Finance Manager

Finance Manager | Chicago | $130,000 to $150,000 + Bonus/Benefits

Our client is a long-established, privately held organization with a diversified portfolio of operating businesses, real estate assets, investments, and strategic ventures. This position offers a unique opportunity to work across multiple business lines while partnering closely with senior leadership on financial planning, investment analysis, reporting, and long-term value creation initiatives.

The ideal candidate will thrive in a dynamic, entrepreneurial environment and enjoy working on a broad range of financial and strategic projects. This role provides significant visibility to executive leadership, exposure to complex investment and operating decisions, and a clear path for continued career growth.

• Lead financial planning, forecasting, analysis, and reporting across a diverse portfolio of operating businesses, real estate assets, joint ventures, and investment holdings
• Prepare executive-level reporting packages, including portfolio performance analysis, valuation reporting, and long-term return assessments
• Develop, maintain, and enhance financial models supporting investment opportunities, debt structures, cash flow forecasting, and strategic planning initiatives
• Support capital allocation and investment decisions through detailed financial analysis and actionable insights
• Design and implement tools, dashboards, and processes to improve financial reporting, consolidation, and overall finance operations
• Perform ad hoc financial analysis and strategic projects across multiple business units and asset classes
• Prepare and analyze federal and state tax projections in partnership with finance leadership
• Identify opportunities to improve operational efficiency, enhance reporting capabilities, and drive long-term value creation
• Partner with senior leadership on strategic initiatives, business planning, and financial decision-making

• Bachelor's degree in Accounting, Finance, or a related field
• CPA preferred but not required
• 5+ years of progressive accounting, finance, FP&A, investment analysis, or related experience
• Advanced Excel skills with experience building complex financial models and analytical tools
• Experience with Power Query, Power BI, and Power Point
• Familiarity with Snowflake, Python, or other data analytics tools is a plus
• Proven ability to develop scalable reporting solutions, dashboards, and management reporting packages
• Strong financial modeling, analytical, and problem-solving capabilities
• Excellent communication and presentation skills with the ability to effectively interact with senior executives and key stakeholders
• Self-starter with strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment

• Exposure to a highly diversified portfolio spanning multiple industries and asset classes
• Direct interaction with senior leadership and meaningful involvement in strategic decision-making
• Collaborative, high-performing finance team environment
• Stable organization with a long-term investment horizon and growth mindset
• Opportunity for expanded responsibilities and future leadership progression