Senior Manager of Financial Reporting & Treasury

Hightower•Chicago, IL

23h•$150,000 - $175,000•Hybrid

About The Position

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). Your Future Team You will have full ownership of the financial reporting cadence, inclusive of SEC-type quarterly reporting for investors and debtholders, and regulatory requirements under the OCC (trust operations). You will be responsible for overseeing technical accounting analyses, preparing supporting documentation, and ensuring accurate GAAP-compliant financial recording for M&A and other complex transactions. Additionally, you will have full ownership of treasury operations, including cash management procedures, and will play a key role in investor relations by preparing high‑quality financial materials for lenders, rating agencies, and other investors. This is an integral leadership position within the Finance department, reporting to the Director of Financial Reporting & Treasury, with important collaboration across the Finance department.

Requirements

8+ years of experience in financial reporting, preferably in a supervisory or managerial role
Bachelor’s degree in Accounting, Finance, or a related field
Public accounting experience required; PE-backed company experience preferred
CPA certification
Strong knowledge of financial reporting standards (GAAP, IFRS) and regulatory requirements
Experience with preparation of SEC reporting (10-K, 10-Q), or related comparable reporting requirements
Proficiency in using financial reporting software and ERP systems (SAP, Oracle, Smart View, Workiva)

Responsibilities

Oversight of monthly, quarterly, and annual external and internal financial reporting cadence and related outputs
Ownership of quarterly investor and debtholder SEC-type reporting preparation and delivery
Responsible for preparation of quarterly lender and ratings agency presentations
Oversight of regulatory financial reporting requirements and delivery
Work with corporate leaders to provide accounting specific insight on acquisitions within the LOI to close timeframe, ensuring accuracy of post-closing review and recordings
Establish a technical accounting operating model that reduces cycle times through standardized processes and selective co‑sourcing with third‑party vendors.
Work cross‑functionally with Finance and Accounting to determine and apply appropriate technical accounting treatments.
Responsible for banking relationships, banking transactions, related controls, and day-to-day treasury operations
Ownership of cash projections and capital structure reporting
Responsible for debt compliance and communications
Manage full scope of annual audit processes with external accounting firm
Provide reporting, insights and updates to leadership as needed

Benefits

Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
Mother’s lounge onsite
Flexible PTO plan
In-office Monday through Thursday and work from home on Fridays
Free brand-new gym in the Chicago office
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Base salary of $150,000-$175,000 plus discretionary bonus (exact base salary amount will be dependent on experience)