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Investment Accountant Salary in Chicago, IL

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Restructuring Senior Associate
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Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.Assess the quality of the target companys reported earnings, net assets and cash flows.After an investigative analysis, assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such findings should be incorporated into the clients valuation and sale, purchase agreement and provide other negotiating pointsParticipate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.Be actively involved in building and maintaining client relationships and other business development opportunities. 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Senior Associate - Transaction Advisory/Financial Due Diligence
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DescriptionAbout A&MCompanies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.With over 9,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&M's restructuring heritage to help companies act decisively, catapult growth and accelerate results. 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TAG professionals actively engage in assessing a target's quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.What will you be doing?As a Senior Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will gain exposure to our integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. 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Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.Assess the quality of the target company's reported earnings, net assets and cash flows.After an investigative analysis, assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such findings should be incorporated into the client's valuation and sale, purchase agreement and provide other negotiating pointsParticipate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.Be actively involved in building and maintaining client relationships and other business development opportunities. Who will you be working with? We are not a typical consulting firm. We are a group of entrepreneurial accounting professionals who embody the A&M Core Values - integrity, quality, objectivity, fun, personal reward, and inclusive diversity while delivering a tailored and scalable approach to working with private equity, hedge fund, and corporate clients. We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure. How will you grow and be supported? As a demonstration of A&M's strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. Click here to learn about our commitment to your well-being. 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Please ask your recruiter for details.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.#LI-JL1
Investment Vice President - PGIM Real Estate (Chicago or New York City)
Prudential Ins Co of America, Chicago
Job Classification:Investment Management - InvestmentsInvestment Vice President – PGIM Real Estate (Chicago or New York City)A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTUREAs the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers!  If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today. At PGIM, You Can! What you can expectThe U.S. Debt Fund Transaction team is seeking an Investment Vice President who will be responsible for:Assisting with initial deal selectionLoan structuring and the negotiation processUnderwritingPreparing investment committee memos for new core-plus debt investmentsInteract with PGIM portfolio managers, originators, borrowers, intermediaries and industry peersTypical investments include whole loans and mezzanine loans secured by various property types (multifamily, industrial, etc.) across the US. The successful candidate will gain exposure to key decision makers within PGIM RE and assist with the training and development of a team of investment analysts who will provide day-to-day support. Ideally this position will be based in Chicago or New York, with a hybrid in-office work arrangement.What you will bringBachelor’s degree, required, with a preferred focus in Finance, Real Estate, or arelated discipline.7 plus years commercial real estate work experience, required. Prior experience in commercial real estate finance, brokerage, or acquisitions is also required.A strong understanding of DCF modeling, required.Quantitative skills and demonstrated analytical ability; including knowledge of Excel and Argus Enterprise.Excellent organizational skills and attention to detail with ability to manage multiple projects simultaneously.Strong written, oral communication, and interpersonal skills.Willingness to travel occasionally, required.*PGIM welcomes all applicants, even if you don’t meet every requirement. 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The salary range for this role is from $150,000 to $175,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.About PGIM Real Estate GroupPGIM Real Estate is one of the largest real estate managers in the world with more than $180 billion in gross assets under management and administration.  It strives to deliver exceptional outcomes for investors and borrowers through a range of real estate equity and debt solutions across the risk-return spectrum. PGIM’s scope of insights, rigorous risk management and seamless execution are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing and the deep local expertise of professionals in 32 cities globally.  PGIM Real Estate Agricultural Finance is one of the largest agricultural investment managers with over $10.5 billion in debt and equity investments.  PGIM Agricultural Finance, the debt side of the business, represents approximately $8.5 billion of the total and invests on behalf of its affiliate and third-party institutional investors. About PGIM – Global Asset ManagementPGIM is the global asset management business of Prudential Financial, Inc. (NYSE: PRU), a leading global investment manager with nearly US$1.27 trillion in assets under management as of June 30th, 2023 With offices in 18 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives.With a history dating back 145 years, and experience through more than 30 market cycles, PGIM takes a long-term view, not only in our investment philosophy, but also in how we develop our talent. We want to see our employees excel from their first day with the firm and throughout their tenure with PGIM. We will inspire you, support you, and help you reach your greatest personal and professional aspirations. If PGIM sounds like the place for you, join us. For more information about PGIM, visit PGIM.com.Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.Our Commitment to Diversity, Equity, and InclusionPrudential Financial, Inc. is focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law. The Prudential Insurance Company of America, Newark, NJ and its affiliates.Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at [email protected] for more information about doing business with Prudential.PEOPLE WITH DISABILITIES:If you need an accommodation to complete the application process, which may include an assessment, please email [email protected] note that the above email is solely for individuals with disabilities requesting an accommodation.  If you are experiencing a technical issue with your application or an assessment, please email [email protected] to request assistance.
Senior Associate, Forensic Investigations & Disputes
Secretariat Advisors LLC, Chicago
Job Description: ABOUT THE FIRM Secretariat professionals are trusted in the highest-stakes legal, risk, and regulatory matters around the world.When you join Secretariat, you become part of a rapidly growing elite team of bright minds and passionate problem-solvers. Your skills and expertise will be utilized on day one - working with the world's most renowned law firms, leading corporations, and influential institutions to answer complex questions that shape critical financial, economic, and strategic business decisions.Our globally integrated teams are united by the ambition, energy, and commitment they bring to every challenge. We inspire and empower an open, collaborative culture that embraces ongoing professional development, recognition, diversity, and - most importantly - you.Make your impact at Secretariat. ABOUT Our Forensic Investigations team As part of our expanding Forensic Investigations team, you will join a select group of the world's foremost experts and advisors. The facts prove it. We are ranked #4 in Global Arbitration Review's prestigious Expert Witness Firm Power Index in 2023, and over 90% of our testifying experts are recognized as leading experts by Who's Who Legal .We are a collaborative team of experienced accountants, economists, PhDs, certified business valuators, investment analysts, and industry specialists - all working together to address the most complex litigation and strategic commercial questions no matter the industry or global location.RESPONSIBILITIES Exceptional analytical skills, solid quantitative training, excellent communication skills, and creativity are the foundation for successful professionals at Secretariat. Successful candidates will join an expanding domestic and international forensic investigators practice. Our Chicago-based group works on large and complex commercial investigation matters involving misappropriations of assets, fraud, post-acquisition disputes, forensic accounting investigations, and a myriad of other domestic and international disputes. These cases will give successful candidates exposure to unique, complex, interesting issues, often integrating audit, finance, accounting, economics, and legal principles. We offer competitive compensation and benefits, and we support the continuing professional development of our employees. Conduct financial, accounting, and industry research Strong understanding of technical accounting (GAAP and IFRS) Analyze accounting, financial and other business records, and report findings to other team members Assist with e-discovery reviews and analysis Assist with the preparation of damages and other forensic accounting reports Assist with the preparation of reports examining the conclusions of other experts Communicate with clients and counsel Prepare for and attend client meetings, hearings, trials and mediations Manage the day-to-day requirements of multiple engagements QUALIFICATIONS Requisite professional designations and work experience: Bachelor's degree in Accounting or similar, from an accredited university or college 4+ years of prior audit experience in Big Four firm Prior investigations experience would be an asset Certified Public Accountant Holder of or pursuing CFF, CFA, CFE, or ABV credentials is a plus Strong writing skills to complement analytics Able to quickly assimilate relevant information in unfamiliar situations and develop creative approaches and solutions necessary to resolve complex problems The ability to manage and prioritize your time and your team's time, potentially against a backdrop of competing deadlines The ability to manage team members, both junior and senior, as well as external stakeholders The ability to work independently whilst knowing which issues and risks need to be highlighted to senior staff, ideally accompanied by suggested viable solutions Excellent analytical and problem resolution abilities Excellent listening, verbal, written, technical, and presentation skills The desire to join in with, and/or lead, auxiliary tasks associated with a growing practice within a rapidly growing firm Highly proficient with Microsoft Office products, particularly Excel and PowerPoint The ability to travel as needed Ability to mentor junior staff Working proficiency in a second non-English language is a plus Requisite professional designations and work experience: Bachelor's degree in Accounting or similar, from an accredited university or college 5 + years of prior experience in the audit practice of a Big Four accounting firm Strong technical accounting and audit skills Some prior experience in forensic investigations would be an assets Certified Public Accountant Salary Range$78,000 - $120,000Secretariat is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Senior Director - Transaction Advisory
Alvarez & Marsal Transaction Advisory Group, LLC, Chicago
DescriptionAbout A&MCompanies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.With over 8,000 people across five continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&Ms restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients whats really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth. Global Transaction Advisory Group (TAG) TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, ESG advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.A&Ms Transaction Advisory Group has an exciting opportunity to join a growing team inNew York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.We are seeking a Senior Director to bring their energy, passion, and expertise to help our clients get the answers they need to the get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. TAG professionals actively engage in assessing a targets quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.What will you be doing?As a Senior Director, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will provide our clients with an integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.Responsibilities will include:Counsel and mentor all levels of employees.Handle personnel matters with employees effectively, including but not limited to difficult career counseling situations.Effectively lead the team in conversations with clients and lenders.Manage and prioritize engagements and responsibilities appropriately.Effectively handles all relationship matters with clients, with limited Managing Director involvement.Manage multiple chargeable and non-chargeable projects of varying size and complexity.Identify potential transaction risks and implement strategies to address risks.Act as a subject matter expert in technical accounting subjects relevant to TAG.Generate a full due diligence report.Lead the Quality of Earnings, P&L and Working Capital analyses.Effectively manage day-to-day client interaction and relationships and continue to emphasize the capabilities of A&M to clients.Manages client relationships and ensure all client needs are met.Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.Help engagement executives in maximizing the value the client is receiving from A&M (i.e., monitors engagement leverage, efficiency of staff, and appropriateness of T&Es billed by all team members).Proactively recruit, train, and develop individuals of all levels for TAG.Engage in training initiatives, including developing and teaching courses as appropriate.Display a core understanding of all TAG services (FDD/ODD) and strive to cross-sell TAG and other A&M services, as opportunities arise.Abides by risk management guidelines and engagement review memo procedures.Gather applicable conflict check information and coordinates with Managing Directors to set up engagement codes and other engagement requirements.Assist Managing Directors and Senior Director in sales and business development efforts.Contribute to sales pursuits y generating new client business and/or adding on business from current client.Expand TAG market share within existing clients and increase non-TAG purchases from A&M at both the fund and portfolio levels.Identify and pursue referrals from existing clients and new client opportunities by attending industry conferences.Appropriately manage engagement risk and potential client or engagement issues. Who will you be working with? We are not a typical consulting firm. We are a group of entrepreneurial accounting professionals who embody the A&M Core Values integrity, quality, objectivity, fun, personal reward, and inclusive diversity while delivering a tailored and scalable approach to working with private equity, hedge fund, and corporate clients. We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure. How will you grow and be supported? As a demonstration of A&Ms strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. Click here to learn about our commitment to your well-being. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Click here to learn more about why A&M is a great place to work. Qualifications: A minimum of 10 years of financial accounting due diligence experience at a top accounting firm Bachelors or Masters degree in Accounting and/or related major Certified Public Accountant (CPA) or in the process of obtaining one Working knowledge of US GAAP, SEC reporting, and purchase accounting High proficiency in Excel and PowerPoint Excellent interpersonal and communication skills including the ability to articulate to senior members of target management, client representatives and colleagues Strong project management skills Flexibility to work as both a team member in a collaborative setting and as an individual contributor Ability to thrive and be effective in fast-paced settings The base salary is $225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. 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.Full-time Positions and Part-time Positions Over 30 hoursRegular 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&Ms 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.#LI-JL1
Associate - Transaction Advisory/Financial Due Diligence
Alvarez & Marsal Transaction Advisory Group, LLC, Chicago
DescriptionAbout A&MCompanies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.With over 9,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&Ms restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients whats really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth. Global Transaction Advisory Group (TAG) TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, ESG advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.A&Ms Transaction Advisory Group has an exciting opportunity to join a growing team inNew York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.We are seeking an Associate to bring their energy, passion, and expertise to help our clients get the answers they need to the get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. TAG professionals actively engage in assessing a targets quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.What will you be doing?As an Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will gain exposure to our integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.Responsibilities include:Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients investment strategy.Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.Assess the quality of the target companys reported earnings, net assets and cash flows.After an investigative analysis, assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such findings should be incorporated into the clients valuation and sale, purchase agreement and provide other negotiating pointsParticipate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.Be actively involved in building and maintaining client relationships and other business development opportunities. Who will you be working with? We are not a typical consulting firm. We are a group of entrepreneurial accounting professionals who embody the A&M Core Values integrity, quality, objectivity, fun, personal reward and inclusive diversity while delivering a tailored and scalable approach to working with private equity, hedge fund, and corporate clients. We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure. How will you grow and be supported? As a demonstration of A&Ms strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. Click here to learn about our commitment to your well-being. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Click here to learn more about why A&M is a great place to work. Qualifications: A minimum of 2-3 years of audit experience at a top accounting firm as well as a preferred minimum 1 year of experience in a financial accounting due diligence group Bachelors or Masters degree in Accounting and/or related major Certified Public Accountant (CPA) or in the process of obtaining one Working knowledge of US GAAP and SEC reporting High proficiency in Excel and PowerPoint Excellent interpersonal and communication skills Strong project management skills Flexibility to work as both a team member and as an individual contributor Ability to thrive and be effective in fast-paced settings The base salary is $100,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. 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.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&Ms 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.#LI-JL1
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
Chief Financial Officer
North Lawndale Employment Network, Chicago
Job DescriptionPosition: Chief Financial Officer Reports to: President &Chief Executive OfficerStatus: Exempt Hours: Full-Time / Minimum of 40 hours per week Hours of Operations: Mon-Fri 8am-5pmOrganizational Description. North Lawndale Employment Network is a comprehensive workforce development agency on Chicago's West Side dedicated to advancing the economic outcomes of the community's residents through innovative employment initiatives, including our social enterprises. In August 2021, North Lawndale Employment Network transitioned to a new campus which features a premier community café for residents and stakeholders. Our Mission. To improve the earning potential of the North Lawndale community through innovative employment initiatives that lead to economic advancement and an improved quality of life for residents.Opportunity. We are seeking a Chief Financial Officer (CFO) to direct the overall accounting and finance strategy for the North Lawndale Employment Network. As an integral part of the Executive Leadership Team, the Chief Financial Officer is responsible for managing the financial operations of the North Lawndale Employment Network and its social enterprise subsidiaries, ensuring the organization's financial health and sustainability. This executive leadership role will oversee all financial reporting, budgeting, forecasting needs, financial analysis, and compliance requirements, and is a key contributor of the company's strategy through oversight of critical projects and initiatives, negotiation and review of contracts, risk management, and due diligence on acquisition and investment activity.Additionally, the CFO manages a HR Manager and a team of accounting and finance professionals, associates, and clerks, to implement the department's goals to include analyzing and structuring compensation (bonus and commissions), budget management, cost benefit analysis, financial reporting, tax compliance, financial and regulatory issues, and sourcing strategic capital and investment. CFO is responsible for delivering an unmodified audit option for each years' independent audit. The CFO is expected to present and fully explain comprehensive financial and accounting reports, including forecasted financial reports, to the Finance Committee and Board of Directors.Key ResponsibilitiesFinancial ManagementDevelop and implement financial strategies that support the organization's mission and goals.Manage and oversee all financial operations, including accounting, budgeting, forecasting, and financial analysis.preparing, and updating of accounting and financial policies and procedures to be compliant with IRS, GAAP, funding sources, and other local, State and Federal financial accounting and reporting standardsand monitoring all reporting activities and highlighting variances for the organization including organizational revenue/expense, balance sheet, financial statements, cash flow projections, funding source reporting, tax filing, accounting ledgers ensuring accuracy and timeliness of financial reportsthe daily financial functions (Accounts Receivable, Accounts Payable, Bank Deposits, Indirect Cost Rate monitoring, P&L reporting, account reconciliation, etc.)Prepare and present monthly financial reports to the President and CEO, Finance Committee, and Board of Directors, providing analysis and recommendations as needed.Ensure compliance with all financial reporting, including audits, and other reporting requirements.Manage relationships with external partners, including banks, auditors, and other not- for-profit and NGO's.and maintain systems of internal controls and risk management procedures to safeguard financial assets of the organization to ensure adequate cash flow to meet the organization's needs.the annual external audit by independent auditors including timely, accurate, and complete delivery of requested schedules, financial statements, documents, and miscellaneous reports, including review of the Federal and State Forms 990.an annual basis, review and revise the Accounting and Financial Management Handbook.the annual process of reviewing and renewing the various business insurance policies.Budgeting and ForecastingPrepares the annual budget planning and coordination with key managers and other stakeholders.Develop, implement, and monitor the North Lawndale Employment Network's Cost Allocation Plan and Indirect Cost Allocation Plansound forecasting assumptions in conjunction with Executive Leadership Team andstrategy implemented to achieve forecasts.the HR Manager in the design, implementation, and timely calculations of wage incentives, commissions, bonus' and salaries for staff.Monitor actual performance against budget and provide regular updates and analysis to the President and CEO, Finance Committee, Board of Directors, and Executive Leadership Team Develop and maintain financial forecasting models that support long-term financial planning and decision-making.Strategic Planning and Leadershipthe strategic vision of the organization by providing solid analysis and sound business judgment as it relates to the financial and accounting operations of the organization.participates in Senior Management meetings by providing strategic input as needed, specifically relating to new program and service opportunities and partnerships.Act as a liaison to the Finance Committee, collaborating with committee members to provide strategic financial guidance and support to the organization.Provide leadership and mentorship to the Finance Team, fostering a culture of continuous improvement and professional development.Collaborate with other senior leaders to develop and implement strategies that support the organization's mission and goals.Board Relations and Reportingmaintains, and presents concise financial reports to effectively communicate thecondition and internal control status to the Finance Committee Board of Directors enabling timely and accurate strategic and tactical decision-making on budget performance, forecasts, and financial risks and opportunities.Collaborate with the President and CEO, Finance Committee, and Board of Directors to develop and implement financial policies and procedures that align with the organization's values and strategic goals.Represent the organization at internal and external events and meetings, providing financial guidance and support as needed.Responsibilities related to HR Departmentwith executive leadership to develop HR strategies aligned with the organization's financial goals.HR Operations and financial oversight to external providers such as payroll and benefits.the development, review, and revision of the Employee Handbook.oversight to the annual group insurance open enrollment process to ensure competitive and cost-effective benefits packages.a comprehensive, complaint, and streamlined process for recruitment, onboarding, performance evaluation, compensation review, disciplinary procedures, and staffing transitions.and implement appropriate systems of internal control over payroll processing.QualificationsProven work experience as a CFO, preferably within a nonprofit organization or governmental agency.Certified Public Accountant (CPA) certification is required.Minimum 5 years of senior financial management experience in the non-profit or governmental sectors of at least $5M in annual revenues.leadership capability and effective team leader who is willing and able to manage, coach and develop positive morale by recognizing and capitalizing on the skills of their staff at all levels.Extensive practical knowledge of accounting, financial reporting, planning, and analysis within the not-for-profit or governmental sector.Demonstrated comprehension of analyzing financial statements, budget documents, variance reports and other financial reports and recommending actions for improvements.Ability to maintain confidentiality, prioritize workload, work well independently under pressure, meet deadlines, and maintain focus and attention to detail in a fluid environment.Advance written and verbal communication skills, and the ability to present financial reports to the Finance Committee and Board of Directors.Maintain current knowledge of current accounting and financial developments, regulations, and laws effecting our industry.Must possess the highest level of integrity, strong analytical skills, quantitative ability, self-motivated,critical thinking skills, strategic planning, and problem-solving abilitiesDeep familiarity/expertise with multiple funding sources, including State/local funding.Experience with working with external auditors, and compliance requirements.Previous experience leading HR processes or team.Commitment to results; incorporating NLEN's core values, beliefs, mission, and vision into daily decisions.