Director of Financial Reporting & Treasury

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations.

Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th.

rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

What You'll Do

You will be responsible for all acquisition / transaction-based technical accounting review, documentation, and financial recordings in accordance with GAAP.

You will have full ownership of the financial reporting cadence, inclusive of SEC-type quarterly reporting for investors and debtholders, and regulatory requirements under FINRA (broker dealer) and the OCC (trust operations).

Additionally, you will have full ownership of the treasury operations, inclusive of cash management procedures. This is an integral leadership position within the Finance department, reporting to the Corporate Controller, with important collaboration across Finance Operations and FP&A.

• Complete oversight of monthly, quarterly, and annual external and internal financial reporting cadence and related outputs
• Ownership of quarterly investor and debtholder SEC-type reporting preparation and delivery
• Responsible for preparation of quarterly ratings agency presentations
• Oversight of regulatory financial reporting requirements and delivery
• Work with corporate leaders to provide accounting specific insight on acquisitions within the LOI to close timeframe, ensuring accuracy of post-closing review and recordings
• Develop a technical accounting infrastructure that allows for shortened cycle times
• Co-source documentation with third-party vendors for technical accounting work
• Collaborate with Finance & Accounting peers frequently on post-close technical accounting items for acquisitions
• Responsible for banking relationships, banking transactions, related controls, and day-to-day treasury operations
• Ownership of cash projections and capital structure reporting
• Responsible for debt compliance and communications
• Tax compliance cycle ownership for LLC taxed as a partnership with 1,000 unit holders
• Manage full scope annual audit processes with external accounting firm
• Prosvide ad hoc information to leadership as needed

What You'll Bring

• 10+ years of progressive experience
• Public accounting experience required; PE-backed company experience preferred
• Through understanding of GAAP
• Experience with preparation of SEC reporting (10-K, 10-Q), or related comparable reporting requirements
• CPA required

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• Mother's lounge onsite
• Flexible PTO plan
• Hybrid model work schedule (50% in office)
• Free brand-new gym in the Chicago office
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

AN EQUAL OPPORTUNITY EMPLOYER : Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.

S. work authorization now or anytime in the future.