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asset & wealth management, public, finance analyst - wheaton, il Jobs in Chicago

financial planning analyst

Harmer

<div>
 <p>
  Financial Analyst (Remote)
 </p>
 <p>
  <br/>
 </p>
 <p>
  Harmer is partnering with a
  <strong>
   growing, tech-enabled services organization
  </strong>
  to hire a Financial Analyst to join its expanding finance team. This is a high-impact role supporting both finance leadership and operational stakeholders in a dynamic, data-driven environment.
 </p>
 <p>
  <br/>
 </p>
 <p>
  The company operates at the intersection of
  <strong>
   technology, operations, and financial services
  </strong>
  , partnering with large, complex clients across the U.S. This is a fully remote opportunity with strong visibility and room for growth.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Responsibilities
 </p>
 <ul>
  <li>
   Support monthly, quarterly, and ad hoc financial analysis across business units
  </li>
  <li>
   Assist in budgeting, forecasting, and long-range planning processes
  </li>
  <li>
   Analyze financial results vs. plan and provide clear, actionable insights
  </li>
  <li>
   Partner with business leaders to understand performance drivers and trends
  </li>
  <li>
   Prepare reporting packages, variance analysis, and management commentary
  </li>
  <li>
   Contribute to development of financial models and reporting tools
  </li>
  <li>
   Assist with revenue, pricing, and expense analysis as needed
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Qualifications
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Accounting, Finance, or related field
  </li>
  <li>
   2&ndash;5 years of experience, ideally including: Public accounting (audit or transaction services)
   <strong>
    AND
   </strong>
   FP&amp;A or corporate finance experience
  </li>
  <li>
   Strong Excel skills and overall technical aptitude
  </li>
  <li>
   Polished communication skills with ability to interact across teams
  </li>
  <li>
   Detail-oriented with strong analytical mindset
  </li>
  <li>
   CPA or MBA is a plus
  </li>
  <li>
   Experience with financial systems or reporting tools is a plus
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Additional Details
 </p>
 <ul>
  <li>
   Fully remote (U.S.-based only)
  </li>
  <li>
   Streamlined interview process with direct exposure to senior leadership
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Eligibility Requirements
 </p>
 <ul>
  <li>
   Must be authorized to work in the United States without sponsorship now or in the future
  </li>
 </ul>
 <p>
 </p>
</div>


Financial Analyst (Remote)

Heartland Veterinary Partners

<div>More about the Role:
<div>
At Heartland Veterinary Partners, our mission is centered around elevating the lives of veterinarians and their teams. By partnering with Heartland, practice owners unlock a world of operational advantages and economies of scale, all while retaining their clinical autonomy. At Heartland, we go beyond the ordinary to foster an environment that nurtures growth, invests in our employees, and creates pathways for professional development.</div><div></div><div><br>
The Heartland promise doesn't stop at operational brilliance; it extends to encompass non-clinical facets like recruiting &amp; human resources, marketing, procurement, payables management, accounting &amp; finance, and information technology. In essence, we've got every corner covered, so our partners can focus on what truly matters - providing optimal care for their patients. As a dedicated member of our Support Center, you'll have the opportunity to be a part of what makes that happen. Your role will be pivotal in helping our partners deliver unparalleled patient care.</div><div></div><div><br>
The Heartland philosophy rests firmly on the pillars of Servant Leadership. This ethos defines our Support Center team, where every member embraces the ethos of selfless service and approaches every challenge with an unwavering commitment to support. If this resonates with your personal and professional values, then we'd like to get to know you better!</div><div></div><p><b><br>
Position Purpose:</b></p><p></p><div>
As a Financial Analyst at Heartland Veterinary Partners, you will be responsible for overseeing the financial planning and analysis functions, enabling the company to make well-informed, data driven decisions. In addition, you will serve as an Operational Business Partner, collaborating closely with other departments to support their financial needs and align their strategies with the company&rsquo;s growth goals. This is an on-site position, located at our Chicago Support Center.</div>
Competencies:
<p>
At Heartland, all of our team members embody the spirit of Servant Leadership.</p><ul><li><b>
Authentic Listening</b> - Continually listening with an open mind and heart to what is said and unsaid.</li><li><b>
Building Community </b>&ndash;Bringing team members together and mobilizing them around our collective purpose and commitment to our communities.</li><li><b>
Commitment to the Growth of the People</b> &ndash; Dedicated to the personal and professional growth and development of our team members.</li><li><b>
Conceptualization</b> -Forward thinking and approaching work and challenges with an end-to-end view.</li><li><b>
Empathy</b> &ndash; Demonstrating empathy and understanding with others, approaching everything assuming positive intentions.</li><li><b>
Foresight</b> &ndash; Taking the past, the present, and the future decision-making process.</li><li><b>
Healing</b> &ndash; Focusing on the emotional and physical health of our team members. Offering support and solutions to ensure our team members have balance.</li><li><b>
Persuasion</b> &ndash; Building group consensus and buy-in.</li><li><b>
Self-Awareness</b> &ndash; Conscious knowledge of personal character, emotions, intentions, and leadership impact.</li><li><b>
Stewardship - </b>Concern for our team members, customers, communities, and the organization as a whole and making good use of all that is available to provide appropriate support.</li></ul>
<p><b>Essential Responsibilities:</b></p><br>
<div></div><ul><li>
Modernize Reporting Platform: Drive the evolution of our reporting infrastructure by adopting cutting-edge technologies and best practices. Collaborate with cross-functional teams to ensure data is easily accessible and insightful.</li><li>
Self-Service Analytics: Enable business units to become more self-sufficient in their analytics needs. Develop and implement self-service analytics solutions that empower users to create reports and dashboards independently.</li><li>
Data Governance: Enforce data integrity, accuracy and governance in financial and management reporting.</li></ul>
<p><b>Requirements/Qualifications:</b></p>
<ul><li>
1+ years of experience in Financial Planning &amp; Analysis (FP&amp;A) or related finance roles, with exposure to budgeting, forecasting, and variance analysis.</li><li>
Bachelor&rsquo;s degree in Finance, Accounting, Economics, or a related field.</li><li>
Strong analytical and data management skills, including experience with data governance, financial modeling, and performance tracking.</li><li>
Advanced proficiency in Microsoft Excel and Power BI, including building dashboards, financial models, and automated reporting solutions.</li><li>
Experience supporting executive-level reporting, with the ability to translate complex financial and operational data into clear, actionable insights.</li><li>
Strong business acumen and storytelling ability, effectively communicating data-driven recommendations to influence decision-making.</li></ul>
<p><b>Benefits Offered:</b></p>
<ul><li><i>
Physical wellness</i>: Health, dental, vision, voluntary life and disability programs, and discounted access to gym memberships</li><li><i>
Mental wellness</i>: Paid time off, flexible work schedules, and EAP</li><li><i>
Financial wellness</i>: Bonus incentives, retirement accounts, retail discounts, and access to financial planning tools</li><li><i>
Professional wellness</i>: Learning and career development solutions</li></ul>
<p><b>Pay Range:</b></p>
USD $75,000.00 - USD $85,000.00 /Yr.</div>

FP&A Analyst

Constellation Brands

<div><p><b>Job Description</b></p><p><b>
Position Summary</b></p><p></p><p>
This role, supporting the Beer Division&rsquo;s Supply Chain, will partner with the Transportation and Ops Planning teams to provide financial insight into business performance. Specific areas of contribution include monthly management reporting and forecasting, annual budgeting, long-range strategic planning, cost-savings initiatives, and any ad hoc project support as needed.</p><p></p><p><b>
Responsibilities</b></p><ul><li>
Support the development of the monthly forecast, annual budget, and long-range plan for Transportation spend through partnership with leaders and key stakeholders to ensure financial estimates and targets appropriately reflect strategic initiatives and current trends</li><li>
Support month-end close activities, including consolidation of Freight spend and processing of monthly and quarterly journal entries, and resolution of system issues</li><li>
Support creation, production, and distribution of stakeholder management reporting; reviewing results with business partners to provide variance analysis vs. annual plan and to proactively define potential risks or opportunities for the balance of the year</li><li>
Partner with Transportation teams to deliver financial analysis and decision support for contract negotiations and capital expenditure projects, ensuring data-driven recommendations and optimal financial outcomes</li><li>
Monitor financial performance, identify trends, and provide actionable insights to business stakeholders.</li><li>
Support the delivery of timely and accurate reporting of financial results to meet internal and external requirements.</li><li>
Partner with Transportation and Ops Planning to track, analyze, report, and forecast Non-Compliant Transportation spend</li><li>
Support, quantify, and report on all cost-savings initiatives related to Transportation spend, working cross-functionally with project leads and stakeholders</li><li>
Support cost management process by assisting in ideation and assessment of new projects</li><li>
Support various ad-hoc requests from the finance leadership team</li></ul><p></p><p><b>
Reporting Relationship</b></p><ul><li>
This position will report directly to the Manager, Supply Chain &amp; Logistics</li></ul><p></p><p><b>
Qualifications</b></p><p></p><p>
Education &amp; Experience</p><ul><li>
Bachelor&rsquo;s degree in business (Finance/Accounting)</li><li>
Minimum 4 years of relevant professional experience in Finance, Accounting, or Consulting required</li><li>
Previous exposure to Supply Chain and CPG industry preferred</li></ul><p></p><p>
Technical Proficiency</p><ul><li>
Advanced Excel skills (Power Query/Pivot, Power BI, Xlookup, etc.)</li><li>
System Adaptability</li><li>
SAP S4 HANA &amp; OneStream experience required</li></ul><p></p><p>
Professional Competency</p><ul><li>
Highly motivated, change-oriented, and demonstrated ability to adapt to rapidly changing priorities</li><li>
Excellent communication and interpersonal skills, both oral and written</li><li>
Strong financial acumen</li><li>
Continuous improvement mindset &ndash; ability to recognize opportunities to simplify processes and create efficiencies</li><li>
Accurate and detail oriented</li></ul><p></p><p><b>
Preferred Qualifications
</b></p><ul><li>Bilingual English/Spanish</li><li>
CPG firm experience preferred</li></ul><p></p><p><b>
Physical Requirements/Work Environment</b></p><ul><li>
Occasional lifting up to 25 lbs.</li><li>
Sitting, working at desk/personal computer for extended periods of time</li><li>
Ability to travel domestically and internationally</li></ul><p></p><p>
#LI-GT1</p><p></p><p><b>
Location</b></p>
Chicago, Illinois<p></p><p><b>
Additional Locations</b></p><p></p><p><b>
Job Type</b></p>
Full time<p></p><p><b>
Job Area</b></p>
Finance &amp; Accounting<p></p><p><b>
The salary range for this role is:</b></p>
$82,400.00 - $123,600.00<p></p><p>
This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. Our compensation is based on cost of labor. For remote locations or positions open to multiple locations, the pay range may reflect several US geographic markets, including the lowest geographic market minimum to the highest geographic market maximum. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee&rsquo;s pay position within the salary range will be based on several factors including, but not limited to, the prevailing minimum wage for the location, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. At Constellation Brands, it is not typical for an individual to be hired at the high end of the range for their role, and compensation decisions are dependent upon the facts and circumstances of each position and candidate. We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and any other benefits to eligible employees.</p><p></p><p>
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company&rsquo;s sole discretion, consistent with the law.</p><p></p><p><b>
Equal Opportunity</b></p><p>
Constellation Brands is committed to a continuing program of equal employment opportunity. All persons have equal employment opportunities with Constellation Brands, regardless of their sex, race, color, age, religion, creed, sexual orientation, national origin or citizenship, ancestry, physical or mental disability, medical condition (cancer or genetic characteristics), marital status, gender (including gender identity or gender expression), familial status, military or veteran status, genetic information, pregnancy, childbirth, breastfeeding, or related conditions (or any other group or category within the framework of the applicable discrimination laws and regulations).</p></div>

Senior Financial Analyst

Amrize

<div></div><div><div><div><div><div><div><div><h1 class="jobSectionHeader"><b>Financial Planning &amp; Analysis Manager
</b></h1></div></div></div></div><div><div><div><div>Requisition ID: 16509
</div></div></div></div><div><div><div><div>Location:
Chicago, IL, US, 60631
</div></div></div></div><div><div><div><div>Pay Type: Salary
</div></div></div></div><div><div><div><div>Position type: Full-time / Salary
</div></div></div></div><div><div><div><div>Estimated Wage Range $83,000 - $166,200/Annually
</div></div></div></div><div></div><div><div><p><b>COMPANY OVERVIEW</b><br>
Amrize is building North America. From bridges and railways to data centers, schools, offices and homes, our solutions are inside the buildings and infrastructure that connect people and advance how we live. And we invite you to come and build with us.</p>
<p>As the partner of choice for professional builders, we offer advanced branded solutions from foundation to rooftop. Wherever our customers are, whatever their job, we&rsquo;re ready to deliver. Our 19,000 colleagues work across 1,000 sites supported by an unparalleled distribution network. Infrastructure, commercial and residential, new build, repair and refurbishment: We&rsquo;re in every construction market.</p>
<p>Amrize listed on the New York Stock Exchange and the SIX Swiss Exchange on June 23, 2025, following our spinoff as an independent company. Join us and build <i>your</i> ambition.</p>
<p>Learn more at<b> </b>www.amrize.com/careers</p>
</div></div><div><div><div><div>Description:
<p>Join Amrize as a Financial Planning &amp; Analysis Manager and help construct what's next. If you're ready to put your skills to work on projects that matter &mdash; and build a career with a company that&rsquo;s building North America &mdash; we want to hear from you!</p><p></p><p><b><br>
ABOUT THE ROLE</b></p>
<p>
Amrize is a standalone, publicly listed North American business following its announced capital markets separation. This transformation positions the company to become a leading pure-play building solutions provider in one of the world&rsquo;s most attractive construction markets.</p><p><br>
To support this transition, we are seeking a high-impact FP&amp;A Manager to partner across eight corporate functions &mdash; HR, Legal, Finance, Innovation, Marketing &amp; Communications, Strategy, M&amp;A, and Executive Leadership &mdash; overseeing $200M+ in G&amp;A spend.</p><p><br>
This role goes beyond reporting. The successful candidate will shape decision-making by bringing clarity to cost drivers, challenging assumptions, and driving discipline across planning, forecasting, and performance management. You will work directly with senior leadership to translate strategy into actionable financial plans, improve visibility into spend, and identify opportunities to optimize cost structure while enabling growth.</p><p><br>
This is a high-visibility role suited for a finance leader who can operate at both a strategic and detailed level &mdash; someone who influences outcomes, elevates the quality of financial insight, and drives accountability across the organization in a fast-paced, performance-driven environment.</p><br>
<p></p>
<p><b>
WHAT YOU'LL ACCOMPLISH</b></p>
<ul>
<li>Lead end-to-end budgeting and forecasting for eight corporate functions</li>
<li>Partner directly with C-suite executives to develop and manage annual budgets and rolling forecasts</li>
<li>Deliver monthly performance reporting, variance analysis, and actionable insights</li>
<li>Track and report on functional cost drivers, headcount trends, and savings initiatives</li>
<li>Provide finance support for corporate initiatives, including restructuring, transformation, or M&amp;A-related activity</li>
<li>Coordinate with Accounting, Consolidations, and other FP&amp;A team members to ensure alignment of financials and forecasts</li>
<li>Own the preparation of executive-ready materials (slides, dashboards, bridges) for monthly business reviews and quarterly executive reporting</li>
<li>Implement continuous improvements in planning models, tools, and reporting processes</li>
<li>Demonstrate a commitment to communicating, improving and adhering to health, safety and environmental policies in all work environments and areas. Promote a culture of safety and exhibit these behaviors.</li></ul><br>
<p></p>
<p><b>
WHAT WE&rsquo;RE LOOKING FOR</b></p>
<p><b>
Education:</b> Bachelor&rsquo;s degree in Finance, Accounting, Economics, or related field; MBA or CPA a plus<br>
<b>Required Work Experience:</b> 5&ndash;8 years of progressive experience in FP&amp;A, corporate finance, or related roles (ideally in a public company or large corporate environment). Experience supporting corporate functions or G&amp;A cost centers<br>
<b>Required Technical Skills:</b> Strong financial modeling, Excel, and presentation skills (PowerPoint, dashboards). Comfortable working with large data sets and ERP/reporting systems (SAP, Oracle, Workday, or similar)</p><br>
<p><b>
Additional Requirements:</b></p>
<ul>
<li>Successful candidates must adhere to all safety protocols and proper use of Amrize approved Personal Protection Equipment (&quot;PPE&quot;), including but not limited to respirators. Employees that are required to wear respirators must be clean shaven where the respirator seal meets the face in order to pass the qualitative and quantitative fit test.</li></ul><br>
<p></p>
<p><b>
WHAT WE OFFER</b></p>
<ul>
<li>Competitive salary</li>
<li>Retirement Savings: Choose from 401(k) pre-tax and/or Roth after-tax savings</li>
<li>Employee Stock Purchase Plan</li>
<li>Medical, Dental, Disability and Life Insurance</li>
<li>Holistic Health &amp; Well-being programs</li>
<li>Health Savings Accounts (HSAs) &amp; Flexible Spending Accounts (FSAs) for health and dependent care</li>
<li>Vision and other Voluntary benefits and discounts</li>
<li>Paid time off &amp; paid holidays</li>
<li>Paid Parental Leave (maternity &amp; paternity)</li>
<li>Educational Assistance Program</li>
<li>Dress for your day</li>
</ul>
</div></div></div></div><div></div><div><div><p><b>BUILDING INCLUSIVE WORKSPACES</b><br>
At Amrize, there is endless opportunity for you to play your part. Whether you&rsquo;re in a technical, managerial, or frontline role, you can shape a career that works for you. We're seeking builders, creative thinkers and innovators. Come put your expertise to work while developing the knowledge and skills to drive your career forward. With us you&rsquo;ll have the chance to build your ambition!
</p><p>Amrize North America Inc. takes pride in our hiring processes and our commitment that all qualified applicants will receive consideration for employment without regard to age, race, color, ethnicity, religion, creed, national origin, ancestry, gender, gender identity, gender expression, sex, sexual orientation, marital status, pregnancy, parental status, genetic information, citizenship, physical or mental disability, past, current, or prospective service in the uniformed services, or any other characteristic protected by applicable federal, state or local law. Amrize North America Inc, and its respective subsidiaries are Equal Opportunity Employers, deciding all employment on the basis of qualification, merit and business need. Amrize Canada Inc. is committed to the principles of employment equity and encourages the applications from women, visible minorities, and persons with disabilities. Amrize North America Inc. participates in E-Verify and will provide the federal government with your I-9 information to confirm that you are authorized to work in the United States.</p>
<p>In compliance with the ADA Amendments Act (ADAAA), if you have a disability and would like to request accommodation in order to apply for a position with us, please email recruiting-accommodations@amrize.com. This email address should only be used for accommodations and not general inquiries or resume submittals. In Ontario, our organization/business is committed to fulfilling our requirements under the Accessibility for Ontarians with Disabilities Act. Under the Act, accommodations are available on request for candidates taking part in all aspects of the selection process.</p>
<p>While we sincerely appreciate all applications, only candidates selected for an interview will be contacted.</p><br>
</div></div><p><br>
<b>Nearest Major Market: </b>Chicago</p></div></div></div><div></div>

Financial Planning & Analysis Manager

Alpha Capital CRE

<div>
 <p>
  <strong>
   Company Description
  </strong>
 </p>
 <p>
  Alpha Capital CRE is a commercial real estate investment banking firm committed to delivering tailored debt and equity solutions for all commercial real estate product types. Founded in 2008, the company collaborates with institutional and entrepreneurial sponsors across the U.S. to provide capital market solutions. With a holistic approach, Alpha Capital CRE specializes in real estate market expertise, debt financial structuring, and equity advisory services. Known for partnering with best-in-class sponsors, the firm offers unparalleled market knowledge and in-depth capital markets experience.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Role Description
  </strong>
 </p>
 <p>
  This is a full-time, on-site role for a Commercial Real Estate Analyst based in Chicago, IL. The Analyst will evaluate potential investments by conducting detailed financial modeling, performing underwriting, and analyzing market data. Responsibilities include Assume ownership of the firm&rsquo;s research and database function, preparing comprehensive financial analysis, assisting with due diligence, and supporting the execution of real estate finance transactions. The Analyst will work closely with team members and clients to deliver tailored capital solutions.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications
  </strong>
 </p>
 <ul>
  <li>
   Strong Analytical Skills and the ability to interpret complex real estate data
  </li>
  <li>
   Proficiency in Financial Modeling and Underwriting methodologies
  </li>
  <li>
   Experience conducting Due Diligence and assessments for real estate transactions
  </li>
  <li>
   Working knowledge of Finance principles and practices related to commercial real estate
  </li>
  <li>
   Advanced proficiency in Microsoft Excel and financial software tools
  </li>
  <li>
   Excellent verbal and written communication skills for client and internal presentations
  </li>
  <li>
   Bachelor&rsquo;s degree in Finance, Real Estate, Economics, or related field
  </li>
  <li>
   Previous experience in commercial real estate or investment banking is a plus
  </li>
 </ul>
</div>


Commercial Real Estate Analyst

Goldman Sachs

<div><div><div><div><div><div><div><p><b>Goldman Sachs Asset Management</b></p>
<p>
A career with Goldman Sachs Asset Management (GSAM) is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world&rsquo;s leading Asset Managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, GSAM provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.</p>
<p>
Within AWM, the Finance group supports each asset management business through a variety of functions, including managing the valuation process for each AMW Private business (e.g., recommending appropriate quarter-end equity and debt valuations) and analyzing, budgeting and projecting the performance of each business. This position will be within the AWM Finance group assisting in both the monthly / quarterly valuation process and the budgeting process.</p><br>
<p></p>
<p><b>
Job Highlights:</b></p>
<p>
Innovator from Goldman Sachs Asset Management is seeking a motivated and detail-oriented <b>Finance Analyst </b>to join our growing finance team. This role will serve as a key contributor to the accounting function. The candidate will play a critical role in financial reporting, process improvement, and oversight of core accounting activities, while also mentoring junior staff and helping drive operational excellence.</p><br>
<p></p>
<p><b>
Key Responsibilities:</b></p>
<ul><li>
Lead and own key components of the month-end and year-end close processes, ensuring accuracy and timeliness</li><li>
Review and analyze financial statements, identifying trends, variances, and actionable insights</li><li>
Oversee accounts payable and accounts receivable processes, ensuring proper controls and accuracy</li><li>
Prepare and review complex journal entries and account reconciliations</li><li>
Review and approve employee expense reports for compliance and accuracy</li><li>
Support budgeting, forecasting, and detailed variance analysis</li><li>
Assist in the preparation of financial statements in accordance with GAAP</li><li>
Partner with the VP of Finance on strategic initiatives, reporting enhancements, and process improvements</li><li>
Provide guidance and mentorship to junior staff</li><li>
Assist with audits and coordinate with external auditors as needed</li><li>
Drive continuous improvement in accounting systems, processes, and internal controls</li><li>
Provide ad-hoc analysis and reporting to support business decisions</li></ul>
<p><b>
Requirements:</b></p>
<ul><li>
Bachelor&rsquo;s degree in Accounting, Finance, or a related field</li><li>
3+ years of progressive accounting experience</li><li>
Strong knowledge of GAAP and financial reporting</li><li>
Advanced proficiency in Microsoft Excel (pivot tables, lookups, data analysis) and accounting systems</li><li>
Experience with month-end close ownership and financial statement preparation</li><li>
Strong analytical, organizational, and problem-solving skills</li><li>
Excellent communication skills with the ability to interact across departments</li><li>
Ability to manage multiple priorities and meet deadlines in a fast-paced environment</li><li>
CPA or active progress toward CPA strongly preferred</li></ul>
<div>
<p><b>Salary Range</b>
<br>
The expected base salary for this Chicago, Illinois, United States-based position is $70000-$100000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
</p>
<p><b>Benefits</b>
<br>
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
</p>
</div></div></div></div></div></div></div><div><div><div><div><div><b>We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Analyst
OFFICE LOCATION(S)
Chicago
JOB FUNCTION
Divisional CFO
DIVISION
Asset &amp; Wealth Management
SALARY RANGE
USD 70,000 - 100,000</p>

Asset & Wealth Management, Public, Finance Analyst - Wheaton, IL

Spencer Stuart

<div><p>The Client Development Analyst (CDA) will be responsible for supporting varied client development and business generation projects for the Supply Chain, and the Technology and Digital Officer Practices in North America. Working closely with members of the Client Development Team (CDT) and consultants primarily within these practices, the Analyst will also collaborate with colleagues across other Industry and Functional Practices as needed. The Analyst will perform in-depth research, prepare original analysis and insights, develop bespoke capabilities documents (quals), handle other assignments as directed and ensure content is adequately and regularly stored and distributed to relevant audiences. Over time, it is expected that the Analyst will develop expertise in tracking functional trends, C-suite succession, and contributing to the development of strategic insights. We are looking for someone who thrives in a fast-paced environment, seamlessly shifting between multiple projects while maintaining consistent momentum and delivering impactful results. While the role primarily focuses on client development, the Analyst will also spend a portion of their time supporting the Firm&rsquo;s executive recruitment efforts, gaining valuable exposure to search strategy, candidate evaluation, and consultant workflows.</p><p></p><h2 class="jobSectionHeader"><b>
KEY RELATIONSHIPS</b></h2><p><b>
Reports </b><b>to </b>Client Development Director</p><p>
 Practice Leaders and Consultants (on a project basis)</p><p></p><p><b>
Other key relationships</b> Consultants, Senior Associates, Associates</p><p>
 Executive Assistants</p><p>
 Client Development Team (CDT)</p><p>
 Commercial Hub</p><p></p><h2 class="jobSectionHeader"><b>
KEY RESPONSIBILITIES</b></h2><ul><li><p>
Support the creation of business development content and insights for pitches, relationship building and strategic account planning.</p></li><li><p>
Assist in the creation of tailored pitch decks and client-facing business development materials, based on a solid understanding of the potential client/client&rsquo;s industry, including function specific information regarding the &ldquo;value proposition&rdquo; (strategy, competitive landscape, culture insights, etc.). Develop insightful and sophisticated presentation materials in partnership with consultants, Client Development Director and/or cross-function client development teams.</p></li><li><p>
Carry out research and analysis and liaise with consultants and client development team to support the creation and presentation of talent insights and market trends across all stages of prospecting &ndash; from new leads to competitive presentations.</p></li><li><p>
Assist in managing the practice&rsquo;s knowledge infrastructure and content libraries. Help maintain tools and systems to assist in centralizing and organizing business development materials and presentations, credential lists, case studies, etc.</p></li><li><p>
Share learnings from pitches and business development initiatives across the Client Development Team (CDT) to ensure we are continuously refining and improving our processes, responsiveness and pitch effectiveness.</p></li><li><p>
Respond to content queries received from consultants and teams and deliver resources that prepare them for success.</p></li><li><p>
Conduct research to support the creation of intellectual capital/value adding thought pieces.</p></li><li><p>
Use quantitative and qualitative information to clearly communicate and present data/details, as part of building talent insights, market trends and thought pieces.</p></li><li><p>
Develop a solid understanding of relevant functions, as well as the firm&rsquo;s service offerings and the &ldquo;SSI value proposition&rdquo; (differentiation, competitive landscape, strengths, and weaknesses). Synthesize information accurately, so that it is easily incorporated into readable, client-ready documents, pitches and RFPs.</p></li><li><p>
Monitor and track relevant market developments within relevant functions, including competitive intelligence, company updates, and executive transitions across the Americas, as part of proactive business development initiatives.</p></li><li><p>
When supporting executive recruitment initiatives, deliver targeted research and analytical support on select executive search assignments. This includes conducting market mapping, candidate research, and preparing candidate-facing as well as client-ready materials, working closely in partnership with consultants and associates.</p></li></ul><p></p><p><b>
IDEAL EXPERIENCE</b></p><p>
The CDA will be a proactive client-service oriented business partner with a passion for research and delivering timely, high-quality results. They will possess outstanding analytical and problem-solving skills, with a track record of performing business research and impactfully presenting findings. The ideal candidate will be graceful under pressure, an excellent multitasker, and thrive in fast-paced environments where competing demands are the norm.</p><ul><li><p>
Recent college graduate or 1-3 years of work experience in a corporate environment, preferably in a research or marketing function, ideally within executive search, management consulting, other professional services, or market research (4-year bachelor's degree required).</p></li><li><p>
Strong client servicing and the ability to manage multiple projects toward tight timelines in an environment where competing demands are the norm.</p></li><li><p>
Proficiency with MS Office applications (Excel, PowerPoint, and Word), with ability to create client-ready presentations in PowerPoint. Brings experience and strong interest in designing and building compelling presentations on PowerPoint.</p></li><li><p>
Strong verbal and written communication skills in English.</p></li><li><p>
Advanced research, analysis, and synthesis skills and experience. Experience driving research projects to completion.</p></li><li><p>
Experience collecting and organizing information from databases and internet resources, with ability to analyze and synthesize data into various formats; familiar with business reference tools such as Capital IQ, LinkedIn, and BoardEx.</p></li><li><p>
In possession of permanent U.S. work authorization.</p></li></ul><p></p><p><b>
REQUIRED QUALIFICATIONS</b></p><p>
Successful candidates will be self-directed, collaborative, team-spirited, comfortable with ambiguity, highly organized, detail-oriented and demonstrate strong project management skills.</p><p></p><p>
In addition, they will demonstrate passion and ability for working with people, communicating clearly, approaching challenges with maturity and a positive attitude, and collaborating within a global team to drive greater business performance. They will be graceful under pressure, enjoy fast-paced environments, and be excellent multitaskers to partner directly with our consultants and associates across the Firm.</p><p></p><h2 class="jobSectionHeader"><b>
CRITICAL CAPABILITIES FOR SUCCESS</b></h2><p><b>
Work Management:</b></p><p>
Is client-minded; understands and demonstrates the requirements (skills and know-how) of the role; is efficient (prioritizes own time and manages resources) and productive (focuses on driving results). Successful Analysts do this through their:</p><ul><li><p>
Results-oriented mindset</p></li><li><p>
Time management capabilities. Can efficiently manage multiple deadlines</p></li><li><p>
Ownership and accountability</p></li><li><p>
Attention to detail, accuracy</p></li></ul><p></p><p><b>
Problem Solving</b></p><p>
Synthesize research for business development initiatives, search assignments or intellectual capital initiatives and provide a succinct and accurate point of view as measured by quality and timeliness of contribution to assignment/project objectives.</p><ul><li><p>
Listen and ask insightful questions.</p></li><li><p>
Leverage knowledge of an industry, function, or sector and relevant resources to gather information.</p></li><li><p>
Subject researched facts to extensive analysis and interpretation before drawing conclusions.</p></li><li><p>
Make inferential leaps in thinking to reach a solution despite incomplete or ambiguous information.</p></li><li><p>
Make decisions rapidly, despite the complexity of the issues or pressures involved.</p></li><li><p>
Use effective business writing skills to create succinct, client-ready analyses and document information in Firm databases.</p></li></ul><p></p><p><b>
Stakeholder Management:</b></p><p>
Communicates effectively both in writing and verbally; has mature presence and is able to build broad-based relationships. Demonstrates strong networking capabilities. Successful Analysts do this by leveraging their:</p><ul><li><p>
Ability to build strong working relationships with colleagues</p></li><li><p>
Strong communication skills</p></li><li><p>
Global mindset</p></li></ul><p></p><p><b>
Industry and Functional Knowledge</b></p><p>
Obtain and incorporate knowledge to enhance client work in a meaningful way; know how to find the most relevant information, effectively use the available Firm resources, develop and share industry/functional knowledge.</p><ul><li><p>
Domain knowledge; maintaining strong awareness of industry dynamics</p></li><li><p>
Business acumen; identifying and understanding key business issues, translating insights into actionable strategies that align with client and organizational goals</p></li><li><p>
Firm offerings &amp; capabilities; understanding what the Firm can offer in different situations and is not afraid to make recommendations</p></li></ul><p></p><p><b>
Development Self and Others</b></p><p>
Develop self and others; seek and provide feedback, modify own performance or behavior based on feedback. A successful Analyst is constantly growing, learning, and enhancing their skills and capabilities.</p><ul><li><p>
Seek and be open to feedback from colleagues, place value on self-development efforts and opportunities for growth.</p></li><li><p>
Exhibit self-awareness and be willing to adjust your behavior for the benefit of the team.</p></li></ul><p></p><p><b>
Firm Values</b></p><p>
Champion the Firm&rsquo;s values, culture and Code of Conduct; engage, participate and collaborate with others. A successful Analyst, who people like working with, may over time also have a leadership role.</p><ul><li><p>
Embrace diverse opinions and encourage teamwork.</p></li><li><p>
Promote inclusivity by bringing cultural awareness and sensitivity to every interaction with colleagues.</p></li><li><p>
Participate and contribute to internal activities; engage with office and practice.</p></li><li><p>
Represent Spencer Stuart well by speaking positively about the Firm and aligning your behavior with the Firm&rsquo;s values.</p></li><li><p>
Conduct yourself in a manner that is consistent with the Firm&rsquo;s values.</p></li></ul><p></p><p><b><i>
The base compensation for this position is $80,000 per year. The actual base compensation offered will be dependent on the individual&rsquo;s skills, experiences, and qualifications. This position will be eligible to participate in our annual discretionary bonus program.</i></b></p><p></p><p><b>
Spencer Stuart also offers a competitive benefits package, which includes:</b></p><ul><li><p><b>
Retirement savings plan with discretionary profit sharing contribution and employer match;</b></p></li><li><p><b>
PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable;</b></p></li><li><p><b>
Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account;</b></p></li><li><p><b>
Life Insurance, and short-term and long-term disability insurance;</b></p></li><li><p><b>
Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; and</b></p></li><li><p><b>
Voluntary benefit options, including supplemental life insurance, identity theft protection, and whole life insurance with long-term care and critical illness coverage.</b></p></li></ul><h2 class="jobSectionHeader"><b><i>
Spencer Stuart is a proud equal opportunity and affirmative action employer. We are committed to non-discrimination without regard to actual or perceived race, ethnicity, creed, color, religion, gender (including pregnancy, childbirth or related medical conditions), national origin, immigration status, ancestry, age, marital status, protected veteran status, physical or mental disability, medical condition, genetic information, sexual orientation, gender identity, or any basis prohibited under applicable federal, state or local law.</i></b></h2></div>

Client Development Analyst, Supply Chain, and Technology and Digital Officer Practices

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