Finance leader jobs in Cicero, IL - 1,192 jobs

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

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

A leading technology firm in Chicago is seeking a Head of Finance to build and lead its finance function. This strategic role entails owning commercial finance, financial operations, and compliance while working closely with the CEO and leadership team. The ideal candidate will have over 7 years of experience in senior finance roles, a proven track record in financial modelling, and the ability to develop a strong finance team. This is an opportunity to significantly impact a rapidly growing organization aiming for $1B in revenue. #J-18808-Ljbffr

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

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

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

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

A leading insurance company is seeking a senior underwriter to work independently on complex accounts in Chicago. This role involves managing a portfolio of brokers and developing profitable business. The ideal candidate should have over 7 years of underwriting experience and possess strong analytical and communication skills. The position offers a competitive salary, benefits, and a supportive work environment. #J-18808-Ljbffr

Quetzal Therapeutics (Quetzal) is a biopharmaceutical company focused on the development of treatment for rare diseases including hematologic malignancies. The company's lead product is QTX-2101, a novel paradigm for treating patients with Acute Promyelocytic Leukemia (APL). The company plans to initiate Phase III clinical trials by late-2025, with enabling activities ongoing. Quetzal is also developing a pre-clinical asset QTX-2102, an advanced, next-generation antifungal and antiparasitic therapy designed to enhance efficacy while minimizing toxicity. About the role Position Summary The VP of Finance will be a key strategic partner to the executive team, responsible for overseeing all financial operations and driving the company's financial strategy to support the company's mission. This role requires a highly analytical and detail-oriented individual with a deep understanding of biotech specific regulatory landscape, FP&A, and financial strategy as the company goes through Phase III trials. The ideal candidate will provide insightful analysis, manage complex financial models related to R&D and clinical programs, and ensure robust financial reporting and compliance. What you'll do Key Responsibilities Financial Planning & Analysis (FP&A): Lead the annual budgeting, quarterly forecasting, and long-term financial planning processes. Develop and maintain complex financial models to support strategic decision-making, including cash flow projections, capital expenditures, and R&D program evaluations. Clinical Finance: Act as the primary finance partner for clinical operations leadership, managing budgets for various projects and clinical trials, tracking costs by program, and providing analysis to support pipeline decision-making. Strategy: Collaborate with the CMO, CSO, and Chief Legal Officer on clinical contracts and budgeting for upcoming Phase 3 trials. Lead financial material presentation for Board of Directors. Financial Reporting & Compliance: Oversee the timely review of monthly, quarterly, and annual financial statements in accordance with GAAP. Ensure compliance with all financial laws, guidelines, and reporting requirements. Coordinate annual tax work and R&D credit analysis (E&Y is company's existing tax partner). Accounting Operations: Supervise day-to-day accounting functions (leveraging the Family Office and outsourced bookkeeping team), including general ledger, accounts payable/receivable, payroll, and tax filings. Qualifications Required Qualifications & Skills Education: Bachelor's degree in accounting, Finance, Business Administration, or a related field is required. An MBA, CPA, or CMA is strongly preferred. Experience: A minimum of 10 years of progressive experience in finance or accounting, with at least 5 years in a management or leadership role. Biotech/Pharma Experience: Prior experience in the biotechnology, pharmaceutical, or life sciences industry is highly preferred, including specific knowledge of drug trials, R&D credits, and intellectual property-related financial complexities. Technical Skills: Expert knowledge of GAAP and financial modeling techniques. Advanced proficiency in financial software Soft Skills: Strong analytical, problem-solving, and decision-making abilities. Excellent written and verbal communication skills, with a proven ability to present complex financial information to executive leadership, board members, and investors. Attributes: Ability to thrive in a dynamic, fast-paced work environment, manage multiple priorities, and react to change productively. #J-18808-Ljbffr

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

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

A membership organization for family offices is seeking a Director of Finance in Chicago. The successful candidate will manage day-to-day accounting, lead budgeting and forecasting, and oversee cash management. This role requires deep knowledge of corporate accounting and excellent communication skills. Applicants should have 5-8 years of experience, ideally in public accounting and holding a CPA. The position offers an opportunity for professional growth and communication with senior leadership, providing a dynamic work environment focused on collaboration and development. #J-18808-Ljbffr

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

Ready to make a big impact? Wow Bao is on the hunt for a passionate and strategic Director of Finance. The Director of Finance will serve as a strategic partner to the CEO/President and executive team, overseeing all financial operations and driving the company's growth objectives. This role requires deep expertise in CPG and food manufacturing, with a proven ability to scale operations, optimize profitability, and ensure financial integrity across multiple business channels. This role will be highly visible in the organization and will be a key influencer in helping the company achieve its long-term goals. This is achieved through a thorough analysis of financial and operational data to support forecasting, budget planning, and adherence, building strong connections with Wow Bao's internal and external stakeholders, and developing a forward-looking, strategic vision. This position will report directly to the CEO/President and requires 5 days a week on-site in Chicago, Illinois. Why Join Wow Bao? Join the adventure! Be part of a fast-growing, innovative brand that's shaping the future of food Make an impact. Opportunity to shape financial strategy during a pivotal expansion phase. Collaborative and creative. Thrive in an entrepreneurial culture that values bold ideas and big growth. Bao-tastic perks! Enjoy all the delicious, flavorful bao you can handle! ABOUT WOW BAO At Wow Bao, we believe that life is too short for uninspired food. We're here to transform the Asian Street Food experience from everyday and expected to extraordinary and inventive. Wow Bao is the fastest growing Frozen Asian Snack brand in the United States! Through strategic relationships with retail partners Wow Bao is now available in over 16,000 grocery stores nationwide! Wow Bao has a proud history of delivering restaurant-quality food, beginning in 2003 with the opening of our first location. Since then, we've grown into an omni-channel brand, serving guests through our retail business, food service, Chicago restaurants, airports, virtual kitchens, and universities. Today, we're excited to take the next step in our journey with the launch of our corporate-owned food manufacturing plant-positioning Wow Bao for continued growth across all verticals. Wow Bao is the only brand to be recognized three times by Fast Casual magazine as a Top 100 Movers & Shaker. Ranked no. 1 in 2019 and 2022 and no. 4 in 2023, we are the only brand to have taken home the honor more than once. WE FOSTER A CULTURE OF CARING At Wow Bao, every team member leads from a place of care. Whether it's our guests or employees, we put people first. We strive to inspire, motivate, and appreciate one another every day. We live by the golden rule and treat everyone with kindness, empathy, respect, and a healthy dose of humor. We take our work, not ourselves, seriously. Assess and evaluate financial performance in the context of long-term operational goals, budgets, and forecasts. Build, maintain, and update financial analyses and tools to continuously monitor performance and health of all business channels. Manage cash and working capital through proper planning and forecasting. Build financial forecasting models to evaluate impacts of strategic and operational initiatives including new product launches, supply chain improvements, etc. Work closely with Wow Bao's CEO/President and Board of Directors on key business decisions and building long-term strategic plans, annual capital/operating plans, budgets, as well as tactical initiatives. Prepare weekly operational reports for Management team summarizing the performance of the various business channels. Manage external consultants working on data analysis and reporting. Partner with operations to improve cost efficiency in food manufacturing and CPG distribution. Implement systems for inventory management, cost accounting, and margin optimization. Prepare monthly financial reporting to investors and Board of Directors. Oversee tax planning and audit. Work with external auditors to deliver annual audits. Work with various company departments, including our Marketing team, to help manage and monitor spend, return on invested capital (ROIC), and other key operational metrics. Perform ad-hoc analysis to help drive decision-making on strategic and/or tactical initiatives. Monitor and help manage pricing of Wow Bao's products through its various revenue channels. Lead the creation and execution of bonus compensation plans while working closely with CEO/President. Participate in pivotal decisions as they relate to strategic initiatives, operational models, and manufacturing capacity expansion. Maintain outstanding banking relationships and other strategic relationships with vendors and business partners. Work as a liaison between Wow Bao and the company's product manufacturers and distributors. Find, recommend, and collaborate with other team members to execute margin improvement initiatives. Lead cross-functional strategic plan and annual budget process. Create Investor Relation / Board Level presentation decks. Manage insurance renewals (non-health). Collaborate with Human Resources on payroll, health insurance renewals, 401(k) fiduciary responsibilities, including risk & liability management. Provide mentorship, development, and training to the members of the Finance team. Be available to assist and work during Wow Bao offsite events as needed. Assist with responsibilities and duties in other departments and as assigned by management. Perform calmly and effectively in an extremely busy and fast-paced work environment. Other tasks and projects assigned on an as needed basis. ADDITIONAL REQUIREMENTS Minimum 10+ years in Finance, Accounting, or related field. Proven experience in CPG and food manufacturing industries. Bachelor's degree in Finance, Accounting, or related field required; MBA, CPA, or advanced degree is preferred Track record of scaling businesses and managing multi-channel operations. Sense of urgency and focus on results. Partake in a professional and positive work environment. Proficiency in Tableau for data visualization and reporting. Analytical mindset with expertise in using data to make informed business decisions. Excellent communication and project management skills, with the ability to manage external partnerships and internal stakeholders. Excellent reading, writing, and oral proficiency of the English language. Proficiency with Microsoft Office suite, including Excel, PowerPoint, and Word. Perform calmly and effectively in a fast-paced work environment. The salary range for this position is between $160,000 to $180,000. The actual salary amount will vary depending on the applicant's experience, skills and abilities as well as internal equity and market data. Wow Bao is an Equal Opportunity Employer. Health Insurance (medical, dental, vision) 401(k) Retirement Plan Voluntary life insurance Voluntary disability insurance Paid Time Off Paid Sick Leave Restaurant discounts Employee Discount Programs with Perkspot and Working Advantage We foster a culture of CARE #J-18808-Ljbffr

The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Responsibilities Analyze current and past financial data and performance to make recommendations on profit enhancement Consistently analyze financial information based on both routine and ad-hoc reports Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 0 - 3 years' financial analysis and modeling experience Advanced knowledge of Excel

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

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