What are the responsibilities and job description for the Senior Manager of Financial Reporting & Treasury position at Hightower Advisors?
Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
Your Future Team
You will have full ownership of the financial reporting cadence, inclusive of SEC-type quarterly reporting for investors and debtholders, and regulatory requirements under the OCC (trust operations). You will be responsible for overseeing technical accounting analyses, preparing supporting documentation, and ensuring accurate GAAP-compliant financial recording for M&A and other complex transactions. Additionally, you will have full ownership of treasury operations, including cash management procedures, and will play a key role in investor relations by preparing high‑quality financial materials for lenders, rating agencies, and other investors. This is an integral leadership position within the Finance department, reporting to the Director of Financial Reporting & Treasury, with important collaboration across the Finance department.
What You’ll Do
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
Your Future Team
You will have full ownership of the financial reporting cadence, inclusive of SEC-type quarterly reporting for investors and debtholders, and regulatory requirements under the OCC (trust operations). You will be responsible for overseeing technical accounting analyses, preparing supporting documentation, and ensuring accurate GAAP-compliant financial recording for M&A and other complex transactions. Additionally, you will have full ownership of treasury operations, including cash management procedures, and will play a key role in investor relations by preparing high‑quality financial materials for lenders, rating agencies, and other investors. This is an integral leadership position within the Finance department, reporting to the Director of Financial Reporting & Treasury, with important collaboration across the Finance department.
What You’ll Do
- Oversight of monthly, quarterly, and annual external and internal financial reporting cadence and related outputs
- Ownership of quarterly investor and debtholder SEC-type reporting preparation and delivery
- Responsible for preparation of quarterly lender and ratings agency presentations
- Oversight of regulatory financial reporting requirements and delivery
- Work with corporate leaders to provide accounting specific insight on acquisitions within the LOI to close timeframe, ensuring accuracy of post-closing review and recordings
- Establish a technical accounting operating model that reduces cycle times through standardized processes and selective co‑sourcing with third‑party vendors.
- Work cross‑functionally with Finance and Accounting to determine and apply appropriate technical accounting treatments.
- Responsible for banking relationships, banking transactions, related controls, and day-to-day treasury operations
- Ownership of cash projections and capital structure reporting
- Responsible for debt compliance and communications
- Manage full scope of annual audit processes with external accounting firm
- Provide reporting, insights and updates to leadership as needed
- 8 years of experience in financial reporting, preferably in a supervisory or managerial role
- Bachelor’s degree in Accounting, Finance, or a related field
- Public accounting experience required; PE-backed company experience preferred
- CPA certification
- Strong knowledge of financial reporting standards (GAAP, IFRS) and regulatory requirements
- Experience with preparation of SEC reporting (10-K, 10-Q), or related comparable reporting requirements
- Proficiency in using financial reporting software and ERP systems (SAP, Oracle, Smart View, Workiva)
- Exceptional analytical, problem-solving, and attention to detail skills
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- Mother’s lounge onsite
- Flexible PTO plan
- In-office Monday through Thursday and work from home on Fridays
- Free brand-new gym in the Chicago office
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
- Base salary of $150,000-$175,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Salary : $150,000 - $175,000