Senior Manager, Financial Planning & Analysis (FP&A)

Our Story

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

Hightower is looking for a Senior Manager to help lead its Financial Planning & Analysis (FP&A) team. You will partner with the organization and Finance team leadership to guide the development and achievement of FP&A team goals. The FP&A team uses financial and operational data to support strategy development, achieve growth plans, and identify efficiency opportunities in the organization. The team collaborates with the organization to support informed decision-making and strategy execution.

What You’ll Do

You will bring a balance of financial and analytical capabilities and strong communication skills. You will lead the FP&A team in building and improving processes that drive performance and scale while supporting the top-line growth of the organization. You will collaborate within the Finance team and across the organization to support financial and strategic planning, monthly and quarterly financial close processes, and building and analyzing our performance metrics. You will work with organizational leadership and key external stakeholders to communicate our performance and advise on the achievement of the company strategy.

Lead the FP&A team in the financial close, reporting, forecasting, and annual strategic planning processes

Partner with senior leadership to provide the financial & analytical perspective in the development of the company’s strategy

Interact with senior leaders across corporate functions and advisor practices to support decision making by leading the team in building financial models and providing a financial & analytical perspective to business questions

Drive continuous process improvement of reporting capabilities for key deliverables, including forecasts, annual planning, and cross-functional reporting

Develop junior team members to execute on current job responsibilities and seek growth opportunities for longer-term growth

Present to the broader organization on the story of company performance

Own the development process and delivery of key deliverables for investors, Board of Directors, and senior management

Lead junior team members on best practices for leveraging large datasets to develop insights and drive business outcomes

Manage cross-functional relationships as a representative of the FP&A team across the corporate function and with the advisor practices

Manage FP&A processes and effectively communicate initiative progress, roadblocks, questions, and timelines to team leadership

What You’ll Bring

Bachelor’s degree in finance or equivalent experience

Experience managing a team

8+ years of experience in a financial analytics environment where you have gained experience in corporate finance and business strategy

Relevant experience includes Corporate Finance, M&A advisory, financial consulting, or other analytically driven roles

Ability to summarize complex data in a clear and concise manner

Baseline of financial concepts, financial modeling capabilities, and an understanding of core financial statements

Highly proficient in Excel and PowerPoint. Experience with other data processing / visualization tools (Tableau, Alteryx)

Ability to work independently and adapt quickly to new systems and processes

Written and active communication skills

What We Offer

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)

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.