Banking and Financial Services Jobs in Bedford Park, IL

The Associate Manager, Programmatic is responsible for effectively supervising a team and set of clients with a focus on accuracy, growth, and innovation. This individual will act as a subject matter expert on Programmatic strategy and execution, assuming a client facing role during pre‑sales activity and enterprise level client meetings. As a supervisor, the Associate Manager, Programmatic will oversee employee development and retention, including training and goal setting. Additionally, this individual is an expert at process/project management, efficiently creating processes that can be scaled across multiple accounts or teams.

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• Act as direct supervisor for up to (4) direct reports in Chicago, Buenos Aires, and/or Mexico City
  
• Accountable for all aspects of team oversight, including: employee onboarding, employee training, employee performance (accountability and behavior), employee retention
  
• Maintain target utilization for assigned work and for direct reports work.
  
• Onboard, maintain and grow assigned client base: coordinate with Account Management & Media Strategy on long term strategic roadmap
  
• Own performance accuracy for campaign execution, optimization, and Rise 5 on all assigned clients.
  
• Quickly and tactfully troubleshoot employee and client issues
  
• Act as a liaison between internal rise teams and programmatic team for all matters related to assigned clients.
  
• Develop processes to help improve efficiency of the team and clients. Scale processes across a greater Programmatic team.
  
• Lead weekly team and individual meetings with programmatic team members, other Rise employees, and outside vendors.
  
• Collaborate with Programmatic managers on team wide initiatives
  
• Stay up to date on industry trends and technology partners, seeking out opportunities to vet and test new technologies.
  

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• Education: Bachelor's degree required
  
• Experience: 2‑3 Years Digital Marketing Experience
  
• Certificates, Licenses, Registrations:
  
• Knowledge, Skills & Abilities:
  
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  • Demonstrates excellent verbal and written communication skills with experience presenting media strategy directly to internal and external stakeholders.
    
  • Experience creating clear and concise media proposals (media plans, media strategies, PowerPoint presentations) that showcase thought leadership and creative thinking.
    
  • Detail Oriented: ability to execute digital media campaigns flawlessly while providing robust insights and analysis.
    
  • Developed multiple processes that impacted the profitability/efficiency of an account/team.
    
  • Establishes him/herself as trusted resource by developing relationships with key internal and external stakeholders.
    
  • Understands technical nuances associated with various media buying platforms in order to improve client results.
    
  • Possesses leadership skills necessary to independently manage potential issues while knowing when to manage up.
    
  
  
  

FIRM OVERVIEW

Based in Chicago and San Francisco, Chicago Pacific Founders (CPF) is a leading strategic private equity firm focused exclusively on building and scaling companies across the healthcare services sector. CPF invests in organizations driving innovation in value-based care, multi-specialty buy-and-build platforms, healthcare IT and AI, and healthcare real estate. Founded by experienced healthcare entrepreneurs and operators with over 60 years of combined experience, CPF was established on the mission of “doing well by doing good.” The firm partners with management teams and founders who share a commitment to delivering the highest quality of care through a collaborative, founder-friendly approach. CPF’s leadership team brings a diverse blend of operating, investing, and clinical expertise, with a proven track record of building and scaling healthcare businesses. Since its founding in 2014, CPF has invested in more than 25 portfolio companies, completed 140+ add-on acquisitions, and manages~$5 billion in assets under management.

POSITION OVERVIEW

The Investment Associate will be responsible for building and refining intricate financial models, conducting thorough due diligence on potential investments, and assisting in the execution of transactions from start to finish. They will monitor portfolio company performance and conduct industry research to identify new investment opportunities. This role offers a stimulating environment where they will rapidly develop expertise in financial analysis, industry research, and transaction execution, laying the foundation for a successful career in private equity.

KEY RESPONSIBILITIES

• Build complex financial models to analyze investment opportunities and assess portfolio company performance
• Analyze various investment prospects within the healthcare services sector, considering their potential for profitability and growth
• Research and identify potential investment opportunities in target industries or sectors
• Conduct preliminary financial and operational analysis on target companies to assess fit with investment criteria
• Support preparation and presentation of investment recommendations to the investment committee
• Assist in the negotiation of transaction terms, coordinating with advisors, and drafting legal documentation
• Monitor portfolio company performance, participating in value creation strategies, and providing updates to senior management
• Assist with fundraising and investor relations activities, including preparing marketing materials and participating in presentations
• Provide analytical and administrative support to more senior team members

QUALIFICATIONS

• Outstanding academic record with a strong analytical and quantitative foundation
• 2 - 3 years of transaction experience in investment banking, consulting, or private equity, with demonstrated exposure to M&A and deal execution by your full-time start date
• Deep understanding of financial modeling, valuation, and accounting principles
• Excellent research, communication, analytical and presentation skills
• Proven ability to manage multiple workstreams and thrive in a dynamic, team-oriented environment
• Strong interest in healthcare services and a passion for mission-driven investing

At Strategic Coach®, we strive to free up highly successful, visionary entrepreneurs and their teams to thrive and grow in a world of rapid change and unpredictability. Strategic Coach is the premier business coaching program for entrepreneurs who are passionate about what’s next for them, but are stuck on how to get there. We provide the framework and community for an easier and accelerated path forward.   

For over 35 years, we’ve challenged the status quo of entrepreneurial thinking, helping 20,000+ entrepreneurs gain clarity, boost their confidence, and achieve accelerated results. We pride ourselves on offering world-class coaching to exceptional clients through our positive, proactive, and growth-focused environment cultivated by our amazing team!

We’re looking for an Event Planner to support a variety of projects ranging from event planning to marketing support to administrative duties. If you enjoy working in a fast-paced, highly productive environment and have excellent project management and communication skills, this is a role that will challenge and develop your marketing capabilities.

Who we're looking for:

• You have 4+ years of related event planning (both in-person and virtual).
• You have marketing experience.
• You have an entrepreneurial spirit and a growth mindset.
• You’re extremely organized and systems driven, have sound time-management skills, and are able to prioritize, multi-task, and work to deadlines in a calm manner.
• You have excellent professional and diplomatic communication skills, both written and spoken.
• You’re computer savvy (experience with Salesforce, Pardot, and Asana is a benefit) and are quick to learn the capabilities of new platforms.
• You’re able to effectively communicate relevant project information to your team.
• You’re comfortable working in a team atmosphere as well as independently.
• You’re able and willing to do hands-on work as required.
• You have the ability to negotiate effectively with suppliers/vendors.
• You take ownership of any project and follow through to completion.
• You have a university or college degree

You'll be responsible for:

Event Coordination & Logistics

• Coordinating all aspects of events, including in-person and virtual sales events, trade shows, conferences, and speaking engagements.
• Orchestrating all components of in-person events: venue negotiations/bookings, team travel/hotels, food and beverage, audiovisual requirements, décor, and preparing and shipping event materials.
• Onsite execution: Acting as a main liaison with event organizers, connecting with venues to ensure all details are communicated clearly, setting up booths, managing registration, taking event photos/videos for social media, and managing booth take-down.

Virtual Event & Webinar Production

• Managing all deliverables for virtual events and webinars: scheduling, finding panelists, asset creation, and RSVP tracking.
• Technical execution, including setting up Zoom links, creating "AddEvent" calendar codes, and managing complex breakout room assignments for the Sales Team.
• Acting as a strategic partner to the Sales Team, using clear success metrics and post-event analysis to inform event decisions and demonstrate impact on pipeline management.
• Performing follow-up duties such as registration and attendance reporting, downloading recordings, and listing chapter timestamps for video replay edits.

Marketing & Sales Support

• Assisting in the execution of various marketing initiatives (digital campaigns, newsletters, advertising, brochures, and sell sheets).
• Digital Asset Management: Duplicating and updating event landing pages (Pardot), integrating them with Salesforce, and ensuring the website event pages stay current.
• Lead Management: Categorizing prospect lists for sales and marketing leaders and ensuring all attendees are properly entered into the CRM for follow-up.
• Proposing new ideas to improve the event-planning process, such as creating event scorecards or intake forms.

Business Development & Sponsorship

• Acting as a sponsorship coordinator for major conferences, managing renewals, and conducting feedback meetings with high-level clients.
• Researching and vetting new event opportunities, speeches, and trade show sponsorships to determine best fit.

Administration & Finance

• Keeping track of event ROI and finances, including check requests, invoicing, and Amex reporting.
• Participating in budget development and entering expenses into the database.
• Providing general administrative and clerical support to the team as needed, including creating personalized itineraries for traveling team members.

Why Strategic Coach? We have:

Exceptional Clients: As an Event Planner, you will play a key role in growing Strategic Coach’s impact by attracting new clients, generating prospects, and driving brand awareness through our events and initiatives. Our clients are extraordinary individuals who, because of their involvement in the Program, will go on to do even more remarkable things in their lives and businesses.

Extraordinary Culture: As a company that teaches entrepreneurial teamwork and walks our talk, we take a lot of pride in cultivating an extraordinary culture. We are constantly supporting our team members in their own learning and growth as we grow and innovate as a company.

You’ll also get:

• A hybrid work model. 
• Six weeks of paid time off each year.
• Twenty-one flex hours.
• A flexible and competitive benefits plan.
• Travel opportunities (up to 25% travel per year).
• Top-tier onboarding and training.
• Insightful assessments to help you identify your unique strengths.
• Access to our first-class workshop programs.
• Fun team challenges, events, and celebrations.
• Access to a fully equipped gym.
• Three paid days off per year to volunteer with your chosen community.
• Unlimited free pop, juice, coffee, and occasional catered lunches.

And much more!

If you think this position is a right-fit for you, please send your résumé to today.

To support our talent acquisition efforts, Strategic Coach may leverage AI technology as part of the recruitment process. We have also partnered with skills assessment platforms to help streamline and enhance candidate evaluation.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. We thank all applicants; however, only those candidates selected for an interview will be contacted.

Strategic Coach is an equal opportunity employer that is committed to inclusive, barrier-free recruitment and selection processes. Consistent with our values and corporate culture, Strategic Coach is committed to providing equitable treatment to all with respect to barrier-free employment and accommodation without discrimination. If you have an accommodation need, please contact Human Resources in advance of your interview to make appropriate arrangements.

By applying, you agree that the statements made by you are true, complete, and correct to the best of your knowledge. Further, you understand that any falsification of statements, misrepresentations, and/or deliberate omission or concealment of information may be considered just cause for dismissal.

About the Company: Rate is one of the nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their homeownership and financial goals. Founded in 2000 and based in Chicago, Rate is licensed in all 50 states and D.C. and has helped over 2 million homeowners with a wide range of loan products, competitive rates and personalized service. With 5,000+ employees across 300+ offices and 12+ subsidiaries, Rate’s Loan Officers rank among the best in the country. From purchases and refinances to tapping into equity, Rate makes financing faster, simpler and less stressful. Our technology — including Same Day Mortgage, the Rate App, FlashClose℠, MyAccount and the Language Access Program — has earned recognition from HousingWire, Scotsman Guide, NerdWallet, the Chicago Tribune and Crain’s Chicago Business. Learn more at .

Salary: 45k to 50k

Essential Duties and Responsibilities:

• Plan/execute event details to ensure cohesive results for Rate’s image and brand identity at events
• Impeccable customer service – you’ll be interacting with hundreds of Loan Officers across the US to help execute their perfect event.
• Negotiate with venues, event organizers, contractors, and hotels on agenda and cost proposals until contract completion
• Organize leisure outings including offsite tours, group activities, dining and social experiences
• Direct the planning/execution of timelines and logistics for each event
• Creation of marketing materials and signage consistent with GRA image
• Create, maintain and execute event budget within the pre-approved expenditure allotments
• Manage multiple events at one time
• Creativity! How can this event be cooler, more fun or unique?
• Assist with onsite activation for large corporate events
• Patience and a positive attitude. Our company is rapidly growing so we have a constant influx of new Loan Officer’s; we want to make sure we are here to answer any questions, brainstorm cool event ideas and help them grow their business using our team.

Competencies:

• Bachelor’s Degree in Marketing, Communications, Business or another related field required
• 1-2 years event planning/coordination
• Must be organized, detail-oriented and able to meet strict deadlines
• Familiar with Microsoft Office Suite (Outlook, Word, PowerPoint, Excel) -Experience with the Adobe Creative Suite is a plus

Guaranteed Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.

The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources). Please click this link to learn more about our benefit offerings for Washington State: are being accepted for the next 30 days.

The Role

A front office underwriting seat where you'll be embedded within a deal team, working alongside junior and senior underwriters on new transactions and portfolio accounts.

Day to day includes transaction due diligence, financial modeling, term sheet and commitment letter preparation, IC memo support, syndication coordination, and deal closing logistics. Portfolio responsibilities cover covenant compliance, credit reviews, and amendment processing on a secondary basis.

Required Qualifications

• 2 to 4 years of experience in a related finance function
• Strong credit analysis and financial modeling foundation
• Bachelor's degree in Finance, Accounting, Economics, or related field. 3.5+ GPA required

Why This Firm

Entrepreneurial culture with a flat structure and genuine mentorship from experienced professionals. Most of the team came from larger institutions specifically for the opportunity to build something in a high-performing, close-knit environment. Hours are reasonable on average with real autonomy when deal flow is light. Clear progression path with compensation growing materially at each level.

Total Cash Compensation: ~$150-160k

Competitive base + bonus, flex PTO, health/dental/vision, 401(k) match, gym & wellness reimbursements, cell phone stipend, daily lunch stipend, firm-wide social events and trips, and office closed the last two weeks of the year.

About the Company

Cresset is seeking an Associate Director of Family Governance with a focus on wealth education, rising generation engagement, and family culture.

About the Role

Reporting to the Head of Family Governance, this position offers the opportunity to quickly grow into a multigenerational family consulting role, supporting complex family systems and long-term governance design. The ideal candidate is passionate about education, personal development, and intergenerational connection and brings a foundation in family dynamics, facilitation, or psychology. This role requires travel of up to 30%, including for family meetings, retreats, rising generation programs, and external conferences.

Responsibilities

• Rising Generation Engagement & Education
• Design, facilitate, and deliver educational programs for the rising generation focused on financial literacy, leadership, stewardship, and philanthropy.
• Build and maintain a network of rising generation participants across Cresset families, creating opportunities for connection, shared learning, and collaboration.
• Develop off-the-shelf and bespoke educational resources, including digital content, toolkits, and experiential learning opportunities.
• Collaborate with the governance team to measure program impact and refine curriculum over time.

• Family Governance Support
• Partner with senior team members to support family meetings, workshops, and retreats, with an emphasis on communication, shared purpose, and decision-making.
• Contribute to research and development of frameworks for family governance, including charters, family constitutions, and succession planning materials.
• Observe and participate in multigenerational family consulting engagements to gain exposure to complex governance and advisory work.

• Internal & External Collaboration
• Work with Cresset advisors and relationship managers to integrate rising generation and educational offerings into broader client service models.
• Support advisor training and development, helping team members better understand family systems, generational transitions, and engagement strategies.
• Collaborate with advisors and other colleagues to create cross-functional family learning experiences.
• Represent Cresset at external conferences and events relevant to family governance, rising generation education, and family enterprise; attend, speak, or present as appropriate.

• Peer Cohort Development
• Assist in the design and facilitation of peer learning cohorts for rising generation participants across Cresset families.
• Build scalable systems for community engagement, including digital platforms, events, and partnerships.

Qualifications

• Education and Experience
• Bachelor's Degree Required
• Minimum of 5 years of experience working with HNW or UHNW families, or in a family office, educational, or advisory environment.
• Demonstrated experience in curriculum development, facilitation, or program design for young adults or family members.

Required Skills

• Exceptional interpersonal and facilitation skills, with comfort engaging across generations.
• Strong project management and collaborative skills, with the ability to bring structure to creative initiatives.
• Excellent communication and presentation skills, with the ability to engage both youth and senior family members.
• Curiosity, empathy, and a genuine interest in family systems, education, and human development.

Preferred Skills

• Familiarity with family systems theory and its application to governance and family enterprise.
• Knowledge of financial literacy education, philanthropy, or leadership development.
• Experience with coaching, mediation, or group facilitation.
• Desire to grow into a multigenerational family consultant, supporting families in governance, communication, and legacy planning.
• Strong comfort with technology, including designing high-quality presentations, using productivity and workflow tools to streamline and scale programs, and leveraging platforms such as Salesforce and AI-enabled tools to enhance efficiency and client experience.
• Experience with Asana, Chat GPT, Canva, and any educational platform software is a plus.

About the Role:

Lateral Link is working with the Hiring Partner of a prominent, Chambers-ranked Private Funds/Investment Management group in Chicago looking to add a strong associate attorney with 2+ years of post JD experience in Investment Management to its thriving team.

This attorney will represent high-profile sponsors in the U.S. and abroad, handling the structuring and formation of private funds and their management companies, particularly in the real estate, infrastructure and energy sectors. Below are some more details:

• Cravath-scale comp
• No billable requirement - bonus is not tied to hours
• Entrepreneurial, supportive culture focused on attorney investment and development
• Transparent management
• Tremendous formal and informal mentorship
• Flexible hybrid work schedule

This is a great opportunity for someone who's excited about the prospect of joining a vibrant, close-knit Funds/Investment Management group and being an integral part of its growth in Chicago. AmLaw 200 experience, top law school academics, and an active license to practice law in Illinois (or the ability to wave in) are required. *Please note: litigators and recent law school graduates will not be considered for this role.*

If you have the above experience and are interested, please apply here or reach out directly to for a confidential call.

Director of Wealth Transfer Strategy | Chicago or St. Louis

• Current or prior law firm experience required
• LL.M. a plus
• 10+ years of sophisticated estate planning experience
• Extensive client contact
• Ability to assist advisors in closing new business opportunities; business development and prospecting are not required.
• $300's - 400's total compensation, in addition to an excellent benefits package

The firm is seeking an Estate Planning Attorney to lead the structuring and implementation of complex estate planning, wealth transfer, and business succession matters for ultra-high-net-worth families and family offices. This role serves as a technical authority, reviewing and designing sophisticated planning structures and advising on multi-generational strategies, governance considerations, and closely held business interests.

Chicago or St. Louis - Relocation assistance available.

Our client is seeking an experienced attorney to join its Commercial Lending practice group within the Banking and Financial Services Department.

The successful candidate will have 7-12 years of experience representing lenders and/or borrowers in sophisticated commercial lending transactions. Relevant experience may come from a law firm, bank, direct lender, or other finance company. This position offers meaningful responsibility, direct client interaction, and the opportunity to lead complex transactions.

Ideal candidates will have experience that includes:

• Representing borrowers and lenders in complex commercial finance transactions, particularly leveraged finance and sponsor‐backed acquisition deals in the core and upper middle market
• Serving as first chair in drafting and negotiating:
• Credit agreements and grids
• SunGard commitment papers
• Subordination and intercreditor agreements
• Agreements among lenders
• Mezzanine loan agreements and second lien loan agreements
• Amendments, forbearance agreements, sponsor guarantees, and other customary documentation for secured credit facilities
• Reviewing acquisition documentation and advising on implications for credit agreements
• Representing banks and direct lenders in bilateral, club, and broadly syndicated transactions

Qualifications

• 7-12 years of relevant commercial lending experience
• Strong communication and client‐relationship skills
• Ability to manage multiple transactions simultaneously and work efficiently under tight deadlines
• Excellent analytical and writing skills with strong academic credentials
• Collaborative, team‐oriented approach
• Bar admission in good standing or eligibility to waive into the applicable jurisdiction

This role offers exposure to sophisticated middle‐market and upper middle‐market transactions, a collaborative team environment, and the opportunity to play a lead role in high‐value commercial finance matters.

Interested candidates are encouraged to apply through LinkedIn or reach out directly for more information.

Join BoldAge PACE and Make a Difference!

Why work with us?

• A People First Environment: We make what is important to those we serve important to us.
• Make an Impact: Enhance the quality of life for seniors. 
• Professional Growth: Access to training and career development.

Competitive Compensation

• Medical/Dental
• Generous PTO
• 401K with Match*
• Life Insurance
• Tuition Reimbursement
• Flexible Spending Account
• Employee Assistance Program

BE PART OF OUR MISSION!

Are you passionate about helping older adults live meaningful, independent lives at home with grace and dignity? BoldAge PACE is an all-inclusive program of care, personalized to meet the individual health and well-being needs of our participants. Our approach is simple: We listen to our participants and their caregivers to truly understand their needs and desires.

Registered Nurse Care Manager

SUMMARY: The RN Care Manager is responsible for assessing the care needs of participants, provides nursing and healthcare interventions, and evaluates outcomes of care of participants on an ongoing basis. In collaboration with the interdisciplinary team (IDT), develops plans of care to meet participants’ needs. Delegates tasks to clinic, center, and homecare aides according to participant needs and care plans. Collaborates and communicates with the primary care provider, clinic staff, and other members of the IDT. Provides care to participants in the clinic, center, and participant homes as needed.  

ESSESNTIAL DUTIES AND RESPONSIBILITIES: 

• Provide high quality clinical care and serves as a member of the PACE interdisciplinary team (IDT).
• Provide nursing care in the center, clinic, contracted facilities, and participants’ homes according to each participant’s plan of care. (NJ: in accordance with the State of New Jersey Nursing Practice Act, N.J.S.A. 45:11-23 et seq., as interpreted by the New Jersey State Board of Nursing, and written job descriptions. Services provided shall be documented in the participant's medical record).
• Participate in 24/7 “on-call” process for triage of participants and their needs.
• Assess, plan, and coordinate participants’ home care services. Provide input to the IDT in developing home care plan interventions. The nursing care needs of the participant shall be assessed only by a registered professional nurse.
• Monitor participants’ acute and chronic care needs in all settings. Provide coordination and direct care as indicated to promote continued care in the community or promote optimal institutional care (Assisted Living, Nursing Home, Hospital, etc.) as needed.
• Ensure timely follow-up by providers on specialist visits and will assist with obtaining specialist reports, facility documentation, and labs if needed.
• Reconcile facility MARs for your assigned panel of participants monthly to ensure accuracy and medication adherence, notify provider of any discrepancies.
• Notify participants of normal test results.
• Complete timely and accurate nursing assessments in accordance with policies and regulatory requirements.
• Implement nursing-related care plan interventions.
• Teach participants, caregivers and families about self-care, medications, healthy lifestyles, infection control and safety to promote optimal health and safety. 
• Review and revises goals and approaches to participants’ care in coordination with participant, family, caregiver and interdisciplinary team.
• Works collaboratively with the interdisciplinary team (IDT) to develop and implement comprehensive plans of care for participants. 
• Develop and maintain positive relationships and communication with co-workers, participants and their families/significant others, and members of the community. 
• Participate in all interdisciplinary team meetings.
• Assist the interdisciplinary team members in understanding the significant nursing, self-care and functional needs related to the participant’s health problems.
• Supports OT as aback up to performing the duties of Home Care Coordinator on the IDT as needed/when assigned. May perform the duties of other IDT members based on professional licensing, competencies, and experience as needed.
• Actively participates in utilization review meetings and quality improvement projects / meetings.  
• Evaluates the competence of CNAs and Home Care Aides and delegates tasks and duties to them as indicated.
• Participates in family meetings, staff meetings, in-service and training and orientation programs as required.
• Follows all PACE Program Policies and Procedures and Occupational Safety and Health Administration (OSHA) safety guidelines.
• Protects privacy and maintains confidentiality of all company procedures and information about employees, participants and families.
• Practices standard precautions and follows PACE Program Infection Control protocols.  
• Performs other duties as required or requested.

EXPERIENCE, EDUCATION AND CERTIFICATIONS: 

• Bachelor of Science in Nursing Degree preferred.
• State RN License required
• BLS required (have within90 days of employment).
• 1 year of experience working with a frail or elderly population preferred. If this is not present, training will be provided upon hiring (If applicable for the role).  
• Experience in home care, long-term care and /or managed care preferred.
• 1 year experience providing care as an RN required.

PRE-EMPLOYMENT REQUIREMENTS: 

• Must have reliable transportation, a valid driver's license, and the minimum state required liability auto insurance.    
• Be medically cleared for communicable diseases and have all immunizations up to date before engaging in direct participant contact.    
• Pass a comprehensive criminal background check that may include, but is not limited to, federal and state Medicare/Medicaid exclusion lists, criminal history, education verification, license verification, reference check, and drug screen. 
• Required immunizations

BoldAge PACE provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

*Match begins after one year of employment

Workday Payroll Analyst (Contract) - CONTRACT TO HIRE OPPORTUNITY!!!

Chicago, IL | Hybrid (2–3 days onsite)

We are hiring a Chicago local Workday Payroll Analyst to support payroll operations for a large corporate financial services organization headquartered in downtown Chicago. This role supports 8,000+ employees across the U.S. and Canada and requires strong Workday payroll and multi-state tax experience.

This is a hands-on payroll role. ***It is not an accounting or CPA position.

Workday Payroll Analyst - What You Will Do

• Process payroll end to end in Workday
• Support quarter-end and year-end payroll activities
• Reconcile payroll and tax data
• Set up and maintain state and local taxes
• Research and resolve payroll and tax issues
• Review payroll adjustments for compliance
• Perform second-level payroll reviews
• Support Workday payroll testing and updates
• Help improve payroll processes and controls

Workday Payroll Analyst - What You Must Have

• 7+ years of payroll experience
• 5+ years hands-on Workday Payroll experience
• Experience supporting 2,000+ employees
• Payroll across multi states
• Payroll tax and compliance experience
• Quarterly and year-end reconciliation
• State and local tax setup and maintenance
• Strong Excel and attention to detail

Nice to Have

• Canada payroll experience
• Financial services or regulated environment experience

Workday Payroll Analyst - Important

• Chicago based only
• MUST work onsite 3 days per week
• 40-hour work week
• Not an accounting or CPA role

$55-60/hr

Fractional CFOs at Third Road Management work with multiple clients on a routine basis and are responsible for financial strategy, financial planning and analysis, financial reports, company audits, compliance, and bank relationships. They collaborate with the business’ leadership and ownership to make decisions regarding the company’s financial strategy and operations. TRM’s Fractional CFOs possess strong, multi-faceted and experienced backgrounds in finance and management. This is a hybrid role based in the Greater Chicago area.

Third Road Management, a pioneer in the booming fractional services industry with a nationwide presence, was established in 2015 with a singular mission: to revolutionize how small to mid-sized organizations view and manage their financial operations. Across the nation, there are over one million organizations generating revenues under $100 million that lack the essential strategic, financial and operational expertise needed to establish a sustainable and scalable foundation. Third Road Management addresses this challenge by offering a re-imagined CFO suite, featuring some of the most skilled Fractional CFOs, Fractional Controllers, and Fractional Bookkeepers available in the market.

• Build strong relationships with the client and existing team.
• Be a leader providing fresh, innovative ideas and have a tenacity for executing them.
• Leverage expertise to understand and resolve strategic, financial and operational issues to help client businesses measure results, scale and generate additional profits.
• Lead accounting team and maintain responsibility for clear, timely financial reporting.
• Create, measure and report upon key performance indicators across all business segments.
• Advise clients on strategic and operational matters that will assist in sustainable growth while mitigating risk factors. Third Road Management’s Fractional CFOs must be able to provide some level of direction across business disciplines including accounting, finance, sales, marketing, human resources, IT, tax and operations/ production.
• Build 1, 3 and 5 year strategic growth plans.
• Perform investment analysis for capital expenditures and acquisitions.
• Manage a monthly and quarterly close process.
• Manage and review the General Ledger by preparing a trial balance; and preparing and reviewing reconciling or adjusting entries. Ability to close the books on both a cash or accrual basis as needed by client.
• Manage the preparation of annual legal entity and tax filings; coordinate with auditors to provide documentation as requested.
• Manage relevant financial audit and tax work for the Client by working with outside accountants.Create and document internal controls, policies and procedures and coordinate review with Client’s outside audit team where applicable.
• Manage completion of sales tax compliance, inventory tracking, and other areas unique to client industry as needed. Prepare and review various multi-state sales tax filings.

• Several years of experience in working with small to medium sized businesses in a CFO capacity.They can adapt easily to a variety of industries and understand the strategic, financial and operational challenges prevalent in each one.
• Can work independently with support or additional training from supervisor as needed.
• Communicate succinctly and with assurance to advise clients on best course of action. They can deal with a variety of complex accounting issues and explain the impact of said issues to Client.
• Excellent organizational skills, demonstrates ability to manage projects, and juggles multiple responsibilities simultaneously to meet deadlines.
• Has the ability to get along with diverse personalities, while being tactful, mature, and flexible.
• Possesses a strong ability to manage relationships and communicate both verbally and in writing.
• Competent in many systems, preferably QuickBooks Online or Enterprise. NetSuite is a plus. In general, adaptable to whatever accounting system the client utilizes.
• Bachelor’s degree from a top tier school is required.
• CPA (license does not need to be active).
• 15+ years of experience in accounting/finance, including in a CFO role at a small to mid-sized business.

Third Road Management embodies a culture that provides unmatched flexibility, empowerment and balance while delivering deep expertise and excellence for our clients.

• Flexible & Remote Schedules
• Unlimited PTO
• Competitive Compensation
• Health, Dental & Vision Insurance
• 401(k)
• Genuinely Passionate and Personable Colleagues
• Quarterly Company Outings

Our client is seeking a Compliance Analytics Engineer who will be responsible for assisting in designing and implementing technical solutions for the programs that oversee compliance with their regulatory and internal control environment.

This is a direct-hire opportunity that is hybrid to downtown Chicago.

RESPONSIBILITIES:

• Design, build, and maintain automated workflows that enable data extraction, processing, and conversion to standardized data models.
• Develop and maintain data pipelines that ensure end-to-end process automation related to different aspects of the Compliance program.
• Create and maintain department dashboards and other monitoring solutions.
• Implement automated and sustainable reporting for a variety of audiences including management, the Chief Compliance Officer, the Board of Directors, and regulators.
• Support analytics framework by following best practices in code review, testing, documentation and technical writing.
• Optimize existing technologies and data sets and develop new solutions to drive analyses and inform decision-making for Compliance.
• Analyze overall analytics processes strategically and provide comprehensive solutions on a design architecture level.

QUALIFICATIONS:

• Advanced SQL skills
• Familiarity with APIs
• Tableau experience preferred/other reporting tools (native python, BI)

Salary: 112-115k with a year-end bonus

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