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Highspring · 1 month ago

Senior Manager, Financial Services- Strategy, Technology & Transformation

Chicago, IL

Full-time

Onsite

Senior Level, Lead/Staff

$143K/yr - $233K/yr

8+ years exp

Highspring is a dynamic organization delivering growth and career advancement opportunities. The Senior Manager in Financial Services will provide strategic advice and solutions to senior executives, lead large-scale initiatives, and support clients through major financial transformations.

Artificial Intelligence (AI)ConsultingInformation TechnologySoftware

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

Finance TransformationBusiness TransformationClient-facing experienceProject ManagementAcquisition integrationCoaching junior team membersInterpersonal skillsMaster of Business AdministrationProcess optimizationScrumScaled AgileFinancial services industry experienceEmotional intelligence

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