Financial Manager
Robert Half · Chicago, IL · 3 wk ago
On-siteFinanceFull-time
About the role
This is a highly cross-functional role with exposure to senior leadership and responsibility for driving tangible improvements in how finance operates.
Responsibilities
- Lead and support initiatives to improve how financial information is produced, managed, and used across the Firm, spanning forecasting, reporting, and underlying data processes
- Own and enhance elements of the Firm’s forecasting and planning processes, ensuring models, assumptions, and outputs are supported by consistent methodologies and reliable data
- Partner cross-functionally with Fund, GP and Management Company Accounting, Portfolio Analytics, and Operations teams to align financial assumptions, standardize outputs, and improve end-to-end workflows
- Drive the design, implementation, and continuous improvement of finance processes, including forecasting cycles, reporting workflows, and data management practices
- Support the implementation and optimization of financial systems, reporting tools, and dashboards (e.g., Power BI), with a focus on scalability, usability, and automation
- Evaluate and enhance the Firm’s control environment through process improvements, automation, and AI-enabled solutions to increase efficiency, strengthen controls, and reduce reliance on manual processes
- Establish and maintain standardized definitions, drivers, and assumptions used across planning and reporting, contributing to a consistent “single source of truth”
- Develop and deliver financial analyses, scenario modeling, and reporting materials for senior leadership, ensuring outputs are clear, decision-oriented, and grounded in well structured processes
- Implement and enforce controls, validation checks, and governance practices to ensure accuracy and integrity of financial data and forecasting inputs
- Continuously evaluate opportunities to scale and streamline finance operations as the Firm grows in size and complexity, proactively introducing improvements to systems, workflows, and planning capabilities
Requirements
- Bachelor's degree in Business, Finance, Accounting, or a related field, with FP&A or strategic finance experience. Professional certifications such as CPA or CFA highly preferred
- 6-8+ years of progressive experience in fields related to finance, strategy, analytics or accounting
- Strong understanding of financial statements, cash flow dynamics, and performance drivers
Benefits
- Medical, vision, dental, life, and disability insurance
- 401(k) plan eligibility for contract/temporary professionals
Pay
$180,000 - $190,000 plus bonus
Schedule
Hybrid role