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Financial Associate Salary in Illinois, USA

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Financial Associate
Wintrust Financial Corporation, Chicago
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)    Competitive pay and discretionary or incentive bonus eligibleComprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a fewPromote from within cultureWhy join this team? We employ approximately 300 associates and are responsible for more than $25+ billion of client assetsStrong track record of valuing and investing in existing talent by providing opportunities for growth and advancementWe hold ourselves to the highest standard of service and integrity in the industryWe have a strong reputation for quality service and impeccable ethicsWhat You Will DoFinancial Associate will support one Financial Advisor who covers multiple Wintrust Bank locations throughout Chicago's North/Northwest neighborhoods. The primary location will be Ravenswood.Self-motivated team player who will oversee and ensure timely and accurate distribution of all deliverables and is able to work independently.Help in delivering client investment solutions by providing a full complement of administrative support, sales support, customer service, and other related resources to your financial advisors and clientsFacilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, generate various performance and activity reports, along with other operational activities.Schedule and manage client reviews.  Prep Financial Advisor for client review meetings, including preparing presentations and updating client profiles.  Enter and maintain CRM notes as directed.Ensure the Financial Advisor is compliant in following all processes and procedures; maintain clean and up-to-date compliance files. Order supplies, keep marketing materials up to date, and keep the office running smoothly. Work to deepen and enhance inter-company relationships. Manage banker referral flow activity for team in Salesforce system. Cultivate a service environment targeted towards enhancing the client experience.Participate in monthly Financial Associate calls/meetings.Handle various client communications and mailings, including monthly newsletters, birthday cards, Christmas cards, etc.Qualifications3+ years of relevant experience in the financial industry and customer service experience strongly preferredWorking knowledge of Microsoft Word, Excel, and Outlook;  knowledge of Salesforce desirableFINRA Series 7 and 66 licenses and Illinois Insurance License preferred, but not required to startRelationship management skillsA thorough understanding of a client service environmentE.O.EFrom our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
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&M's 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 what's 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&M's Transaction Advisory Group has an exciting opportunity to join a growing team in New 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 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 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 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. 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 Bachelor's or Master's 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&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
Associate Director, Accounting & Reimbursement, MSP
UIC, Chicago, IL, US
Job Summary:This position directs a team of finance/accounting professionals driving financial reporting and strategic planning processes for the UIC MSP. The MSP prepares financial statements, including clinical patient revenue & related contractual allowances, for the Clinical Departments, the regional campuses of Rockford and Peoria, the Dean’s office and MSP related entities/groups on a monthly basis. The Associate Director leads the monthly and annual reporting, reviewing, and analysis of patient profee revenue, as well as coordinates related annual audits, both internal and external. Responsible for monthly account entries related to the financial closes, review and analysis of reported data, and coordination with EPIC reports. Coordination of all components related to the publication of the Monthly Operating Review (MOR) for the MSP is an essential component of this role.Job Responsibilities:Accounting of patient revenue• Coordinate all components of the monthly revenue activity related to patient clinical revenue• Manage and coordinate preparation and responsiveness for corresponding compliance audits that occur, whether for internal or external audits, related to patient revenue.• Benchmark accounting and reimbursement performance versus peers, and recommend policies and procedures for superior financial results.Reimbursement reporting and analysis• Coordinate the monthly computation of contractual allowances and bad debt for the net patient revenue reporting.• Analyze and apply the zero-based AR reporting from EPIC to ensure contractual allowances are accurate and appropriate representation of accrued net patient revenue.• Full responsibility for the generating of the Monthly Operating Revenue (MOR) packet, synopsizing MSP financial & reimbursement activity for Leadership.• Supports, trains, and assists Finance Director in the management of accounting team, as well as process improvement initiatives, including the preparation and updating process/procedure manuals.• Work and consult with colleges, schools and administrative units regarding accounting & reimbursement needs, apply judgment and analytical techniques to evaluate appropriate distributions of revenue, contractual and bad debt allowances and other expenses.• Reconcile patient accounts receivables.• Analyze and monitor Medicaid Supplemental Payments (Enhanced Medicaid Dollars) for appropriate distribution and adjustment of accrued.• Oversee bank reconciliation(s) for all above mentioned entities.• Perform other related duties and participate in special projects as assigned.Job Knowledge, Skills, Education, and Experience:A minimum of a Bachelor's Degree in a related Healthcare field, Business Administration, Finance or Accounting required.A minimum of five years of directly related experience in an institution of higher learning, a campus environment or other complex organization (i.e. education, business, hospital type complex).Healthcare financial experience, particularly in physician services, preferably in Academic setting.Substantial understanding of contractual allowance & bad debt computations for accrual based reserves, utilizing zero-based AR reports, for large ($500+ million) medical groups.Experience preparing monthly financial entries utilizing EPIC output files, report running & data extraction.Proficient with systems: EPIC, Banner software, healthcare banking relationships, University Security applications and related software and other database products, Access, Excel, PowerPoint & Word.Excellent analytical, communication and presentation skills.Must be able to work effectively with all levels of executive management and personnel, both internally and externally, both independently on assigned duties and projects, as well as part of the leadership team.The University of Illinois Chicago is an affirmative action, equal opportunity employer that has a strong institutional commitment to the principle of diversity and is particularly interested in receiving applications from a broad spectrum of people. We are committed to equal employment opportunities regardless of sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.The University of Illinois System is an equal opportunity employer, including but not limited to disability and/or veteran status, and complies with all applicable state and federal employment mandates. Please visit Required Employment Notices and Posters to view our non-discrimination statement and find additional information about required background checks, sexual harassment/misconduct disclosures, COVID-19 vaccination requirement, and employment
Financial Services Associate
Riverpoint Wealth Management, Chicago
Client Service AssociateRiverpoint Wealth Management is a boutique financial planning firm serving high-net-worth clients. We are an independently owned and nationally registered investment advisory (RIA) firm. Riverpoint specializes in comprehensive planning including investments, insurance, taxes, and estate planning. We are looking for a highly motivated, detail oriented individual to join our team.Responsibilities include:Assist Advisors in preparing client materials for meetings.Participate in client meetings.Help generate financial plans and investment reports for clients.Respond to requests by clients for information or services needed.Develop tracking systems for client tasks that need to be completed.Conduct investment research, performance reporting, and monitoring of current investments.Skills & Competencies:Excellent verbal and written communication skills.Customer service oriented/Demonstrate a client-first attitude.Actively work to meet and anticipate the needs of the Advisors and their clients.Assist with all facets of new client onboarding process including opening accounts, client paperwork and online access.Manage client relationship management (CRM) records by maintaining client profiles, information, and activities.Serve as a liaison between client, custodian, investment managers, and any third parties.Troubleshoot client issues.Support the preparation of client presentations and other meeting materials.Work well under pressure and time constraints.Work independently to complete tasks in a timely and efficient manner while maintaining accuracy and attention to detail.Be organized, detail-oriented, and able to multitask and prioritize workflow in a changing work environment,Qualifications: Bachelor's DegreeMinimum 2 years experience in financial services/investment management industry.CFP® designation preferred or expected to be obtained within 12 months of employment.Proficiency in business correspondence Knowledge of financial planning and investments.Experience with MS Office, CRM software, and Dropbox.Benefits:Competitive compensation based on experience.Benefits included retirement account with matching, 100% paid health insurance for employee, disability insurance, and paid time off.This position is hybrid - remote/downtown Chicago office located on Wacker and Adams 60606.Why Riverpoint Wealth Management?Joining Riverpoint Wealth Management means becoming part of a team dedicated to excellence and personalized client service. We offer a collaborative and supportive work environment where your contributions are valued and your professional growth is encouraged. If you are passionate about financial planning and client service, we invite you to apply and become part of our success story.
Reinsurance Financial Associate
Zurich, Schaumburg
Zurich North America is currently hiring a Reinsurance Financial Associate on the team responsible for the accounting and billing of facultative loss recoveries for Zurich's Group Reinsurance function (a global function). This position will report to the Manager of the Facultative Loss Team. Qualified individuals in the Schaumburg area will be on a hybrid schedule reporting to the Schaumburg North America HQ. Qualified individuals outside of the Schaumburg area will be on a fully remote schedule. You will collaborate with your manager to set a schedule that supports you, your customers, and the team.The Reinsurance Financial Associate position key responsibilities are Facultative Loss reinsurance booking and billing as well as accounting for facultative loss of business. The position also analyzes basic reinsurance contracts, identifies, and codes reinsurance, handles reinsurance claims of low complexity, performs basic to intermediate reinsurance accounting transactions and financial reporting ensuring compliance with terms and conditions of the reinsurance agreements and department standards. Responsibilities: Identify, calculate, record, report and settle premium and loss reinsurance in relation to contract terms and department standards. Includes handling and collection of reinsurance claims of basic to moderate complexity Reconcile basic to moderate detail reinsurance related activity, identify issues, coordinate resolution, and take corrective actions as directed. Update financial and underwriting and/or claim systems, accordingly Prepare and analyze internal and external reports in accordance with regulatory and/or departmental guidelines. Analysis includes reviewing for trends, anomalies, and reconciliation to key data sources Reviewing reinsurance contracts and determining if reinsurance needs to be booked, coding claims, posting receivables Invoicing, attending collections calls, applying cash Lead relationship and communication with internal Zurich business partners and external reinsurance customers within area of responsibility, including timely response to all external inquiries as prescribed by department standards Provide ongoing work-flow status, risk assessment and issue insight to Group Reinsurance management and internal and external stakeholders Responds to basic internal and external audit inquiries and supports on-site reinsurance audits. Documentation of procedures for assigned accounts and tasks Basic Qualifications: Bachelor's degree and no prior experience required in the Reinsurance area OR High School Diploma or Equivalent and 2 or more years of experience in the Reinsurance area Preferred Qualifications: Insurance industry experience Knowledge of reinsurance contracts Knowledge of reinsurance accounting Knowledge of reinsurance claim recoverable process and link to direct claim processing Intermediate level Microsoft Office skills experience (Excel, Word, Outlook, etc) Compensation for roles at Zurich varies depending on a wide array of factors including but not limited to the specific office location, role, skill set, and level of experience. As required by local law, Zurich provides in good faith a reasonable range of compensation for roles. For additional information about our Total Rewards, click here. Other rewards may include short term incentive bonuses and merit increases. Candidates with salary expectations outside of the range are encouraged to apply, and will be considered based on experience, skill, and education. The salary provided is a nationwide market range and has not been adjusted for the applicable geographic differential associated with the location where the position may be filled. The starting salary range for this position is $53,200.00 - $85,600.00.As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time (https://www.zurichna.com/careers/faq). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Schaumburg, AM - Remote Work (US)Remote Working: HybridSchedule: Full TimeEmployment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-MM1
Senior Financial Analyst- Global 2bn- NW Suburbs
Michael Page, Schaumburg
Within this Senior Financial Analyst position, responsibilities include:Providing regional, global, and functional leaders with key operating statistics and variance analysis for budgets, forecasts, and key ratios.Play role of business partner for functional leaders.Generate monthly forecast and business review decks with qualitative comments and insights on driver of performance of specific global functions, highlighting key takeaways.Provide weekly and monthly reports related to order booking, shipments, backlog, margin, and operating expenses.Provide financial support of financial and statistical requirements associated with the company's monthly accounting and forecasting related to specific global functions.Support annual planning summarizing assumptions and financial metric.Strengthening business analytics through utilizing BI and creating specific reports.Assist in the continuous improvement, development, modification, and implementation of financial systems as necessary. This includes learning and using DBS tools.Provide backup on P&L and working capital responsibility reporting.Assist in month-end reporting and forecasting requirements as required.MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.To be considered for this position, candidates will ideally have:Bachelors degree in Accounting OR FinanceMBA/Masters degree would be highly preferred but it not essential2+ years of financial analysis experience/accounting/public accounting experienceManufacturing/distribution industry experience would be highly advantageousExperience with COGS or Inventory is highly advantageousStrong analytical and communication skillsExcellent excel and system capabilities
Associate Sales Consultant - Chicago
Michael Page, Chicago
Working as a Associate Sales Consultant at Michael Page, you will own a role which is varied, stimulating and challenging on a daily basis. This career will further develop your interpersonal and commercial skills, giving you real opportunity for personal and professional growth.As a Associate Sales Consultant:Be responsible for "hunting" new business opportunities and lead generationManage the process from interview through offer stage and close of saleManage your own portfolio of candidates and clients, both existing and newSearch, source, and screen potential candidates, utilizing multiple online resourcesBuild close partnerships with clients and help their business grow by developing and delivering the best solutions for attracting candidatesConduct in-person interviews to thoroughly evaluate candidatesMentor and develop entry level sales consultants across the officeHave an involvement in proposal process by developing and pitching proposalsNegotiate Commercial Terms of business and ratesMPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.Being an industry leader is not easily achieved, so we need the best and brightest professionals who are ready to bring the energy, passion and determination it will take to maintain this reputation.Our ideal candidate will have:MUST have 6+ months of experience in sales or recruitmentExperience with client prospecting / lead generation Has successfully built + maintained strong relationships with a client or candidate base Experience with cold outreach (via calling, email & linkedin)Successful track record with breaking into cold accounts High energy, determination and resilienceResult oriented mindsetProven track record of successStrong desire to be a top performer within a winning team
Financial Associate
Wintrust Financial Corporation, Arlington Heights
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.One of the largest and most established Chicago-based wealth management firms, Wintrust Investments, LLC, seeks a Financial Associate professional to join our sales team to provide sales and administrative support for our Financial Advisor located in Arlington Heights, Illinois.Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)Competitive pay and discretionary or incentive bonus eligibleComprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a fewFamily-friendly work hoursWith 175+ community bank locations, we offer opportunities to grow and develop in your careerPromote from within cultureWhy join this team? We have a culture that encourages an entrepreneurial spiritWe offer multiple opportunities for development and upward mobilityJob Description SummaryAs a Wintrust Wealth Management Financial Associate, you will be supporting our Financial Advisor in the Wintrust Arlington Heights location. What You’ll DoHelp in delivering client investment solutions by providing a full complement of administrative support, sales support, customer service, and other related resources to your financial advisors and clientsFacilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, and generate various performance and activity reports, along with other operational activities.Schedule and manage client reviews.  Prep Financial Advisor for client review meetings, including preparing presentations and updating client profiles.  Enter and maintain CRM notes as directed.Ensure the team is compliant in following all processes and procedures; maintain clean and up-to-date compliance files. Work to deepen and enhance inter-company relationships. Manage banker referral flow activity for the team in the Salesforce system. Cultivate a service environment targeted towards enhancing the client experience Handle various client communications and mailings, including monthly newsletters, birthday cards, Christmas cards, etc.Knowledge/Skills/Background/Experience3+ years of relevant experience in the financial industry and customer service experience strongly preferredWorking knowledge of Microsoft Word, Excel, and Outlook; knowledge of First Clearing system and Salesforce desirableFINRA Series 7 and 66 licenses and Illinois Insurance License requiredRelationship management skillsBenefitsMedical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet InsuranceFrom our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
Associate Director, Financial Aid
The University of Chicago, Chicago
DepartmentBooth Financial AidAbout the DepartmentThe University of Chicago Booth School of Business is the second-oldest business school in the U.S. and second to none when it comes to influencing business education and business practices. Since 1898, the school has produced ideas and leaders that shape the world of business. Their rigorous, discipline-based approach to business education transforms students into confident, effective, respected business leaders prepared to face the toughest challenges. Chicago Booth has the finest set of facilities of any business school in the world. Each of the four campuses (two in Chicago, one in London, and one in Hong Kong) reflects the architectural traditions of its environs while offering a state-of-the-art learning environment. Chicago Booth is proud to claim: -an unmatched faculty. -degree and open enrollment programs offered on three continents. -a global body of nearly 56,000 accomplished alumni. -strong and growing corporate relationships that provide a wealth of lifelong career opportunities. As part of the world-renowned University of Chicago, Chicago Booth shares the University's core values that shape the distinctive intellectual culture. At Booth, they constantly question and test ideas, and seek proof. This extraordinarily effective approach to business leads to new ideas and innovative solutions. Seven of the Booth faculty members have won Nobel Prizes for these ideas - the first business school to achieve this accomplishment.For more information about the University of Chicago Booth School of Business, please visit: http://www.chicagobooth.edu/.Job SummaryThe Associate Director of Financial Aid is primarily responsible for managing the financial aid awarding process for a cohort of students-all three Executive MBA programs as well as both new one-year Masters programs-and will ensure compliance by resolving aid processing errors. Will advise students regarding financial aid processes and eligibility. Collaborates with university IT, the Department of Education, and private lenders to identify and resolve issues preventing loan origination and disbursement. Responsible for entering and maintaining financial aid application materials housed within financial aid software system.ResponsibilitiesOwns and manages the entirety of the financial aid processing lifecycle for the new Masters and Management and Masters in Finance programs.Oversees the processing of all veterans benefits for all benefit-eligible veterans across Booth's degree programs.Evaluates financial aid applications and processes financial aid awards for all three Executive MBA programs, from application to disbursement. Requests appropriate loan documents required for loan processing. Reaches out to students as needed to ensure all documents are submitted. Oversees reconciliation and validation processes, ensuring regulatory compliance of all financial aid awards and rectifying system errors in aid processing. Collaborates with University IT, the Department of Education, and private lenders to identify and resolve issues preventing loan origination and disbursement. Counsels students on financial aid availability, eligibility, application procedures, deadlines and requirements. Troubleshoots undistributed financial aid awards; then makes changes in the financial aid system and/or contact students or staff to inform them of steps required for resolution. Prepares student's records for student loan counseling and repayment information sessions prior to Convocation. Provides detailed information to inquiries about all financial aid programs, as well as explains loan application process and procedures. Enters and maintains financial aid application materials housed within financial aid software system. Prepares loan application files to be evaluated by other members of the financial aid team. Provides superior customer service to all internal and external stakeholders and manages inquiries to the financial aid office on all inbound fronts (e.g., email, phone and in person). Assists students with a range of complex enrollment and billing problems by analyzing possible solutions using standard procedures.Communicates financial aid policies and programs to currently enrolled students with moderate guidance.Performs other related work as needed.Minimum QualificationsEducation:Minimum requirements include a college or university degree in related field.---Work Experience:Minimum requirements include knowledge and skills developed through 5-7 years of work experience in a related job discipline.---Certifications:---Preferred QualificationsEducation:Master's degree.Experience:Experience in financial aid, university administration, or related field.Technical Skills or Knowledge:Demonstrated proficiency using an automated system.Previous experience using an automated financial aid awarding system.Knowledge of federal and state regulations regarding eligibility for federal student financial aid.Demonstrated proficiency with MS Office (Word, Excel, PowerPoint, and Outlook) required, familiarity with Oracle's PeopleSoft program.Preferred CompetenciesApply financial aid regulations objectively and equitably.Adaptability to new processes and technologies.Outstanding verbal, written, and presentation skills, as well as organizational skills.Handle multiple detailed tasks/projects simultaneously with strong attention to detail and meet strict deadlines with frequent interruptions. Work independently with little supervision; possess a self-motivated disposition; identify opportunities for improvement and recommend effective changes, all while achieving key objectives resulting in desired outcomes. Demonstrated ability to work effectively and diplomatically with colleagues, as well as with students, faculty and corporate contacts in a multitude of communication methods i.e., in person, email, phone.Professional demeanor, including tact, discretion, and a customer service-oriented approach.Working ConditionsThis position is currently expected to work a minimum three days per week in the office.Application DocumentsResume/CV (required)Cover Letter (required)When applying, the document(s) MUSTbe uploaded via the My Experience page, in the section titled Application Documents of the application.Job FamilyStudent Affairs & ServicesRole ImpactIndividual ContributorFLSA StatusExemptPay FrequencyMonthlyScheduled Weekly Hours37.5Benefits EligibleYesDrug Test RequiredNoHealth Screen RequiredNoMotor Vehicle Record Inquiry RequiredNoPosting StatementThe University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, national or ethnic origin, age, status as an individual with a disability, military or veteran status, genetic information, or other protected classes under the law. For additional information please see the University's Notice of Nondiscrimination.Staff Job seekers in need of a reasonable accommodation to complete the application process should call 773-702-5800 or submit a request via Applicant Inquiry Form.We seek a diverse pool of applicants who wish to join an academic community that places the highest value on rigorous inquiry and encourages a diversity of perspectives, experiences, groups of individuals, and ideas to inform and stimulate intellectual challenge, engagement, and exchange.All offers of employment are contingent upon a background check that includes a review of conviction history. A conviction does not automatically preclude University employment. Rather, the University considers conviction information on a case-by-case basis and assesses the nature of the offense, the circumstances surrounding it, the proximity in time of the conviction, and its relevance to the position.The University of Chicago's Annual Security & Fire Safety Report (Report) provides information about University offices and programs that provide safety support, crime and fire statistics, emergency response and communications plans, and other policies and information. The Report can be accessed online at:http://securityreport.uchicago.edu.Paper copies of the Report are available, upon request, from the University of Chicago Police Department, 850 E. 61st Street, Chicago, IL 60637.
Associate, Internship, United States
Boston Consulting Group, Chicago
Locations: New York | Boston | Brooklyn | Chicago | Minneapolis | Detroit | Summit | Washington | Philadelphia | Pittsburgh | Atlanta | Miami | Durham | Austin | Dallas | Houston | Nashville | San Francisco | Denver | Los Angeles | San Diego | SeattleWho We AreBoston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact.To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive.What You'll DoWe accept online applications from exceptional business school, engineering, science, law, and humanities students who are nearing completion of their undergraduate or graduate studies. Like our full-time staff, you'll work alongside some of the world's top minds on cases that reshape business, government, and society. Consulting work is varied and rigorous, much of it performed at our client sites. Projects can vary in length, size, and location, depending on the client's challenge. You'll collaborate on challenging projects with team members from many backgrounds and disciplines, increasing your understanding of complex business problems from diverse perspectives and developing new skills and experience to help you in the future, be that at BCG or beyond.Additional infoYou must live within a reasonable commuting distance of your home office. As a member of that office, it is expected you will be in the office as directed. This role puts you on an accelerated path of personal and professional growth and development and so, at times, requires extended working hours. Our work often requires travel to client sites. Therefore, our expectation is that you will obtain a valid driver's license and passport within six months of employment.FOR U.S. APPLICANTS: Boston Consulting Group ("BCG") is an Equal Opportunity/Affirmative Action employer. All qualified applicants will be considered for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.The first year base compensation for this role is:Associate: $110,000 USDIn addition to your base salary, you will also be eligible for an annual discretionary performance bonus and BCG's Profit Sharing and Retirement Fund (PSRF) contribution. BCG also provides a market leading benefits package described below.At BCG, we are committed to offering a comprehensive benefit program that includes everything our employees and their families need to be well and live life to the fullest. We pay the full cost of medical, dental, and vision coverage for employees - and their eligible family members.* That's zero dollars in premiums taken from employee paychecks. All our plans provide best in class coverage:Zero dollar ($0) health insurance premiums for BCG employees, spouses, and childrenLow $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugsDental coverage, including up to $5,000 (USD) in orthodontia benefitsVision insurance with coverage for both glasses and contact lenses annuallyReimbursement for gym memberships and other fitness activitiesFully vested retirement contributions made annually, whether you contribute or notGenerous paid time off including vacation, holidays, and annual office closure between Christmas and New YearsPaid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement*Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage.Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here for more information on E-Verify.