Senior Manager, Financial Services- Strategy, Technology & Transformation

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The Team – Strategy Technology & Transformation

Join a team of talented professionals with deep business and finance transformation experience to guide clients through major transactions (M&A, carve‑outs, IPOs), new system implementations, and organizational challenges. We help organizations develop business strategy and execute on transformation initiatives in the areas of operational accounting, financial process improvement, financial technology enablement, FP&A, and transactions.

Your Impact

• Work within our Financial Services vertical, delivering strategic advice and solutions to senior and C‑Level executives on how to obtain value from major investments and transformations.
• Partner with brokerage, insurance, and financial services clients to address complex challenges and drive measurable outcomes.
• Lead and coordinate large‑scale programs and multi‑workstream initiatives, ensuring alignment across diverse stakeholders.
• Facilitate client working sessions ranging from executive and board‑level meetings to large group presentations and requirements gathering exercises.
• Conduct current state assessments and build actionable improvement roadmaps.
• Leverage a ‘roll‑up your sleeves’ style to develop and execute against clients’ strategic initiatives.
• Manage and coach project teams to deliver complex engagements.
• Support clients involved in major transactions (M&A, carve‑outs, IPO), financial process improvement, system implementation, operational accounting challenges, and financial technology enablement.
• Play an active role in business development efforts across all stages (market analysis, client sourcing, relationship building, proposal development, oral presentations).
• Build and maintain meaningful relationships with clients at all levels that are based on integrity and trust.
• Contribute perspectives on the implications of market trends such as data and digital transformation, emerging technology, macro‑economic trends, and regulatory demands.
• Acquisition integration experience is a strong plus.

Your Experience

Minimum Qualifications

• BA/BS in Business, Accounting, Finance, or related discipline
• 8+ years of applicable Finance, Operations, or Accounting experience with at least 2 years of client‑facing experience in a professional services organization
• Experience and relationships within the brokerage, insurance, and financial services industry
• Demonstrated track record helping companies undergo major transformations
• Functional experience with (and expertise in at least one of):
• Standing up and managing major PMO organizations (particularly in a Scrum or Scaled Agile model)
• Finance Transformation, including tools and processes associated with Close and Consolidation, FP&A, Order to Cash, Procure to Pay, or Treasury Management
• Business Transformation, including process optimization (BPR, Six Sigma/Lean), process automation (i.e., RPA), and performance benchmarking
• Prior experience working directly with and advising C‑Level executives, including experience presenting complex ideas and facilitating executive workshops
• Experience leading project teams across multiple workstreams
• Experience coaching and developing junior team members
• Highly effective interpersonal skills and emotional intelligence
• Willingness to travel at least 25% of the time
• Must be local to Chicago and willing to be onsite at client regularly.

Preferred Qualifications

• Master of Business Administration (may substitute for business‑related undergraduate degree)
• Progressive responsibility in managing client relationships and achievement against business development goals
• Experience with acquisition integration projects

Determining compensation for this role (and others) at Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law, Highspring believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure to be between the range below. The individual may also be eligible for a variety of bonus and financial incentives based on individual and company performance.

Base Compensation Range: $143,192 USD – $233,086 USD

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Strategy/Planning, Finance, and Analyst

Industries

• Construction
• Software Development
• IT Services and IT Consulting