Financial Reporting Manager | Wealth Management | Oak Brook

Oak Brook, Illinois Permanent USD110,000 - USD120,000 per year View Job Description
Our client is looking for a strong financial reporting expert, with extensive experience in a wealth management firm with high-net worth clients, to join the team. This position will allow an individual to lead a team, and utilize their previous experience to improve the financial reporting process internally.
  • Join an established firm with plans to grow by 40% in the next three years!
  • Ability to join a structured team, looking to gain more process improvements

About Our Client

Our client is a three-generation, family-owned wealth management firm that is employee owned and looking to expand over the next three years. With the long time presence in the Chicagoland area, our client works with high net worth individuals and families for their financial decisions.

Job Description

  • Lead the preparation and presentation of accurate and timely financial statements (balance sheet, income statement, cash flow statement) in accordance with GAAP, IFRS, or other relevant accounting standards.
  • Oversee and manage the month-end and year-end close processes, ensuring all journal entries, reconciliations, and adjustments are made on time.
  • Ensure compliance with financial regulations, internal controls, and external reporting requirements, including tax filings and statutory reports.
  • Analyze financial performance by comparing actual results to budgets, forecasts, and prior periods, and prepare detailed explanations for variances to management.
  • Act as the point of contact for external auditors, preparing schedules, providing documentation, and addressing audit inquiries during the annual audit process.
  • Identify areas for improvement within the financial reporting process, recommending and implementing best practices to enhance efficiency, accuracy, and timeliness.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

  • Bachelor's Degree in Accounting or Finance, CPA preferred
  • 6+ years of financial reporting experience, preferably in the financial services sector
  • 3+ years of experience leading a team
  • Strong interpersonal skills
  • Strong Excel skills

What's on Offer

  • 20% bonus
  • 3 week PTO
  • Ability to work from home 3 days a week
Contact
Molly Murphy
Quote job ref
JN-012025-6655755

Job summary

Sector
Accounting
Sub Sector
Financial Accounting
Industry
Financial Services
Location
Oak Brook
Contract Type
Permanent
Consultant name
Molly Murphy
Job Reference
JN-012025-6655755