Finance Consultant Jobs in Blue Island, IL

RCP is looking to hire a highly motivated Associate to join our investment team this summer (2025). The individual in this role will participate in all aspects of RCP's investment process, with a focus on underwriting primary, secondary and co-investment opportunities in the Lower Middle Market Buyout space. Working alongside the collaborative team, this person will have the opportunity to make an immediate positive impact on RCPs business while continuing to develop his or her own professional skills. Duties and responsibilities Diligence and execute co-investment transactions, which will entail all aspects of directly investing into the cap table of an operating company, including meeting management teams, assessing industry attractiveness and creating detailed LBO valuation models Underwrite secondary investment opportunities, including top down and bottoms up LBO valuation models for baskets of operating companies Evaluate primary investment opportunities for RCP's fund of funds product and serve as an integral member of the deal team that assesses and underwrites potential commitments. This includes top down-market research, screening and review of data room materials, meeting with fund managers and quantitative and qualitative due diligence on partnerships and companies Prepare investment memos and co-lead RCP investment committee discussions on primary, secondary and co-investment opportunities Train and mentor pool of analysts on investment team Requirements and Qualifications Required Bachelor's degree required - this is a Pre-MBA position 2-3 years of work experience in an industry with private equity exposure (secondaries, co-investment firm, investment banking, credit underwriting, valuation, management consulting, investment management) Advanced modeling and Microsoft Office skills (Excel, PowerPoint, Word) Ability to prioritize and manage his/her workload such that deadlines are consistently met High degree of comfort in a dynamic and fast paced work environment Possess strong attention to detail and the ability to effectively prioritize multiple tasks Analytical, quick thinker with unconventional problem-solving capabilities Excellent time management, project planning, and organizational skills Outstanding communication skills, both written and verbal, with demonstrated ability to develop materials and effectively present to and persuade executive audiences Dynamic relationship building and partnership skills; a strong teammate with experience leading initiatives across multiple departments Must have the ability to interact with a variety of individuals (employees at all levels, clients, vendors), along with the ability to work independently are required Benefit & Compensation Insurance services including medical, dental and vision plans. Company and employees pay premiums. 401k with a company safe harbor contribution for all eligible employees Short- and long-term disability Voluntary life, AD&D, voluntary accident insurance, voluntary critical illness and voluntary hospital indemnity Employee Assistance Program Pre-tax commuter benefit program Transit and cell phone stipend 12 paid holidays Unlimited time off for vacation, sick and personal time Paid Parental leave Compensation range for this role is $115,000 - $160,000 If you believe you would be a good fit for this position, please send your resume to ***********************. Thank you in advance for your consideration. About RCP Advisors Founded in 2001, RCP Advisors is a private equity investment firm headquartered in Chicago that provides access to lower middle market private equity fund managers through primary funds-of-funds, secondary funds, and co-investment funds. Additionally, the firm provides advisory and investment research services. The duties and responsibilities described above are not comprehensive and additional tasks will be assigned. The scope of the job may change as necessitated by business demands. RCP Advisors is an Equal Opportunity Employer and is committed to providing employees and applicants with an environment free of discrimination and harassment. All employment decisions at RCP Advisors are based on business needs, job requirements, and individual qualifications. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, gender identity, sexual orientation, national origin, family or parental status, veteran or disability status, or any other status protected by the laws or regulations in the locations where we operate. Americans with Disabilities Act (ADA) RCP Advisors will provide reasonable accommodations during the application process upon request as required to comply with applicable laws. If you have a disability and require assistance in this application process, please contact us at ************** or ***********************.

***Chicago/Minneapolis/Detroit Investment Banking Experienced Associate roles*** Our clients are well-established, growing Middle Market Investment Banks looking to add strong M&A Associates & VP's to the firm. -Deal Size: Middle Market (100-300m) -Deal Types: Primarily Sell Side M&A / Some Cap Raises -Competitive Comp. w/ boutique culture -White space to grow / Working closely with Sr. Management & MD's -Generalist in nature w/ segmented industry groups (Tech/TMT, Industrials, Healthcare, Consumer, Business Services) -No RE/Oil & Gas/FIG -Strong deal flow Target Candidate Profiles: -Ideal candidate will have 1+ years of Investment Banking Associate level experience, primarily M&A. Feel free to apply below, if appropriate. Daniel

Does this describe you? ✔ Super nerd for all things finance ✔ You know what “CFP ” means (and have probably researched the pass/fail rate) ✔ You've watched a video on excel formulas until the bitter end ✔ Teamwork makes dreams work ✔ Growth mindset ✔ Your friends and family are tired of you asking if they started their Roth IRA yet ✔ Following-through is never just an *option ✔ 12 different financial planning software solutions? That's it?! ✔ The last big purchase you made included hours of research - even if it was just a vacuum ✔ If you had the choice, you'd always round to 10 decimals ✔ "Holistic" planning isn't just portfolio management If the answer is yes, then you are exactly what we're looking for! More details about the position: Vantage Point Financial is looking to add a key employee to our Team. We are seeking a Paraplanner / Financial Planner who is ready to help an already thriving company continue to grow. We are looking for hard-working, success/detail-oriented employees with positive energy, who possess great people skills and have a “team player” mentality. If you want to join a Financial Services Firm that leads and empowers its clients, employees, and the community to achieve beyond what they thought possible, this may be a good fit for you! MINIMUM QUALIFICATIONS: 2+ years of Financial Planning experience OR a degree in Financial Planning CRM Software / Database experience (Example: Salesforce, Redtail, Etc.) Proficient and comfortable with digital tools, onboarding, and servicing Financial Planning Software experience (Example: eMoney, Money Guide Pro, RightCapital, Etc.) PREFERRED QUALIFICATIONS: Current CFP or current CFP Candidate In-Process is a plus RightCapital, Holistiplan, Kwanti, and Riskalyze experience is a plus SIE (Securities Industry Essentials) Certification is a plus FINRA Series 65 Securities Licensing (Must be Active & in good standing) is a plus Life & Health Insurance Licensing is a plus ROLE DESCRIPTION: Creating a client-friendly culture of success and growth is at the heart of our business model. Prioritizing client needs and helping to create solutions is an integral part of our culture and at the core of everything we do. As a Financial Planner/Paraplanner you will pursue this mission through the following duties and responsibilities: Preparing financial analyses and financial plans for clients. Assisting with analysis, rebalancing, and administration of client investment portfolios. Conducting investment research, reporting, and analysis. Providing support for processing client service needs. Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience. Develop effective working relationships with Team Members and Internal Departments to provide best-in-class service for clients Participate in client sales & informational events/venues as needed Actively participate in pre and post Client Meeting Support for the Advisor Team Provide thorough, high-quality research, problem-solving and issue resolution Generate various daily, weekly, monthly, and annual reports for Financial Advisor(s) / Office REQUIRED SKILLS: Energetic, positive, motivated, and outgoing Ability to prioritize projects and manage time Organization skills & attention to detail Self-directed initiative and follow through High level of confidence, perseverance, and a desire to succeed in a goal-oriented environment Excellent interpersonal, written, and verbal communication Ability to closely follow office processes & policies related to office operations & client privacy Desire to be part of a Team Environment and to learn through a mentoring relationship Ability to adhere to complex Regulatory and Compliance requirements COMPENSATION: $55,000 - $100,000* (Base Salary + Bonuses / Incentives) *Based on applicable Experience, Certifications, and/or Qualifications* Career growth and advancement opportunities: Ongoing, Specialized Training Medical Coverage + 401k Plan w-Match + Profit Sharing Generous PTO Policy and Paid Holidays Monday-Friday Schedule & Great Work/Life Balance Professional, Fun, Motivating Atmosphere We want to help you reach your full potential! We are looking for hard-working candidates with a passion for Financial Planning and who genuinely enjoy making a difference in people's lives! If you feel you meet this position's requirements, please submit your resume today!

I'm partnered with an Advisory team & we're seeking an Investment Banking Associate to join our Green-focused Investment Bank in Chicago, specializing in renewable energy project finance. The ideal candidate will have experience in debt and tax equity financing, advanced modeling skills, and a deep understanding of renewable energy project economics. Key Responsibilities: Lead financial modeling for renewable energy projects, including debt and tax equity transactions. Support structuring and executing financing solutions for renewable energy projects. Assist with project economics analysis and assess incentive systems. Collaborate with senior bankers on client relationships, presentations, and transaction execution. Non-Negotiable Skills/Experience: 2-5 years of Project Finance experience in renewable energy. Knowledge of renewable project economics and incentive systems (e.g., ITC, PTC). Strong experience in Debt and Tax Equity financing. Advanced financial modeling skills. Desirable (but not essential) Skills/Experience: Exposure to Tax Equity transactions. Experience in origination and relationship management. Involvement in both debt and capital raises for renewable energy projects. Qualifications: Bachelor's degree in Finance, Economics, or related field. CFA, MBA, or equivalent qualifications a plus. 2-5 years experience renewable focused experience

Investment Analyst - Chicago, USA Seize the opportunity to join a dynamic financial team in the heart of Chicago as an Investment Analyst. This role is ideal for those passionate about the hedge fund sector and equipped with a knack for meticulous research and analysis. As an Investment Analyst, you will play a pivotal role in shaping investment strategies and decisions. Key Responsibilities: Cover fundamental SMID cap equities. Monitor fundamental economic, industrial, and corporate developments through analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews. Prepare plans of action for investment based on financial analyses. Present oral and written reports on general economic trends, individual corporations, and entire industries. Required Skills: Research Associate: Ability to conduct deep dive research into market trends, financial statements, and investment opportunities. Hedge Fund Knowledge: Familiarity with hedge fund strategies and portfolio management is crucial for effective analysis and decision-making. Experience: 5-7 years of experience in a similar seat at a hedge fund covering a Long Short strategy. Location: This position is based in the vibrant city of Chicago, Illinois - a major hub for finance professionals offering a stimulating work environment surrounded by some of the best minds in the industry.

Blackford Capital is a Grand Rapids, Michigan-based private equity investment firm that acquires, manages and builds value in lower middle market manufacturing, distribution and consumer product companies. Founded in 2010, Blackford Capital has established a history of value creation for our investors and management teams. About the Role The purpose of the job is to contribute to the evaluation and execution of investment opportunities by supporting the Deal team in conducting due diligence, financial modeling, and market research to identify and assess potential investment prospects. Essential Job Responsibilities Develop and maintain relationships with industry professionals to support deal sourcing efforts. Contribute to the preparation of accurate and relevant information to be shared with the IC, such as, financial evaluation of investment opportunities, material is created in accordance with the required information and is as accurate as possible, assist in following up on questions / requests after each IC meeting, maintain documentation of decisions and requests by IC members. Assist in developing and maintaining financial models to evaluate potential investment opportunities, including financial projections, cash flow analysis, and sensitivity assessments. Collaborate with the VP and Associate in conducting due diligence on target companies, analyzing their financial statements, industry dynamics, competitive landscape, and relevant market trends. Ensure all follow ups from lenders and LPs are answered in a quick and precise manner, maintain updates on financing processes (mainly debt side), work with the VP to lead lender discussions, and conduct and provide ad-hoc analysis as required. Ensure all closing documents are secured and stored in our repository, work with the management teams to manage post-closing initiatives and work as the liaison between the management team and BFC, work with the management teams to conduct weekly progress meetings, board meetings and other activities for value creation. Qualifications Bachelor's Degree Required Experience 1 - 3 years' experience in Private Equity, investment banking or M&A, exposure to manufacturing industry preferred Preferred Skills Highly analytical; extensive financial modeling skills and experience in Excel Previous successful transaction experience on either the buy or sell side Knowledge of business growth strategy and the risk/return characteristics of private equity investment opportunities Previous M&A transaction experience on either the buy or sell side Extremely organized Strong interpersonal and communication skills Clear, concise writing skills Self-directed, self-motivated, hard-working, strong initiative Ability to be adaptable in a fast-paced, ambiguous working environment Willingness to work long hours when required Pay range and compensation package Competitive compensation based on experience 401k plan with employer match Extensive PTO Program Parking provided Employer provided health, dental, and vision insurance with 90% employer covered premium Equal Opportunity Statement Blackford Capital is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristics protected by law.

*Please only respond to this advertisement if you have at least 1 year of previous experience working at an investment bank, valuation firm, commercial bank (or similar position) with extensive financial modeling experience. No recruiter calls will be accepted. A leading middle-market investment bank based in Chicago is currently seeking to hire an experienced investment banking analyst. This opportunity is open in locations nationwide. We offer our analysts the opportunity to gain extensive experience across multiple industries and transaction types including mergers & acquisitions, financings, restructuring and valuations. Analysts work on small deal teams and interface directly with senior-level bankers, client executives, private equity firms and other investors. The investment banking analyst program is a highly competitive two to three-year program and analysts who perform well have the opportunity to remain with the firm as an associate. Location: Nationwide Responsibilities: Play a key role in creating pitches as well as transaction-related marketing documents (e.g., confidential information memorandum, management presentations, etc.) Primary responsibilities include modeling (valuation, merger, company projections, analyzing large data sets), research, analyzing and summarizing industry and company dynamics, compiling potential buyer/investor lists, etc. Interact with clients, potential buyers and investors Assist with all aspects of business development Contribute to periodic newsletters and industry pieces Skills: Strong financial modeling skills Strong accounting and financial statement analysis skills Excellent communication skills, both written and verbal Strong analytical and problem-solving skills Detail-oriented Strong work ethic Team player who works well within a small team environment but shows independence and resourcefulness in executing tasks Advanced Microsoft Office skills, including Excel, PowerPoint and Word Candidate ideally possesses a Series 79 and Series 63 license Background Preferences: At least one year of experience working at an investment bank, valuation firm, commercial bank (or similar position) with extensive financial modeling experience Strong undergraduate and graduate academic performance Undergraduate degree in finance, accounting, business or economics is preferred

Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: Build a client base and develop knowledge of Bankers Life financial products and market trends Develop yourself with our award-winning training and mentorship network Present clients with financial solutions and drive them to action Take ownership of your business and build a team The ideal candidate will have: Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP ) High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client services, or client-facing roles Excellent time-management skills Desire for continuous learning What we offer: Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP Inclusive culture, career long mentorship, and the support of an established office structure Progressive advancement opportunities Flexible hybrid schedule once you complete your agent training Sales leads, marketing tools and leading technology Uncapped earnings Passive income opportunities and bonus programs Retirement savings program and more Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

About the Company: Our client is a dynamic financial services firm in Chicago, dedicated to providing tailored financial strategies to individuals and businesses. Position Overview: Our client seeks a detail-driven Financial Planner to develop and execute customized financial plans while supporting advisors and firm leadership. The ideal candidate has a strong background in financial planning, risk analysis, and insurance solutions, with a CFP or CFA preferred. Key Responsibilities Financial Planning & Analysis: Develop comprehensive financial plans covering wealth management, retirement, tax strategies, and risk mitigation. Conduct cash flow projections, insurance needs assessments, and portfolio reviews. Recommend risk management and insurance solutions. Prepare financial reports and presentations for client meetings. Plan Implementation & Monitoring: Coordinate plan execution with advisors and external professionals. Review financial plans regularly to align with clients' evolving goals. Monitor risk and insurance strategies, recommending adjustments as needed. Research & Strategy Development: Stay current on industry trends, tax laws, and financial strategies. Research advanced planning solutions for high-net-worth clients. Serve as a resource for advisors on financial planning best practices. Collaboration & Support: Assist advisors in client meeting preparation with reports and strategic insights. Provide internal training on financial planning and insurance solutions. Work with vendors and providers to implement client solutions. Qualifications: 5+ years of experience in financial planning or wealth management. CFP, CFA, or relevant certification preferred. Strong financial analysis, risk assessment, and insurance planning skills. Experience with high-net-worth clients is a plus. Proficiency in financial planning software and Microsoft Office. What Our Client Offers: Competitive salary and benefits package. A collaborative and growth-oriented work environment. Professional development and career advancement opportunities.

Are you looking to grow and be part of a successful team? Are you driven, self-motivated, and customer-focused? Lakeshore Financial Group is expanding its team in Chicago and is looking for individuals interested in partnering with our business. We are looking for professionals who are not getting what they want out of their current job, whether that is income, schedule flexibility, or the feeling of making an impact in the world. If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior client service and expertise, then this could be a perfect opportunity! As a Financial Advisor at Lakeshore Financial Group, you'll build lasting relationships with your clients and help them achieve their financial goals. And you'll help solidify your own future, too. This career offers flexibility at a company where hard work is valued and rewarded. If you are the right person for this opportunity, you will be ambitious, entrepreneurial-minded, self-motivated, and committed to cultivating and nurturing long-term client relationships, while building equity in your own business. Exceptional income potential: what you earn is directly related to your sales results and the relationships you develop with your clients. Financial representatives are compensated through commissions, renewals, and bonuses. Please note that while the salary range listed is average for a first-year advisor, the potential earnings for the role are unlimited. Must Haves: Entrepreneurial drive and a hunger to expand your practice within a supportive framework Exceptional communication and interpersonal skills Nice-to-Haves: Life & Health Insurance License Series 7, Series 66, and SIE Registrations Experience as a financial advisor or wealth management professional. Proven track record of cultivating client relationships, understanding financial objectives, and devising effective strategies. Join our team and build a rewarding career!

Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. Job Description As a Thrivent Financial advisor, you'll: · Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. · Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. · Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. · Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. · Have the flexibility to control your schedule, allowing for work-life balance. · Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. · Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: · Self-disciplined, independent and driven to succeed. · Motivated by helping others and seeing them achieve their goals. · A natural coach or guide with strong interpersonal skills. · Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements · Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. · Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. · Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: · Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive, recurring revenue streams, and dedicated planning fees for those who qualify. · Medical, dental, vision, disability and accidental death and dismemberment insurance. · Pension, 401(k) and retiree medical plans. · Ongoing support, training and opportunity for professional growth as you build your business. · Well-being programs to help you manage your physical, emotional and financial health. · Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. · Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.

As a Financial advisor, you'll: Provide personal, actionable and achievable advice and connect clients to insurance, investment, banking and generosity programs. Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and firm's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.

Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Financial Advisor for their High Net-worth Private Client practice in the vibrant city of Chicago - this is an ongoing brief, as our client continues to expand. This is a salaried position plus commission based on new revenue generation. Your Role As a Financial Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being. Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career. What We're Looking For We are seeking ambitious, client-focused professionals with a strong background in: Experience: 5-10 years of proven success in sales, business development, and relationship management. Network: An established network of High Net-worth clients or prospects, with the ability to cultivate new connections. Skills: Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets. Character: A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed. Why Join This Opportunity? Prestigious Platform: Work with a globally respected wealth management institution known for its excellence in serving high-net-worth clients. Client Impact: Play a pivotal role in helping clients achieve financial freedom and security by delivering tailored wealth solutions. Comprehensive Support: Receive world-class training, mentoring, and resources to excel in your role and grow your career. Dynamic Location: Thrive in the vibrant financial hub of Los Angeles, engaging with a diverse and affluent clientele. If you're a motivated professional with a proven ability to build lasting relationships and deliver value to high-net-worth clients, this is your chance to advance your career with a global leader. Apply now and take the next step in your professional journey!

Financial Representatives at Northwestern Mutual (Chicago (River North), Downers Grove, Naperville, Schaumburg and Barrington) help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Representative: Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation & Benefits Commission structure to support early development Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in sales, athletics, military, client services, or client-facing roles Excellent time-management skills Desire for continuous learning Legal authorization to work in the US without sponsorship Are you ready to change your life and the lives of your clients? Apply now!

Job Title: Financial Analyst Pay Rate: $50/hr Job Responsibilities: Collaborate with leadership and budget owners to provide insights on trends, aiding stakeholders in decision-making. Present findings to all management levels. Gather, analyze, and communicate key performance metrics from detail to summary level. Identify risks and recommend process improvements, leading or assisting in implementation. Create and manage complex financial models, benefit determination, and forecasting to support business operations. Review and build financial models for cost structure and funding processes. Analyze cost-saving opportunities and assess program success. Develop quarterly IT capital and core budget forecasts. Maintain knowledge of IT asset tracking, ensuring accurate asset transfers and records. Support key sourcing strategies by developing financial models, crafting recommendations, and leading discussions to achieve business objectives. Ensure compliance with HIPAA, Diversity Principles, Corporate Integrity, and other policies. Maintain confidentiality. Perform other duties and ad hoc analysis as needed. Develop automated reporting and forecasting tools for efficient data use. Required Job Qualifications: Bachelor Degree in Accounting, Business, Economics or Finance and 5 years business experience in corporate financial reporting and budgeting Knowledge of tools/applications used within Internal Operations (i.e. Blue View, Center View, Workforce Tools, PeopleSoft, Ariba, ITAM, ISAM, Clarity, eBudget) and experience with at least one tool or comparable Experience in SSD or ITG budget preparation. Experience in merger and acquisition activities requiring due diligence performance. Customer service skills including managing customers expectations and/or vendor relationships. Clear and concise written and verbal communication skills. Presentation, interpersonal, organizational, and analytical skills. PC proficiency to include Word, Excel, MS Access, PowerPoint and Lotus Notes. Preferred Job Qualifications: Experience with financial modeling Experience with complex financial modeling (i.e. IT, health care claims, and/or call center). Knowledge of strategic sourcing principles and best practices Knowledge of IT hardware/software assets which include software licenses and maintenance costs Experience with business/financial models/business cases and forecasting Knowledge of IT cost structure used to provide in depth analysis around project costs (hardware, software, contract labor, absorbed labor and core budget costs) Knowledge of contractual language and structure used to conduct in depth analysis and supplier governance. One year of coaching or mentoring experience

Fortune Brands Innovations, Inc. is an industry-leading innovation company focused on creating smarter, safer and more beautiful homes and improving lives. Our driving purpose is that we elevate every life by transforming spaces into havens. We believe our work and our brands can have incredibly positive impacts for not just our business and shareholders, but for people and the planet, too. When you join Fortune Brands, you become part of a high-performing team who are empowered to think big, learn fast and make bold decisions. We support an inclusive and diverse culture where everyone is encouraged and empowered to be their authentic selves, and where our differences and unique perspectives are a key strength. Work Environment & Location Hybrid Work Model - In-office collaboration Tuesday - Thursday Location: Deerfield, Illinois Job Description We are seeking Finance Professional at multiple levels (Finance Analyst, Senior Finance Analyst, Lead Finance Analyst) to join our team in a highly collaborative and supportive environment. These roles provide financial guidance through thoughtful analysis, shared insights, and cooperative problem-solving, helping teams feel empowered and confident in their decisions. Each role is a vital part of our finance community, with a focus on building trust, nurturing relationships, and fostering teamwork across corporate, business-specific, and operations functions. As you grow within the role, you will have more opportunities to mentor, support, and guide others, ensuring financial strategies align with our shared vision for success. We value individuals who can Think Fast by making insightful, data-driven decisions with agility, Work it Together by fostering a culture of collaboration and inclusivity, and Make the Hard Call by balancing compassion with decisiveness when it matters most. Key Responsibilities by Level: Finance Analyst (2-5 years' experience) Build strong connections with teams to provide financial insights that foster shared understanding. Track sales and financial performance, offering clear and thoughtful analysis to support informed decision-making. Help teams feel supported by assisting in budgeting, forecasting, and month-end close processes. Think Fast by analyzing trends and identifying financial insights in a timely and effective manner. Work it Together by ensuring transparency in financial reporting, making sure teams have the information they need. Make the Hard Call by providing data-backed recommendations that support growth and stability. Senior Finance Analyst (Mid-Level, 5-7+ years' experience) Serve as a trusted financial partner, offering guidance that supports shared success and inclusivity. Conduct meaningful financial analysis, ensuring teams feel informed, confident, and empowered in key decisions. Partner with sales, operations, and corporate finance to identify financial opportunities and risks with compassion and clarity. Think Fast by quickly identifying financial risks and opportunities to drive strategic growth. Work it Together by facilitating collaboration between cross-functional teams, ensuring alignment in financial goals. Make the Hard Call by evaluating and recommending cost-saving initiatives, pricing changes, and investment decisions. Lead Finance Analyst (Advanced-Level, 8+ years' experience) Act as a financial leader and mentor, nurturing the next generation of finance professionals. Guide teams through financial strategy discussions with a focus on trust, clarity, and shared vision. Provide executive leadership with financial insights in a way that invites collaboration and understanding. Think Fast by anticipating market changes, leveraging insights to keep the business ahead of challenges. Work it Together by mentoring team members, bringing leadership together on key strategic financial decisions. Make the Hard Call by balancing long-term business sustainability with necessary financial trade-offs. Qualifications All Levels: Bachelor's Degree in Finance, Accounting, or related field. Proficiency in Microsoft Excel (financial modeling, variance analysis, reporting). Compassionate and collaborative approach to problem-solving. Ability to communicate complex financial information in an inclusive and engaging way. Manufacturing experience preferred. Senior and Lead Levels: Experience with ERP systems (Oracle, SAP) and data visualization tools (Tableau, Power BI, SQL). Experience with budgeting, forecasting, and strategic financial planning. Ability to foster trust and build strong interpersonal connections with leadership teams. Passion for mentorship and sharing knowledge with colleagues. Lead Level Only: Experience leading financial strategy discussions with senior leadership. Strong commitment to supporting, coaching, and guiding junior finance team members. Ability to cultivate an inclusive and nurturing team culture. Functions: financial planning & analysis (FP&A), corporate finance, cost accounting, revenue and pricing strategy, financial reporting, compliance, business partnering, budgeting and forecasting, operational finance, investment and capital management, risk management, and mergers & acquisitions (M&A). ADDITIONAL INFORMATION: Fortune Brands believes in fair and equitable pay. A reasonable estimate of the base salary range for this role is $80,000 USD - $113,000 USD based on experience. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need, and location. In addition to base salary, employees will participate in either an annual bonus plan based on company and individual performance, or a role-based sales incentive plan. At Fortune Brands Innovations, we support the overall health and wellness of our associates by offering comprehensive, competitive benefits that prioritize all aspects of wellbeing and provide flexibility for our teammates' unique needs. This includes robust health plans, a market-leading 401(k) program with a company contribution, product discounts, flexible time off benefits (including half-day summer Fridays per policy), inclusive fertility/adoption benefits, and more. We offer numerous ERGs (Employee Resource Groups) to support inclusivity and our associates' feeling of belonging at work. Fortune Brands Innovation (FBIN) is built on industry-leading brands and innovation within our operating segments: water, outdoors and security. We have an impressive track record of strong financial results, market outperformance and growth, which translates into career and professional growth opportunities for associates. Please visit our website at fbin.com to learn more. Equal Employment Opportunity FBIN is an equal opportunity employer. FBIN evaluates qualified applicants without regard to race, color, religion, sex, gender identity or expression, national origin, ancestry, age, disability/handicap status, marital status, protected veteran status, sexual orientation, gen etic history or information, or any other legally protected characteristic. We are committed to a diverse and inclusive workplace and encourage applicants from all backgrounds to apply. To support our efforts, we invite you to voluntarily share your gender, ethnicity, and veteran status. This information is confidential and helps us ensure an inclusive hiring process and improve our diversity initiatives. Reasonable Accommodations FBIN is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application or interview process, please contact us at *********************** and let us know the nature of your request along with your contact information. This job has been posted by IgnyteAI on behalf of Fortune Brands Innovations. IgnyteAI is committed to the fundamental principle of equal opportunity and equal treatment for every prospective and current employee. It is the policy of IgnyteAI not to discriminate based on race, color, national or ethnic origin, ancestry, age, religion, creed, disability, sex and gender, sexual orientation, gender identity and/or expression, military or veteran status, or any other characteristic protected under applicable federal, state or local law.

Korn Ferry has partnered with our client on their search for the role, Financial Analyst/Sr. Financial Analyst - Accounting & Treasury. Our client is currently seeking a Sr. Financial Analyst to join our Accounting & Treasury team! Here's what makes this team awesome: Our client are working to automate and streamline the accounting & treasury procedures by leveraging our state-of-the-art D365 system and corresponding analytic platform including Power BI reporting capabilities. They aim to tell the story of the business through numbers by preparing monthly financial bridge analyses that provide insights into the business. They work functionally across the organization to understand the pulse of the business, identify internal controls that can be strengthened, and incorporate that knowledge into the preparation of the financial results and cash forecasting. What you'll do day to day: Prepare monthly consolidated bank reporting including borrowing base calculations and fixed charged coverage calculations Prepare weekly consolidated cash forecasting models and provide commentary around the weekly changes Drive accounting process automation projects Identify bottlenecks within the accounting department and create dashboards or new reports to improve efficiency Develop exception reporting to improve internal controls Perform gross margin and other analyses for the monthly financial bridge reporting Develop predictive financial metrics to assist in the management of the business What we're looking for (Key Performance Objectives): Streamline the fixed charge coverage calculation model within the first 3 months Prioritize and develop a timeline for automation projects (including but not limited to royalty reporting and monthly financial support schedules) within the first 3 months Automate the borrowing base calculation within the first 4 months Review and recommend improvements to the cash forecasting models (company specific and consolidated) within the first 5 months Develop a methodology for validating customer, vendor, and item setup and implement exception reporting within the first 6 months Requirements/Ideal Attributes: Bachelor's degree in finance or accounting. MBA/CPA a plus. 3 - 5 years of financial analysis and accounting experience. Solid understanding of financial statement construction and GAAP fundamentals. Excellent oral and written communication skills. Strong technical skills in the use of Excel, Power BI, Access or similar analytic tools. Inquisitive Ability to identify and solve problems Ability to work both independently and cross functionally Flexible and able to adapt quickly to changing priorities Eager to learn and grow professionally Our client is a drug-free workplace and an EEO employer. Applications: Interested candidates are invited to submit their resumes to Daniel Massello at *****************************. Compensation $100K-$115K + 3% Bonus SE# 510721432

Responsible for monitoring and reconciliation to ensure data is accurate and compliant with 60+ individual country policies; and company procedures. Also responsible for the successful close-out of activities, ensuring financial, transparency and compliance accuracy of all costs and activity associated with events planned within company or by Third Party Vendors, as required by country specific, federal and state government reporting and regulations. Responsibilities: Ensure compliance with all US and country-specific laws and company policies for interacting with global Healthcare Providers (HCPs), Healthcare Organizations (HCOs), and Patients, as applicable. Ensure correct reporting for all Transfer of Value (TOV) from company to the reportable Health Care Professionals (HCPs) and Teaching Hospitals (HCOs) for US and OUS activity, and support HealthCare Professional Dispute Resolutions. Achieve monthly, quarterly and annual reporting deadlines with accurately reported data. Responsible for implementing and maintaining the effectiveness of the monitoring policies and procedures. Ensure proper documentation is maintained and organization is audit ready. Maintain up-to-date knowledge of Sunshine Act and global transparency reporting requirements in order to assess general data quality issues that may impact ability to report information to the country/state/government agencies. Serve as transparency resource for day-to-day processes and analyse and determine the best course of action for each inquiry/problem. Research and resolve invoice discrepancies and issues, correspond with vendors and respond to inquiries and produce monthly reports. Assist with month end closing and provide supporting documentation for audits. Expert in system of record meeting management and contracting tools. Prepare reports and fulfil information requests from auditors. Track and report LBE on annual department Purchase Orders monthly. Skills: Experience and comfortable with Excel, MS Office products, Outlook. Knowledge of Finance and Accounting practices. Excellent organizational skills, attention to detail, and strong oral and written communications skills. Problem solving skills. Analytical and innovated thinking skills; self-starter. Qualification: Data Entry Skills: emphasis on Excel, Extreme attention to detail and capable of asking insightful questions, Proficient in MS Office skills. Knowledge of finance and accounting practices. Must be flexible, able to adapt to changing business priorities and can multitask and deliver results within timelines. Must have strong interpersonal skills; customer-service oriented. Must be able to work well independently as well as part of a broader team with a strong sense of urgency, personal commitment and ownership over work. About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Recruiter's Details: Name: Rudra Email: *********************************** Internal ID: 25-33299

The Senior FP&A Analyst will be a member of the Financial Planning & Analysis team at SGS International's headquarters in Louisville, KY, reporting to the Director of Financial Planning and Analysis. The position requires knowledge of both Finance and Accounting principles, experience with advanced financial modeling and analysis techniques, understanding of budgeting and forecasting processes, and familiarity with acquisitions. The incumbent will display effective planning and organizational skills, be results oriented, develop effective business relationships, and possess the ability to competently manage multiple priorities. The ideal candidate will display high business acumen and analytical thinking, and demonstrate proficiency with Microsoft Office (particularly Excel and PowerPoint). This position will have no direct reports at this time. **Must be local to the Chicago, IL area for a hybrid schedule. Essential Responsibilities and Accountabilities This position will be responsible for developing and maintaining a wide array of financial models and reports in support of the finance and executive leadership teams, working with the Director FP&A and VP of Finance. Evaluate financial results by analyzing past results, performing variance analysis, identifying trends, and making recommendations for improvements Report on company financial performance and preparing materials for regular leadership reviews Own budget and forecasting process for company, which includes collaboration with global finance and operation partners Provide decision support to management though detailed, thoughtful analysis of financial information and reports Assist FP&A Director, VP Finance and CFO on acquisitions, including due diligence, valuation and integration Support the Finance team on special projects, ad-hoc analyses and requests as needed Recommend and implement system/process improvements to enhance finance function Limited travel may occasionally be required ( Position would be required to go into the office 2-3 times a week, either Louisville or Chicago Competency Requirements Highly driven, self-motivated and willing to take initiative Strong financial background and demonstrated ability to perform financial analyses and modeling Ability to manage ambiguity, “figure it out” and own a process through to completion Must be a team player capable of interacting with all levels of employees and senior management Strong interpersonal skills and ability to convey information concisely in writing and verbally at an Executive level Willingness to take the analysis to the next step - not just present the data, but interpret what it means and make recommendations linked to the business “big picture” Ability to understand and frame complex issues in a consolidated and straightforward manner. Ability to define problems, collect data from multiple sources, establish facts and draw valid conclusions. Effectively manage tasks and tight deadlines independently Works independently with minimal supervision Excellent computer skills - MS Excel, MS Word, MS PowerPoint Experience with enterprise planning tools (i.e., Board International) Educational & Experience Minimum Requirements BA in Finance/Accounting or in another quantitative field - MBA/CPA a plus 4-6+ years of experience in a similar finance role Location: Hybrid 2-3x in office Louisville or Chicago Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $70,000 - $80,000 annually. Ultimately, in determining pay, we will consider the successful candidate's location, experience, and other job-related factors. Group benefits currently include a selection of health care plans with prescription drug coverage, dental plan, vision plan, basic and supplemental life insurance, a flexible spending account for medical and dependent care expenses or a health savings account based on plan selection, short/long term disability and 401(k) Savings Plan.