DiMeo Schneider & Associates, L.L.C. is a nationwide investment consulting firm with over 175 employees and approximately $200 billion in assets under advisement. We serve Retirement Plans, Nonprofit Institutions, Private Clients and Financial Institutions. The firm operates as part of a joint venture with NFP, a leading insurance broker and consultant with over 5,600 employees and revenues in excess of $1.4 billion.
The Director of Finance is critical in further accelerating the firm’s growth by establishing, implementing and leading strategic financial direction, producing measurable results and striving for continuous improvement. This individual ideally has previous experience in financial services, investment management or investment consulting. The Director of Finance will exemplify a passion for finance and demonstrate change management expertise. This role is vital to the success of the firm’s financial activities and responsible for thought leadership in upholding service standards for both our clients and colleagues. The position will be based in the firm’s Chicago, IL office.
Functions & Responsibilities:
Oversee day-to-day operations of the Finance department consisting of five professionals; determine optimal roles and responsibilities of the team;
Maintain financial compliance with federal, state and local requirements, and ensure financial reporting is audit-ready at all times;
Working with the COO, lead the annual budget process to achieve growth targets and prepare detailed reports, both current and forecasted;
Develop and accountable for the firm’s financial operations strategic business plan;
Manage firm financial functions by establishing, implementing and monitoring policies and procedures to optimize firm financial operations and achieve measurable results;
Provide proactive reporting on the firm’s financial condition by preparing, interpreting and reporting key financial data and creating straightforward summary reports periodically for firm stakeholders;
Calculate compensation and profit distribution figures for partners;
Hire, train, develop and review the performance of the Finance team with consultation provided by Human Resources;
Maintain and build trusted relationships with key business partners, colleagues and stakeholders;
Provide resources and insights within and across departments and offer thought leadership on special projects and varied requests; and
Develop key management metrics for the business, including Business Line and Client Profitability analyses.
Knowledge, Skills & Abilities:
Financial services, investment management or investment consulting experience preferred;
Bachelor’s degree required in Finance, Accounting, Economics or Business;
CPA or relevant certification preferred;
Master’s Degree a plus;
10+ years of relevant work experience;
Excellent people and collaboration skills, with an ability to partner with a dynamic Leadership Team;
Possess personal qualities of integrity, credibility and commitment to corporate mission;
Leadership skills, with steadfast resolve and personal integrity;
A solid grasp of data analysis and performance metrics;
Ability to diagnose problems quickly and have foresight into potential issues;
Advanced knowledge of CRM tools;
Proficient in Microsoft Office Outlook, Word and Excel is required;
Proactive communicator with excellent oral and written communication skills;
Resourceful and comfortable working independently;
Strategic business partner at all levels of leadership;
Success managing and optimizing teams of people;
Deep understanding of quarterly billing processes, financial principles, cash flow analysis and best practices;
Effectively balance, prioritize and delegate several initiatives while managing expectations; and
Thoughtfully driven, accountable and able to check your ego.
5-10% travel for office visits, trainings and other business events
This role works in a professional office environment located in downtown Chicago, IL
This role routinely uses standard office equipment such as computers, phones and photocopiers
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.
Sitting, particularly for sustained periods of time
Regularly required to speak and hear
Frequently required to stand, walk, use hands and fingers, handle or feel and reach with hands and arms
Ability to lift up to 25 pounds
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Please submit your application by emailing your resume to email@example.com and reference the job title in the subject of your email.
DiMeo Schneider & Associates, L.L.C. provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
About DiMeo Schneider & Associates, L.L.C.
DiMeo Schneider & Associates, L.L.C. opened its doors on May 1, 1995 striving to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, nonprofit organizations, private clients and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. The hallmarks of our firm are simple: Help Clients Prosper, Place Clients' Interests First and Practical Intellectual Capital. Backed by years of experience, our goal is to help clients develop a framework for success. This can mean improved performance, reduced expenses, or assistance in satisfying fiduciary and stewardship responsibilities. Our goal is to provide straightforward advice. We do not offer proprietary products or receive commissions. Nor do we charge money managers or vendors to be included in our database. Our seasoned professionals hold advanced certifications and degrees, but we believe our ability to communicate with clients sets us apart. First we listen. Then we offer meaningful recommendations in a proactive, timely manner. We strive to improve returns, reduce risk or both. Equipped with proprietary modeling tools, we provide pra...ctical solutions for complex issues. Our unique and substantial commitment to clients is backed by an unconditional service guarantee. We would like to be your valuable resource and welcome the opportunity to prove ourselves.