Your Opportunity

Scion is seeking a talented Financial Planning & Analysis Analyst to join us in executing our vision. This position will deliver accurate and efficient budgeting, forecasting and reporting, while driving continuous process improvement. The Financial Planning & Analysis team is responsible for monthly and quarterly financial reporting, budgeting and forecasting, variance analysis, market and portfolio analytics, capital expenditure analysis, market research, and critical financial reports and analyses presented to institutional partners and Scion’s executive leadership team.                                     

The Analyst is curious, highly analytical and excels in a fast-paced, agile, corporate environment. This role demands a vigor for problem solving, strong analytical ability, attention to detail and proficient finance skills.

This position is based out of our corporate headquarters in Chicago, IL and is fully onsite.

Your Benefits

• FLSA Status Exempt
• Discretionary annual bonus
• Paid Time Off + Floating Holidays
• Health Insurance
• Dental Insurance
• Vision Insurance
• 401k Matching
• Paid Maternal Leave
• Parental Leave
• Learning reimbursement opportunities

Your Responsibilities

Reporting

• Help to maintain the overall reporting process through use of automation, databasing, and business intelligence tools.
• Assess monthly performance and determine key trends across individual properties and portfolios.
• Develop presentations and detailed financial analysis results in a well-defined format.
• Develop monthly cash balance projections to forecast distributions and create meaningful analysis of future cashflows.
• Create and maintain various financial models and asset management tracking tools dedicated to providing a clear understanding of investment performance.

Budgeting & Forecasting

• Support the property-level annual budgeting and periodic reforecast process, owning and/or assisting various revenue and expense workstreams and working closely with asset management, property operations, revenue management, capital, and other departments to ensure the highest quality budgets.
• Review proposed budgets through detailed trend analysis of historical performance, portfolio and external benchmarks, contracts, and new strategic initiatives to identify outliers and improvement opportunities.
• Be an expert in the budgeting and forecasting system and process.

Research

• Perform special research, analysis, and ad hoc projects for a multitude of stakeholders on a frequent basis collaborating closely with all departments across the organization.
• Leverage executive communication skills to clearly explain analysis results to internal peers, senior management, external investors.

The responsibilities listed above may not be all inclusive.

What We Require

• Bachelor’s Degree in Engineering, Finance, Economics, Accounting, Mathematics, or other STEM program is preferred; 1-3 years of professional experience
• Advanced financial modeling skills with Excel (VBA is a plus)
• Experience with data visualization and business intelligence tools is preferred (Looker is a plus)
• Excellent written and verbal communication skills with PowerPoint experience
• Experience with Vena and Entrata is preferred
• Strong collaboration across all departments and with external partners

Operational Details

• Job location is based at Scion’s Chicago corporate headquarters.
• Working hours consist of standard daytime business hours.

The Scion Group LLC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, religion, creed, national origin, color, gender, sex, sexual orientation, gender identity or expression, age, physical or mental disability (as long as the employee/applicant is otherwise qualified for the job with or without a reasonable accommodation), genetic information, HIV/AIDS status, marital status, uniformed service, veteran status, pregnancy or other legally protected status or category under federal or state law. The Scion Group LLC complies with applicable state and local laws governing nondiscrimination in employment in all locations in which the Company has properties. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfers, leaves of absence, compensation, training and other terms and conditions of employment. The Scion Group LLC is committed to the principles of equal employment opportunities.

IND-B  #wearehiring #werehiring Financial Planning / Financial Analyst / Financial Planning and Analysis / Financial Planning and Analysis Analyst / FP&A

Position Summary:

The Senior Accountant - Expense & Data Analysis reports to the Team Lead, Corporate Accounting, Expense & Treasury. This role requires a strong foundation in U.S. GAAP, internal controls, and core accounting operations, along with the ability to leverage data and technology to drive efficiency and generate insights. The position serves as a trusted business partner to stakeholders across Harris Associates, the Oakmark Funds, and Natixis Investment Managers.

Key responsibilities include supporting the month-end close process; consolidation and financial reporting to the parent company; preparation of year-end financial statements; expense allocation and line-of-business reporting; daily cash and treasury monitoring; transaction posting; and balance sheet reconciliations. The role also emphasizes automating Excel-based processes, enhancing data quality, and ensuring the timely and accurate delivery of financial information. Strong analytical skills and the ability to translate data into actionable insights are essential to supporting informed decision-making and driving enterprise value.

Responsibilities:

• Oversee accounting operations and financial reporting, including journal entries, month-end close, consolidation, and preparation of monthly and annual financial statements
• Manage treasury activities, including daily cash reconciliations and intercompany cash transfers with the parent company
• Prepare monthly reporting packages and serve as a primary liaison to the parent company, supporting consolidation and ad hoc requests
• Design, maintain, and enhance the firm’s internal control environment, policies, and procedures, with a strong focus on risk management
• Identify control gaps and process improvement opportunities; develop diagnostic metrics and exception-based reporting
• Digitize and structure financial data to enable efficient analysis, reporting, and business insights
• Evaluate, implement, and optimize accounting and financial reporting technologies to automate manual processes
• Manage audit relationships, including preparation of financial statements, audit support, and responses to auditor inquiries
• Support regulatory, tax, and compliance requirements, including FINRA filings and other applicable reporting
• Oversee additional financial activities, including soft-dollar programs, affiliated broker-dealer oversight, insurance renewals, payment processing, and cash account reconciliations

Qualifications:

• Bachelor’s degree in Accounting preferred; related fields considered
• CPA designation (active or progress toward completion)
• 2-3 years of public accounting experience, preferably with a Big 4 or national accounting firm
• Strong foundation in U.S. GAAP and core financial accounting principles
• Experience in financial services, asset management, or investment management is a plus
• Advanced Excel skills, including complex formulas, pivot tables, and data analysis; VBA experience strongly valued
• Familiarity with Power Query, Power BI, or similar data transformation and visualization tools is a plus
• Proven attention to detail and commitment to producing accurate, high-quality financial information
• Demonstrated ability to identify process improvement opportunities and drive efficiencies in accounting or reporting workflows
• High degree of initiative, ownership, and adaptability; ability to work independently and collaboratively in a team-oriented environment
• Ability to communicate effectively with auditors, internal stakeholders, and cross‑functional partners
• Interest in and practical application of emerging technologies, including AI-enabled tools, to automate processes and enhance efficiency, analysis, and decision-making

Position Summary

We are seeking a highly analytical and disciplined Trader to execute and manage long only and hedged equity strategies in separately managed accounts (SMAs). The equities strategies include the utilization of options and/or short positions. The ideal candidate will have a strong understanding of options pricing, volatility, risk management, and execution, along with a solid grasp of how these strategies are applied within broader portfolios. This includes an understanding of underlying equity positions, position sizing, sector exposures, and how options impact overall portfolio construction. This role also demands strong quantitative skills, real-time decision-making ability, and a consistent track record of disciplined execution.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Execute and monitor the individual stock (long only and hedged) trading strategies across Separately Managed Accounts (SMAs).
• Maintain a strong understanding of underlying portfolios, including individual holdings, position weights, target allocations, and sector exposures, and how these inputs inform options strategy implementation.
• Execute tax-loss harvesting trades within the confines of the aforementioned strategies.
• Manage trade execution, client allocations, and performance reporting processes.
• Provide feedback and insight to the Portfolio Management and investment teams to inform and refine investment strategies.
• Maintain and manage risk exposures in real-time, adhering to firm and regulatory limits.
• Use proprietary and third-party tools to model trade outcomes and assess risk/reward profiles.
• Collaborate with sell-side firms, portfolio managers, research, operations, and technology teams to ensure accuracy across trade allocations and performance reporting.
• Generate performance reports and contribute to post-trade analysis and strategy improvement.
• Stay up to date on market developments, trading regulations, and industry best practices.
• Manage multiple workflows and projects simultaneously while maintaining a high degree of accuracy and accountability.
• Communicate to stakeholders, including firm advisors and clients (as needed).

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Mathematics, Engineering, or a related quantitative field.
• 3+ years of trading experience, preferably with individual equities and listed options.
• Strong knowledge of derivatives pricing models (Black-Scholes, Greeks, volatility skew/smile).
• Proficiency in trading platforms (e.g., Bloomberg, ThinkOrSwim, TradeStation, Eikon) and analytical tools (Python, Excel/VBA, R, or similar).
• Ability to communicate clearly and collaborate across teams in a fast-paced environment.
• Excellent risk management discipline and ability to make decisions under pressure.
• Detail oriented with the ability to develop and manage checks and balances to ensure accuracy of trades and allocations to client accounts.

The annualized base pay range for this role is expected to be $125,000 - $150,000 per year. 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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Position Summary

We are seeking a highly analytical and disciplined Trader to execute and manage long only and hedged equity strategies in separately managed accounts (SMAs). The equities strategies include the utilization of options and/or short positions. The ideal candidate will have a strong understanding of options pricing, volatility, risk management, and execution, along with a solid grasp of how these strategies are applied within broader portfolios. This includes an understanding of underlying equity positions, position sizing, sector exposures, and how options impact overall portfolio construction. This role also demands strong quantitative skills, real-time decision-making ability, and a consistent track record of disciplined execution.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Execute and monitor the individual stock (long only and hedged) trading strategies across Separately Managed Accounts (SMAs).
• Maintain a strong understanding of underlying portfolios, including individual holdings, position weights, target allocations, and sector exposures, and how these inputs inform options strategy implementation.
• Execute tax-loss harvesting trades within the confines of the aforementioned strategies.
• Manage trade execution, client allocations, and performance reporting processes.
• Provide feedback and insight to the Portfolio Management and investment teams to inform and refine investment strategies.
• Maintain and manage risk exposures in real-time, adhering to firm and regulatory limits.
• Use proprietary and third-party tools to model trade outcomes and assess risk/reward profiles.
• Collaborate with sell-side firms, portfolio managers, research, operations, and technology teams to ensure accuracy across trade allocations and performance reporting.
• Generate performance reports and contribute to post-trade analysis and strategy improvement.
• Stay up to date on market developments, trading regulations, and industry best practices.
• Manage multiple workflows and projects simultaneously while maintaining a high degree of accuracy and accountability.
• Communicate to stakeholders, including firm advisors and clients (as needed).

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Mathematics, Engineering, or a related quantitative field.
• 3+ years of trading experience, preferably with individual equities and listed options.
• Strong knowledge of derivatives pricing models (Black-Scholes, Greeks, volatility skew/smile).
• Proficiency in trading platforms (e.g., Bloomberg, ThinkOrSwim, TradeStation, Eikon) and analytical tools (Python, Excel/VBA, R, or similar).
• Ability to communicate clearly and collaborate across teams in a fast-paced environment.
• Excellent risk management discipline and ability to make decisions under pressure.
• Detail oriented with the ability to develop and manage checks and balances to ensure accuracy of trades and allocations to client accounts.

The annualized base pay range for this role is expected to be $125,000 - $150,000 per year. 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.

#LI-KT1

The Opportunity:

Definian is hiring Senior Consultants to join our growing delivery team. This is an entry-level role designed for problem solvers who want to work at the intersection of data, technology, and consulting.

In this role, you’ll work directly with clients and project teams to understand business requirements, design and test technical solutions, and deliver meaningful business outcomes. You’ll learn core skills in SQL, Python, data transformation, and enterprise applications (Oracle, Workday, etc.), while building consulting capabilities that set the foundation for long-term growth.

Our firm is committed to attracting and retaining professionals who value each other and the service we provide by embracing Teamwork, Collaboration, Client Service, and Innovation.  If you are a motivated professional looking for a long-term fit where you can grow in a role, and will be valued and empowered, then we invite you to apply to our Data Analyst position in our Chicago, IL Office.

This position offers a flexible, hybrid working arrangement.

The Position

This hands-on Data Analyst position will reside within the Firm’s Business Solutions & Innovations department, where 20+ years of legacy technology and business processes are undergoing a complex and strategic overhaul, focused on efficiency, sustainability and providing a competitive industry advantage.

Key Responsibilities:

• Create and maintain reporting processes to support firm stakeholders
• Develop an understanding and knowledge of databases supporting firm operation
• Utilize Power BI Analysis Services for data visualization and reporting
• Leverage Aderant Database & Software for financial systems reporting
• Perform initial analysis and refinement of data
• Effectively communicate with internal/external resources
• Respond to ad hoc data requests
• Effectively analyze, reverse engineer, and document legacy scripting routines

Qualifications

• 1-3 years of Experience in Financial Systems Administration
• 1-3 years of recent Experience with Aderant Financial System
• Demonstrated Ability to Managing Data & Performing Data Analysis
• Working Knowledge Power BI Analysis Services
• MS SQL/SSRS/SQL Query skills required
• Exceptional MS Excel understanding, ability to debug, and develop a must
• VBA/Macro understanding and ability to debug are preferred skills 
• Familiar with using JIRA software or comparable software for project and task management
• Excellent analytical and problem-solving skills
• Multi-tasker with ability to successfully manage numerous projects and tasks concurrently
• Strong oral communication skills
• Ability to draft succinct, informative, and accurate reports and recommendations
• Organizational skills to manage toward deadlines and deliverables
• Experience leading the transition, integration, and implementation of legal e-billing platforms a plus
• Knowledge of Sequel Viewpoint Systems a plus
• Prior industry experience with mid to large sized Law Firm(s) a plus
• Bachelor’s degree (preferably in a Computer Science or related field), or substantial industry experience/expertise 

The Opportunity:

Definian is hiring Associate Consultants to join our growing delivery team. This is an entry-level role designed for problem solvers who want to work at the intersection of data, technology, and consulting.

In this role, you’ll work directly with clients and project teams to understand business requirements, design and test technical solutions, and deliver meaningful business outcomes. You’ll learn core skills in SQL, Python, data transformation, and enterprise applications (Oracle, Workday, etc.), while building consulting capabilities that set the foundation for long-term growth.

About the Portfolio Finance team

The Portfolio Finance team sits within the Adams Street Private Equity Operations team. The team focuses on deal funding, liquidity, and financing across Adams Street’s Private Equity and Private Credit investment strategies. Portfolio Finance manages day to day cash optimization, credit facilities, NAV facilities, and long-term forecasting with a focus on risk management and the performance of our funds.

The Portfolio Finance Associate will work directly with investment professionals, accounting, operations, legal, investor relations, and external parties to ensure private equity and credit deals are properly handled from funding to exit. The associate will work directly with other members of the Portfolio Finance team to handle all daily operational functions.

Responsibilities:

Specifically, the individual will be involved with and responsible for:

• Promoting best practice across Portfolio Finance processes, learning intricacies of investment strategies (primary, secondary, co-investments, growth equity, venture and private credit)
• Monitoring daily liquidity for funding, shortfall risk, and cash movements across our fund portfolios
• Assisting in the analysis and production of cash forecasts, leverage monitoring, capital calls, and distributions
• Supporting subscription line and credit facility activity and the processing of drawdowns, paydowns, interest calculations and payments
• Supporting the covenant and compliance monitoring, and coordinating with lenders
• Actively participating in the deal closing process with a focus on setup and execution of closing wire transfers
• Compiling regular and ad-hoc reporting for investment teams, clients, and management
• Creating efficiency between front and back-office processes, eliminating redundancies, and streamlining processes
• Coordinating with operations, treasury, and accounting to resolve cash breaks, timing differences, and reporting discrepancies
• Becoming an internal expert on end-to-end operational process and a valuable resource to the firm
• Providing support for FX hedging, conversion, and settlement processes across PE and PC portfolios 

Candidate Requirements:

We seek an individual who is self-disciplined, demonstrates creative thinking and has the following characteristics:

• Bachelor’s Degree in Finance, Accounting, or related discipline
• 2-4 years of experience in Financial Services with a preference for experience in fund finance or treasury
• Experience with private equity or private credit asset classes
• Advanced Excel skills for fund and liquidity analysis (cash flow modeling, scenario and sensitivity analysis, pivots, XLOOKUP, SUMIFS) with comfort manipulating large datasets; Power Query and/or VBA a plus
• Familiarity with AI productivity tools (e.g., Microsoft Copilot, ChatGPT) to improve efficiency and quality, with sound judgment regarding appropriate and confidential data use
• Detail-oriented self-starter
• Ability to work alone and in a team environment
• Strong work ethic, honesty and integrity, as well as strong interpersonal and communication skills.
• Ability to manage and prioritize multiple tasks

We offer a competitive U.S. benefits package designed to support health, financial security, and work-life balance. Highlights include medical, dental, and vision coverage; a 401(k) with immediate vesting and employer match; profit sharing; flexible spending accounts (FSA); and paid parental leave, including adoption. Employees also receive generous paid time off, commuter benefits, employer-paid short- and long-term disability and life insurance, and access to additional voluntary benefits.

Collections Specialist

Accounts Receivable Customer Reconciliation Analyst
Cargomatic Inc.
Location: Chicago, IL

About Us
Cargomatic is a technology-driven logistics provider connecting shippers and carriers through a modern, efficient, and environmentally friendly platform. With over 500 employees nationwide and a growing network of freight subsidiaries, we are committed to innovation, customer success, and creating a dynamic, inclusive workplace.

Role Overview
We are seeking an Accounts Receivable (AR) Customer Reconciliation Analyst to join our Chicago-based Finance team. This role is essential in reconciling high-volume customer accounts, analyzing variances, and ensuring accuracy of account balances. The ideal candidate will be detail-oriented, confident, and highly analytical with strong Excel and reconciliation skills.

Key Responsibilities

• Review and research a high volume of transactions, documenting issues and identifying root causes.

• Perform weekly and month-end reconciliations and roll-forward analysis on AR accounts.

• Partner with operations and customers to clear short/over payments and unapplied cash.

• Prepare and process account adjustments and ensure accuracy of financial records.

• Utilize advanced Excel skills (pivot tables, macros, VBA, Power Query) for reconciliations and reporting.

• Collaborate with internal teams to improve invoicing, reporting, and process controls.

• Provide excellent customer service on AR account inquiries.

Qualifications

• Bachelor’s or Associate Degree in Accounting, Finance, or related field.

• 3+ years of AR, reconciliation, or collections experience (transportation/logistics a plus).

• Strong Excel skills (pivot tables, macros, VBA, Power Query).

• Experience in account reconciliations and collections for large or complex accounts.

• Detail-oriented, with strong problem-solving and communication skills.

What We Offer

• Competitive pay: $70,000 – $80,000/year.

• Medical, dental, and vision insurance.

• Flexible PTO.

• Opportunities for career growth in a fast-scaling logistics company.

Position Title: Funds Ratings - Associate / Associate Director (Chicago)

Entity: Kroll Bond Rating Agency, LLC

Employment Type: Full-time

Location: Chicago, IL

Summary/Overview:

Kroll Bond Rating Agency, LLC. is seeking an Associate/Associate Director to join our growing Funds Ratings team in the Chicago office. The Funds team assigns and monitors credit ratings on various debt instruments issued by funds, closed-end funds, and other fund vehicles.  KBRA’s growing ratings portfolio encompasses funds which leverage a variety of asset growth and income generation strategies including fixed income securities, private equity, private credit, real estate, and middle market lending.  A strong candidate will have extensive experience and interest in fund investment and credit strategies. 

About the Job:

• Assist with credit research on a variety of funds, closed-end funds, and other investment vehicles.
• Assist with the development of rating and analytical tools such as cash flow and asset coverage models used to evaluate fund debt structures.
• Assist in the quantitative and qualitative preparation and presentation of internal credit memos and publications.
• Participate in diligence meetings with fund management teams to assess their investment acumen, risk management skills, and overall ability to develop and successfully execute strategies.               
• Develop and maintain complex spreadsheets and databases.
• Ability to leverage and seamlessly collaborate with KBRA experts in other sectors such as project finance, corporate finance, financial institutions, and structured finance.
• Assist in research for internal and publication purposes.
• Associate Directors will have the ability to independently lead credit ratings process and research efforts on a variety of debt transactions involving investment funds, and other related vehicles and to Lead/assist in the development of rating and analytical tools such as cash flow models used to evaluate fund debt structures.

You will be successful in this role if you have:

• Bachelor’s degree in Finance, Business, or Math related fields or any subject that results in strong analytical skills.
• Four (4) to Eight (8) years of work experience as a credit analyst with experience in fund lending, investing, or structured finance is a significant plus.
• Ability to work as an integral part of a highly collaborative team and across disciplines in a challenging and dynamic environment.
• Ability to manage time and resources in a fast-growing company.
• Effective oral and written communications skills. 
• Proficiency in Advanced Excel, ability to cash flow model is a significant plus.
• Extremely high attention to detail.
• Proficiency in SQL and VBA for querying databases a strong advantage.
• Successful progression towards CFA a plus.
• Familiarity with Generative AI tools such as ChatGPT for research, data insights, and general productivity is a plus.

Salary Range:

The anticipated annual base salary range for this full-time position is $100,000 to $130,000. Offer amounts are determined by factors such as experience, skills, geography, and other job-related factors.

Benefits:

• A hybrid work schedule (Tuesday, Wednesday and Thursdays in the office)
• Competitive benefits and paid time off
• Paid family and disability leave
• 401(k) plan, including employer match (100% vested)
• Educational and professional development financial assistance
• Employee referral bonus program

About Us

Kroll Bond Rating Agency, LLC (KBRA) is a full-service credit rating agency registered with the U.S. Securities and Exchange Commission as an NRSRO. Kroll Bond Rating Agency Europe Limited is registered as a CRA with the European Securities and Markets Authority. Kroll Bond Rating Agency UK Limited is registered as a CRA with the UK Financial Conduct Authority pursuant to the Temporary Registration Regime. In addition, KBRA is designated as a designated rating organization by the Ontario Securities Commission for issuers of asset-backed securities to file a short form prospectus or shelf prospectus. KBRA is also recognized by the National Association of Insurance Commissioners as a Credit Rating Provider.

More Info:

KBRA encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, and veteran status or any other basis prohibited by federal, state or local law.

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