Associate, Financial Operations & Analysis Job at Heitman (Chicago)

Senior Associate, Financial Operations & Analysis

Our Financial Operations & Analysis department is looking to hire a Senior Assoc...

Location

United States , Chicago

Salary:

80000.00 - 95000.00 USD / Year

Heitman

Expiration Date

Until further notice

Requirements

Degree in Accounting, Finance, or Real Estate
2 to 4 years of experience
Analytically minded with an ability to manipulate and analyze data to identify trends, solve problems, and make informed recommendations
Strong project and time management skills
Ability to work in a fast-paced environment
Commitment and willingness to manage competing (sometimes tight) deadlines
Strong team player and collaboration skills to support working together across multiple functional departments
Motivated by independent and team-oriented successes
Strong problem solver with the ability to leverage your analytical and critical thinking skills in school and/or in the work environment
Strong verbal and written communication skills

Job Responsibility

Applying your knowledge of accounting principles and financial analysis in day-to-day responsibilities
Learning how to calculate property and debt valuations as well as investment performance metrics
Reviewing and approving accounting transactions such as acquisitions, dispositions, and waterfall calculations
Reviewing financial statements, supporting schedules, and related footnotes
Analyze and forecast IRR’s and time-weighted returns and provide analytical observations and projections to Portfolio & Asset Management

What we offer

bonus eligible
participate in a generous annual bonus plan
competitive compensation
leading-edge, human-centric benefits package

Fulltime

Financial Operations Associate

The FOA will provide detailed accounting/bookkeeping support and work directly w...

Location

United States

Salary:

Not provided

Supporting Strategies

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance or related discipline required
At least five (5) years’ practical bookkeeping/accounting experience required
Must be authorized to work in the U.S.
5+ years of transactional accounting work in a professional environment required
Experience using QuickBooks and/or similar cloud-based accounting software for/in a professional organization
Capacity and commitment to work 20-30 hours a week
Confidence in learning and embracing new technology to solve issues
Strong written and verbal communication skills
Willingness to follow established policies and procedures consistently and accurately
A passion for and sense of personal satisfaction in delighting clients and helping businesses succeed

Job Responsibility

Demonstrate a thorough understanding of professional accounting and bookkeeping practices
Stay current on the latest cloud-based accounting technology
Support client onboarding process for all assigned client engagements in accordance with defined process
Execute, as applicable, processes related to accounts payable and accounts receivable management, accounting entries, closing the books monthly as well as preparing financial reporting and analysis. May also include payroll, HR administration and special projects as assigned
Collaborate with your manager and other Associates on your team to ensure all clients are delighted with our services through timely and effective communication, delivery on deadlines and stellar accounting support
Manage day-to-day relationships with clients while performing within established processes and budget parameters
Identify and recommend to your manager areas where Supporting Strategies may be able to provide additional services or tools to drive additional client value and efficiency
Embrace coaching and feedback provided by your manager and implement changes as needed to help meet team and client goals

What we offer

Remote, work-from-home opportunities
Flexibility that allows for a very comfortable work/life balance
Variety to tasks
Daily interactions with team members and clients

Parttime

Sr. Associate Finance – Financial Planning & Analysis

Coordinate, design and manage the financial planning processes (Budget, Forecast...

Location

Argentina , Buenos Aires

Salary:

Not provided

Amgen

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Business Administration, Economics, Accounting, or any finance related area and 2 years of Financial experience
Previous experience and knowledge of financial planning (budget, forecast and P&L)
Fluent in English
Advanced Excel skills
Strong analytical skills and developing insights to analyze the company's results
Previous experience in the pharmaceutical industry is highly valued
Skilled in Hyperion, Anaplan and SAP is preferred
Demonstrates a proactive attitude, anticipating needs, taking initiative to solve problems, and actively seeking opportunities for improvement without waiting for instructions

Job Responsibility

Support the preparation and submission of data in global financial systems for Budget, Forecast, and LRS processes
Participate in the monthly closing process (Sales, Opex, and P&L), ensuring accuracy and completeness of financial information
Provide management with timely and relevant financial analysis to support monthly operational reviews and ad-hoc business requests
Perform analyses to identify risks & opportunities and recommend actions to improve business performance
Conduct detailed sales analysis by business channel, product, price, and volume
Perform expense analysis by area, supporting budget tracking and ensuring expense discipline across departments
Collaborate with cross-functional teams (Finance, Marketing, Commercial, Medical, HR, Access) to deliver consistent financial insights and reporting
Contribute to process improvement initiatives, identifying opportunities to increase efficiency and standardization through system and reporting enhancements

What we offer

competitive and comprehensive Total Rewards Plans that are aligned with local industry standards

Senior Associate, Business Operations

You will help build, optimize, and scale best-in-class operations for Pomelo’s n...

Location

United States

Salary:

95000.00 - 115000.00 USD / Year

Pomelo Care

Expiration Date

Until further notice

Requirements

2-4 years of experience in a strategic analytical role, preferably in consulting, finance, or at a high-growth start-up
Strong analytical skills with experience performing independent analyses in Google Sheets and Excel and manipulating data in data visualization tools (e.g. Metabase, Looker)
Significant experience in financial analysis and forecasting, with demonstrated ability to build flexible financial models with a high degree of flexibility and forecasting accuracy
A proactive and resourceful problem-solver who is comfortable navigating ambiguity and independently seeks out answers and solutions
An accountable and collaborative team player with excellent communication skills, both written and verbal
Skilled at managing competing priorities with strong prioritization and time management skills
Highly organized with a strong attention to detail

Job Responsibility

Analyze and report on key operational metrics and performance trends for Pomelo’s new business lines
Support the forecasting process by analyzing and reporting on historical data and trends to inform monthly, quarterly, and annual financial projections
Own clinical team capacity planning for new program launches and ongoing care delivery
Use data to distill key insights, identify and prioritize areas for operational efficiency, and implement critical process improvements
Own important operational projects that improve the efficiency of how we deliver care for our members
Proactively communicate project timelines and roadblocks with cross-functional partners to ensure deliverables are met
Collaborate with cross-functional teams including Revenue Cycle Management, Accounting, Strategic Finance, Partnerships, and Customer Success to ensure analytical alignment and smooth operations

What we offer

Competitive healthcare benefits
Generous equity compensation
Unlimited vacation
Membership in the First Round Network (a curated and confidential community with events, guides, thousands of Q&A questions, and opportunities for 1-1 mentorship)

Senior Accounting & Operations Associate

We're looking for a Senior Accounting & Operations Associate who can drive effic...

Location

United States , New York

Salary:

120000.00 - 140000.00 USD / Year

Findigs

Expiration Date

Until further notice

Requirements

3+ years of relevant experience in accounting or finance, with exposure to high-growth startups, SaaS, or technology companies
Strong technical accounting knowledge (US GAAP) with experience in month-end close, reconciliations, and financial reporting
Experience with AP/AR, cash management, and general ledger processes
Experience with financial systems (ERP, expense management, or reporting tools) and a track record of implementing or improving them
A process-oriented mindset and a passion for building scalable solutions that grow with the business
Exceptional attention to detail with the ability to balance precision and efficiency in a fast-moving environment
Strong project management and communication skills
you bring clarity, structure, and collaboration to complex problems
A team-first approach with a willingness to roll up your sleeves — no task is too small

Job Responsibility

Own core accounting processes including month-end close, reconciliations, journal entries, and variance analysis
Partner with leadership to improve financial visibility through reports, forecasts, and performance analysis that support strategic decision-making
Partner with external accountants and auditors to ensure compliance with GAAP and other regulatory requirements
Support tax compliance, audit readiness, and ensure proper documentation of policies and procedures
Manage the end-to-end Accounts Payable and expense management function utilizing tools like Ramp/similar SaaS, ensuring compliance with approval workflows and internal policies
Support the continuous optimization and automation of the AP function
Collaborate with the Product team to design an ideal customer experience for flow of funds
Partner with Customer Success and Sales to refine the order-to-cash operations (including billing systems like Stripe) and promote strong internal controls
Monitor accounts receivable and perform collections follow-up, leveraging collections automation software to ensure timely cash flow
Actively assist in drafting and maintaining accounting policies, narratives, and process documentation to create a strong foundation for the internal control environment

What we offer

Competitive base salary + Pre-IPO equity
Flexible Paid Time Off (PTO) policy, plus company holidays
Health benefits
401(k) matching up to 4%
Monthly gym stipend
Lunch provided every day

Fulltime

Operational Due Diligence Associate Analyst

We are looking for an ODD Associate Analyst to help analyze, review, and monitor...

Location

United States , Stamford

Salary:

75000.00 - 85000.00 USD / Year

Albourne

Expiration Date

Until further notice

Requirements

Strong academic background (Degree or equivalent qualification)
1-2 years relevant prior work experience, with knowledge or experience of one or some of the following areas - fund operations, fund administration, prime brokerage, audit, legal, compliance, technology & information security
Possession of professional qualifications (e.g. CAIA, CFA, ACA) or interest in obtaining relevant professional qualifications
High level of writing proficiency
Experience of report writing
Systems literacy (Microsoft Excel, Word, PowerPoint, Outlook, Co-Pilot)
Proactive self-starter, proficient time management and multi-tasking
Professional demeanor and strong interpersonal skills
Attention to detail
Ability to travel as required

Job Responsibility

Assist with evaluating assigned alternative investment funds and managers across all asset classes
Conduct with fellow Due Diligence Analysts onsite interviews with fund managers to discuss operational risks, internal controls and information systems, as well as verifying existence of assets
Deploy skills and experience to contribute to these meetings and to prepare clear and concise written notes to summarise the findings
Review and interpret financial statements, offering documents, and other fund literature
Upon that review and interpretation, produce research deliverables for clients within the scheduled deadline
Conduct reference checks with service providers for completion of the relevant reports
Liaise with clients and fund managers with respect to ODD inquiries
Assist with producing detailed written reports with an analysis of operational risk and internal controls
Ensure client deliverables are prepared, reviewed, and delivered on a timely and accurate basis
Ongoing monitoring of assigned funds and updating written reports to reflect changes to the operational risk for those funds

What we offer

Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness, weekly yoga and fitness
Free Gym Membership near the office
30 days paid time off each year including Vacation and Holidays

Fulltime

Sr. Financial Analyst

As a Sr. Financial Analyst, you will play a crucial role in supporting our finan...

Location

United States , Memphis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 5 years of experience as a Financial Analyst or in a similar role
Demonstrable proficiency in business systems
Knowledge of budget processes
Capable of managing capital and understanding capital management strategies
Proficiency in financial modeling
Experience in corporate financial planning
Ability to perform cash flow analysis

Job Responsibility

Accurately process and analyze customer credit applications
Maintain precise and up-to-date customer credit records
Resolve customer inquiries promptly and professionally
Monitor customer accounts and take appropriate action based on account status
Manage daily cash positions, forecasting cash flow requirements, and ensuring the operational needs are met efficiently
Review and recommend investment opportunities to enhance the portfolio and return on investments
Identify, assess, and develop strategies to mitigate financial risks related to interest rates, foreign exchange, and other market variables
Ensure compliance with regulatory requirements and internal policies regarding treasury operations
Create detailed reports on cash flow, liquidity, and investment performance for review by senior management
Aid in the development of annual budgets, including data gathering, forecasting, and coordination with various departments

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

M&A Associate

The Group Strategy and M&A department advises the Executive Committee on the def...

Location

Spain

Salary:

Not provided

Product Life Group

Expiration Date

Until further notice

Requirements

2+ years of experience in M&A, transaction services, private equity, corporate development, strategy consulting, or venture capital
Strong financial analysis, modeling, valuation, and deal structuring skills
Solid understanding of business strategy and financial concepts
Advanced Excel and PowerPoint proficiency
Fluent in English
French is a plus
Proven project management and ability to deliver independently
Strategic thinker with strong communication, negotiation, and relationship-building skills
Integrity, critical thinking, and hands-on approach
International professional experience preferred

Job Responsibility

Conduct research and financial analysis to evaluate potential M&A opportunities, including financial statements, valuation metrics, and key performance indicators
Analyze industry trends, competitive landscapes, and market conditions to assess the financial and strategic viability of potential transactions
Prepare financial projections and scenario analyses to evaluate the potential impact of M&A activities on the company’s financials
Support the due diligence process by gathering and analyzing relevant information, including financial, tax, legal, operational DD
Assist in coordinating due diligence efforts with various internal teams and external advisors, ensuring comprehensive evaluation of target companies
Identify risks, opportunities, and synergies associated with potential transactions, and provide recommendations based on due diligence findings
Prepare detailed reports, including Commercial DD and M&A presentations for the executive board summarizing the analysis and key findings
Assist in drafting and reviewing transaction-related documentation, such as letters of intent, sellers purchase agreements, and disclosure schedules
Maintain organized and updated master target list with last information available
transaction records, including financial models, due diligence materials, and other relevant documentation

Associate, Financial Operations & Analysis

Heitman

Location:
United States , Chicago

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 09, 2025

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