Highspring (Formerly MorganFranklin Consulting) · 1 week ago
Senior Manager, Financial Services- Strategy, Technology & Transformation
Highspring is an organization that delivers unparalleled opportunities for growth and career advancement in the financial services sector. The Senior Manager will provide strategic advice to senior executives, lead large-scale programs, and manage project teams to drive transformation initiatives for clients in the financial services industry.
AccountingConsultingRisk Management
Responsibilities
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
Partner with brokerage, insurance, and financial services clients to address complex challenges and drive measurable outcomes
Lead and coordinate large-scale programs and multi-workstream initiatives, ensuring alignment across diverse stakeholders
Facilitate client working sessions ranging from executive and board-level meetings to large group presentations and requirements gathering exercises
Conduct current state assessments and build actionable improvement roadmaps
Leverage a ‘roll-up your sleeves’ style to develop and execute against clients’ strategic initiatives
Manage and coach project teams to deliver complex engagements
Support clients involved in major transactions (M&A, carve-outs, IPO), financial process improvement, system implementation, operational accounting challenges, and financial technology enablement
Play an active role in business development efforts across all stages (market analysis, client sourcing, relationship building, proposal development, oral presentations)
Build and maintain meaningful relationships with clients at all levels that are based on integrity and trust
Contribute perspectives on the implications of market trends such as data and digital transformation, emerging technology, macro-economic trends, and regulatory demands
Acquisition integration experience is a strong plus
Qualification
Required
BA/BS in Business, Accounting, Finance, or related discipline
8+ years of applicable Finance, Operations, or Accounting experience with at least 2 years of client-facing experience in a professional services organization
Experience and relationships within the brokerage, insurance, and financial services industry
Demonstrated track record helping companies undergo major transformations
Functional experience with (and expertise in at least one of):
Standing up and managing major PMO organizations (particularly in a Scrum or Scaled Agile model)
Finance Transformation, including tools and processes associated with Close and Consolidation, FP&A, Order to Cash, Procure to Pay, or Treasury Management
Business Transformation, including process optimization (BPR, Six Sigma/Lean), process automation (i.e., RPA), and performance benchmarking
Prior experience working directly with and advising C-Level executives, including experience presenting complex ideas and facilitating executive workshops
Experience leading project teams across multiple workstreams
Experience coaching and developing junior team members
Highly effective interpersonal skills and emotional intelligence
Willingness to travel at least 25% of the time
Must be local to Chicago and willing to be onsite at client regularly
Preferred
Master of Business Administration (may substitute for business-related undergraduate degree)
Progressive responsibility in managing client relationships and achievement against business development goals
Experience with acquisition integration projects
Benefits
Variety of bonus and financial incentives based on individual and company performance
Company
Highspring (Formerly MorganFranklin Consulting)
MorganFranklin Consulting is now Highspring, a leading global professional services organization with three integrated offerings—Consulting, Managed Services, and Talent Solutions.
Funding
Current Stage
Late StageTotal Funding
$5.22M2019-08-06Acquired
2014-06-23Series Unknown· $0.4M
2014-04-17Series Unknown· $4.82M
Recent News
Morningstar.com
2025-08-25
PitchBook
2025-02-21
2025-02-13
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