CRM Reporting Associate
About the job
- A bachelor's degree in Business Analytics, Finance, Economics, Statistics, Information Systems, Computer Science, or a related field; equivalent relevant experience will be considered.
- Three or more years of progressive experience in CRM analytics, business intelligence, revenue or sales operations, financial analysis, or commercial reporting.
- Advanced Power BI capability, including dashboard development, data modeling, Power Query, and DAX.
- Strong SQL, Excel, and PowerPoint skills, including multi-source data reconciliation and executive-ready analysis.
- Hands-on experience with Salesforce reporting and data, plus exposure to an ERP, finance system, data warehouse, or enterprise data platform.
- Experience automating recurring reporting workflows and maintaining documented datasets, business rules, and quality controls.
- Applied experience with pipeline, forecasting, revenue, return on investment, attribution, customer, or relationship analytics.
- Strong communication and workstream-management skills, with the ability to explain assumptions and limitations, meet deadlines, collaborate across functions, and handle confidential information.
- Own recurring weekly, monthly, and quarterly reporting packages and Power BI dashboards, ensuring accurate results, timely delivery, and consistent key performance indicator definitions.
- Perform ad hoc commercial analyses and translate findings into concise executive narratives with clear risks, opportunities, and recommended actions.
- Analyze pipeline health by practice, stage, owner, deal team, and originator, including conversion rates, sales-cycle length, average deal size, and win rates.
- Produce revenue outlooks from current engagements, weighted pipeline, recurring business, and historical conversion; reconcile forecasts to actuals and explain material variances.
- Develop return-on-investment and attribution analyses for firms, contacts, business developers, events, meetings, referrals, and originated revenue.
- Build contact- and event-value scoring frameworks and document attribution rules, assumptions, and limitations.
- Combine Salesforce, Workday, enterprise data-platform, and external-source data; perform reconciliation, quality checks, and documentation of business rules, definitions, and lineage.
- Automate repeatable data preparation and reporting workflows using Power BI, Power Query/DAX, SQL, artificial intelligence, Excel, and other approved tools.
- Develop company, account, and relationship insights; support predictive and artificial-intelligence-assisted analytics with validation, source traceability, and appropriate human review.
- Lead assigned analytics workstreams from requirements through testing and rollout, coordinate stakeholders, and provide informal guidance to analysts as needed.
- Experience with Workday.
- Experience with Python, Tableau, Oracle, external market-data platforms, financial or professional services, and approved artificial-intelligence-assisted analytics tools.
About the company
Hilco Global helps businesses unlock value from their assets. It provides asset valuation, monetization, and advisory services across a wide range of asset classes, including industrial and retail assets, real estate, intellectual property, and brand licensing. The company's operations span multiple specialized units under a holding structure, enabling it to value assets accurately and then sell or monetize them, whether a company is healthy or distressed. It differentiates itself through deep expertise in asset worth, a broad set of services that cover the entire asset lifecycle, and a global reach backed by a major capital partner after the 2025 ORIX USA stake, which supports growth while keeping leadership in place. The goal is to maximize value from complex asset situations for clients and to be a worldwide authority on asset value.
Company Size
201-500
Company Stage
Debt Financing
Total Funding
$8.8M
Headquarters
Northbrook, Illinois
Founded
1987
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Simplify's Take
What believers are saying
- Hilco launched expanded asset-based lending on April 9, 2026, broadening fee and interest income.
- Royal Cup tapped Hilco on June 4, 2026 for financing tied to Farmer Brothers.
- Panavision closed $130 million with Hilco on May 28, 2026, proving active demand.
What critics are saying
- Vorel v. Salkovitz targets Hilco Trading in Delaware on March 17, 2026.
- Hilco's April 2026 lending push increases exposure to borrower defaults like Panavision.
- If special-situations credit losses mount, ORIX's control compresses Hilco's independence and margins.
What makes Hilco Global unique
- ORIX USA bought 71.4% in September 2025, giving Hilco deep permanent capital.
- Hilco spans valuation, restructuring, real estate, and asset-based lending across distressed situations.
- Chris George and Kristofer Swanson show Hilco sells integrated sector expertise, not just liquidation.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Plans
401(k) Retirement Plan
Wellness Program
Mental Health Support
Remote Work Options
Hybrid Work Options
Paid Vacation
Paid Holidays
Flexible Work Hours
Stock Options
Company Equity
Family Planning Benefits
Fertility Treatment Support
Confer ence Attendance Budget
Professional Development Budget
Training Programs
Tuition Reimbursement
Phone/Internet Stipend
Home Office Stipend
Parental Leave
Adoption Assistance
Childcare Support
Elder Care Support
Sabbatical Leave
Paid Sick Leave
Meal Benefits
Gym Membership
Commuter Benefits
Employee Discounts
Relocation Assistance
Professional Certification Support
Mentorship Program
Health Savings Account/Flexible Spending Account
Company News
Hilco Global appoints George as global head of healthcare for Professional Services. Chris George, a veteran healthcare executive and advisor, will lead the development and growth of the company's healthcare capabilities. Hilco Global, a subsidiary of ORIX USA, added Chris George as executive director, global head of healthcare for Hilco Global Professional Services. In this newly established role, George will lead the development and growth of the global healthcare practice. He will collaborate across the Hilco Global platform to advise healthcare companies worldwide, both sponsor-backed and independent, across healthcare services and technology, pharmaceutical and life sciences, health systems and academic medical centers including physician groups. George brings more than 30 years of healthcare consulting and executive leadership experience spanning academic, community and for-profit health systems, academic medical centers, physician enterprises and private equity-backed healthcare companies. Throughout his career, he has partnered with C-suite executives and boards of directors to address margin pressure, improve financial and operational performance, redesign care delivery, modernize operating models, implement digital and innovation strategies and create sustainable enterprise value. "Chris's combination of healthcare operating experience, advisory expertise and pragmatic, results-oriented leadership makes him an important addition to Hilco Global Professional Services," David Kurtz, vice chairman of Hilco Global and CEO of Hilco Global Professional Services, said. "His appointment strengthens our ability to support healthcare organizations and investors while creating new opportunities for collaboration across Hilco Global Professional Services and the broader Hilco Global platform." Most recently, George served as managing director and head of the health systems practice at Alvarez & Marsal. He previously spent more than 11 years at FTI Consulting, where he served as a senior managing director and led significant healthcare performance improvement and transformation engagements. George has also advised private equity sponsors and their portfolio companies on performance improvement, growth, operating model optimization and post-transaction integration. Earlier in his career, he held healthcare operating and technology leadership positions at multiple academic physician organizations and founded Think First, a boutique advisory firm focused on provider enterprise transformation that was acquired by FTI Consulting. "Hilco Global has a powerful combination of specialized expertise, an integrated professional services platform and a practical approach to helping clients solve complex challenges," George said. "I look forward to building upon those strengths, developing a differentiated healthcare offering and working with colleagues across the organization to deliver meaningful and measurable results for healthcare organizations and investors."
Hilco Global has appointed Chris George as Executive Director and Global Head of Healthcare for its Professional Services division. George will lead the development and growth of the company's global healthcare practice, advising healthcare companies and partnering with private equity firms and capital providers on value creation strategies. George brings over 30 years of healthcare consulting and executive leadership experience. He most recently served as Managing Director and Head of the Health Systems Practice at Alvarez & Marsal. Previously, he spent more than 11 years at FTI Consulting as a Senior Managing Director. Hilco Global is a subsidiary of ORIX Corporation USA.
Hilco Global appoints Rabbi Michael Siegel as Managing Director of Faith-Based Organization Advisory. Hilco Global, a diversified financial services company that delivers expert professional services and capital solutions to help clients maximize value and drive performance across the business lifecycle recently announced the expansion of its Higher Education, Faith-Based and Non-Profit Real Estate and Advisory practice with the appointment of Rabbi Michael Siegel as Managing Director of Faith-Based Organization Advisory. In this role, he will help build the practice's Faith-Based Organization Advisory focus, advising faith-based organizations as they navigate organizational change, financial pressures, evolving membership models and the long-term stewardship of their missions and institutional assets. Rabbi Siegel brings 44 years of congregational leadership at Anshe Emet Synagogue in Chicago, along with extensive experience guiding religious institutions through periods of generational, organizational and community change. Throughout his tenure, Rabbi Siegel helped congregational and community leaders address generational change, evolving community expectations and the operational realities affecting religious institutions. His experience combines a deep respect for religious tradition with a practical understanding of governance, stakeholder engagement, financial sustainability and institutional change. "Faith-based organizations today are facing greater head-winds than ever when balancing their commitment to tradition and community because of increasingly complex operational, financial and real estate decisions that are affecting their sustainability," said Michael Sheinkop, Executive Director, Head of Brokerage Strategy and Growth. "Rabbi Siegel brings more than four decades of trusted leadership helping congregations navigate these challenges with wisdom, compassion and practical experience. His appointment strengthens Hilco Global's ability to deliver thoughtful, multidisciplinary advisory services that empower these organizations to evaluate their options, preserve their missions and position themselves for long-term sustainability." In his new role, Rabbi Siegel will work with organizational leaders, governing bodies and community stakeholders to: * Assess the organizational, financial and community challenges facing faith-based institutions * Help stakeholders identify, prioritize and evaluate key issues and opportunities * Develop strategies that support long-term mission continuity and community engagement * Provide strategic guidance on congregational engagement, governance and financial sustainability "After more than four decades of congregational leadership, I remain deeply committed to helping faith-based organizations navigate change while preserving the values and traditions that define their communities," Rabbi Siegel said. "Many organizations are confronting significant questions around governance, membership, financial sustainability and the stewardship of their institutional assets. The Hilco Global collaborative platform brings together expertise across advisory, real estate and financial services in a way that can help organizational leaders thoughtfully address these challenges while positioning their institutions to serve future generations." Rabbi Siegel's appointment reflects the Hilco Global Real Estate Advisory practice's continued investment in specialized services for mission-driven institutions, including faith-based and higher education organizations. The practice helps organizational leaders navigate complex real estate, operational and financial decisions by aligning real estate strategies with their institutional mission, long-term organizational objectives and financial sustainability. Through the broader Hilco Global platform, clients also have access to integrated expertise across valuation, restructuring, capital solutions and strategic advisory, providing coordinated solutions that help organizations preserve their missions while positioning them for long-term resilience.
Hilco Global has appointed Andrew Hede as Vice Chairman of Hilco Global Professional Services. Hede will report to David Kurtz, CEO of Hilco Global Professional Services, and focus on accelerating growth whilst driving revenue opportunities across the platform. Hede brings over 30 years of restructuring, transformation and operational leadership experience across the US and Australia. Most recently, he served as President, Business Transformation & Transactions at Accordion, leading turnaround and restructuring practices. He previously held senior roles at McKinsey & Company, EY, Alvarez & Marsal, FTI Consulting and Arthur Andersen. Hilco Global, a subsidiary of ORIX Corporation USA, is a diversified financial services company with more than 810 professionals operating on four continents.
Agreement reached on sale of graffiti-covered downtown LA building. LOS ANGELES (KESQ) - A U.S. Bankruptcy Court judge today cleared the path for sale of the abandoned graffiti-covered Oceanwide Plaza.development in downtown Los Angeles. The ruling from the Judge Deborah J. Saltzman followed the withdrawal of objections by both the city of Los Angeles and Los Angeles County during Monday's hearing. Saltzman's confirmation order is expected to be filed Tuesday morning, according to a statement from Hilco Global, the court-approved broker for the bankruptcy sale of Oceanwide Plaza. Hilco Global had announced on Feb. 23 an agreement by KPC Square, LLC, owned by a new joint venture by affiliates of Oceanwide senior creditors, The KPC Group and Lendlease, to purchase the property from Oceanwide Plaza LLC for $470 million. "This confirmation is the culmination of a long and complex process, and it delivers exactly what we set out to achieve: a credible path to finally bring this project back to life," Bradley Sharp, Oceanwide's chief restructuring officer, said in a statement. "We are grateful to the court, the creditors, and the city and county for working with us toward a resolution that serves everyone's interests, including the people of Los Angeles." The city's withdrawal of its objection, filed Monday morning, came after months of negotiations between the city and KPC Square, facilitated by Sharp on behalf of the debtor. Counsel for Los Angeles County also confirmed the county's withdrawal on the record during the hearing, the statement said. As part of the amended plan confirmed by the court, the debtor will begin the removal of all visible graffiti on the site within 30 days, with the support of KPC Square, the statement said. The KPC Group bills itself as "global enterprise" advancing real estate and healthcare. Lendlease was the original contractor for the project. The development has drawn attention for massive tagging and daredevil base jumpers. Oceanwide Plaza, a planned $1 billion multi-use complex, began construction years ago, but stalled in 2019 when Beijing-based developer Oceanwide Holdings could no longer finance it. The complex would have included housing, hotel space and retail stores, building up the area near Crypto.com Arena. In 2024, the unfinished towers became a major downtown eyesore after graffiti vandals covered at least 25 floors, followed by dangerous stunts including base jumping that were captured on video and widely shared on social media. That same year, Lendlease filed an involuntary Chapter 11 bankruptcy petition against Oceanwide Holdings to force a sale and repay creditors, according to the Los Angeles Times. Oceanwide also owes back taxes to Los Angeles County and the city, the newspaper reported. City officials previously approved about $1.1 million to install fencing along 12th Street between Figueroa and Flower streets and secure ground-floor areas, along with allocating funds for temporary Los Angeles Police Department security at the property.