Transform Your Career
We deliver unparalleled opportunities for growth and career advancement. Our dynamic, entrepreneurial culture supports your journey every step of the way.
Embrace new challenges and deliver real value to some of the world’s most influential brokerage, insurance, and financial services organizations, as well as Fortune 100 brands, growth companies transforming their industries, and mid-market firms navigating defining moments of their lifecycle. Work side by side with business leaders to solve complex client challenges and make a true impact. Love what you do as part of a diverse organization committed to collaboration and continuous learning.
The Team – Strategy Technology & Transformation
Join a team of talented professionals with deep business and finance transformation experience to guide clients through major transactions (M&A, carve-outs, IPOs), new system implementations, and organizational challenges. We help organizations develop business strategy and execute on transformation initiatives in the areas of operational accounting, financial process improvement, financial technology enablement, FP&A, and transactions.
Your Impact
- Work within our Financial Services vertical, delivering strategic advice and solutions to senior and C-Level executives on how to obtain value from major investments and transformations.
- Partner with brokerage, insurance, and financial services clients to address complex challenges and drive measurable outcomes.
- Lead and coordinate large-scale programs and multi-workstream initiatives, ensuring alignment across diverse stakeholders.
- Facilitate client working sessions ranging from executive and board-level meetings to large group presentations and requirements gathering exercises.
- Conduct current state assessments and build actionable improvement roadmaps.
- Leverage a ‘roll-up your sleeves’ style to develop and execute against clients’ strategic initiatives.
- Manage and coach project teams to deliver complex engagements.
- Support clients involved in major transactions (M&A, carve-outs, IPO), financial process improvement, system implementation, operational accounting challenges, and financial technology enablement.
- Play an active role in business development efforts across all stages (market analysis, client sourcing, relationship building, proposal development, oral presentations).
- Build and maintain meaningful relationships with clients at all levels that are based on integrity and trust.
- Contribute perspectives on the implications of market trends such as data and digital transformation, emerging technology, macro-economic trends, and regulatory demands.
- Acquisition integration experience is a strong plus.
Your Experience
Minimum Qualifications
- BA/BS in Business, Accounting, Finance, or related discipline
- 8+ years of applicable Finance, Operations, or Accounting experience with at least 2 years of client-facing experience in a professional services organization
- Experience and relationships within the brokerage, insurance, and financial services industry
- Demonstrated track record helping companies undergo major transformations
- Functional experience with (and expertise in at least one of):
- Standing up and managing major PMO organizations (particularly in a Scrum or Scaled Agile model)
- Finance Transformation, including tools and processes associated with Close and Consolidation, FP&A, Order to Cash, Procure to Pay, or Treasury Management
- Business Transformation, including process optimization (BPR, Six Sigma/Lean), process automation (i.e., RPA), and performance benchmarking
- Prior experience working directly with and advising C-Level executives, including experience presenting complex ideas and facilitating executive workshops
- Experience leading project teams across multiple workstreams
- Experience coaching and developing junior team members
- Highly effective interpersonal skills and emotional intelligence
- Willingness to travel at least 25% of the time
- Must be local to Chicago and willing to be onsite at client regularly.
Preferred Qualifications
- Master of Business Administration (may substitute for business-related undergraduate degree)
- Progressive responsibility in managing client relationships and achievement against business development goals
- Experience with acquisition integration projects