Senior Financial Analyst -Technical Accounting

IMPORTANT: Minimum of 2 years of public accounting experience (Audit OR Tax) is REQUIRED.

Candidates without at least 2 years of public accounting experience will not be considered for this position.

If you do not meet this requirement, please do not apply.

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 - paid every year for the past 5 years (~10%)
• Outstanding benefits package , including:
• Medical, Dental, Vision
• Life & Disability Insurance
• 401(k) with strong company match
• Employee Stock Purchase Plan (discounted)
• Tuition Reimbursement
• Flexible Spending Accounts (FSA)
• Commuter/Transportation Benefits
• Pet Insurance + additional voluntary coverages
• Award-winning culture - Top Workplace (Chicago Tribune, 12+ years) & Employee Recommended (Globe & Mail, 6+ years)
• High-growth organization - tripled in size over the past 10 years
• High visibility - direct interaction with senior accounting leadership
• Proven career growth - examples include internal promotions and leadership advancement (manager promoted twice in 3 years)
• ~80% project-based work - not a routine month-end close role

The Opportunity

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

This role is heavily project-based (~80%) and focused on solving real-time accounting questions coming from the business - not closing the books. Plenty of training will be provided.

Typical scenario:
A business unit launches a new product or signs a contract → accounting treatment isn't clearly defined → you determine the appropriate GAAP treatment .

You'll research, analyze, and document conclusions that are relied on by senior management and leadership .


What You'll Do

• Research and resolve technical accounting issues (GAAP) across multiple business lines
• Analyze contracts, new products, and transactions to determine proper accounting treatment
• Prepare technical accounting memos and documentation for leadership review
• Partner directly with senior management and business leaders to answer accounting questions
• Evaluate and monitor new accounting standards (FASB, etc.) and assess impact
• Support ad hoc, high-impact accounting projects

What We're Looking For

• 2-3 years of public accounting (REQUIRED)
• Bachelor's in Accounting
• Strong foundation in audit
• CPA or CPA track preferred
• Exposure to accounting standards (revenue, lease) within audit a plus

Why This Role Stands Out

• 80% project-based work vs. repetitive close cycles
• Direct exposure to senior leadership early in your career
• Clear path to promotion or internal mobility within ~2 years
• Join a high-growth company that has tripled in size over the past decade
• Backed by an award-winning culture with a strong promote-from-within track record
• Ideal for someone looking to pivot out of public into a high-impact, analytical role
• Plenty of training will be provided