-market mergers and acquisitions (M&A) and capital raising. The Associate will play a pivotal role in driving the firm's M&A and Capital Markets advisory efforts while gaining extensive deal process experience by collaborating with senior bankers and serving as a critical resource in client coverage, prospecting, and engagement execution. This role offers Associate the opportunity to strengthen their technical skills, build client relationships, and gain valuable exposure to transaction processes while working alongside experienced professionals across the firm. What You'll Do: Collaborate with practice leaders and sector leaders within investment banking to secure and execute M&A transactions Coordinate and perform business due diligence on clients and prospective opportunities Conduct comprehensive valuation exercises for companies and business units Prepare and deliver high-quality presentation materials for internal and external stakeholders Take a leadership role in all phases of the transaction process, ensuring successful execution and client satisfaction Attend client meetings and actively contribute to discussions What You Bring: A minimum of 2 years of relevant experience in investment banking, private equity, or financial analysis Advanced proficiency in Excel, PowerPoint, Word, and other Microsoft Office applications Exceptional academic credentials from a top-tier university Ability to think critically and demonstrate excellent written and verbal communication skills Strong transaction process orientation and attention to detail. Highly proficient financial analysis and modeling skills Self-starter with the ability to thrive in an entrepreneurial, fast-paced, and demanding environment Collaborative team player capable of working effectively within intimate deal teams How You'll Thrive: Cultivate a positive, team-oriented approach that fosters collaboration and shared success. Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations. Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work. Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes. Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders. Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making. Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies. Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results. Why Stout? At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life. We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve. We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals. Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives. Learn more about our benefits and commitment to your success. en/careers/benefits The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. 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 $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - en/careers/benefits.
    $32k-47k yearly est. 2d ago
  • 2027 Investment Banking Summer Analyst, Private Capital Markets

    William Blair 4.9company rating

    Finance consultant job in Chicago, IL

    Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. William Blair's Private Capital Markets Group is a team of capital raising experts dedicated to advising and delivering bespoke, non-control capital solutions to our clients. Providing advisory services to clients including both sponsor- and founder-backed companies across a wide range of industries and at all stages of the business lifecycle - early / growth companies; middle-market companies; and scaled mature companies. Whether a client is looking for growth capital, acquisition funding, shareholder liquidity, or to refinance debt, the PCM group leverages our deep investor relationships across junior capital, structured equity, minority equity, growth equity, and pre-IPO crossover investors to deliver creative, bespoke solutions that achieve our client's objectives. The PCM group's understanding and expertise in all types of private capital help our clients navigate opaque and creative financing markets on a daily basis. We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 Investment Banking Private Capital Markets Summer Analyst Program. Take the opportunity to build on the fundamentals of your academic background, gain practical knowledge to help prepare you for your next steps and be part of an organization that fosters innovation and invests in our most important asset, our people. The summer program provides all summer analysts with unique opportunities to: Work alongside analysts, associates, and senior bankers on the PCM origination team and across sector coverage groups over the course of the 9-week program Take on all functions of a full-time analyst Receive direct client exposure in a culture of collaboration and accountability Analyze financial and operational data to assess historical and projected performance for companies and prospects Build detailed, fully integrated three-statement financial models to analyze cash flow, alternative types of capital, and different capital structure scenarios Build returns analyses to evaluate investor proposals, financing terms, and investor target returns Work alongside sector colleagues to draft marketing materials, management presentations, and other supplemental analyses and presentations for investors and clients Assess information required to perform all pertinent analyses and compile and track information requests Participate in investor meetings, support investor due diligence, and track investor activity Support client relationship development by forming a detailed understanding of client needs and challenges, providing professional / responsive service, and anticipating client needs Qualifications: Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - June 2028 Cumulative GPA of 3.5 or above preferred (but open to all applicants) Undergraduate major: all majors considered General understanding of accounting and finance Strong analytical and quantitative skills Exceptional verbal and written communication skills Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity You are highly motivated, detail oriented, and thrive in a collaborative environment Willingness to be located in Chicago Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation. Once you have submitted your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters. William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Application Deadline: Apply by January 22nd to be considered for this opportunity. A reasonable estimate of the current base salary range at time of posting is below. Salary Range$110,000-$110,000 USD About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com. William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.
    $110k-110k yearly Auto-Apply 36d ago
  • 2027 Investment Banking Summer Analyst, Leveraged Finance

    William Blair 4.9company rating

    Finance consultant job in Chicago, IL

    Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. Our Leveraged Finance Group is a team of dedicated debt advisory bankers focused on delivering an optimal financing outcome for each client's specific situation. We provide conflict-free advisory and arrangement services for middle-market companies across a wide range of industries and transaction types, along with trusted, objective advice on how best to structure debt issues, and are skilled at negotiating key terms of debt agreements, often working in conjunction with our private equity placement professionals to provide single-source solutions for our clients' capital requirements. Whether the objective is to finance an acquisition, refinance an existing facility, support growth with additional capital, or provide liquidity to existing shareholders, our team leverages a broad lender network to deliver the best financing solution available in the market. These relationships, along with our group's extensive experience and proprietary 360° view of the leveraged finance market, allow us to provide our clients with a full menu of product options. We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 Investment Banking Leveraged Finance Group Summer Analyst Program. Take the opportunity to build on the fundamentals of your academic background, gain practical knowledge to help prepare you for your next steps and be part of an organization that fosters innovation and invests in our most important asset, our people. The summer program provides all summer analysts with unique opportunities to: Work alongside current analysts, associates, and VPs over the course of the 9-week program Take on all functions of a full-time analyst Receive direct client exposure in a culture of collaboration and accountability Analyze financial statements and related data to assess historical financial performance, current conditions, and outlook for client companies and prospects Build detailed, fully integrated three-statement financial models to analyze the impact of alternative transactions and capital structures on cash flows, covenant cushions, and investor rates of return Assess information required to perform all pertinent analyses; compile information request lists and track information gathered; assist lenders and investors in their due diligence processes Draft offering memorandums, management presentations, and other communications with clients and investors Participate in client meetings and drafting sessions Support client relationship development by forming a detailed understanding of client needs and challenges, providing professional/responsive service, and anticipating client needs Research current and prospective client companies, comparable companies and transactions, and industries; monitor and research capital markets; update client and debt/equity databases Qualifications: Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - June 2028 Cumulative GPA of 3.5 or above preferred (but open to all applicants) Undergraduate major: all majors considered Strong analytical and quantitative skills General understanding of accounting and finance Exceptional verbal and written communication skills Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity You are highly motivated, detail oriented, and thrive in a collaborative environment Willingness to be located in Chicago Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation. Once you have submitted your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters. William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Application Deadline: Apply before January 22nd to be considered for this opportunity. A reasonable estimate of the current base salary range at time of posting is below. Salary Range$110,000-$110,000 USD About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com. William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.
    $110k-110k yearly Auto-Apply 36d ago

Learn more about finance consultant jobs

How much does a finance consultant earn in Arlington Heights, IL?

The average finance consultant in Arlington Heights, IL earns between $57,000 and $120,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in Arlington Heights, IL

$82,000
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