Sr. Research Financial Portfolio Manager
$76.96k - $125.84kLurie Children's Hospital
Research Financial Portfolio Manager, Senior
Ann & Robert H. Lurie Children's Hospital of Chicago provides superior pediatric care in a setting that offers the latest benefits and innovations in medical technology, research and family-friendly design. As the largest pediatric provider in the region with a 140-year legacy of excellence, kids and their families are at the center of all we do. Ann & Robert H. Lurie Children's Hospital of Chicago is ranked in all 10 specialties by the U.S. News & World Report.
Location: Simpson Querrey Biomedical Research Center
Job Description
The Research Financial Portfolio Manager, Senior is responsible for communicating accurate and timely financial data and providing financial advisement to principal investigators in the financial administration of grants, contracts clinical trials and other internally funded support. The Research Financial Portfolio Manager, Sr works closely with Research Support and Sponsored Program Offices counterparts and on behalf of their PIs in the development of budgets and spending plan projections to follow applicable sponsor regulations and requirements. The Research Financial Portfolio Manager, Sr will serve as lead subject expert regarding Lurie Children's and Stanley Manne Children's Research Institute post-award policies, procedures and systems and assist with management of the finances of the sponsored projects for assigned Departments, Divisions and PIs.
Essential Job Functions:
- Provide proactive financial advice and planning for each PI's sponsored projects funding portfolio and overall funding situation of assigned PI, divisions and departments equating to an approximate 10-12% of the overall SMCRI research portfolio.
- Synchronize planning for each funding source into an integrated, holistic strategy for entire PI's portfolio.
- Communicate accurate and timely financial data to PIs, sponsors and other divisional/departmental administration; maintain portfolio project reports for PIs.
- Implement Lurie Children's and Stanley Manne Children's Research Institute post-award policies and procedures to ensure compliance with sponsor rules and regulations and generally accepted accounting principles.
- Present PIs and administrators with option for solving and implement PI approved recommendations while remaining compliant with sponsor guidelines, federal regulations, Lurie Children's and Stanley Manne Children's Research Institute Policies and generally accepted accounting principles.
- Identify cost transfers requests or award prior approval requests for PIs and departments; Initiate award prior approval requests as needed.
- Review transactions and resolve issues that requires a complex level of financial understanding such as cost sharing and effort reporting.
- Provide information to divisional leadership for departmental budgeting purposes.
- Facilitate continuation award tasks in coordination with the Research Accountants and the Office of Sponsored Programs.
- Be liaison between PIs and central research administration units and finance units.
- Cover portfolio for other Research Financial Portfolio Managers, Sr during absences and position vacancies.
- Provide input and suggestions to the leadership teams for improving operations.
- Mentor junior members of RFPM team in collaboration with team leadership
- Actively participate as a member of the Research Business Office team to help assure the accomplishment of departmental goals and objectives.
- Perform job functions adhering to service principles with customer service focus of innovation, service excellence and teamwork to provide the highest quality care and service to our patients, families, donors, volunteers, co-workers and others.
- Other job functions and special projects as assigned.
Knowledge, Skills and Abilities:
- Bachelor's Degree in Finance, Accounting, Business Administration, or other field with equivalent combination of training, education, and experience that demonstrates the ability to perform the essential functions of the position required.
- Master's degree and/or Certified Research Administrator (CRA) preferred.
- Minimum of five years of work experience involving grant/research administration, combined with experience with legal terminology, reviewing detailed legal documents, and language relevant to award administration, and/or accounting related experience to include tracking and reconciling accounts.
- Minimum of three years of professional experience in providing post-award services to PIs with federally funded grants and contracts required.
- Extensive knowledge of Uniform Guidance, NIH Grant Policy Statement, and other federal regulations required.
- Ability to work independently and as a member of a team and follow through on assignments with minimal direction required.
- Solution oriented with proven record of managing large scale research projects with diverse complexity required.
- Ability to quickly reason with information to solve new, unfamiliar problems or independent of any prior knowledge required.
- Exceptional ability to distill complex compliance issues so it is understandable to the lay audience required.
- Ability to handle high volume of work with changing priorities and constant interruptions and establish priorities and deadlines required.
- Ability to communicate, both orally and in writing, complex technical issues in a clear, concise manner, to individuals with little or no technical background required.
- Ability to work accurately with detailed complex information required.
- Working knowledge of Microsoft Office applications required.
- Excellent interpersonal skills to establish and maintain cooperative, tactful, effective and harmonious working relationships with co-workers, supervisors, Lurie and Northwestern administrators and sponsors required.
- Capable of working in a diverse, multi-disciplinary team and interacting with all levels of the organization required.
- Working knowledge of accounts payable, general ledger, payroll, and budgeting preferred.
- Advanced skills in Microsoft Excel spreadsheet preferred.
- Knowledge of Workday software or similar ERP software preferred.
Education
Pay Range: $76,960.00-$125,840.00 Salary
At Lurie Children's, we are committed to competitive and fair compensation aligned with market rates and internal equity, reflecting individual contributions, experience, and expertise. The pay range for this job indicates minimum and maximum targets for the position. Ranges are regularly reviewed to stay aligned with market conditions. In addition to base salary, Lurie Children's offer a comprehensive rewards package that may include differentials for some hourly employees, leadership incentives for select roles, health and retirement benefits, and wellbeing programs. For more details on other compensation, consult your recruiter or click the following link to learn more about our benefits.
Benefit Statement
For full time and part time employees who work 20 or more hours per week we offer a generous benefits package that includes:
Medical, dental and vision insurance
Employer paid group term life and disability
Employer contribution toward Health Savings Account
Flexible Spending Accounts
Paid Time Off (PTO), Paid Holidays and Paid Parental Leave
403(b) with a 5% employer match
Various voluntary benefits:
- Supplemental Life, AD&D and Disability
- Critical Illness, Accident and Hospital Indemnity coverage
- Tuition assistance
- Student loan servicing and support
- Adoption benefits
- Backup Childcare and Eldercare
- Employee Assistance Program, and other specialized behavioral health services and resources for employees and family members
- Discount on services at Lurie Children's facilities
- Discount purchasing program
There's a Place for You with Us
At Ann & Robert H. Lurie Children's Hospital of Chicago and its affiliates (collectively "Lurie Children's"), we embrace and celebrate diversity and equity in a serious way. We are committed to building a team with a variety of backgrounds, skills, and viewpoints recognizing that diverse identities strengthen our workplace and the care we can provide to the Chicago community and beyond. We treat everyone fairly, appreciate differences, and make meaningful connections that foster belonging and allyship. This is a place where you can be your best, so we can give our best to the patients and families who trust us with their care.
Lurie Children's and its affiliates are equal employment opportunity employers. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin, ancestry, age, disability, marital status, pregnancy, protected veteran status, order of protection status, protected genetic information, or any other characteristic protected by law.
For questions about how to request an accommodation please contact: View email address on talent.com
AI Notice
Lurie Children's utilizes certain AI-enabled features within our recruiting platform to support candidate engagement and assist recruiters in identifying and prioritizing applicants whose experience aligns with job requirements. All employment decisions are made by individuals.
It is a civil rights violation with respect to recruitment,
$92.5k - $106k
...Sr. Project Manager, Accounting Remote: Can live anywhere in the USA. CDK Global is a leading provider of cloud-based software to dealerships... ...and convenient experiences for customers and improves their financial and operational performance. Position Responsibilities &...SeniorRemote workVisa sponsorshipWork visaAfternoon shift- ...continued growth, the company is seeking a Sr. Accounting Manager to join its Chicago team to oversee... ...operations and enhance the financial processes and systems. The Senior Accounting... ...for overseeing property-level and portfolio accounting, with a strong emphasis on...Senior
$82.1k - $172.5k
...next step? Discover a career in banking at Fifth Third Bank. Portfolio Manager II is responsible for managing a portfolio of commercial... ...position is accountable for ongoing review and analysis of financial statements and proactive portfolio monitoring to ensure a comprehensive...Suggested$82.1k - $172.5k
...General Function The Portfolio Manager II is responsible for managing a portfolio of commercial loans and underwriting transactions. This... ...position is accountable for the ongoing review and analysis of financial statements and proactive portfolio monitoring to ensure a...Suggested- ...experienced and detail-oriented Senior Accounting Manager to lead our property accounting function. This role will oversee financial reporting, ensure compliance with accounting... ..., and manage a team responsible for a portfolio of properties. The ideal candidate will bring...SeniorLocal areaFlexible hours
- ...Roles and Responsibilities Operational Finance Strategic financial partner for two L2 senior executive leaders' staffs. Full... ...internal controls, forecasting, planning, variance analysis, management reporting, etc. Responsible for accurate books and records...SeniorWork experience placementRelocation packageFlexible hours
$120k - $150k
...healthcare industries. We are seeking a highly motivated, dynamic and talented Senior Manager of Accounting to oversee core accounting operations, ensuring accurate and timely financial reporting, and maintaining strong internal controls in a public-company environment....SeniorFull timeWork at officeFlexible hours$165k - $190k
...are now and create your future. Senior Managers serve in an outward-facing, hands-on, and... ...more of the following; Grants Management, Financial Accounting, Business Assets, Procure to... ...including those that lead the sponsored research functions, on the basis of expertise,...SeniorFull timeLocal areaImmediate start$157.1k - $212.6k
...be a trusted advisor? Are you passionate about the intersection of Capital Markets with Technology? As a Senior Enterprise Account Manager you will have the exciting opportunity to help drive the growth and shape the future of globally recognizable brands. Your responsibilities...SeniorContract workFlexible hours- ...A global consulting firm is seeking a Senior Manager for its Payroll Advisory practice. This role involves managing large-scale payroll projects and developing HR strategies for clients. The ideal candidate will possess over 10 years of relevant experience in payroll,...Senior
- ...operational tasks as assigned under direct supervision. Acquires and applies knowledge of clinical studies to collect analyzable clinical research data and/or samples. Work experience with clinical research study recruitment. Data analysis work experience.When applying, the...SeniorWork experience placement
$95k - $110k
...professional with 4–8 years of public accounting experience. What: Manage and execute complex tax engagements while contributing to... ...in public accounting Strong technical skills in tax compliance, research, and planning Excellent client communication and team leadership...SeniorWork at officeImmediate startRemote work$144k - $180k
**Position Summary**The Senior Manager of SEC Reporting will be a core member of our Controllership... ...and mentor the SEC Reporting team* Research and resolve complex reporting issues,... ...of how quarterly transactions impact financial reporting and disclosures, with the ability...SeniorFull timeWork experience placement$137k - $234k
...Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889... ...exceptional service. As part of the Treasury team, the Portfolio Manager Specialist is responsible for managing interest rate risk in...SeniorFlexible hours$141.9k - $284.9k
...writing of technical advice memorandums, researching technical filing positions and broadly... .../reserves, and IRS exam support, while managing teams of 2-5 professionals, extending... ...communicating with clients Understand financial accounting (GAAP; IFRS) and current...SeniorWork experience placementInternshipWork at officeLocal area- ...Corporate Tax Senior Manager Location: Chicago, IL 60601 Work Model: Hybrid (Minimum 3 days in office - effective March 202... ...Mentor, develop, and evaluate staff across multiple levels Research complex tax issues and provide technical guidance Collaborate...SeniorFull timeWork at office
$88.8k - $165.6k
...loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and... ...client repayment capacity by utilizing financial models and analytical tools to recommend... ...performance in collaboration with Relationship Manager and business partners. Structures and...Work experience placementWork at office- ...Senior Tax Manager Our wealth management client is a 55+ year comprehensive financial services firm committed to helping their clients achieve their goals of long-term... ...before tax authorities ~ Conduct research on complex tax issues and ensure that clients...Senior
- ...Tax Senior Manager The Tax Senior Manager is responsible for managing complex tax engagements, advising clients on tax planning and... ...client and team. Manage staff on engagement deliverables (such as financial statements, tax returns, workpapers, etc.); complete technical...Senior
$140k - $190k
...and help you achieve your professional goals. Join us. Our management consulting team focuses on our clients' critical business needs... ...clinical expertise and knowledge Build and manage your own portfolio of projects and proposals from concept through completion...SeniorFlexible hoursNight shift- ...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to oversee tax planning projects and lead teams while providing high-quality advisory services across real estate, hospitality, and construction sectors. The role requires a Bachelor's degree and CPA certification...SeniorRemote work
$122.3k - $231.87k
...Job Description Senior Tax Manager - Chicago, IL (Remote) Who: An experienced tax professional with 8+ years of high-net-worth individual tax review and planning experience and strong leadership skills. What: Provide tax compliance, consulting, planning, and...SeniorFull timeWork at officeImmediate startRemote work- ...transportation industry. With a product portfolio as expansive as it is innovative, an... ...Way This position is responsible for managing the global tax accounting function, ensuring... ...with external auditors during financial statement audits and coordinate responses...Senior
$120k - $200k
...Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done... ...advisory efforts in the region Lead and manage staff in areas of research, training, and development What we look for: ~7 - 12...SeniorWork experience placementWork at officeLocal areaFlexible hours- ...Fund Accounting Manager $115,000 - $130,000k Position Summary We are seeking an experienced Fund... ...structures. This role will manage the accounting, financial reporting, investor reporting, and operational activities for a portfolio of private equity, venture capital, hedge...
- ...Internal Tax Manager - Research & Audit Gelfand, Rennert & Feldman is seeking an Internal Tax Manager to join our team of dedicated professionals. This position can be based out of Los Angeles, Chicago, New York, or Austin. The Internal Tax Manager is responsible for...Work at office
$80.5k - $169.1k
...GENERAL FUNCTION: Provides credit risk management for portfolio credits having a moderate to complex... ...and monitoring of loans , monitors financial performance and compliance with loan... ...through performing industry and company research, financial analysis and modeling, and...Full timeWork at office- ...Senior Payroll Manager Type: Full-time. Visa Type: US Citizen / Green Card Holder. They are open to candidates being local to any... ...Provide reporting, analytics, and insights to leadership to support financial planning and compensation strategies. Serve as a subject...SeniorFull timeWork at officeLocal area
- ...high-impact, individual contributor role supporting liquidity management, bank relationships, cash forecasting, financing activities, and... ..., and senior leadership on treasury matters and ad hoc financial analysis. Required Qualifications Bachelor’s degree in Finance...SeniorTemporary work
$65k - $82k
...Analyst/Sr. Analyst, Alternatives – Client Solutions & Research As part of the Wilshire family, you can rest assured... ...helping investors improve their financial outcomes. For more than 50 years... ...dedicated to providing customized portfolio solutions grounded in research...SeniorWork at officeWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sr. Research Financial Portfolio Manager. Be the first to apply!
- senior research manager Chicago, IL
- associate director clinical research Chicago, IL
- research coordinator Chicago, IL
- director of research Chicago, IL
- research lab manager Chicago, IL
- associate director market research Chicago, IL
- clinical research manager remote Chicago, IL
- research study coordinator Chicago, IL
- account manager market research Chicago, IL
- clinical research manager Chicago, IL



