Senior Financial Analyst – Technical Accounting (Confidential Financial Services Client)

Hybrid (3 days in office / 2 remote) – Chicago Area: Near NW side , Blue Line Accessible
Base to $95K + ~10% bonus (paid out last 5 years straight)

Why This Role

• Consistent bonus payout – distributed annually for the past 5 years (~10%)
• Exceptional benefits package, including:
• Medical, Dental, Vision
• Life & Disability Insurance
• 401(k) with solid company match
• Employee Stock Purchase Plan (discounted)
• Tuition Reimbursement
• Flexible Spending Accounts (FSA)
• Commuter/Transportation Benefits
• Pet Insurance + additional voluntary coverages
• Award-winning culture – Recognized as a Top Workplace (Chicago Tribune, 12+ years) & Employee Recommended (Globe & Mail, 6+ years)
• Rapidly growing organization – expanded threefold in size over the last 10 years
• High exposure – direct engagement with senior accounting leadership
• Documented career advancement – examples include internal promotions and leadership progression (manager promoted twice in 3 years)
• ~80% project-centric work – different from a routine month-end close role

The Opportunity

Join a Technical Accounting / Accounting Policy team supporting a diverse financial services platform (wealth management, leasing, banking, mortgage).

This position is largely focused on projects (~80%) and concentrated on resolving real-time accounting inquiries from the business — not just finalizing the books. Plenty of guidance will be provided.

Common scenario:
A business division introduces a new product or signs a contract → accounting treatment is unclear → you establish the appropriate GAAP treatment.

You will research, evaluate, and document conclusions that are trusted by senior management and leadership.

What You’ll Do

• Investigate and resolve technical accounting issues (GAAP) across various business sectors
• Analyze contracts, new products, and transactions to ascertain correct accounting treatment
• Create technical accounting memos and documentation for leadership review
• Collaborate directly with senior management and business leaders to address accounting queries
• Assess and track new accounting standards (FASB, etc.) and determine implications
• Support ad hoc, high-impact accounting projects

What We’re Looking For

• 2–3 years of public accounting experience (REQUIRED)
• Bachelor’s degree in Accounting
• Solid background in audit
• CPA or CPA track preferred
• Familiarity with accounting standards (revenue, lease) during audit a bonus

What Sets This Role Apart

• 80% project-based work instead of repetitive close cycles
• Direct access to senior leadership early in your career
• Clear path to promotion or internal mobility within approximately 2 years
• Join a vibrant company that has tripled in size over the last decade
• Supported by an acclaimed culture with a solid history of internal promotions
• Ideal for individuals seeking to transition out of public accounting into a high-impact, analytical role
• Plentiful training will be provided