Senior Manager, Financial Services- Strategy, Technology & Transformation

<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Transform Your Career</strong></span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">We deliver unparalleled opportunities for growth and career advancement. Our dynamic, entrepreneurial culture supports your journey every step of the way.</span><br><br><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span></p> <h1><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>The Team – Strategy Technology &amp; Transformation</strong></span></h1> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Join a team of talented professionals with deep business and finance transformation experience to guide clients through major transactions (M&amp;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&amp;A, and transactions.</span></p> <h1><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Your Impact</strong></span></h1> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Partner with brokerage, insurance, and financial services clients to address complex challenges and drive measurable outcomes.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Lead and coordinate large-scale programs and multi-workstream initiatives, ensuring alignment across diverse stakeholders.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Facilitate client working sessions ranging from executive and board-level meetings to large group presentations and requirements gathering exercises.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Conduct current state assessments and build actionable improvement roadmaps.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Leverage a ‘roll-up your sleeves’ style to develop and execute against clients’ strategic initiatives.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Manage and coach project teams to deliver complex engagements.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Support clients involved in major transactions (M&amp;A, carve-outs, IPO), financial process improvement, system implementation, operational accounting challenges, and financial technology enablement.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Play an active role in business development efforts across all stages (market analysis, client sourcing, relationship building, proposal development, oral presentations).</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Build and maintain meaningful relationships with clients at all levels that are based on integrity and trust.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Contribute perspectives on the implications of market trends such as data and digital transformation, emerging technology, macro-economic trends, and regulatory demands.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Acquisition integration experience is a strong plus.</span></li> </ul> <hr> <h1><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Your Experience</strong></span></h1> <h2><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Minimum Qualifications</strong></span></h2> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">BA/BS in Business, Accounting, Finance, or related discipline</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">8+ years of applicable Finance, Operations, or Accounting experience with at least 2 years of client-facing experience in a professional services organization</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Experience and relationships within the brokerage, insurance, and financial services industry</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Demonstrated track record helping companies undergo major transformations</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Functional experience with (and expertise in at least one of):</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Standing up and managing major PMO organizations (particularly in a Scrum or Scaled Agile model)</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Finance Transformation, including tools and processes associated with Close and Consolidation, FP&amp;A, Order to Cash, Procure to Pay, or Treasury Management</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Business Transformation, including process optimization (BPR, Six Sigma/Lean), process automation (i.e., RPA), and performance benchmarking</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Prior experience working directly with and advising C-Level executives, including experience presenting complex ideas and facilitating executive workshops</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Experience leading project teams across multiple workstreams</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Experience coaching and developing junior team members</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Highly effective interpersonal skills and emotional intelligence</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Willingness to travel at least 25% of the time</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Must be local to Chicago and willing to be onsite at client regularly.</span></li> </ul> <h2><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Preferred Qualifications</strong></span></h2> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Master of Business Administration (may substitute for business-related undergraduate degree)</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Progressive responsibility in managing client relationships and achievement against business development goals</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Experience with acquisition integration projects</span></li> </ul><div class="content-pay-transparency"><div class="pay-input"><div class="description"><p><span data-olk-copy-source="MessageBody">Determining compensation for this role (and others) at Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law, Highspring believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure to be between the range below. The individual may also be eligible for a variety of bonus and financial incentives based on individual and company performance.</span></p></div><div class="title">Base Compensation Range</div><div class="pay-range"><span>$143,192</span><span class="divider">&mdash;</span><span>$233,086 USD</span></div></div></div>