A long-standing wealth management client is seeking a Operations Specialist to join its collaborative team. This individual will play a critical role in delivering an exceptional client experience by supporting advisors and clients across onboarding, account administration, and operational processes.
This is an excellent opportunity for a detail-oriented professional who enjoys working in a client-focused environment and wants to build a long-term career within wealth management operations.
The Client Service Associate serves as a key operational and service partner to advisors and clients, ensuring accuracy, responsiveness, and efficiency across client accounts and internal processes. The role combines client interaction, custodial operations, reporting support, and administrative coordination within a highly team-oriented environment.
I’m kicking off a Senior Manager of Revenue Accounting search reporting to one of my favorite humans.
And let me be clear – I am not exaggerating. He really is one of my favorites!
He is one of the smartest people I know. Steady. The kind of leader who keeps everyone grounded. People who work with him love working with him. People who used to work with him miss working with him. I genuinely don’t think you could find a better boss.
This is a newly created, high-visibility role in a publicly traded environment with real revenue complexity. Multiple streams. Royalties. Non-standard contracts. They need a true ASC 606 expert who wants to own it, build it, and become the go-to for all things revenue.
There is real runway here. As the organization continues to grow, so will the opportunity for movement.
CPA required. Strong public accounting backgrounds welcome. This is a fantastic pivot opportunity for someone ready to step out of public and into ownership!
If you love 606 and want to work for an exceptional leader, let’s talk!
I’m working with a publicly traded company in the city to help them find their next internal controls leader. This is open due to internal promotion and ideal for someone looking for an entry point in a company with a track record of developing talent and moving people from this role into Controllership.
We are targeting a sitting Director/Managing Director in Big 4 audit or someone who is now a Director of Internal Audit for a public company 1-2 years removed from public accounting looking to join a company focused on building out world-class processes, strong in cross functional collaboration and driving transformational change.
This is a role best for someone looking for career growth and advancement as it will be a feeder into other parts of the business. Strong cash/equity compensation. Contact me for details!
A rapidly growing technology organization is seeking a Financial Analyst to support strategic decision-making across technology and infrastructure functions. This role offers strong visibility to cross-functional leaders and the opportunity to drive insights around spend, financial modeling, and operational performance. The Financial Analyst will partner closely with IT, Product, Sales, and Operations to deliver data-driven analysis that improves forecasting accuracy, cost optimization, and overall business performance.
***If this is something you would be interested in learning more about, please apply today!
Why Join:
Play a key role in shaping financial insights and cost optimization strategies within an innovative, mission-driven organization.
Partner directly with cross-functional leaders to influence planning, forecasting, and operational decision-making.
Opportunity to build expertise in cloud financial operations (FinOps) and advanced analytics tools.
Competitive compensation package including base salary, bonus potential, strong 401(k), and comprehensive benefits.
Hybrid work model: 3 days on-site and 2 days remote.
The ideal candidate for this role has:
Bachelor’s degree in Finance, Accounting, Economics, or related field.
2+ years of FP&A or related finance experience, including exposure to budgeting and forecasting.
Experience with financial modeling, variance analysis, and data visualization tools..
Excellent analytical, communication, and organizational skills, with the ability to translate complex data into actionable insights.
Key Responsibilities:
Support budgeting, forecasting, and long-range planning through financial modeling and scenario analysis.
Deliver monthly reporting and variance analysis, highlighting key trends, risks, and opportunities.
Partner cross-functionally to provide financial insights that inform operational and strategic decisions.
Monitor and analyze spend to improve cost transparency and forecast accuracy.
Support business cases, KPI tracking, and continuous improvements to financial processes and reporting.
SkyWater is excited to be partnering with a rapidly growing company in the Twin Cities to help them identify a Senior Accountant to join their team. This role works closely with accounting leadership and serves as a key contributor to financial reporting accuracy, internal controls, and process improvement initiatives. The Senior Accountant will play an important role in supporting monthly close, strengthening accounting operations, and helping scale systems and processes as the organization continues to expand.
Title: Chief Financial Officer (retirement succession plan) Location: Los Angeles, CA Salary: $300,000 – $350,000 + 25%
We are a rapidly growing privately held food manufacturing company looking for a Chief Financial Officer to partner directly with the CEO during our next phase of operational expansion.
With approximately $150M in annual revenue and multiple operating entities, our organization combines entrepreneurial culture with established production infrastructure, including bakery and protein processing operations.
As CFO, you will serve as a hands-on business partner across finance and operations, leading a lean accounting team while driving profitability through operational insight – not just reporting! As the department leader, you will work closely with plant leadership to develop KPIs, improve cost visibility, and guide strategic investments supporting growth.
Key priorities include ERP expansion, inventory optimization, and advancing planning and reporting sophistication across manufacturing operations.
Our Ideal Background:
CFO or senior finance leader within manufacturing or CPG
Deep cost accounting and operational finance experience
Player-coach leadership style
Experience in founder-led or privately held environments
Comfortable working onsite and embedded in operations
We’re excited to be partnering with a long-standing SkyWater client to help them identify their next Controller. Our client is a growing, private-equity-backed manufacturing organization to identify a Controller who will lead the accounting and finance function for a high-volume production facility. This role will serve as the senior finance partner to site leadership and play a key role in strengthening financial processes, reporting, and cost visibility as the business continues to scale. This is a hands-on leadership role ideal for someone who enjoys working closely with operations in a manufacturing environment.
Why this one stands out! – Senior finance leadership role at the site level – Exposure to private-equity ownership and growth initiatives – Opportunity to improve processes and build structure – High visibility with leadership – Stable and growing manufacturing environment
Have you ever wanted to be right-hand to help lead 100x growth over the next 5 years? This is an opportunity to work directly under a CFO with a track-record of scaling/building businesses and be a strategic advisor across the organization.
This hire will be responsible for building and operating a top-class accounting function for a growing organization. It will partner closely with the CFO and leadership to optimize processes, systems, and workflows for the entire organization, and lead a small team. This hire will also lead month-end close, financial reporting, and be a subject-matter expert on complex accounting issues.
Ideal candidates have 8+ years of accounting experience, ideally in financial services or wealth management, and strong technical skillset in lease accounting, equity compensation, and purchase accounting. CPA preferred but not required.
This role is hybrid, 2-3x per week on site in Downtown Chicago.
Have you ever wanted to be right-hand to a CFO and help lead 100x growth over the next 5 years? This is an opportunity to work directly under a CFO with a track-record of scaling/building businesses and be a strategic advisor across the organization.
This hire will be responsible for complex FP&A/Financial Analysis for a heavily acquisitive organization — scope of this role includes M&A, process and system implementation, strategic decision support, and defining key business drivers/levers to continue to push forward growth.
Ideal candidates have 5-8 years of FP&A experinece, ideally in PE-backed or high-growth environments. Strong modeling, business partnering, and team management are strongly preferred.
This role is hybrid, 2-3x per week on site in Downtown Chicago.
Fortune 500 company looking to bolster their already strong technical accounting team. You’ll join an industry leader as they continue to invest in products, infrastructure and scale and work with incredible leaders who are people first and mission focused.
Market rate cash compensation and above market benefits with a great focus on people and balance. This is a newly created position due to increased investment in back office and to strengthen partnerships across operations.
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