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 vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
Your Future Team
Hightower’s Financial Planning & Analysis (FP&A) team supports Hightower Corporate & Field teams by leveraging financial and operational data to create annual budgets, drive growth initiatives, benchmark success, and evaluate financial performance & organizational growth.
Reporting to the Manager of FP&A, you will bring a blend of financial & analytical capabilities and strong communication skills. You will be responsible for building and improving processes that drive business 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 & analyzing business performance metrics.
What You’ll Do
Financial Planning & Analysis (FP&A)
- Lead the development of critical elements of the financial close, reporting, forecasting, and annual strategic planning processes
- Manage FP&A processes and effectively communicate initiative progress, roadblocks, questions and timelines to team leadership
- Drive process improvement within the FP&A team through continuous improvement of reporting quality through improved use of automation and systems
Business Performance & Reporting
- Manage the delivery process of monthly and quarterly analysis with insights on business performance to organizational leadership, investors, and Board of Directors
- Analyze the financial performance of the company to identify key drivers of growth or opportunities for increased operational effectiveness
Decision Support & Financial Modeling
- Partner with leaders across the business to develop assumptions-driven financial models
- Build financial models and provide a financial & analytical perspective to business questions
- Leverage large datasets to develop insights and drive business outcomes. Demonstrate the ability to process large datasets and tell a story using visualization tools (Excel, PowerPoint, others)
Team Leadership & Development
- Coach junior team members and manage cross-functional relationships to drive outcomes
What You’ll Bring
- Bachelor’s degree in finance or equivalent experience
- 3-5 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
- 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 a plus (Tableau, Alteryx, etc.)
- Ability to work independently and adapt quickly to new systems and processes
- Solid written and active communication skills; demonstrated ability to interact with senior leadership and external stakeholders
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
- Hybrid model work schedule (50% in office)
- Free brand-new gym in the Chicago office
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
- Base salary of $90,000 to $120,000 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.
