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We are seeking a strategic and hands-on leader to join our team during a critical period of growth and transformation. This role will play a leadership role in the implementation of our Finance ERP system and help drive the success of other key initiatives to help scale our function over time. The role requires a deep understanding of finance operations and technology to help deliver successful outcomes and measurable improvements in Finance process.
The ideal candidate brings a blend of project management experience, strategic thinking, operational expertise and change-management skills with a proven track record in leading large-scale ERP system implementations and other complex initiatives. The role will report to the CFO but be a key partner to the finance leadership team and broader finance function. The role will also collaborate extensively across other functional and business areas at the Company.
Primary Responsibilities
· Lead the design, implementation and integration of our Finance ERP system and other related technologies.
· Develop integration plans, timelines, and key milestones in alignment with objectives and in partnership with key internal and external stakeholders.
· Direct workstream activity and drive key decisions throughout the execution of key projects and initiatives.
· Collaborate with leadership to form cohesive roadmaps and identify opportunities for broader process improvement and optimization.
· Parter with IT and other functional areas to integrate systems, ensuring alignment of strategy and seamless flow of data and interoperability.
· Coach and develop a broader team of professionals that are involved in transformation projects.
· Foster a culture of innovation and continuous improvement.
Qualifications
· Bachelor’s degree in Finance, Accounting, Business, or a related field (CPA or MBA a plus).
· 15+ years of relevant experience, including financial operations, technology, and transformation.
· Extensive experience with cloud-based ERP systems (Workday, Oracle) and working with external integration partners.
· Strong understanding of finance operations, financial systems, finance process.
· Demonstrated leadership ability with track-record of managing complex projects across functions
· Exceptional communication, stakeholder management, and organizational skills.
· Passion for data and technology, with a pragmatic approach to applying it as scale.
· Comfortable operating in a fast-paced, evolving environment.
About Focus Financial Partners
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.
The annualized base pay range for this role is expected to be between $250,000- $275,000 Base Salary Compensation Range. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
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What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
