Banking and Financial Services Jobs in Bedford Park, IL

Job Details

Level: Experienced

Job Location: Chicago IL - Chicago, IL 60606

Position Type: Full Time

Salary Range: $150,000.00 - $250,000.00

Travel Percentage: Up to 50%

Job Category: Corporate Finance

The Equity Capital Markets (ECM) Vice President/Director will be responsible for managing and executing equity capital raising transactions for corporate clients across a variety of sectors. This individual will focus on origination, execution, and client advisory for offerings such as IPOs, follow-ons, private placements, and convertible securities. The role requires a high degree of market knowledge, execution experience, and client engagement to successfully structure and place transactions in dynamic market environments.

Essential Duties and Responsibilities

• 
  
• Lead the origination and execution of ECM transactions, including IPOs, secondary offerings, and private placements
  
• Collaborate closely with senior bankers to develop and pitch capital-raising solutions to clients
  
• Conduct market analysis and equity valuation to support transaction strategy
  
• Develop offering memoranda, pitch materials, investor presentations, and roadshow materials
  
• Advise clients on transaction structure, pricing, and market timing
  
• Coordinate with legal, accounting, syndicate, and institutional sales teams to ensure seamless execution
  
• Maintain strong relationships with institutional investors, analysts, and legal advisors
  
• Actively monitor equity capital markets to identify trends, opportunities, and potential risks
  
• Provide mentorship and guidance to junior team members
  
• Represent Cabrera Capital at client meetings, industry conferences, and events to enhance brand presence
  
• All other duties as assigned
  

Management & Decision Making Responsibilities

• 
  
• Independently lead transaction execution processes
  
• Exercise discretion and sound judgment in structuring deals and client advisory
  

Knowledge, Skills & Abilities Requirements

• 
  
• Minimum of 5 years of experience in investment banking, preferably in ECM or related capital markets
  
• Bachelor's degree in Finance, Economics, Business, or related field (MBA preferred)
  
• FINRA SIE, Series 7, Series 79, and Series 63 required (or within 5 months of hire)
  
• Strong understanding of equity capital markets, transaction mechanics, and investor behavior
  
• Demonstrated success in managing ECM transactions from pitch to execution
  
• Exceptional analytical and financial modeling skills
  
• Superior communication, presentation, and relationship-building capabilities
  
• Comfortable working in a fast-paced, collaborative environment with cross-functional teams
  
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
  
• Strong attention to detail and ability to manage multiple concurrent projects
  

Work Authorization Requirement

This position is not eligible for sponsorship, including H-1B, CPT, OPT, or any other employment-based sponsorship. Candidates must have current and unrestricted authorization to work in the United States at the time of application and throughout employment.

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### RLI is a company with a strong, successful background.

For decades, our financial track record has been stellar — a testament to our culture and validation of our reputation as an excellent underwriting company.#
**********Position Purpose
**********### We are seeking a highly experienced Cargo Marine Underwriter for the Midwest.

This position will be responsible for hands-on underwriting for complex marine accounts, with a focus on commercial marine operations.### ### The ideal candidate brings deep technical knowledge in Cargo, broad market relationships and proven experience in writing profitable business.#
**Principal Duties & Responsibilities
*** ### Underwrite and oversee complex new and renewal submissions across commercial marine risks.
* ### Develop and maintain strong relationships with key producers, particularly regional retail agents and marine specialty wholesalers, to increase quality submission flow.
* ### Drive regional distribution by identifying underserved markets and building broker relationships.
* ### Monitor market trends, loss experience, and legal developments to support pricing, coverage, and product strategy.
* ### Represent the company at industry functions and with key accounts to strengthen market presence and reputation.
* ### Participate in strategic projects and lead initiatives related to process improvement, systems enhancement, or market expansion.#
**Education & Experience
*** ### Bachelor’s degree in Insurance, Business, or a related field required; advanced degrees or marine insurance certifications preferred.
* ### Minimum 8+ years of commercial marine underwriting experience.
* ### Expertise in Cargo underwriting is essential; Hull & Liability experience is a plus.
* ### Demonstrated track record of profitable portfolio management and broker development.
* ### Existing relationships with marine wholesalers and regional retail agents preferred.#
**Knowledge, Skills, & Competencies
*** ### Deep technical understanding of Ocean Marine underwriting exposures, rating methodologies, and loss trends.
* ### Strong market presence and ability to generate new business opportunities through trusted broker relationships.
* ### Strategic thinker with the ability to make sound risk decisions.
* ### Excellent communication and negotiation skills with the ability to represent the company externally and advocate internally.
* ### Analytical skills to assess complex risks and inform pricing.
* ### Comfortable with data tools and technology platforms to monitor performance and support reporting needs.#
**Compensation Overview
**### The base salary range for the position is listed below.

Please note that the base salary is only one component of our robust total rewards package at RLI.

The salary offered will take into account a number of factors including, but not limited to, geographic location, experience, scope & responsibilities of the role, qualifications/credentials, talent availability & specialization, as well as business needs.

The below range may be modified in the future.##
**Base Pay Range
**$167,365.00
- $243,934.00#
**Total Rewards
**### At RLI, we're all owners.

We hire the best and the brightest employees and allow them to share in the company's success through our Total Rewards.

With the Employee Stock Ownership plan at its core, the Total Rewards program includes all compensation, benefits and perks that come with being an RLI employee.##
**Financial Incentives
*** ### Annual bonus plans
* ### Employee stock ownership plan (ESOP)
* ### 401(k) — automatic 3% company contribution
* ### Annual 401k and ESOP profit-sharing contributions (Up to 15% of eligible earnings)##
**Work & Life
*** ### Paid time off (PTO) and holidays
* ### Paid volunteer time off (VTO) to support our communities
* ### Parental and family care leave
* ### Flexible & hybrid work arrangements
* ### Fitness center discounts and free virtual fitness platform
* ### Employee assistance program##
**Health & Wellness
*** ### Comprehensive medical, dental and vision benefits
* ### Flexible spending and health savings accounts
* ### 2x base salary for group life and AD&D insurance
* ### Voluntary life, critical illness, & accident insurance for purchase
* ### Short-term and long-term disability benefits#
**Personal & Professional Growth
**### RLI encourages its employees to pursue professional development work in insurance and job-related areas.

We make a commitment to employees to provide educational opportunities that help them enhance their skills and further their career advancement.

RLI fosters a true learning culture and encourages professional growth through insurance courses, in-house training and other educational programs.

RLI covers the cost for most programs and employees typically earn a bonus upon successful completion of approved courses and certifications.

Our personal and professional growth benefits include:
* ### Training & certification opportunities
* ### Tuition reimbursement
* ### Education bonuses#
**Diversity & Inclusion
**### Our goal is to attract, develop and retain the best employee talent from diverse backgrounds while promoting an environment where all viewpoints are valued and individuals feel respected, are treated fairly, and have an opportunity to excel in their chosen careers.

We actively support, and participate in, initiatives led by the American Property Casualty Insurance Association that aim to increase diversity in the insurance industry.

Cultivating an exceptional and diverse workforce to deliver excellent customer service reinforces our culture and is a key to achieving superior business results.### RLI is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.### We’re not like other insurance companies.

From our specialty products to our business model, our culture to our results — we’re different.

Different is who we are, and how we work, interact, deliver and succeed together.

Creating a different and better insurance experience doesn’t just happen.

It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference.

This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results.

Apply today to make a difference with us.
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A nonprofit healthcare organization is seeking an Assistant Executive Director for Finance and Administration.

This pivotal role involves serving as Chief Financial Officer, overseeing financial operations, strategic direction, and compliance.

The ideal candidate has extensive experience in financial leadership, especially in nonprofit or mission-driven organizations, with a focus on budgeting and risk management.

The position offers a competitive compensation package and promotes a culture of impact in patient care through strategic operational oversight.
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The Successful Market Director: • Grows his/her market by attracting high quality, diverse talent into financial professional (FP) roles • Ensures new FPs are given the tools, resources and knowledge needed in order to be successful in their new role.
****Attract, Recruit and Select Diverse Talent
***** Create and implement a recruiting strategy to grow capacity by attracting and cultivating quality, diverse FP candidates in focus market.
* Execute a plan to recruit quality talent by spending focused time developing trusting relationships within broad and diverse networks, leveraging centers of influence and obtaining referrals from FPs for quality, diverse talent
* Partner with other Thrivent leaders/key stakeholders to develop capacity plan and understand recruiting and selection systems.
* Actively manage a pipeline of high quality, diverse candidates,
* Conduct selection interviews and assess candidates for high probability for success.
* Create followership by demonstrating enthusiasm for the career and for Thrivent and by caring about the success of others.
****Develop New FPs and Support the Launch of New FP Practices
***** Demonstrate mastery of the Thrivent Financial Advice Process and be able to model and coach on all elements.
* Conduct high levels of joint field work (approx 3 days per week) as scheduled by new FPs to observe and offer feedback, and help with case prep as needed.
* Demonstrate, model and coach on the use of Salesforce and other Thrivent tools (i.e.

CAP, Illustrations, etc.) during the sales process.
* Be available to FPs to develop their goals and conduct meetings with new FPs to discuss progress toward their goals, analyze what’s working and not working and ways to overcome challenges and issues.
* Be available to FPs to develop/execute a marketing plan to achieve their goals that leverage relationships within their natural market, referrals and communities.
**Collaborate with Others
*** Inform and communicate with leadership team regarding FP (new and vet) progress toward goals and success.
* Facilitate connections between new FPs and vet FPs to provide additional joint field work experiences or practice experiences for new FPs
* Connect with corporate resources to stay informed of best practices or changes that directly impact recruiting, launch and vets
* Demonstrate ability to use technology effectively with FPs to assist in coaching and training
* Build a plan with the Community Engagement team and others to develop and implement a plan to grow the market, and identify communities or congregations within the market on which to focus, using generosity and other marketing programs.
* Build and maintain relationships with leaders within the Christian Community and centers of influence.
****Manages Market
***** Engages in business planning to set strategy for market and to determine how to meet goals
* Provides leadership and coaching to market team
* Develops a healthy culture within the market, enabling good results and ensuring a culture of excellence in the market
* Work with the Community Engagement team and others to develop and implement a growth plan, and identify key markets on which to focus.
* Build and maintain relationships with leaders within the Christian Community and centers of influence.##
**Characteristics of Ideal Candidate
*** Drives for Results: strives for success, and takes ownership of market’s performance
* Passionate about Attracting and Developing Others; gains professional satisfaction from the success of others and being a source of help
* Adaptable: flexible, agile and amenable
* Courageous: willingness to take risks and do what needs to be done to grow individuals and the market
* Credible: Seen as an expert in what it takes to be a successful FP, both in sales process/methods and systems/technology
****Minimum Requirements:
***** Demonstrated track record of solid sales results (i.e.

L/H/A, investments, etc).
* Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems (i.e.

CAP, Illustrations, etc.) and ability and willingness to model, promote and demonstrate usage of tools as needed.
* Previous experience in attracting others.
* Will and skill to commit to joint field work expectations.
* Experience in leading groups, specifically in presenting and facilitating in order to drive understanding of concepts and practices that lead to new FP success.
* Licensing: + FINRA Series 7, 63/65 or 66 required or obtained within 90 days.

+ State insurance licensed and appointed in life, health and variable lines of authority or attained within 90 days.

+ State securities registered and insurance licensed and appointed in all states that comprise the Advisor Group.

+ Once FPs are assigned to this position, this position will require securities registrations, state insurance licenses and appointments in all states where FPs are conducting business and receiving commissions.
* Satisfactory background check and clean compliance record.
* Flexibility to travel within the Advisor Group (may include overnight) and conduct business during evening hours.
* Must have own automobile to use for business purposes.
* Demonstrated track record of satisfactory performance.
****Strongly Preferred:
***** Four year college degree strongly preferred.
* Professional designation or history of significant progress toward achievement preferred.
****Key Dependencies and Relationships:
***** Advisor Group Leadership Team; vet FPs; new FPs; Advisor Group staff; corporate recruiting, launch and practice management teams.Pay TransparencyThrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose.

We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent.

Compensation for this role is a combination of base, bonus, and incentives.

The applicable total compensation range for this full-time role is $145,000
- $211,000 per year, which is dependent upon performance and factors in various geographic regions.

The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives.

That extends to our benefits.The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits.

Eligibility for receipt of these benefits is subject to the applicable plan/policy documents.

Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.
*Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
* *sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law.

This policy applies to all employees and job applicants.
**Thrivent is committed to providing reasonable accommodation to individuals with disabilities.

If you need a reasonable accommodation, please let us know by sending an email to or call 8 and request Human Resources.
*At Thrivent, we believe money is a tool, not a goal.

Driven by a higher purpose at our core, we are committed
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A leading financial services company is seeking a Director for its FIG Investment Banking team in Chicago, IL.

This senior role involves managing key relationships in the consumer finance sector, leading deal execution, and mentoring junior team members.

The ideal candidate will have substantial experience in relationship management, a Bachelor’s degree, and familiarity with Lender Finance.

Knowledge of capital markets and relevant licenses are also preferred.

This position offers significant growth potential within an innovative banking group.
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As a hedge fund investment analyst in Callan’s Alternatives Consulting group, you will contribute to the investment capabilities of the hedge fund consulting team and work collaboratively with Callan’s institutional clients and consultants to implement hedge fund/diversifier portfolios. Hedge fund and diversifier strategies include multi-strategy, long/short equity, event driven, systematic macro, discretionary global macro, CTAs, reinsurance/ILS, and other strategies. You will report to the head of the Alternatives Consulting group.

What’s Unique About This Role?

Your primary focus will be conducting research on hedge fund strategies (directs and funds-of-funds) for clients, with a primary focus on quantitative analysis. Your secondary focus will be monitoring hedge fund risk and performance. You will play a key role in interfacing with hedge fund managers and Callan consultants and clients.

Please note: This position will be based in one of Callan’s office locations listed above and working a hybrid (office/home) schedule with a minimum of three (3) days a week in the office.

Primary Duties
Manager Research

• 
  
• Collaborate with other members of the Hedge Fund Consulting team to conduct comprehensive quantitative and qualitative research on prospective investments in hedge fund (directs and funds-of-funds), and diversifier strategies
  
• Compile research materials to review with the hedge fund consulting team, internal Callan oversight committees, and Callan clients
  
• Assist in presenting research analysis and findings to clients
  

Manager and Portfolio Monitoring

• 
  
• Compile monthly and quarterly performance, risk, and qualitative monitoring reports for consultants and clients
  
• Attend regular manager meetings, virtually and on-site, and post summary notes to Callan’s internal database
  
• Assess the current market environment and industry trends to help guide hedge fund/diversifier portfolio implementation, and contribute to Callan’s monthly and quarterly hedge fund market trend presentations
  

Manager Sourcing

• 
  
• Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund/diversifier sectors and contribute to Callan’s intellectual capital
  
• Proactively identify attractive fund investment opportunities appropriate for Callan’s clients
  
• Coordinate and lead manager meetings and post meeting notes to Callan’s internal database on a timely basis
  

Research and Education

• 
  
• Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers
  

Job Skills & Requirements
Skills:

• 
  
• Works constructively with colleagues in the group and across the broader organization
  
• Possesses strong written and verbal communication skills
  
• Responds to internal and external requests in a timely and efficacious manner
  

Characteristics:

• 
  
• Maintains an effective and professional relationship with clients and managers, and with a high degree of integrity
  
• Follows a rigorous and consistent research process with strong attention to detail to ensure client recommendations and reports are consistently high quality
  

Education and Experience:

• 
  
• Bachelor’s degree or equivalent, preferably in finance, economics, or a related discipline
  
• Minimum two years of demonstrated experience in evaluating and monitoring hedge fund and diversifier strategies, hedge fund/diversifier manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships
  
• Progress towards, or completion of, CFA and/or CAIA program preferred
  

Compensation, Benefits & Training

At Callan, you can expect:

• 
  
• A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more
  
• Training for all Callan databases, research, and other systems
  
• Access to team-building events, community outreach opportunities, and wellness events
  

$65,000 - $85,000 a year

The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future.

As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit to learn more about Callan’s culture, benefits, and more.

About Callan

Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners.

Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at is an equal-opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences.

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A leading investment consulting firm in San Francisco seeks a hedge fund investment analyst to conduct research and monitor hedge fund performance.

The candidate will collaborate with a team to provide insights into hedge fund strategies and assist in presentations to clients.

An ideal candidate will possess a bachelor's degree in finance or a related field, along with two years of related experience.

A commitment to strong communication and client relationships is essential.
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Elevate your career to new heights as a Senior U.S Tax Senior Manager at our client's Big 4 prestigious accountancy firm in the Cayman Islands!

In this dynamic role, you will lead a talented team of tax professionals in delivering comprehensive tax strategy, planning, and compliance services to esteemed clients within the Financial Services sector.

As a strategic leader, you will play a vital role in driving business development initiatives, fostering strong client relationships, and providing expert guidance to your team to ensure the successful execution of projects.

A minimum of 7 years of extensive U.S taxation work experience, with a focus on investment funds or international corporate structures is required.

Responsibilities

1. Lead a team of tax professionals in delivering comprehensive tax services to clients.
2. Drive business development initiatives and contribute to the growth of the firm.
3. Provide expert guidance and mentorship to team members.
4. Ensure compliance with tax laws and regulations.
5. Develop and maintain strong client relationships.

Capabilities and Skills Required:

1. Minimum of 7 years of extensive U.S. taxation work experience, with a focus on investment funds or international corporate structures.
2. Bachelor’s degree in accounting/taxation or a related field, coupled with relevant professional certifications (e.g., CPA, IRS Enrolled Agent).
3. Proven ability to thrive in a fast-paced environment, with a demonstrated track record of delivering superior results.
4. Strong leadership skills, including the ability to inspire and empower team members to achieve their full potential.
5. Exceptional communication and interpersonal skills, enabling effective collaboration with clients, colleagues, and stakeholders.
6. Essential background in Financial Services, with expertise in private equity and/or hedge funds is required

Education and Experience Level:

1. Bachelor’s degree in accounting/taxation or a related field.
2. Minimum of 7 years of extensive U.S. taxation work experience, with a focus on investment funds or international corporate structures.

Qualifications Required:

1. Certification as a U.S. Certified Public Accountant (CPA) or IRS Enrolled Agent (required)

Benefits

1. Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents.
2. Relocation support, including accommodation, transportation, and flights for the candidate and their family.
3. Pension contribution and generous vacation allowance, including additional closure periods.

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Director, FIG Investment Banking, Consumer Finance

Capital One, Chicago, IL

Job Description

Director, FIG Investment Banking, Consumer Finance. This role is for a senior banker on the Consumer Finance team within Capital One's Financial Institutions Group ("FIG"). The individual will be responsible for relationship management, including new business development, investment banking coverage, pitching to issuers and investors, and deal execution. This position requires an entrepreneurial mindset, with the ability to autonomously manage external relationships and internal deal teams, as well as senior business leaders. Individuals welcome the challenge of joining a growing and dynamic industry-focused banking group with phenomenal growth potential. In addition, the candidate may play a leadership role across deal teams by guiding and shaping more junior associates. Directors are trusted with the most complex transactions and are expected to solve unique problems based on demonstrated experience and job specific skills. The candidate will work closely with members of the FIG organization as well as with a broad group of cross‑functional teams that support the business in various ways.

Responsibilities

• 
  
• New business development and ongoing relationship management in the broader consumer finance industry
  
• Work with leadership team to assist in the development of opportunity set and potential growth areas
  
• Nurture and expand strong internal/external relationships, both new and existing
  
• Work both independently and with a small team to advise companies on best options for their needs, including lending, capital markets and other services
  
• Autonomously manage deal execution with limited oversight: origination, structuring, cash flow modeling, diligence, negotiation of terms, approval, and legal documentation
  
• Lead due diligence processes; evaluate industry research to draw relevant conclusions on material strengths, risks, and mitigants
  
• Assist less experienced team members in financial statement analysis, cash flow analysis, and overall deal structuring
  
• Prepare and review financial models independently
  
• Assist partners in Underwriting to review credit approval documents; may review work of less experienced members of the team
  
• Autonomously prepare term sheets in consultation with broader deal team, including partners in Underwriting, Legal and Credit
  
• Lead the review and negotiation of legal documents subject matter expertise to provide rationale and drive outcomes, both internally and externally
  
• Drive overall deal process and lead communication with internal and external constituents; constructively improve deal process
  
• Prepare and review pricing models independently; understand drivers for pricing model outputs and consider areas for increasing returns
  
• Build relationships to foster collaboration between partner groups
  
• Interact directly with customers to cultivate strong relationships while balancing risk and return
  
• Mentor and train rotational analysts and new hires
  
• Participate in internal initiatives to ensure the business is well‑managed and operates efficiently
  

Basic Qualifications

• 
  
• Bachelor's Degree or Military Experience
  
• At least 5 years of experience in Relationship Management
  
• At least 7 years of experience working with Lender Finance
  
• At least 7 years of experience working with Financial Institutions
  

Preferred Qualifications

• 
  
• Master's Degree and/or CFA
  
• At least 10 years of experience in Capital Markets and Asset Backed Securitization (ABS)
  
• Completion of a formal credit training program
  
• FINRA Licenses series 7, 63, 69
  

EEO Statement

Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non‑discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug‑free workplace.
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations.

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Tax – Investment Funds Associate (5+ yrs) – Am Law 50 Firm
About the Position

Our client, a prestigious international law firm, has an active need for a tax lawyer with substantial experience handling matters related to fund formation to join its tax practice in Chicago as an associate. The firm’s tax practice focuses on all aspects of US and UK tax law and advises on thousands of transactions annually across a variety of sectors, including technology, life sciences, energy, telecommunications and real estate.

Highlights

• 
  
• Nationally ranked as one of the best companies to work for
  
• Recognized by Fortune for charitable endeavors and pro bono work
  
• Named in People magazine’s Companies That Care list for its compassion towards employees
  
• Industry-leading technology
  

Responsibilities

• 
  
• Advise clients on tax matters related to fund formation, primary and secondary investments, and joint ventures
  

Qualifications

• 
  
• 5+ years of tax experience representing fund sponsors and investors, particularly with venture funds and private equity funds
  
• Large law firm experience preferred
  
• Top academic credentials
  

Location

Chicago, IL (Hybrid)

Compensation

The anticipated base salary range for this position is $365,000+.

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A prominent consulting firm in Chicago seeks an experienced Transaction Services Financial Diligence Director to manage financial due diligence projects, oversee teams, and foster client relationships.

This role requires at least 10 years of experience in consulting, strong leadership skills, and a relevant bachelor's degree.

Preferred candidates will have CPA certification and extensive knowledge in US GAAP and transaction advisory services.

The position offers a salary range of $175K-$250K plus bonus, with a focus on business development and client satisfaction.
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A community health organization in Chicago is seeking a Chief Financial Officer (CFO) to align financial strategies with organizational goals, guide financial planning, and mitigate risks.

The ideal candidate will have at least 15 years of experience in healthcare finance, including substantial leadership roles.

This position offers a competitive compensation package and the opportunity to shape the financial future of a mission-driven organization.
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Role Summary

This Vice President will play a key role, designing and executing marketing strategies to support the growth of ourRetirementbusiness, which includes a range of investment, managed advice/accounts and value-added capabilities distributed through plan sponsors, consultants, DC specialist financial advisors and intermediary home offices/aggregators.

The Vice President will partner with client-facing business leaders, product strategy, investment teams and broader AM Marketing teams to identify and harness the top commercial priorities and translate them into full-funnel plans, fueling our business growth objectives with this critical segment.

Position Responsibilities:

• 
  
• Channel marketing vision and implementation: Research, plan, develop and implement an integrated marketing strategy for AM’s retirement client segments to fuel overall business growth objectives.
  
• Brand narrative: Ensure the AM value proposition, and associated retirement derivation and messaging pillars are infused through all marketing activities globally.
  
• Client research: Partner with AM brand marketing and retirement business leaders to track, manage and analyze client research to determine how AM is perceived by our retirement clients and identify which perceptions need to be addressed to enable the business to move forward.
  
• Capabilities and solutions: position full range of investment solutions (capital preservation, public equities and fixed income and alternatives), managed advice offering and thought leadership.
  
• Campaigns and execution: Develop and execute well thought-out, impactful and quantifiable lead generation and client retention campaigns leveraging a range of digital, media and in-person channels.
  
• Client Engagement:Partner with marketing contacts at client and partner firms to drive joint initiatives, support growth of investment strategies and elevate brand awareness.
  
• Sponsorships and events: Partner with AM event marketing and retirement business leaders to develop a marketing strategy and execution for key channel sponsorships and events.
  
• Content: Partner with content and product marketing teams, to deliver a content calendar which fully supports the institutional and insurance marketing strategy, including the generation of editorial ideas, and content creation as well as continual improvement across marketing and sales collaterals, social media and .com.
  
• Measurement and reporting: End-to-end reporting and measurement of day-to-day and campaign-related marketing impact, delivering clear MROI and taking active steps to adjust marketing approach as necessary to optimize impact.
  
• Risk management: Maintaining strict adherence to regulatory and procedural guidelines for all marketing communications including proactive management of operational risk.
  
• Team effectiveness: Drive operational efficiency of the institutional and insurance marketing team, ensuring they are highly motivated, fully engaged and able to operate at scale.
  
• Partnership and collaboration: Develop and maintain strong relationships with other AM marketing leaders, EO marketing partners, Corporate Communications, sales and investment heads, and key senior stakeholders across the global organization.
  

Qualifications:

• 
  
• 10 plus years of experiencein retirement marketingor similar roles within a leading financial institution with an outstanding track record with measurable impacts and achievements
  
• Experience across retirement intermediary/advisor channel and direct to plan sponsors.
  
• In-depth knowledge of the retirement asset management industry: clients, products, regulations, competitors
  
• Well-developed strategic thinking with commercial awareness and business acumen
  
• Demonstrable track record of leading and executingeffectively across matrixed, complex organizations with excellent communication, influencing and presentation skills as well as the ability to engage with partners at all levels
  
• Ability to present investment views in a thoughtful and well-reasoned manner, synthesize information from multiple sources and develop a clear, compelling story
  
• Demonstrated integrated marketing skills across strategy and execution; ability to leverage subject matter experts throughout broader divisional marketing team in pursuit of effective outcomes
  
• Solid experience in digital marketing, with working knowledge of martech within B2B environments, lead generation, and analytics in order to partner with subject matter experts
  
• Ability to work at varying speeds and under timeframe pressure, while maintaining extremely high standards
  
• Bachelor’s Degree (BA/BS)
  

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We’re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at /careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: © The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

Salary Range
The expected base salary for this Chicago, Illinois, United States-based position is $110000-$230000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits
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 offering, 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.

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An established industry player is seeking a Senior U.S.

Tax Senior Manager to elevate their career within a prestigious Big 4 accountancy firm.

In this dynamic role, you will lead a talented team in delivering comprehensive tax strategy, planning, and compliance services to esteemed clients in the Financial Services sector.

You will play a pivotal role in driving business development initiatives and fostering strong client relationships while providing expert guidance to your team.

This is an exciting opportunity to make a significant impact in a fast-paced environment, where your leadership and expertise will be valued and rewarded.
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If your background is in Cybersecurity, Computer Science and Engineering, Digital Forensics, Management Information Systems, or Security Information Systems, learn more about CRA!

About Charles River Associates

Charles River Associates is a leading global consulting firm that provides economic, financial, and business management expertise to major law firms, corporations and governments around the world. CRA advises clients on economic and financial matters pertaining to litigation and regulatory proceedings, and guides corporations through critical business strategy and performance-related issues. Since 1965, clients have engaged CRA for its combination of industry experience and rigorous, fact-based analysis that provide clients with clear, implementable solutions to complex business concerns.

Practices seeking to hire candidates with this profile include (hiring locations listed):

• Forensic Services/Cybersecurity & Digital Forensics (Boston, Chicago, Dallas, New York, Washington DC)
  • Our team supports cyber due diligence, incident response, insurance claims, and security transformation.
• Forensic Services/E-Discovery (Boston, Chicago, New York)
  • Our team assists companies and their counsel in data preservation, collection, analysis, reporting, and delivery from cloud-based and other repositories.

Learn more about our work by reviewing our Services and Industries on our website.

Position Overview

• Assist with security and privacy investigations in response to data security matters, which may include ongoing breaches and fraud;
• Engage in problem solving and forensic analysis of digital information using standard computer forensic and evidence handling techniques and tools;
• Apply investigative techniques, scientific reasoning, and digital forensic techniques against various systems to answer questions;
• Identify, research, and organize information to determine what a hacker did to a compromised system, whether data was stolen from a company asset, or what data to assess and provide in a litigation;
• Defensibly collect digital evidence and complete chain-of-custody documentation;
• Leverage your programming, model building, and database administration skills (including using Python, T-SQL, VBA, Excel, C#, and/or other programming languages and tools);
• Communicate with team members, clients, and other professionals to share investigative and analytical findings, and assist with the drafting of written reports to summarize procedures performed and findings;
• Work closely with business stakeholders and experts to develop new and innovative tools to support the evolving forensic landscape;
• Stay current with developments in digital forensics, e-discovery, and incident response.

Check out our blog about a typical day at CRA and how you can make an impact!

Desired Qualifications

• Bachelor’s or Master’s degree candidates graduating December 2025/Summer 2026 with an academic focus in Cybersecurity, Computer Science and Engineering, Digital Forensics, Management Information Systems, Security Information Systems, or related field;
• Strong understanding of computer operating systems, software, and hardware;
• Ability to conduct detailed forensic investigations and analyses of computers, networks, mobile devices, and removable media;
• Experience with conducting digital forensic analyses using commercial and open-source forensic tools, including file system forensics, memory analysis, and network analysis;
• Experience with conducting static/dynamic malware analyses in a lab environment and threat hunting in a live environment;
• Strong understanding of proper evidence handling procedures and chain-of-custody;
• Experience with drafting technical and investigative reports and communicating technical findings;
• Experience with utilizing automation tools and scripts to expedite analyses;
• Understanding of incident handling procedures, including preparation, identification, containment, eradication, and recovery-to-protect enterprise environments
• Understanding of common attack techniques used by an adversary on a victim network and how to leverage those techniques to stop further adversary activity
• Individuals with digital forensics/incident response training and/or certifications, including SANS GIAC (GCIA, GCFA, GCFE, GNFA, GCCC, and/or GREM), IACIS (CFCE or CIFR), and/or Guidance Software (EnCE), are preferred but not required;
• Effective written and oral communication skills;
• Demonstrated high level of initiative and leadership;
• Strong teamwork and collaboration capabilities;
• Excellent time management and task prioritization skills;
• Clear and demonstrated interest in consulting through coursework, work experience, activities, or attendance at CRA recruiting events.

To Apply

To be considered for a position in the United States, we require the following:

• Resume – please include current address, personal email and telephone number;
• Cover letter – please describe your interest in CRA and how this role matches your goals. Also, please note if you have interest in a particular practice and/or a location preference;
• Transcript – may be unofficial. Note: you must be graduating from a bachelor's or master's degree program for this role. If you are graduating from an MBA/PhD program or have work experience, please visit our Careers site to see current open roles.

If you are interested in applying for one of ourinternational locations, please visit our Careers site to view and apply for available jobs.

Please also note that candidate resume review will commence on or after August 31, and continue on a rolling basis until positions are filled.

Career Growth and Benefits

• CRA’s robust skills development programs, including a commitment to offering 100 hours of training annually through formal and informal programs, encourage you to thrive as an individual and team member. Beginning with research and analysis skill building, training continues with technical training, presentation skills, internal seminars, and career mentoring and performance coaching from an assigned senior colleague. Additional leadership and collaboration opportunities exist through internal firm development activities.
• We offer a comprehensive total rewards program including a superior benefits package, wellness programming to support physical, mental, emotional and financial well-being, and in-house immigration support for foreign nationals and international business travelers.

Work Location Flexibility

CRA creates a work environment that enables our colleagues to benefit from being together in the office to best deliver on our promise of career growth, mentorship and inclusivity. At the same time, we recognize that individuals realize a range of benefits when working from home periodically. We currently expect that individuals spend at least 3 to 4 days a week working in the office (which may include traveling to another CRA office or to client meetings), with specific days determined in coordination with your practice or team.

Our Commitment to Equal Employment Opportunity

Charles River Associates is an equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, status as a protected veteran, or any other protected characteristic under applicable law.

Wage range considers several factors including but not limited to experience, education level, and expertise. A good-faith estimate of the base wage range for this role is $92,500 - $100,000; actual total compensation may also include benefits and bonus.

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Group Manager
- Middle Market (Chicago, IL) page is loaded## Group Manager
- Middle Market (Chicago, IL)locations: Work From Home ILtime type: Full timeposted on: Posted Yesterdayjob requisition id: 19085
**Position Title
**Group Manager
- Middle Market (Chicago, IL)
**Location
**Work From Home IL, IL 62629
**Job Summary
**Responsible for the building and leadership of a team who focuses on new business development, portfolio management, credit quality, and overall relationship management of their portfolio of clients targeting the Chicago, IL area.

Ensures the generation of revenue by cultivating commercial relationships with companies of revenues between $30MM to $1Bln.

This leader will be the point person in the market.

Pay Range: $165,621
- $223,588
- $281,556Pay Range: Local Minimum Wage
- $0.00
- $0.00
**Job Responsibilities:
*** **Strategic Planning
**: Partnering with regional leadership to create a strategic plan for the Commercial Group and creating action plans to ensure the achievement of the plan including setting and tracking individualized goals for each team member in regards to production and revenue, and forecasting results for management based on existing pipelines.
* **Management of the Team
**: Monitoring and coaching performance of team members, ensuring that relationships are created and maintained, taking appropriate action to ensure goals are achieved (including sourcing deals personally if needed), while taking corrective actions if goals are not being achieved and leveraging expertise and knowledge to develop an outstanding team.

Attracting, developing and coaching a successful sales team.

Responsible for hiring, training, development, and handling of salary administration, performance reviews, and employee relations issues.
* **Relationship Management/Revenue Generation
**: Ability to infuse the team’s network of clients and centers of influence with fresh prospects at any time in order to expand opportunities.

Serves as an escalation point for any and all client relationships, addressing any issues and removing obstacles to ensure a smooth and beneficial transaction.

Personally manages client relationships as needed or deemed necessary.

Assist team with generating revenue, deposit gathering and fee production.

Work with product partners on cross-sell efforts to deepen relationships and improve profitability.
* **Credit Quality
**: Ensuring the team is pro-actively monitoring the credit quality of their portfolios through timely financial statement gathering, monitoring client’s compliance with ongoing required reporting and properly analyzing financial information.

Partnering with the credit team to recommend and take appropriate corrective actions as needed.
**Job Requirements
**:
* High School Diploma or equivalent, required
* Bachelor’s degree, preferred
* 15+ years of experience in commercial lending (either production or credit roles)
* Excellent interpersonal and verbal and written communication skills
* Knowledge of regulatory compliance requirements.

Ability to stay abreast of industry trends, as well as legislation and regulations that impact the business.
* Strong negotiation skills
* Knowledge of financial analysis; credit analysis skills
* Strong relationship management and business development/sales skills
* Excellent customer service and community relations skills
* Adhere to all regulatory and compliance issues linked to the job and the team and understand how these issues help the bank achieve the vision of remaining an independent bank.

Staff member is expected to consistently adhere to regulatory and compliance policies and standards linked to their job as listed.

Staff member will not repeatedly act in a manner signifying intentional or willful noncompliance, nor exhibit gross negligence or a general disregard for compliance and regulatory standards.

Staff member must ensure compliance with applicable federal, state and local laws and regulations.

Staff member must complete all required compliance training on a timely basis.

Staff member will maintain knowledge of and adhere to Flagstar’s internal compliance policies and procedures.

Staff member must take responsibility to keep up to date with changing regulations and policies.Flagstar is an Equal Opportunity EmployerFlagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.

Please click the following link for detailed information:
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Tax Director
- Family Office page is loaded## Tax Director
- Family Officelocations: Chicago, ILtime type: Full timeposted on: Posted Todayjob requisition id: R10267Invenergy drives innovation in energy.

Powered by decades of entrepreneurial experience and unparalleled execution, we solve the energy challenges facing our customers and communities.

We provide power generation and storage solutions at scale around the world to create a cleaner energy future.

We develop.

We build.

We own.

We operate.

We are Invenergy.This position will be open for application for at least 3 calendar days from the posting date.

This position will remain open for application based on business need, which may be before or after the 3-day posting window.
**Job Description
****Position Summary
**The Tax Director will lead and manage all tax planning, compliance, and advisory functions for a family office across complex entity structures, trusts, investments, and global holdings.

This role will also collaborate closely with the tax team at the family office’s owned businesses, to integrate strategy and compliance across all entities.

In addition, the Tax Director works closely with the Family Office Principals, estate planning advisors, investment managers, and external tax counsel to support the family office’s long-term strategic objectives.
**Key Responsibilities
****Tax Planning
*** Develop and implement comprehensive tax planning, analysis, and structuring that align with the family’s long-term wealth, investment, and estate planning objectives.
* Identify tax requirements for investments, asset allocations, liquidity events, real estate, private equity, and philanthropic activities.
* Advise on entity formation, restructuring, and cross-border considerations.
* Evaluate legislative and regulatory developments and proactively communicate tax implications.
**Tax Compliance & Reporting
*** Oversee preparation and filing of all federal, state, and (if applicable) international tax returns for individuals, trusts, partnerships, and corporate entities.
* Ensure accuracy, timeliness, and full compliance with tax laws and reporting requirements.
* Maintain internal controls and documentation to support tax positions and audits.
* Manage relationships with tax authorities and lead audits or inquiries.
**Trusts, Estates & Wealth Transfer
*** Collaborate with estate planning attorneys to design and maintain trust structures.
* Provide guidance on gift, estate, and generation skipping transfer taxes.
* Track basis, distributions, and reporting for trust structures and family partnerships.
**Investment & Transaction Support
*** Review and advise on the tax consequences of investment opportunities, fund structures, carried interest, real estate transactions, and business acquisitions/dispositions.
* Coordinate tax due diligence on direct investments and private deals.
* Work with investment managers to optimize after-tax returns.
**Governance, Risk & Operations
*** Establish and maintain tax policies, procedures, calendars, and documentation.
* Manage relationships with outside advisors, including CPAs, attorneys, and consultants.
* Present updates and recommendations to family members, board committees, and senior leadership.
* Oversee and mentor internal tax staff or outsourced providers.
**Qualifications
*** CPA, or equivalent advanced tax credentials required.
* 15+ years of progressive tax experience, preferably in a family office, private wealth practice, or high-net-worth advisory environment.
* Strong knowledge of individual, partnership, trust, gift/estate, and investment-related taxation.
* Experience with multi-entity, multi-state, cross-border, and alternative investments.
* Exceptional analytical, communication, and confidentiality skills.
* Ability to operate with discretion, integrity, and a service-oriented mindset.
* Familiarity with philanthropic structures (foundations, donor-advised funds).
* Ability to work collaboratively with legal, investment, and financial planning teams.
* Comfortable navigating ambiguity and providing clear, practical solutions.
**Base Pay
**$180,000
- $250,000The base pay range reflects the minimum and maximum target salary for the position.

Invenergy considers a number of factors when determining base pay offers such as the scope and responsibilities of the position and the candidate's experience, education and skills.

In addition to base pay, the total annual compensation package may also include eligibility to participate in our bonus program(s) which are designed to reward individual and company performance.

Your recruiter can share more about bonus eligibility for this position during the hiring process.

Invenergy offers a variety of other benefits including medical, dental and vision insurance, 401k, paid time off, etc.Invenergy LLC is an equal opportunity employer.

All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.Invenergy drives innovation in energy.

Powered by decades of entrepreneurial experience and unparalleled execution, we solve the energy challenges facing our customers and communities.

We provide power generation and storage solutions at scale around the world to create a cleaner energy future.

We develop.

We build.

We own.

We operate.

We are Invenergy.
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Overview

Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.

Responsibilities

• Operates as key member of the deal team with efforts to maximize sector penetration and returns.
• Institutes cross-selling initiatives to increase ranking with client.
• Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
• Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.
• Initiates contact with partners for new client sales.
• Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
• Reviews and continually monitors performance of existing accounts and client relationships.
• Conducts due diligence (e.g. client visits, analyzing business models, and comprehensively reviewing industry trends and related regulations).
• Understands client needs and provides relevant ideas and opinions to generate recommendations.
• Collaborates with sector coverage partners for clients and prospects to identify / deliver creative, timely solutions.
• Provides deal expertise and prepares/oversees delivery of creative and timely "pitches".
• Supports credit concurrence/pricing efforts as a client advocate.
• Maintains key ongoing coverage contact with clients and sector managers.
• Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services.
• Identifies and leverages key decision makers and influencers in client / internal organizations.
• Acts as a positive change agent to drive improved efficiency and effectiveness.
• Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates.
• Assists in the development of strategic plans.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Works with specialists as needed to support successful deal completion.
• Ensures alignment between stakeholders.
• Creates financial models to analyze client portfolios and anticipate client needs.
• Uses financial analysis to proactively identify opportunities to cross-sell.
• Generates updated financial models/ analyses as dictated by business needs and industry requirements.
• Analyzes/ assesses industry compilations.
• Applies appropriate technical concepts and completes / leads consistent and reliable technical and financial reports / analyses to support client deliverables.
• Understands the complexity of transactions and related risks (credit, market, operational, legal/compliance, etc.).
• Balances the Bank's risk appetite with client needs when making recommendations / proposals.
• Identifies opportunities to find more cost-effective ways to impact the bottom line and drive profitability.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Reviews and guides work of Analysts and Associates to deliver business results.
• Delivers financial modeling to support strategic recommendations to clients.
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• An undergraduate degree. Focal areas of finance, economics, or accounting preferred with high academic achievement.
• MBA, CFA or equivalent experience in financial services, accounting, or legal fields.
• Minimum of 6 years of relevant experience in investment banking, negotiating and structuring financial transactions. This should include some experience in a corporate lending environment developing business.
• Relevant business services sector experience is highly desired.
• Good knowledge of the organizational portfolio management policies and objectives.
• Displays advanced deal execution and/or project management skills - ability to manage more than one client / major initiative.
• Demonstrates strong market knowledge to enable the comprehensive servicing of clients and the effective development of new solutions.
• Expertise in financial computer applications and database management tools.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

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A leading marine products company in Chicago is seeking an Analyst for Specialty Retail Enablement focused on Amazon.

This role demands a highly analytical professional capable of driving performance through data analysis.

Responsibilities include leading performance analysis, developing dashboards, and conducting competitive analysis.

A bachelor's degree and over 5 years in e-commerce analytics are required.

The position offers competitive pay between $85,800
- $138,200 annually, along with comprehensive benefits and a hybrid working model.
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What we're looking for:

The Assistant Executive Director (AED) for Finance and Administration will serve as the Chief Financial Officer (CFO) of the organization and serve as a key member of the executive leadership team, providing strategic direction and executive oversight of the association’s financial operations, business planning, administrative services, and enterprise risk management. This role oversees finance, accounting, budgeting, forecasting, human resources, operations, staff training and development, ensuring the organization’s sustainability, compliance, and growth in alignment with its mission, values, and organizational priorities. The CFO partners closely with the Executive Director, Board of Directors, Foundation Board of Trustees, Finance Committee and senior leaders across the organization.

This job might be for you if you're interested in:

• 
  
• Working at a not-for-profit, mission-based organization that is focused on its members.
  
• A welcoming and supportive environment that gives you an opportunity to impact patient care.
  
• Excellent work-life balance in a hybrid workplace environment.
  
• A competitive compensation package that includes outstanding medical/dental benefits, incredible long-term savings benefits, generous time off (including a week-long Winter Break), paid parental leave and more.
  
• Training and professional development opportunities.
  

What you'll do:

1. 
   
2. Strategic Leadership and Governance
   
   1. 
      
   2. Partner with the Executive Director and Board in formulating and administering Society policies and developing long-range plans and objectives.
      
   3. Serve as a member of the Executive Group (EG), contributing to enterprise-wide decision-making and guiding short- and long-term strategies for organizational sustainability and growth.
      
   4. Provide thought leadership on financial and operational implications of strategic initiatives, ensuring alignment with the Society’s vision and objectives.
      
   
   
   
3. Financial Strategy, Operations and Oversight
   
   1. 
      
   2. Oversee budgeting, forecasting, financial modeling, and scenario analysis to inform organizational decision making.
      
   3. Lead the development and execution of long-term financial strategies that support organizational growth, innovation, and resilience.
      
   4. Partner with business unit leaders on major initiatives, revenue optimization and generation, business models, cost analysis, and ROI measures.
      
   5. Oversee day-to-day financial operations, including accounting, payroll, grants management, and cash flow.
      
   6. Ensure robust internal controls, compliance with accounting standards and transparent financial reporting.
      
   7. Provide strategic oversight of the organization’s investment portfolio, managing short-term cash flow opportunities and consult with advisors to guide long‑term investment.
      
   8. Manage relationships with banks, investment advisors, external auditors and coordinates annual audits.
      
   9. Advise the CEO, Board of Directors, and executive leadership on financial matters and implications of strategic decisions.
      
   
   
   
4. Business Operations
   
   1. 
      
   2. Maintain employee benefit programs, including medical/dental insurance coverage, life insurance, and retirement plan design and documentation.
      
   3. Oversee contract review and negotiations in conjunction with business stakeholders and outside legal counsel.
      
   4. Maintain appropriate business insurance coverage for the Society.
      
   
   
   
5. Risk Management, Legal and Compliance
   
   1. 
      
   2. Direct all enterprise risk management activities, including insurance, compliance, internal controls, and financial policies.
      
   3. Identify financial risks and develop mitigation strategies, including investment policies and insurance coverage.
      
   4. Ensure compliance with federal, state, and local regulations applicable to nonprofits, including tax filings and grant requirements.
      
   5. Maintain and update financial policies and procedures in response to regulatory changes.
      
   
   
   
6. Human Resources and Training and Development
   
   1. 
      
   2. Provide executive leadership for HR strategy, including workforce planning, recruitment, onboarding, compensation, benefits, performance management and organizational development.
      
   3. Oversee HR compliance, employee relations, and performance management frameworks.
      
   4. Partner with leadership to promote a healthy culture, strong engagement, and effective hiring and retention practices.
      
   5. Ensure compliance with labor laws and employment regulations.
      
   6. Maintain personnel records and the employee handbook.
      
   7. Mediate employee relations and resolve personnel issues as necessary.
      
   8. Provide executive leadership for staff training program strategy to build capacity, support succession planning, and enhance skills across the organization.
      
   9. Encourage a culture of continuous learning and improvement.
      
   10. Foster a positive and inclusive organizational culture aligned with the society’s mission and values.
       
   
   
   
7. Building Operations
   
   1. 
      
   2. Ensure efficient and secure operations of the Society’s facilities, including Oak Brook headquarters and any additional offices.
      
   3. Oversee leasing arrangements to outside tenants for office space.
      
   
   
   
8. Oversee division staff, including hiring, training, professional development, and performance management.
   
9. Attend Board of Directors meetings as necessary; prepare reports for agenda items as needed.
   
10. Perform other duties as assigned.
    

Internal Relationship:

1. 
   
2. Serve as a member of the Executive Group (EG)
   
3. Serve as a member of the Directors Group (DG)
   
4. Serve as Staff Liaison to select volunteers and committees, including the Audit and Finance Committees and Secretary‑Treasurers
   
5. Provide financial leadership and guidance to the RSNA Board of Directors and the RSNA Research and Education Foundation Board of Trustees.
   
6. Provide guidance to all RSNA departments in the areas of accounting, finance, contract review and negotiations, general administration, personnel management, and office services and operations.
   

External Relationships:

1. 
   
2. Work with external auditors, bankers, investment brokers, real estate brokers, insurance agents, legal counsel, and various vendors and consultants.
   
3. Serve as primary contact to tenants in Oak Brook headquarters building and landlords of outside office space leased by the Society.
   

What you'll need:

• 
  
• Bachelor’s degree in finance, accounting, business administration, or related field required; MBA or CPA strongly preferred.
  
• Minimum 12–15 years of progressive financial leadership experience, with at least 5 years at the executive level.
  
• Experience managing a budget of $25M+; experience at $50M+ strongly preferred.
  
• Background in nonprofit, association, education, healthcare, or similarly complex mission-driven organizations is ideal.
  
• Demonstrated success in overseeing HR, and operations.
  
• Knowledgeable of technological tools and accounting and payroll software and systems.
  
• Expertise in nonprofit accounting, GAAP compliance, financial controls, and risk management.
  
• Demonstrated ability to lead senior team members and experts.
  
• Proven ability to communicate financial information to diverse audiences, including executive leadership and governing boards.
  
• Strong business acumen in a mission-driven context.
  

The Radiological Society of North America is an equal opportunity employer and prohibits discrimination and harassment of any kind. RSNA is committed to hiring and employing qualified people without regard to race, color, religion, sex, marital status, national origin, age, disability, veteran status, citizenship status, genetic information, sexual orientation, unfavorable military discharge, ancestry, order of protection status, pregnancy, or any other legally protected characteristic. All employment decisions at RSNA are based on business needs, job requirements, and individual qualifications.

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