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Accountant I Salary in Chicago, IL

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DescriptionAlvarez & Marsal (A&M) is a premier independent global professional services firm specializing in providing turnaround management, restructuring, performance improvement and corporate advisory services.The Healthcare Industry Group (HIG), a subsidiary of A&M, is an established leader known for delivering tangible results for healthcare c-suite executives, boards, private equity firms, investors, law firms and government agencies that are facing complex challenges. We are at the forefront of delivering transformational change to the healthcare industry. Our professionals advise our clients on financial, operational and market performance by assessing all aspects of their operations and providing comprehensive services, including analyzing revenue and financial information, conducting process reviews, identifying key business drivers, and managing risk and compliance issues. HIG also provides services such as revenue cycle management, mergers and acquisitions, compliance and regulatory, information technology and interim management.We are not your typical consulting firm. We are a group of entrepreneurial, results-oriented professionals who take a hands-on approach to solving our clients' problems. Our key differentiation in the marketplace is the combination of "know-how" and "do-how". What will you be doing? As a Consultant you will be working closely with healthcare clients on a range of complex assignments. You will work in a team environment while using your independent judgment and critical thinking skills to provide practical solutions and add value for our clients. The position is a unique opportunity to develop and grow key skills in the diverse and ever-changing Healthcare Industry. This role requires a flexible clear thinker with an aptitude for design and eye for "zero-defect" work. While this role is primarily client-facing and operational, the Associate will also be expected to support marketing, R&D and additional roles as the client may request it. Depending on the client project the responsibilities of an Associate may typically include: Building and maintaining financial and operational models to assess client performance. Forecasting cash flows, analyzing and managing liquidity. Planning and structuring financial transactions. Benchmarking internal and external data . Mapping out processes and managing both client and internal projects . Calculating operating losses and projecting savings . Performing analysis and developing reports and deliverables . Conducting operational data analysis to assist in development of KPI metrics . Participating in client interviews and capturing actionable items . Evaluating business operations and supporting performance improvement initiatives Preparing client-ready deliverables and presentations; assisting with making presentations to clients Conducting healthcare research Assisting with the development of presentations, pitch, and proposal content Our consultants possess a high aptitude for financial and operational analysis and will leverage their excellent written and verbal communication skills to work with senior leaders and clients. We are seeking someone to join our team with an entrepreneurial and collaborative mindset who works well with ambiguity and thrives in a fast-paced environment. As a Consultant you will have the opportunity to demonstrate your leadership, integrity and objectivity when interacting with clients at all corporate levels. Who will you be working with? You will be part of a team that is passionate about and known for delivering transformational change to the healthcare continuum through our consulting, advisory and interim management services in financial and operational performance improvement, strategy, merger & acquisition, and turnaround. How will you grow and be supported? As a Consultant within the Healthcare Indstry Group, you will have the opportunity to take your career to the next level by gaining invaluable industry experience while enhancing and expanding your skillset. As part of our team, you will collaborate with many experienced professionals who will provide you with developmental feedback and growth opportunities.We work with each of our employees to develop a customized career development plan to ensure you are matched with professional development opportunities that meet your unique needs and accelerate your development.We offer a variety of live and virtual training programs, access to best-in-class on-demand training, ongoing on-the-job coaching, a transitional coach to help you acclimate to the practice, and partnership with a mentor who will guide you through your career.Our Healthcare team prides itself on sustaining a culture that reflects our core values. We value integrity, quality, and objectivity in our work. We like what we do and with whom we do it. We embrace diversity, foster inclusiveness, and reward merit. We encourage and support our employees and communities through ongoing investments from leadership, social and networking events, peer-to-peer networks, Employee Resource Groups, volunteer opportunities and pro-bono work. We are committed to promoting an inclusive environment in which all can develop, grow, and be supported.Alvarez & Marsal offers competitive benefits and opportunities to support your personal and professional development. Click to learn about our commitment to your well-being . A&M recognizes that our people drive our growth, and you will be provided with the best available training and development resources through formalized training and on the job training. Learn more about why A&M is a great place to work. What are we looking for? A minimum of three (3) years of prior work experience in healthcare, consulting, or healthcare industry such as healthcare banking, accounting, audit, private equity, managed care, health plans or healthcare operations with a healthcare focus BA/BS degree and/or MBA/MS in Accounting, Finance, or other related healthcare fields such as MHA or MPH Professional certifications such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or demonstrated progress toward such certifications are a plus. Strong Microsoft Excel and modeling skills including the ability to prepare and maintain models such as financial and operational models. A strong understanding of accounting and finance including the ability to review and understand financial statements and disclosures; exposure debt and equity transactions is a plus. Working knowledge of the healthcare industry preferred . Advanced Microsoft PowerPoint and Word skills a must; experience with Tableau, SQL, SPSS, Power BI, Action O-I benchmarking, MGMA survey data ais a plus. Excellent verbal and written skills, with the ability to communicate with and present information to all levels of client personnel. Solid project management and organizational skills . Ability to conduct operational data analysis and synthesize information to assist in the development of reports and KPI metrics. Willingness and ability to travel as required. High energy individuals with a passion for healthcare and solving complex issues. Compensation Statement The annual base salary range is $90k - $115k, commensurate with experience. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details. Benefit Summary Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&M's benefits programs.Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
Senior Consultant, Accounting and Finance Advisory Services
Baker Tilly, Chicago
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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. ResponsibilitiesWe are currently searching for a Senior Consultant to join our Corporate Finance and Forensics practice within our Transaction and Financial Advisory team. Our practice helps CFOs, Controllers, and Finance Directors improve the financial reporting processes to ensure that finance adds value to business operations. The CFO Advisory practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services.Our clients range from emerging growth companies to publicly traded companies. We serve a wide variety of industries including technology, business services, manufacturing/ distribution, energy, real estate, hospitality and retail, and private equity to name a few. Baker Tilly's CFO Advisory Services team is comprised of practitioners across the country. Our goal is to solve problems or make improvements that will free the finance organization up so that they can focus on growing and improving their overall business.This practice area has professionals with multi-disciplines and experiences that are drawn upon to assist our clients with very practical and hands-on support. We have senior team members that have served as Chief Financial Officers, Controllers, financial statement auditors, and financial analysts that are all highly credentialed. It is a high performing team that enjoys learning from one another and serving our clients.Your immediate responsibilities will be to:Actively participate in projects focused on the following service offerings:Finance Performance ImprovementBusiness Analytics and Decision SupportFinancial Accounting Advisory Services Transaction SupportProgram/Project ManagementParticipate actively in the team's work on a project (i.e. "roll up your sleeves" and work with the team)Interact directly with managers and partners on matters related to client and engagement managementStrengthen existing client relationships by providing outstanding client serviceCommunicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client serviceInvest in professional development through active participation in training sessions and networking events both internally and externallyAssist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus ProgramDemonstrate excellent team skills, positive attitude and high ethical standardsQualificationsSuccessful candidates will have:2-4 years' experience in a large accounting firm in audit, financial advisory service lineRelevant bachelor's degree in accounting, finance or relatedCertified public accountant (CPA)Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis. Skills with Power BI and/ or Tableau is a plus.Exposure to Middle Market financial suite of applications, such as QuickBooks, NetSuite, IntAcct, etc. , their functionality, workflows, automated controls, and associated facilitation of data consolidation, reporting, and robust analytics and their relationship to addressing myriad business requirements is a plus.High motivation, initiative and positive attitudeExcellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriatelyIntermediate modeling and excel skills, experience conducting complex quantitativeand qualitative financial analysis and ability to generate data-driven insightsAbility to work autonomously, to meet tight deadlines, and to thrive in a fast pacedenvironment with shifting prioritiesExcellent verbal and written communicationAbility to work effectively and thrive in a team environmentAdditional InformationFor California, Colorado, New York and Washington: The compensation range for this role is $78,840 to $167,130. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.#LI-KH1
Territory Account Executive (SLED) - Hybrid
SoftChoice, Chicago
Whyyou'lllove Softchoice:We are a software-focused IT solutions and services provider that equips organizations to be agile and innovative, and for their people to be engaged, connected, and creative at work. That means moving them to the cloud, helping them build the workplace of tomorrow, and enabling them to make smarter decisions about their technology. By doing these things we help them create success for their customers and their people.We stand proudly for our people and support their success through career development and advancement. We are recognized and respected for our culture of inclusion and belonging, continuously striving to do what's good for our people and communities.The impact you will have:As aTerritory Account Executive (SLED), you will have the opportunity to expand your skillset and partner with some of the most disruptive technology companies throughout North America. If you are passionate about making a difference, impacting public organizations and communities, partnering with tech companies, and expanding strategic customer portfolios - this opportunity may be the right fit for you.Please note, this role is hybrid with the expectation of being in the office 1-2 times per week.Before you dive into your new role:To help set you up for success, we have built a 5-week training program, our "Sales Academy". This award-winning program was built with the success of our people in mind and structured to help drive your career as a Territory Account Executive (SLED) forward. This program is delivered through eLearning as well as facilitated virtual learning sessions, workshops, and 1:1 coaching.Our goal is to develop and sharpen your skills, equip you with knowledge of who we are and how we work with our technology partners, and introduce you to other team members.What your team is saying:"Softchoice has had a great impact on my life both professionally and personally. The company truly provides you with opportunities to not only be successful in this role, but to also be a more well-rounded person. Softchoice truly cares about its employees and I have never worked for a better company." Maureen, Senior Territory Account Executive (SLED)What you will do:Support customer and contract needs while delivering added value.Prospect into new customers and contacts to diversify and expand your territory.Apply strategic thinking and develop unique approaches to hit your sales plans.Break ground on new relationships and skillfully overcome challenges with customers and team members.Follow pre-existing processes to manage large contract customers.What you bring to the table:Proven track record of sales success.Confidence and business acumen.Detail-oriented nature and ability to follow processes.Willingness to learn about the ever-changing world of enterprise technology.High school diploma or equivalent, preferred.1+ year of sales or customer service experience.Not sure if you qualify? Think about applying anyway:We understand that not everyone brings 100% of the skills and experiencefor the role.At Softchoice, we offer opportunities to a diverse group including those with a variety of workplace experiences and backgrounds. Whether you are new to corporate tech, returning to work after a gap in employment, or looking to transition and take the next step in your career, we are excited to learn more about you and encourage you to apply. Why people love working here:We offer hybrid and remote working opportunities.Comprehensive benefits from day oneof employment.We offer meaningful work and opportunities for career growth.Our team members have 2 paid volunteer days per year to give back to a cause of their choice.We offer an opportunity to build and grow a career in the technology industry.Recognized as a Best Workplace in Canada by the Great Place to Work Institute for 18consecutive years.Softchoice has been certified as a Great Place to Work in the United States for several years.We have also been recognized as a Best Workplace for Women, Best Workplace for Inclusion, Best Workplace for Giving Back and Best Place to Work for LGBTQ+ Equality.We have raised over $3 million through Softchoice Cares, our grassroots fundraising organization.Inclusion & Equal opportunity employment:We arean equal opportunity employer committed to diversity, inclusion & belonging. Peopleseeking employment at Softchoice are considered without regard to any protected category including but not limited to, race, color, religion, national origin, age, sex, marital status, ancestry, disability, veteran status, gender identity, or sexual orientation.Require accommodation? We are ready to help:We areproud to provideinterview &employment accommodationduring the recruitment and hiring process. If you requireanyaccommodation to apply or interview for a position, please reach out directly [email protected] are committed to working with you to best meet your needs.Our commitment to your experience:We arecommitted to the safety of all applicants and team members. With that in mind, we have implemented digital interviewing for everyone. We understand that you may need to interview with distractions around you(such as children or furry friends)and we willbe doing the same.Before you start with us, we will conduct a criminal record check, verify your education, and check your references.When you join Softchoice, we will onboard you remotely. Don't worry. It's quick, simple and you'll be connected with your new team in no time.Job Requisition ID:5351EoE/M/F/Vet/Disability#LI-DV1Nearest Major Market: Chicago Apply now "
Sr. Sales Account Executive I
Uber Freight, Chicago
About the RoleOur Account Executives are responsible for the ongoing growth and success of our accounts. They manage, grow, and drive continuous growth and improvement for a portfolio of customers which they build from the ground up. These individuals are obsessed with delivering world class service to these shippers and contributing directly to the top line growth of Uber Freight. The ideal candidate is both highly operational and highly entrepreneurial, obsessed with driving customer success, motivated by building and shaping the future, and a proven leader at driving customer growth. This individual hustles, inspires, and loves making something from nothing.What the Candidate Will DoDrive top-line growth by finding ideal shippers to build the Account Executive's book of businessWork directly with our account management team, operations team, pricing team and directly with customers to continually seek new solutions for their logistics challenges Drive forward the future vision of Uber Freight with our product team and help sell that vision to our customersEngage with senior-level/c-suite team members with internally and externallySolution and Product selling to shippers through a consultative approachOwn all core growth metrics for your portfolio of mid-market accountsObsess over the service needs of our customersDevelop process and system improvements to continually raise the bar of execution for managed accountsFacilitate RFP activities for portfolio accountsOwn customer Quarterly Business Review with your portfolio of accountsContinually drive customer CSAT scores for managed accountsBasic Qualifications5+ years of sales industry experience with Mid Market + Enterprise size companiesBachelor’s degree (Business or Supply Chain is a plus)Preferred QualificationsExperience in the logistics & transportation industryDemonstrated ability to deliver results TMS experienceExperience with Salesforce, Office Suite, Google Suite, Zoom Info, Linkedin NavigatorDemonstrated ability to drive change and continuous improvementAbility to collaborate and work with a highly diverse set of internal and external partnersAnalytical and critical thinking abilityStrong communication and organization skillsThe ability to solve complex customer problemsSolid operational foundationThe ability to balance attention to detail with swift execution - we need to do things quickly, and we need to do them wellAbout Uber FreightUber Freight is a logistics platform and partner with a mission to reimagine the way goods move to help communities thrive. Backed by innovative technology and a dedicated team of domain experts, we provide logistics solutions that give shippers and carriers of all sizes greater reliability, flexibility, and transparency so they can take control of their freight. With over $17 billion in FUM, we’ve built one of the world’s most comprehensive logistics networks consisting of over 130,000 digitally-enabled carriers and thousands of shippers, from small businesses to Fortune 500 companies. For more, visit Uberfreight.comEEOCUber Freight is proud to be an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regards to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.For New York based roles: The salary range for this role is $67,375.00 per year - $100,925.00 per yearFor California based roles: The salary range for this role is $67,375.00 per year - $110,100.00 per yearFor Colorado based roles: The salary range for this role is $61,250.00 per year - $91,750.00 per yearFor Washington based roles: The salary range for this role is $67,375.00 per year - $110,100.00 per year#LI-MV1
Operations Director
Cushman & Wakefield, Chicago
Job Title Operations Director Job Description Summary Responsible for managing local office operations for commercial real estate services within a specified sub-region. This role will ensure that administrative, facilities, and operational functions are provided to local offices in an efficient and effective manner. This role will directly manage operations staff, and will be responsible for service delivery through management of administrative support staff, Office Managers, faculties team and/or Office Coordinators. The Director of Market Operations will provide management oversight for operations functions and staff throughout the sub-region, and will work closely with Market Leaders and supporting functions to implement strategic initiatives. As an operations leader, this individual will ensure there is sufficient support and act as a steward for operational excellence initiatives. Additionally, they will work with Regional Director of Market Operations to develop the annual business plan and the annual budget. Job Description May be responsible for one or more of the following: Provide leadership, mentoring and supervision to the administrative and office operations staff Direct all financial management of local office and specified sub-region including monthly and annual operating budgets, forecasts and reporting as well as assessment of variances for the market and service lines Responsible for approvals at local level for T&E, commission documentation, payables and resourcing needs. Responsible for facilities management including relocations and buildouts, managing leases, vendor relations, and overseeing compliance/record retentionImplement and support all company initiatives Perform administrative duties in the absence of Office Manager and/or other executive administrative support including tracking broker licenses and professional memberships, manage on- and off-boarding of personnel, business continuity, coordinate moves and general Market Leader support needsLEAD MARKET OPERATIONS Provide leadership, mentoring and supervision to administrative staff, Office Managers and Coordinators within the assigned sub-regionEnsure profitability and product quality of the service delivery and back office resources within the sub- region Creatively solve problems to ensure the market's offices operate in an efficient and effective manner Spearhead and coordinate training programs for salespersons and employees Collaborate with counterparts in other sub-regions to learn and utilize best operational practices Foster coordination and communication among the firm's profit centers and work with the Market Leaders to develop and implement an annual plan for developing a collaborative work environmentSupport Market Leaders with the development of the annual business plan, budget and forecast Develop strategic planning across the different service lines within assigned sub-region and develop short- and long-range operating objectives, policies and programsEnsure overall achievement of budgeted financial targets and other standards set forth in approved business plans for the combined businesses/accounts within the sub-regionPromote and ensure compliance with company policies and operating procedures Advocate, support and increase adoption of firm-wide initiatives Uphold the values, mission and standards of the company Encourage cross-service line and cross functional collaboration across the specified sub- region Demonstrate expertise with all facets of the company's business, specifically services provided and customers served Support Sales and TransactionsOversee all marketing, research, and service delivery teams and work with teams on staffing, following leading practices across the firm, and creating content that is best in classIn the absence of functional leadership, manage research, marketing, and service delivery staff to best serve fee-earners in delivery of materialIn the absence of functional leadership, work with fee-earners to deploy teams of research, marketing, and service delivery staff based on level of effort and expertise required for delivery of materialWork with Market Leader to resolve any conflicts over ownership of opportunities STRATEGIC PLANNING/BUDGETING Support strategic planning processes across the various service lines within the assigned sub- region Draft and finalize budget (revenue and expenses) Solicit input from service line, fee earners and market leads at pre-budget meetings regarding recent wins, pipeline activity, anticipated recruiting and attrition, capital spend, etc.PIPELINE MANAGEMENT, REVENUE REPORTING AND FORECASTING Help promote culture of compliance within market for fee-earners and project coordinators to routinely update CRM systemCommunicate and enforce guidelines on updating CRM system within Market Review pipeline report Follow up with fee-earners, project coordinators, commission accountant, Market Leader and Office Managers, as needed, to update pipeline informationCommunicate finalization of pipeline to Market and Service Line Leadership and answer questions as necessary DEAL DOCUMENTATION, COMMISSIONS ACCOUNTING, INVOICE PROCESSING/CODING Approve deal documentation and Revenue Summary Document to verify splits and other transaction details and work with fee-earners, as needed, to verify/update information and ensure adherence to policyWork with Market Leader to manage any conflicts over information recorded in deal documentation Work with Legal Counsel to determine if changes to standard contracts/agreements are required Oversee all incoming invoices using Workday Understand expense policy for compliance and correct coding Work with Commission Accountants, Project Coordinators, and fee-earners, if necessary, to review all deal expenses associated with a closed dealOversee tracking of expenses related to deals, working directly with Office Manager to track all deal expenses Review reports from Commission Accounting on outstanding receivables and work with Market Leader and fee-earners to determine strategy for collecting paymentsApprove write-offs per policy APPROVE EXPENSE REPORTS Review and approve all expense reports and determine if expenses are appropriate and in policy in Expense system Review business case for necessity of expenditure Vendor Management / Administration Oversee and manage the purchasing and maintenance of office supplies and office equipment (i.e. furniture, IT equipment, telephones, snack services, plants, etc.)Solicit and negotiate vendor bids, contracts, and pricing Work with Office Manager to ensure all vendors are included in Workday Vendor Management RECRUITING/HIRING/ON-BOARDING STAFF Work with HR to develop job descriptions for identified opening Interview candidates for various positions Coordinate with HR, department head, Office Coordinator/Office Manager, IT/Telecomm to ensure all equipment is ordered, desk is set up and ready on Day 1Determine start date, department, manager, etc. Use Workday for all HR needs (ETS in Global HQ) Manage employees and delegate workflow Prepare and deliver annual performance reviews and KPI's Work in conjunction with HR on performance issues Ensure compliance with record keeping and policy adherence COORDINATE EVENTS AND CONFERENCES Oversee any events and conference within the market in conjunction with Marketing and PR Manage firm brand, marketing, and PR Other Administrative Duties Work with Office Manager to track broker licenses, professional memberships, and educational requirements and follow up with fee-earners on any delinquencies or upcoming actions requiredCoordinate any move with Office Managers and Office Coordinator by designing seating plan Work in conjunction with IT, Telecomm, Real Estate on all moves Implement emergency preparedness plan Manage required ad agencies, anticipated recruiting and attrition Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email [email protected] . Please refer to the job title and job location when you contact us.
Wealth Advisor, Portfolio Manager - Chicago, IL
Bartlett Wealth Management, Chicago
Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients. At Bartlett, we live by our values of teamwork, legendary client service, open communication, continual growth, and commitment to doing what's right, always. Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 employees.This position has an investment focus and is responsible for maintaining existing client relationships with high-net-worth individuals and families, by providing investment management and wealth planning services. The position is also responsible for the development of new business over time. The percentage of time allocated to each of these functions will vary among advisors based upon skill set and firm needs. Position ResponsibilitiesProvide top quality client service.Deliver legendary client service with a profound degree of integrity and ethical standards. Build strong new client relationships and establish relationships with current clients served by another Bartlett advisor in preparation for transition of primary advisors over time. Engage next generation beneficiaries to create lasting relationships and help educate them on the stewardship of family wealth. Discuss strategies with clients to ensure current strategies are relevant and continuing to meet their needs, goals, and objectives. Collaborate with the Financial Planning team to offer extensive options and solutions for clients. Communicate and proactively engage with clients regarding their portfolio status and progress. Develop and maintain good relationships with client's other professional advisors (i.e., accountants, lawyers, etc.).Management of client investments.Discover and anticipate the needs, goals, and financial objectives of clients with active portfolio management. Pursue and implement investment strategies that best meet client's needs, goals, and objectives. Manage and monitor portfolios to insure adherence to strategies. Participate in and support the investment strategy process of the firm.Develop additional revenue producing business.Leverage local centers of influence to develop and expand referral networks. Collaborate with advisors and others in the firm, external sources, and centers of influence to identify and cultivate new business opportunities with revenue growth potential in the short and long run. Establish a presence in the community and become a Bartlett Ambassador.RequirementsBachelor's Degree in Finance or related field. CFA strongly desired; will also consider the CFP, an advanced industry-related degree, and/or equivalent relevant work experience. 8 -10+ years of relevant, client-facing experience, preferably with an RIA/wealth management firm and with high-net-worth clients. Strong, broad-based knowledge of the wealth management business, allowing for capable articulation of the firm's strategy on investments within the context of an overall wealth management plan. Strong investment knowledge and considerable experience working with individual securities and funds.In Addition, The Ideal Associate WillHave a strong work ethic and commitment to success and growth of the firm. Be able to work successfully in an entrepreneurial environment. Act with a high degree of integrity and ethics, both personally and professionally. Be a self-starter with the ability to work independently and collaboratively as part of a team and with a wide array of people. Have excellent interpersonal skills with the ability to listen and interpret, gather objective information, negotiate, and respond to all levels of interaction. Be a strategic thinker, creative problem solver and competent decision maker. Have a sense of urgency with a strong attention to detail. Have excellent oral and written communication and presentation skills. Be articulate, have a professional demeanor, and present a good image. Have strong aptitude and proficiency in technology solutions, including but not limited to Microsoft Office applications, portfolio management software, etc., and the ability to adapt to new office technology. Have an awareness and understanding of compliance issues within the investment industry.BenefitsWhat we offer: A Top Workplace winning culture built on teamwork, integrity, and diligence. Engaging and collaborative work environment. Opportunity for professional growth and development. A hybrid work schedule. Competitive salary and eligibility for annual firm profitability/individual performance incentive. The starting base salary range for this role is $140,000 - $160,000, commensurate with experience. We are open to negotiating a starting base salary above this range for distinguishing qualifications, such as additional experience, education level, certifications, etc. Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts, pet insurance, and the items listed below. 401(k) plan with match and profit-sharing contribution. Generous paid time off. Paid parental and medical leave.Work Location: 150 South Wacker Drive, Suite 3050, Chicago, IL 60606
Financial Analyst - Revenue Accounting, Private Equity Practice
Alvarez & Marsal Private Equity Performance Improvement Group, LLC, Chicago
Description Job Description The Financial Analyst - Revenue Accountant will oversee all billing and collections processes for the Private Equity Performance Improvement Practice on a daily basis. They will coordinate across our Sub Business Units (e.g. Commercial Operations, CFO Services, Merger and Acquisition Services) as well as our Corporate Finance department to ensure invoice accuracy, regular / timely billing cycles, and appropriate allocation of cash collections. Responsibilities will include preparing / processing of complex invoices, monitoring our working capital (WIP and A/R) for any risk / anomalies, and assisting projects teams with self-service invoicing as needed. Proactive identification and communication of billing-related issues will be an important function of the Financial Analyst - Revenue Accountant. This role requires a high degree of organization, detail orientation, the ability to easily multi-task and work independently as well as comfort interfacing with all levels of internal management, staff, and at times external clients. Key Responsibilities: Billing Ensures timely and accurate preparation of client invoices.Process client bills in our Self-Service Invoice platform (Unit4)Provide direction on reporting and unique billing situationsBuild relationships with functional leaders within the firm including Finance, Legal, and ConflictsParticipate in preparation of reports as requested by managementImplement firm billing and collections standards, policies and programs to support the billing functionDevelop a client service-focused approach with the utmost commitment to professional excellenceUpdate digital records associated with client database as needed by professionalsSupport professionals with ad hoc requests, e.g. W-9, wiring information and rate cards Collections and Applications Effectively manage aging reports and help assess risk with input from Managing DirectorsProvide direction on difficult collection situations in consultation with the Finance teamAudit Working Capital Reports to determine reserves for uncollectable A/R and unbillable WIP in preparation for GAAP financial statementsPartner with Corporate Finance team to ensure that collections have been applied appropriately to project codes, including lead working credit and referral credit allocation Qualifications (Experience, Knowledge, Skills & Abilities): Bachelors Degree required, in accounting, finance or related field preferred3-5 years of professional services billing experience preferred Expert skills in MS Office (i.e. MS Word, Excel, PowerPoint, Teams) Excellent oral and written communication skills, including the ability to communicate potentially detailed and complex information to others.Strategic mindset with the ability to anticipate and proactively address conflict, questions, and concerns in a transparent, concise, and influential wayAptitude and willingness to work with complex proceduresStrong organizational skills and attention to detailAbility to manage multiple priorities and adjust to changing priorities in a professional mannerAbility to work independently and with a teamWillingness and ability to assume new tasks and responsibilities #LI-LS1