FINANCE

Senior Finance Solutions Specialist – Hybrid (Chicago, New York, Boston, Louisville, Phoenix, Urbandale or London)

Senior Finance Solutions Specialist

📍 Locations: Chicago, IL | New York, NY | Boston, MA | Louisville, KY | Phoenix, AZ | Urbandale, IA | London, UK
🏠 Work Arrangement: Hybrid (3 Days Office / 2 Days Remote)
💼 Employment Type: Full-Time
🚫 Visa Sponsorship: Not Available
🚚 Relocation Assistance: No
💰 Compensation: $131,000 – $200,000

Overview

A global professional services organization is seeking a Senior Finance Solutions Specialist to serve as the techno-functional lead for enterprise finance systems, helping drive the evolution, integration, and optimization of cloud-based ERP and Professional Services Automation (PSA) platforms.

This role is ideal for someone who can bridge the gap between finance, technology, and business stakeholders—combining deep functional knowledge of financial processes with strong technical and solution architecture capabilities.

Key Responsibilities

Finance Systems & Solution Design

  • Partner with Finance, Business, and Technology teams to gather requirements and define solutions.

  • Translate business needs into user stories, functional requirements, and acceptance criteria.

  • Design end-to-end ERP and PSA solutions.

  • Conduct fit-gap analysis and provide recommendations on functionality, risks, and implementation approaches.

ERP & PSA Administration

  • Serve as the subject matter expert for finance applications.

  • Manage system enhancements, configuration, optimization, and troubleshooting.

  • Support financial processes including:

    • Revenue Recognition

    • Billing & Invoicing

    • Time Entry

    • Work-in-Progress (WIP)

    • Backlog Reporting

    • Month-End Close

Integration & Technical Leadership

  • Define integration architecture and data flows.

  • Support API and system integrations.

  • Guide development teams and troubleshoot complex issues.

  • Ensure solution quality and scalability.

Stakeholder Management

  • Act as liaison between business users and technical teams.

  • Lead User Acceptance Testing (UAT) and change management initiatives.

  • Deliver training, documentation, and ongoing support.

  • Communicate effectively with both technical teams and senior leadership.

Required Qualifications

Education

  • Bachelor's Degree in:

    • Computer Science

    • Information Systems

    • Related Technical Field

Experience

  • 5+ years of ERP, finance systems, or finance technology experience.

  • Strong enterprise finance and accounting process knowledge.

  • Experience delivering solutions in Agile (Scrum/SAFe) environments.

  • Experience working directly with business leaders and senior stakeholders.

Required Functional Expertise

✔ Revenue Recognition

✔ Billing & Invoicing

✔ Work-in-Progress (WIP)

✔ Backlog Reporting

✔ Month-End Close

✔ Enterprise Finance / ERP Systems

✔ Business Process Analysis

✔ Solution Design

Strongly Preferred

Certinia (formerly FinancialForce)

  • 3–4+ years supporting:

    • Certinia ERP

    • Certinia PSA

    • Project Accounting

    • Resource Management

    • Financial Management

    • Time & Expense

    • Billing

    • Multi-Currency Environments

    • Project Economics

Note: Certinia is highly desired but not mandatory.

Candidates with strong experience in:

  • Salesforce Platform

  • ERP Implementations

  • Financial Systems

  • Revenue Recognition

  • Billing Solutions

  • Finance Transformation

will also be considered.

Technical Skills

✔ Salesforce Platform

✔ Enterprise ERP Systems

✔ Certinia / FinancialForce (Preferred)

✔ Jira

✔ ServiceNow

✔ Azure DevOps

✔ API & Data Integrations

✔ Agile Delivery Methodologies

✔ Solution Architecture

✔ UAT & Change Management

Ideal Candidate

The ideal candidate is a highly technical, hands-on finance systems expert who can both solve complex system problems and communicate effectively with executive stakeholders.

They will possess:

  • Strong finance ERP implementation experience.

  • Deep understanding of accounting processes and revenue recognition.

  • Ability to work independently and "get into the weeds" technically.

  • Strong troubleshooting and analytical skills.

  • Ability to explain technical concepts in business language.

  • Experience leading discussions with Finance leadership and C-suite stakeholders.

  • Strong techno-functional consulting background.

Candidate Profile

Requirement

Details

Experience

5+ Years

Seniority

Mid-Senior

Education

Bachelor's Degree

Work Arrangement

Hybrid

ERP Experience

Required

Revenue Recognition

Required

Billing & WIP

Required

Certinia

Strongly Preferred

Salesforce

Preferred

Sponsorship

Not Available

Screening Questions

  1. What ERP or finance systems have you implemented or supported?

  2. Describe your experience with revenue recognition, billing, WIP, and backlog reporting.

  3. Have you worked with Certinia (FinancialForce) ERP or PSA solutions?

  4. What role have you played in finance system implementations or transformations?

  5. Have you worked directly with senior business stakeholders or executives?

  6. What Agile methodologies and delivery tools have you used (Jira, ServiceNow, Azure DevOps, etc.)?

  7. Can you describe a complex finance systems issue you personally diagnosed and resolved?

What Makes Someone Successful in This Role?

  • Strong blend of technical and functional finance expertise.

  • Ability to lead discussions with both developers and executives.

  • Deep understanding of ERP systems and accounting processes.

  • Hands-on problem solver, not purely a project manager.

  • Comfortable designing solutions, troubleshooting issues, and driving adoption.

  • Able to translate business requirements into scalable technology solutions.

 

Finance Director – Wealth & Annuity Segment (Remote USA)

Finance Director – Wealth & Annuity Segment (Remote)

📍 Location: Fully Remote (U.S.)
✈️ Travel: Monthly travel to corporate headquarters in Wisconsin
💼 Employment Type: Full-Time
🚫 Visa Sponsorship: Not Available
🚚 Relocation Assistance: Possible for Exceptional Candidates
💰 Bonus Eligible: Yes

Overview

A leading financial services organization is seeking a Finance Director – Wealth & Annuity Segment to serve as the strategic finance partner supporting a multi-billion-dollar Wealth business focused on Annuities, Pension Risk Transfer (PRT), and Retirement Solutions.

This highly visible leadership role will partner directly with senior business executives to drive growth, profitability, capital allocation, forecasting, pricing strategy, and long-term business planning.

Key Responsibilities

Strategic Finance Leadership

  • Serve as the primary finance partner to Wealth Segment leadership.

  • Provide financial guidance on strategic planning, growth initiatives, and profitability improvement.

  • Support executive decision-making through financial modeling and business analysis.

  • Lead financial forecasting, budgeting, variance analysis, and performance management.

Wealth & Annuities Business Support

  • Support the annuity, pension risk transfer (PRT), and retirement product businesses.

  • Evaluate product profitability, pricing strategies, and capital deployment decisions.

  • Partner across actuarial, investment, finance, and business teams to drive results.

Financial & Actuarial Collaboration

Work closely with teams responsible for:

  • Asset Liability Management (ALM)

  • Investment Management

  • Product Pricing & Design

  • Capital Management

  • Reinsurance Strategy

  • Valuation & Financial Reporting

Leadership & Team Development

  • Lead and develop finance talent.

  • Drive cross-functional finance initiatives and enterprise projects.

  • Promote financial discipline and business accountability across the organization.

  • Improve financial literacy among business leaders and stakeholders.

Required Qualifications

Education

  • Bachelor’s Degree in Finance, Accounting, Economics, Actuarial Science, or related discipline.

  • MBA or advanced business degree preferred.

Experience

  • 12+ years of finance leadership experience within financial services.

  • 4–5 years leading teams or directing finance resources.

  • 3–5 years advising senior executives and influencing business strategy.

  • Strong background in:

    • Financial Planning & Analysis (FP&A)

    • Forecasting & Business Performance Management

    • Product Profitability

    • Strategic Financial Modeling

Professional Credentials (Preferred)

  • CPA

  • CMA

  • FSA / ASA

  • CFA

  • CLU

  • ChFC

Preferred Experience

✔ Deep expertise in Annuities and/or Pension Risk Transfer (PRT)

✔ Strong understanding of:

  • Insurance Balance Sheets

  • Liability-Driven Investing (LDI)

  • Capital Management

  • Insurance Product Economics

✔ Actuarial or highly quantitative background preferred:

  • FSA / ASA

  • CFA

  • Advanced Financial Modeling Experience

✔ Experience partnering with senior leaders in large insurance or retirement services organizations

Ideal Candidate

The ideal candidate is a strategic finance leader with deep expertise in the annuity and retirement products space who can bridge finance, actuarial, investments, and business strategy.

They will bring:

  • Significant insurance industry experience

  • Strong understanding of annuity and PRT products

  • Executive-level business partnering skills

  • Advanced financial modeling and analytical capabilities

  • Proven leadership experience managing high-performing finance teams

  • Ability to influence complex strategic decisions across a large organization

Candidate Snapshot

Requirement

Details

Experience

12+ Years Finance Leadership

Industry

Insurance / Financial Services

Seniority

Director Level

Leadership Experience

Required

Education

Bachelor's Degree Required

Remote

Yes

Travel

Monthly to Wisconsin HQ

Bonus Eligible

Yes

Relocation

Possible

Sponsorship

Not Available

Key Screening Questions

  1. Do you have significant experience in the insurance or retirement services industry?

  2. Have you supported annuity and/or pension risk transfer (PRT) products?

  3. Do you have experience partnering with executive leadership teams?

  4. Have you led finance teams and strategic planning functions?

  5. Do you have experience with ALM, pricing, capital management, or actuarial-driven financial analysis?

  6. Do you hold any professional designations such as CPA, CFA, ASA, or FSA?

  7. Are you comfortable with monthly travel to corporate headquarters?

Why Consider This Opportunity?

  • Fully remote leadership position.

  • Strategic partnership with executive business leaders.

  • Influence a multi-billion-dollar Wealth & Retirement business.

  • Exposure to annuities, pension risk transfer, investments, actuarial, and capital management.

  • Strong compensation, bonus potential, and executive-level visibility.

  • Opportunity to shape long-term business strategy and growth initiatives.

 

Tax Manager – Atlanta, GA (Hybrid)

Tax Manager

📍 Location: Atlanta, Georgia (Hybrid Schedule)
🏢 Industry: Retail / Wholesale – Corporate
💼 Employment Type: Full-Time
🏠 Work Model: Hybrid (Scheduled Work From Home Days)

💰 Compensation & Benefits

  • Base Salary: $104,000 – $156,000

  • Full benefits package included

  • No relocation assistance available

  • No visa sponsorship available

🚀 Position Overview

The Tax Manager plays a critical role in ensuring the organization meets all federal, state, and local tax obligations while identifying strategic opportunities that support both the business and its shareholders.

This role blends:

  • Deep technical tax expertise

  • Strategic tax planning

  • Process improvement

  • Automation and technology initiatives

  • Cross-functional collaboration

This is more than a traditional compliance position. The ideal candidate will help redesign and optimize tax processes while supporting a fast-growing, complex business environment.

The organization values professionals who can partner strategically with the business while driving operational excellence across the tax function.

🔧 Key Responsibilities

Tax Compliance & Reporting

  • Prepare and review:

    • Federal income tax returns

    • State income tax returns

    • Consolidated filings

    • Unitary state returns

  • Support tax calculations and reporting for:

    • Form 1120-S

    • Fiduciary returns

    • Individual income tax filings

    • Estimated tax payments

  • Participate in federal, state, and local tax audits

  • Review and resolve tax entry discrepancies

  • Communicate directly with government agencies as needed

Tax Planning & Strategy

  • Identify tax planning opportunities and process efficiencies

  • Support shareholder and corporate tax planning initiatives

  • Develop tax models and planning tools using compliance data

  • Assist with integration of acquired companies into tax workflows

  • Identify post-acquisition tax optimization opportunities

Process Improvement & Automation

  • Utilize technologies such as:

    • AI

    • Alteryx

    • Tax automation tools

  • Drive increased efficiency across compliance workflows

  • Evaluate and improve existing tax processes

  • Support scalable tax process redesign initiatives

Research & Technical Analysis

  • Conduct tax research and prepare supporting technical documentation

  • Interpret evolving federal and state tax legislation

  • Assess business impacts and identify value-added opportunities

  • Collaborate with Government Relations on legislative initiatives and impacts

Cross-Functional Collaboration

  • Partner closely with:

    • Accounting

    • Construction

    • Supply & Distribution

    • Legal

    • Other business stakeholders

  • Ensure accurate tax treatment and efficient information flow

  • Provide strategic tax guidance to operational teams

Leadership & Team Development

  • Mentor and support staff and senior tax professionals

  • Assist leadership with succession planning and professional development

  • Foster a collaborative and continuous improvement culture

📈 Success Measures (First 6–12 Months)

Successful candidates will:

  • Develop strong understanding of legal entities and tax footprints

  • Deliver timely and accurate federal and state tax filings

  • Take ownership of complex compliance areas

  • Implement meaningful automation and process improvements

  • Successfully integrate acquired entities into compliance workflows

  • Build strong cross-functional relationships

  • Demonstrate proficiency in OneSource and related tax technologies

  • Support development of junior team members

✅ Required Qualifications

  • Bachelor’s Degree in Accounting

  • Active CPA license

  • 5+ years of income tax experience including:

    • Corporate tax

    • Federal compliance

    • State compliance

  • Strong technical knowledge of:

    • Federal income tax laws

    • State income tax laws

  • Experience with:

    • Consolidated federal returns

    • Unitary state returns

  • Public accounting experience at Manager level

  • Advanced Microsoft Excel proficiency

  • Strong analytical and problem-solving skills

  • Ability to manage high-volume compliance work accurately and efficiently

⭐ Preferred Qualifications

  • Experience with:

    • OneSource

    • Workday

    • BNA Fixed Assets

  • Familiarity with:

    • Tax automation tools

    • Process optimization

    • AI-enabled workflows

🛠️ Core Skills

✔ Income Tax
✔ Federal Taxes
✔ State Taxes
✔ Consolidated Returns
✔ Unitary Filings
✔ Tax Compliance
✔ Tax Planning
✔ Tax Research
✔ Process Improvement
✔ Automation & AI Tools
✔ Alteryx
✔ OneSource
✔ Audit Support
✔ Financial Analysis
✔ Cross-Functional Collaboration
✔ Team Mentorship

📝 Screening Questions

  1. Do you have strong experience with federal and state income tax compliance?

  2. Have you managed complex consolidated return filings?

  3. Do you manage compliance with state-specific nuances such as combined reporting or throwback rules?

  4. Have you defended tax positions during audits?

  5. Can you demonstrate ownership of complex compliance areas, including consolidated and unitary returns?

🎯 Ideal Candidate

The ideal candidate is a technically strong tax professional with a background in public accounting and corporate tax compliance who wants to move beyond routine compliance into a more strategic and transformational role.

They will bring:

  • Strong federal and state tax expertise

  • Experience handling complex consolidated and unitary filings

  • Passion for automation and operational improvement

  • Strong analytical and research capabilities

  • Leadership and mentoring skills

  • Ability to partner effectively across the business

📋 Candidate Snapshot

Requirement

Details

Experience

7–10 years

Education

Bachelor’s Degree

Certification

CPA Required

Industry

Corporate / Retail preferred

Work Model

Hybrid

Travel

None

Sponsorship

Not available

🌟 Why Join

  • Opportunity to modernize and shape the future of the tax function

  • Direct exposure to executive leadership

  • Collaborative and strategic work environment

  • Strong work-life balance compared to public accounting

  • Opportunity to drive automation and AI initiatives

  • High-impact role supporting a growing organization

 

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