Top Finance Jobs in Chicago, IL

Support monthly, quarterly, and annual close activities, including journal entries, reconciliations, financial reporting schedules, statutory statements, regulatory filings, audits, and SOX controls. Analyze accounts and variances, maintain accounting records and documentation, prepare reports, and collaborate with cross-functional teams. Use analytics, automation, and AI-enabled tools to improve accounting processes, reporting, and controls.

Develop and maintain structured finance cash flow models for new-issue, amendment, and surveillance transactions using Intex Dealmaker and Python. Interpret legal documents, model complex waterfall mechanics, reconcile outputs, and communicate analytical findings. Contribute to Python platform development, workflow automation, testing, documentation, version control, database integration, and AI initiatives. Mentor junior colleagues and help lead scalable analytical solutions across global structured finance teams.

Manage Morningstar's tax accounting and compliance: lead quarterly/annual tax provisions (10-Q/10-K), ASC 740 uncertain tax positions, US tax filings, audits, SOX tax controls, tax planning, M&A support, process automation, and supervise junior staff.

Conduct equity research on approximately 20 technology and SaaS companies, including valuation and discounted cash flow modeling. Analyze industry data, competitive dynamics, and publicly available information to develop investment insights and fair-value estimates. Publish research reports for sophisticated clients, build industry relationships, contribute investment ideas, and collaborate on financial models and written research. The role requires independent judgment, strong communication, advanced Excel skills, and a long-term fundamental investing perspective.

Develop and implement expected-return and fundamental equity index models using advanced econometrics and asset-pricing theory. Build time-series, panel, regime-switching, state-space and Bayesian MCMC models; aggregate Morningstar fundamentals; perform backtests and risk decompositions; model cross-asset interactions and latent variables; and communicate results across the firm.

Lead monthly close, journal entries, reconciliations, and SOX compliance. Supervise and mentor accounting staff, support audits, prepare financial analyses, and drive process automation and AI-enhancements. Support M&A purchase accounting and post-acquisition integration while partnering cross-functionally to implement new tools and improve financial controls.

Manage a growth-focused US equity separate account strategy: lead valuation-driven stock selection, construct high-conviction portfolios, contribute to team research and peer reviews, and communicate with clients via commentaries, webinars, and advisor meetings.

Support and lead credit analysis for North American CMBS transactions: model stabilized cash flows, review third-party reports, prepare financial projections and rating materials, track market data and assist rating committees and junior staff.

Lead and manage US collections operations and an overseas collections team, own collections OKRs across six business segments, develop and coach direct reports, drive strategies to reduce past-due balances and DSO, monitor collections metrics, resolve escalations, ensure compliance, and lead process improvements in partnership with Finance, Sales, and Customer Success.

Lead investment product research, development, and rationalization. Provide market and competitor analysis, product positioning, performance attribution insights, and recommendations for new products or market entry. Collaborate with product managers, sales, marketing, and distribution to support launches, RFP responses, and promotional efforts. Own 3-4 initiatives, drive projects to completion, ensure data integrity of product records, and produce client-facing materials and governance-ready research to inform strategic decisions.