Marquette Associates

Investment consulting for institutional clients

Director of Finance & Accounting

Treasury +1Confirmed live in the last 24 hours

Full-timeChicago, IL, USA$175k - $250k /yr

About the Job

Requirements

A Bachelor's degree in Accounting or Business Administration is required.
A Certified Public Accountant (CPA) or Master of Business Administration (MBA) is required.
At least 10 years of experience in a management role in finance or accounting is required.
Exceptional leadership and team management capabilities are required.
Advanced proficiency in financial modeling, analysis, key performance indicator development, and reporting is required.
Expertise in financial software and systems, such as Sage Intacct, investment management software, and O365, is required; the ability to leverage artificial intelligence to promote efficiency is also required.
Strong problem-solving, analytical, and decision-making skills are required.
Excellent communication and interpersonal skills, including the ability to present complex financial information to financial and non-financial stakeholders, are required.

Responsibilities

Develop and execute financial strategies aligned with the firm's long-term goals and objectives.
Provide leadership and expertise in financial accounting, budgeting, financial systems, strategic financial planning, and problem-solving.
Oversee the preparation and presentation of financial statements, ensuring accuracy, timeliness, and compliance with accounting standards such as GAAP and IFRS.
Manage monthly, quarterly, and annual closing processes, including consolidation and reporting for multiple entities.
Prepare shareholder and Board reports and deliver actionable insights to senior management and stakeholders.
Lead financial due diligence for potential mergers, acquisitions, or partnerships.
Manage the firm's cash flow, ensuring adequate liquidity for operational needs and investment activities.
Oversee treasury functions, including cash forecasting, investment management, and banking relationships.

Salary Range: 175000 to 250000 (Currency: USD) (Pay period: per-year-salary)

Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients’ interests and objectives are at the center of everything we do. Our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals.

The Director of Finance & Accounting will lead all financial and accounting functions at Marquette. This position will be responsible for managing the firm’s financial operations, ensuring compliance with regulatory requirements, and providing strategic financial guidance to support business growth. The Director of Finance & Accounting will play a critical role in shaping the firm’s financial strategy.

Job responsibilities include, but are not limited to:

Develop and execute financial strategies in alignment with the firm’s long-term goals and objectives
Provide leadership and expertise in financial accounting, budgeting, financial systems, strategic financial planning and problem solving
Oversee the preparation and presentation of financial statements, ensuring accuracy, timeliness, and compliance with accounting standards (GAAP, IFRS, etc.)
Manage monthly, quarterly, and annual closing processes, including consolidation and reporting for multiple entities
Prepare shareholder and Board reports and deliver actionable insights to senior management and stakeholders
Lead financial due diligence for potential mergers, acquisitions, or partnerships
Manage the firm’s cash flow, ensuring adequate liquidity for operational needs and investment activities
Oversee treasury functions including cash forecasting, investment management, and banking relationships

Qualifications:

Bachelor’s degree in Accounting or Business Administration
Certified Public Accountant (CPA) or Master of Business Administration (MBA) required
10+ years of experience in a management role in finance or accounting
Exceptional leadership and team management capabilities
Advanced proficiency in financial modeling, analysis, KPI development and reporting
Expertise in financial software and systems (e.g., Sage Intacct, investment management software, O365); ability to leverage AI to promote efficiency
Strong problem-solving, analytical, and decision-making skills
Excellent communication and interpersonal skills, with the ability to present complex financial information to both financial and non-financial stakeholders

BENEFITS WE OFFER:

Top tier healthcare coverage

100% paid premium for disability and employee life insurance coverage

Health and Dependent Care FSA and HSA options

Company 401K contribution

Hybrid work policy

Paid time off & 15+ holidays

Summer hours

Enhanced employee assistance program

Volunteer opportunities

Tuition and education reimbursement

Company-wide events

Marquette Associates is proud to be an Equal Opportunity Employer.

About the Company

Marquette Associates

Investment consulting for institutional clients

Marquette Associates provides investment consulting services to institutional clients such as public and private pension plans, endowments, foundations, and other long-term investors. Its core offering is personalized investment strategies and portfolio management delivered through thorough research, market analysis, and proactive scenario planning (including recession assessment) to help clients navigate complex financial environments. The firm charges fees based on assets under advisement, aligning its revenue with client performance. A hallmark of Marquette is its high client retention and fiduciary responsibility, underscoring a focus on trusted, long-term partnerships. The goal is to be a reliable, trusted partner that delivers effective and tailored investment programs rather than pursuing the largest size in the market.

Company size: 51-200
Company stage: Not listed
Total funding: Not listed
Headquarters: Chicago, IL
Founded: 1986

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