Strategic Planning & Operations Consultant

60290 Chicago, Illinois DaVita

Posted 9 days ago

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Job Description

At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. For more than 90 years, our innovative drive has kept us ahead of our customers' evolving needs, from advocating for seat belts and air bags to leading in pricing sophistication, telematics, and device and identity protection. Job Description Our strategic planning and operations consultants act as a bridge between our long-term goals and day-to-day execution, ensuring our strategic intent is properly translated into outcomes and impact. As execution partners, we bring together the right voices and thought leadership to ensure operational processes are well-designed and effectively executed, enabling Allstate to create a competitive advantage through technology. Key Responsibilities Contribute to the development and maintenance of integrated execution plans to ensure planning and delivery are connected, efficient, and effective. Support operational reviews, bringing together senior leadership across Allstate Technology Solutions (ATS) to review progress towards strategic and operational priorities and make strategic decisions. Support reporting and communication of progress on Objectives and Key Results. Promote an environment of accountability within the team. Develop ideas with strategic impact that align with broader enterprise strategies as a thought leader. Contribute to the execution of strategic initiatives that advance our enterprise technology strategy. Assist in communicating the technology strategy to ensure organizational understanding and motivation to achieve goals. Provide expertise in complex situations to support business solutions development. Education 4-year Bachelor's Degree (Preferred) Experience 3 or more years of relevant experience (Preferred) In lieu of education & experience An equivalent combination of education and experience may be considered. #LI-TE1 Skills Accountability, Planning, Prioritization, Strategic Initiative, Strategic Objectives Compensation Salary range: $66,800.00 - $120,650.00 annually, based on experience and qualifications. The selected candidate will be required to undergo a background check. Joining our team offers an opportunity to challenge yourself, develop your skills, and impact the future positively. We foster a flexible, inclusive environment recognized for diversity and empowerment. Good Hands. Greater Together. Note: Allstate generally does not sponsor employment-based visas for this role. For Indiana applicants, please be aware of the state's anti-discrimination policies for veterans. For San Francisco and Los Angeles, please review local Fair Chance Ordinance information via provided links. Additional policies and legal notices regarding employment law and equal opportunity are available for review. #J-18808-Ljbffr

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Practice Architect II - Strategic Operations

60684 Chicago, Illinois TEKsystems

Posted today

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Job Description

One North is a digital experience agency that combines curiosity, scale, and agility to shape the future. As part of TEKsystems, a leading provider of business and technology services, we offer boutique solutions to solve complex problems. Our multidisciplinary teams of strategists, designers, and technologists excel in research and discovery, experience strategy, design, experience management, and technology implementation. Whether clients are establishing a vision for an experience or optimizing an existing one, we help businesses understand their audiences, design experiences, maximize technology, and bring their digital ideas to life. The world's most successful companies rely on us to forge the future through electrifying work that sparks innovation and drives results.
Here's what the opportunity supported through our TEKsystems Global Services (TGS) Talent Acquisition Team requires:
Position Overview
The Practice Architect II - Strategic Operations is a leadership role responsible for architecting, integrating, and optimizing the operational frameworks, technical workflows, process automation, governance models, and advanced work management solutions that drive scalable, high-quality service delivery for our clients.
In this position, you will lead cross-functional teams and client stakeholders across large, complex, and distributed portfolios that span multiple clients and significant books of business. You will combine deep business expertise with strong technical acumen to design robust, repeatable operational solutions that leverage best-in-class tools, integrated workflows, and data-driven insights to deliver measurable business value and scalable efficiency.
This role requires a proven track record of leading large-scale, cross-functional teams through operational transformation initiatives, expertise in defining and operationalizing key performance indicators and metrics frameworks, and hands-on experience implementing and customizing work management platforms.
This role will ideally be based in the Chicago area, but we are open to remote locations across the U.S.
Responsibilities
- Develop a comprehensive understanding of clients' ecosystems, business objectives, challenges, and technical requirements.
- Define and lead an integrated operational strategy aligned with our organization's vision, priorities, and growth objectives.
- Design and maintain scalable operational architectures, governance models, and process frameworks to ensure efficiency, consistency, and compliance.
- Oversee the technical tool stack and customize Work Management systems to enable automation, visibility, and collaboration, including developing bespoke configurations, templates, automation scripts, and API integrations.
- Define key performance indicators and build automated reporting dashboards to measure portfolio performance and deliver actionable insights for stakeholders and executive leadership.
- Establish standard operating procedures, governance guidelines, and best practices for service excellence and continuous improvement.
- Act as a subject matter expert on operational transformation and process improvement.
- Serve as a senior escalation point and proactively identify and mitigate operational and technical risks; develop contingency plans and escalation protocols for critical issues.
- Conduct regular process audits, tool stack reviews, and operational health checks by using data to recommend improvements and drive optimization.
- Contribute to financial forecasting, scenario planning, and pipeline management to align operational capacity and resources with strategic growth objectives.
- Develop and maintain reusable intellectual property (IP), templates, playbooks, and standards to accelerate future engagements and create standardization across accounts.
- Lead change management and user adoption initiatives.
- Support resource and capacity planning efforts to balance workload across large, multi-faceted programs.
- Support sales and business development by providing operational insights, solution recommendations, and estimations for proposals/SOWs.
- Foster a collaborative and transparent team culture, mentor and develop team, and celebrate successes to promote a culture of excellence, innovation, and continuous improvement.
- Identify opportunities to expand operational services and deliver value to clients.
Skills & Qualifications
- 10 or more years of progressive experience in operational architecture, strategic operations, or business process optimization within large, complex environments
- 5 or more years of experience working within a creative agency, digital production, or comparable digital delivery environment
- Proven expertise in designing, implementing, and scaling operational frameworks, technical workflows, governance models, and process standards
- Excellent conceptual and analytical thinking; able to translate complex business requirements into robust technical and operational solutions
- Advanced skills in workflow and portfolio management platforms (Asana, Workfront, Jira, etc.), including configuration, integration, automation design, and custom implementation
- Strong experience developing and operationalizing KPIs, metrics frameworks, reporting pipelines, and automated dashboards; proficient in data analysis and performance insights
- Proficiency in risk governance and capacity management for multi-program portfolios
- Demonstrated ability to architect solutions, pitch strategies, and manage workflows for onshore, nearshore, and offshore teams
- Proven success establishing, leading, and scaling high-performing, collaborative, cross-functional teams across geographically distributed environments
- Strong knowledge of the full creative lifecycle and production principles: strategy, design, front-end development, integration, quality assurance, and analytics fundamentals
- Outstanding communication, stakeholder engagement, and presentation skills; able to influence and collaborate effectively at all levels, including executive leadership
- Proven ability to drive change, foster a culture of continuous improvement, and lead user adoption for new tools and processes
- Highly organized, proactive, and adept at managing multiple priorities in a dynamic, fast-paced environment
- Agency or vendor experience required; global experience is a plus
- Relevant certifications such as PMP, Lean Six Sigma, CBAP, and workflow tool certifications (e.g., Asana, Workfront) strongly desired
- Bachelor's degree in Business Management, Information Systems, Operations Management, or a related field preferred, but not required
Pay and Benefits
The pay range for this position is $148200.00 - $222400.00/yr.
We reserve the right to pay above or below the posted wage based on factors unrelated to sex, race, or any other protected classification.
Additional earnings may be available through incentive programs like annual bonuses, profit sharing, etc.
Benefits are subject to change and may be subject to specific elections, plan or program terms. Our benefit plans include the following:
· Medical, dental & vision· 401(k)/Roth· Insurance (Basic/Supplemental Life & AD&D)· Short and long-term disability· Health & Dependent Care Spending Accounts (HSA & DCFSA)· Transportation benefits· Employee Assistance Program· Tuition Assistance· Time Off/Leave (PTO, Paid Family Leave)
Workplace Type
This is a fully remote position.
Application Deadline
This position is anticipated to close on Jul 25, 2025.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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Practice Architect II - Strategic Operations

60303 Oak Park, Illinois TEKsystems

Posted today

Job Viewed

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Job Description

One North is a digital experience agency that combines curiosity, scale, and agility to shape the future. As part of TEKsystems, a leading provider of business and technology services, we offer boutique solutions to solve complex problems. Our multidisciplinary teams of strategists, designers, and technologists excel in research and discovery, experience strategy, design, experience management, and technology implementation. Whether clients are establishing a vision for an experience or
optimizing an existing one, we help businesses understand their audiences, design experiences, maximize technology, and bring their digital ideas to life.
The world's most successful companies rely on us to forge the future through electrifying work that sparks innovation and drives results.
Here's what the opportunity supported through our TEKsystems Global Services (TGS) Talent Acquisition Team requires:
Position Overview
The Practice Architect II - Strategic Operations is a leadership role responsible for architecting, integrating, and optimizing the operational frameworks, technical workflows, process automation, governance models, and advanced work management solutions that drive scalable, high-quality service delivery for our clients.
In this position, you will lead cross-functional teams and client stakeholders across large, complex, and distributed portfolios that span multiple clients and significant books of business. You will combine deep business expertise with strong technical acumen to design robust, repeatable operational solutions that leverage best-in-class tools, integrated workflows, and data-driven insights to deliver measurable business value and scalable efficiency.
This role requires a proven track record of leading large-scale, cross-functional teams through operational transformation initiatives, expertise in defining and operationalizing key performance indicators and metrics frameworks, and hands-on experience implementing and customizing work management platforms.
This role will ideally be based in the Chicago area, but we are open to remote locations across the U.S.
Responsibilities
- Develop a comprehensive understanding of clients' ecosystems, business objectives, challenges, and technical requirements.
- Define and lead an integrated operational strategy aligned with our organization's vision, priorities, and growth objectives.
- Design and maintain scalable operational architectures, governance models, and process frameworks to ensure efficiency, consistency, and compliance.
- Oversee the technical tool stack and customize Work Management systems to enable automation, visibility, and collaboration, including developing bespoke configurations, templates, automation scripts, and API integrations.
- Define key performance indicators and build automated reporting dashboards to measure portfolio performance and deliver actionable insights for stakeholders and executive leadership.
- Establish standard operating procedures, governance guidelines, and best practices for service excellence and continuous improvement.
- Act as a subject matter expert on operational transformation and process improvement.
- Serve as a senior escalation point and proactively identify and mitigate operational and technical risks; develop contingency plans and escalation protocols for critical issues.
- Conduct regular process audits, tool stack reviews, and operational health checks by using data to recommend improvements and drive optimization.
- Contribute to financial forecasting, scenario planning, and pipeline management to align operational capacity and resources with strategic growth objectives.
- Develop and maintain reusable intellectual property (IP), templates, playbooks, and standards to accelerate future engagements and create standardization across accounts.
- Lead change management and user adoption initiatives.
- Support resource and capacity planning efforts to balance workload across large, multi-faceted programs.
- Support sales and business development by providing operational insights, solution recommendations, and estimations for proposals/SOWs.
- Foster a collaborative and transparent team culture, mentor and develop team, and celebrate successes to promote a culture of excellence, innovation, and continuous improvement.
- Identify opportunities to expand operational services and deliver value to clients.
Skills & Qualifications
- 10 or more years of progressive experience in operational architecture, strategic operations, or business process optimization within large, complex environments
- 5 or more years of experience working within a creative agency, digital production, or comparable digital delivery environment
- Proven expertise in designing, implementing, and scaling operational frameworks, technical workflows, governance models, and process standards
- Excellent conceptual and analytical thinking; able to translate complex business requirements into robust technical and operational solutions
- Advanced skills in workflow and portfolio management platforms (Asana, Workfront, Jira, etc.), including configuration, integration, automation design, and custom implementation
- Strong experience developing and operationalizing KPIs, metrics frameworks, reporting pipelines, and automated dashboards; proficient in data analysis and performance insights
- Proficiency in risk governance and capacity management for multi-program portfolios
- Demonstrated ability to architect solutions, pitch strategies, and manage workflows for onshore, nearshore, and offshore teams
- Proven success establishing, leading, and scaling high-performing, collaborative, cross-functional teams across geographically distributed environments
- Strong knowledge of the full creative lifecycle and production principles: strategy, design, front-end development, integration, quality assurance, and analytics fundamentals
- Outstanding communication, stakeholder engagement, and presentation skills; able to influence and collaborate effectively at all levels, including executive leadership
- Proven ability to drive change, foster a culture of continuous improvement, and lead user adoption for new tools and processes
- Highly organized, proactive, and adept at managing multiple priorities in a dynamic, fast-paced environment
- Agency or vendor experience required; global experience is a plus
- Relevant certifications such as PMP, Lean Six Sigma, CBAP, and workflow tool certifications (e.g., Asana, Workfront) strongly desired
- Bachelor's degree in Business Management, Information Systems, Operations Management, or a related field preferred, but not required
Pay and Benefits
The pay range for this position is $148200.00 - $222400.00/yr.
We reserve the right to pay above or below the posted wage based on factors unrelated to sex, race, or any other protected classification.
Additional earnings may be available through incentive programs like annual bonuses, profit sharing, etc.
Benefits are subject to change and may be subject to specific elections, plan or program terms. Our benefit plans include the following:
· Medical, dental & vision· 401(k)/Roth· Insurance (Basic/Supplemental Life & AD&D)· Short and long-term disability· Health & Dependent Care Spending Accounts (HSA & DCFSA)· Transportation benefits· Employee Assistance Program· Tuition Assistance· Time Off/Leave (PTO, Paid Family Leave)
Workplace Type
This is a fully remote position.
Application Deadline
This position is anticipated to close on Jul 22, 2025.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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Senior Consultant, Strategic Planning

60290 Chicago, Illinois DaVita

Posted 3 days ago

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Job Description

TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: The Market Strategy & Development Advisor supports the strategic growth of TransUnion's Information and Professional Services industries by developing and executing go-to-market plans, leading cross-functional initiatives, and delivering actionable insights that enhance market presence and revenue performance. This role is responsible for managing the end-to-end implementation of strategic initiatives, coordinating with key matrix partners such as sales, marketing, finance, operations, and legal. With a strong foundation in project management, market analysis, and stakeholder collaboration, the Advisor ensures timely delivery of projects, clear communication of priorities, and alignment with business objectives. The role also involves synthesizing internal and external data, including financial information, to address business challenges and drive innovation. What You'll Bring: Bachelor's degree required, ideally in business, finance, marketing, management, engineering, economics (or relevant work experience) 5-7 years of professional experience, ideally in strategy, marketing, project management, or management consulting Strong analytical and insight-driven problem-solving skills Solid organizational and project management skills Exceptional attention to detail and high degree of comfort managing multiple assignments simultaneously Strong verbal and written communication skills Structured and logical thinking with ability to synthesize information into key messages appropriate for the audience and focus on what matters most Experience working with senior-level managers and proven track record for completing assignments on time Driven by intellectual curiosity and independent thinking, with positive "can do" self-starter attitude Ability and desire to function at both strategic and tactical levels Ability to effectively develop relationships, engage, advise, and persuasively communicate with leaders, customers, and internal and external partners in face-to-face scenarios demonstrating real-time insight, flexibility and sound judgment Sound working knowledge of software applications such as Microsoft Excel, Word, PowerPoint with strong presentation skills Preferred qualifications: Experience working in a matrixed environment preferred, collaborating across teams and functions Prior experience in Information Services, Legal and Investigative Services and/or Investment industries is a plus Prior experience in identity/fraud risk management space or digital marketing space is a plus Impact You'll Make: 1. Market Development Contribute to the creation and ongoing refinement of business strategies for the Information and Professional Services markets. Research and synthesize industry trends to deliver insights to key stakeholders, enhancing understanding of market dynamics, customer expectations, and competitive positioning. Develop and maintain dashboards and internal reporting tools to track performance against KPIs. Lead and support initiatives including customer insights development and industry-specific go-to-market strategies. 2. Strategic Project Oversight Manage projects in the development of project plans, coordination of tasks, assignment and oversight of project activities and milestones for cross-functional teams, and active prioritization across multiple initiatives Serve as the central point of communication for project execution, adjusting plans as needed to accommodate evolving business needs. Continuously improve market development processes and strategic planning frameworks. 3. Cross-Functional Collaboration Collaborate with cross-functional teams including Marketing, Sales, Product Development, and Legal to execute on strategic priorities. Foster alignment across departments to ensure seamless execution of initiatives and integration of market strategies. 5. Sales & Marketing Enablement Collaborate with sales to understand pipeline performance, key account activities, and revenue drivers. Design and deliver training and enablement materials in partnership with product marketing to support the sales team in promoting new and strategic offerings. Partner with marketing to create tailored content and campaigns aligned with market needs and growth objectives. Support demand generation strategies and ensure alignment with measurable business goals. Participate in planning and execution of customer engagement initiatives, including campaigns, webinars and industry events to enhance sales and marketing effectiveness. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act. Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company's reputation are also essential expectations of this position. This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week. Benefits: TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion's Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans. We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Pay Scale Information : The U.S. base salary range for this position is $82,700.00 - $120,000.00 annually. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual's education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations.Regular, fulltime non-sales positions may be eligible to participate in TransUnion's annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents. TransUnion's Internal Job Title: Sr Consultant, Strategic Planning #J-18808-Ljbffr

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Project Manager, Strategic Planning

60290 Chicago, Illinois The University of Chicago

Posted today

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Job Description

Department
ARD Office of Campaign Management

About the Department
Alumni Relations and Development (ARD) engages alumni (~220k), current students, parents and friends of the University through intellectual, professional and social activities on campus, around the world and online. ARD raises $600 Million annually to support faculty and researchers, practitioners and patients, and students and programs across the University. Our work supports priorities in every division, school, department, and institute.

The Strategic Planning function in ARD propels operational excellence and supports enterprise-wide alignment to help us meet-and exceed-our fundraising goals. Acting as a vital bridge between vision and execution, this function brings clarity to priorities, mobilizes cross-functional partners, and keeps complex initiatives on track. With a sharp focus on delivering practical strategies and strengthening core operations, Strategic Planning ensures that ARD not only performs at a high level today, but is also positioned for long-term, sustainable success.

Job Summary
This position uses best practices and knowledge of non-technical (not information technology or construction related) projects from conception to completion. Assembles teams and develops detailed work plans, schedules, project estimates, resource plans, and status reports while being the point of contact for those projects.

This role provides strategic and operational support to senior leaders by developing briefing materials, synthesizing data, and managing key initiatives that drive organizational priorities forward. It involves translating strategic plans into actionable projects, overseeing timelines and deliverables, and ensuring alignment across departments. The position requires strong project management, analytical, and communication skills to inform decision-making and support collaboration across diverse stakeholders.

Responsibilities
  • Enables senior leaders to advance strategic priorities by preparing agendas, briefing documents, talking points, synthesizing inputs, and drafting summaries and recommendations.
  • Translates strategic plan and leadership priorities into proposed initiatives, projects, or programs aimed at growing organizational capacity and driving results.
  • Coordinates and manages timelines, workstreams, deliverables, and stakeholders for major strategic initiatives.
  • Develops project charters, workplans, and status reports to maintain transparency and accountability.
  • Tracks progress against goals and flags risks or interdependencies requiring escalation.
  • Maintains a strong understanding of the priorities of ARD leaders and demonstrates the ability to speak to and recommend strategies to advance those priorities.
  • Supports senior leaders in evaluating strategic priorities, resource implications, and success metrics.
  • Ensures alignment between departmental/unit plans and institutional-level strategies.
  • Conducts benchmarking, landscape scans, and stakeholder interviews to inform strategic decisions.
  • Analyzes internal data to assess current state and identify opportunities for improvement or growth.
  • Develops presentations and reports that communicate complex findings and recommendations in a clear and actionable way.
  • Coordinates meetings, retreats, and workshops with leaders, staff, and external partners.
  • Builds relationships across departments to foster alignment and collaboration.
  • Contributes to change management efforts through communications, training, and engagement strategies.
  • Brings a strong project management mindset, with the ability to manage multiple initiatives simultaneously and deliver results on time.
  • Communicates effectively in written and verbal formats, with experience preparing materials for executive audiences.
  • Demonstrates sound judgment, discretion, and attention to detail.
  • Tracks progress, conducts analysis, and prepares for and facilitates project meetings to ensure departmental objectives are met.
  • Serves as a resource for the project team, providing analytical guidance and interpreting complex project issues to support informed decision-making.
  • Works somewhat independently to develop detailed work plans, schedules, project estimates, resource plans, and status reports. Assembles and leads a project team, assigns individual responsibilities, identifies appropriate resources needed, and develops schedules to ensure timely completion of projects.
  • Is responsible for tracking progress, conducting analysis, as well as preparing for and facilitating project meetings.
  • Performs other related duties as needed.
Minimum Qualifications

Education:
Minimum requirements include a college or university degree in related field.

Work Experience:
Minimum requirements include knowledge and skills developed through 5-7 years of work experience in a related job discipline.

Certifications:

Preferred Qualifications

Education:
  • Bachelor's or advanced degree.
Experience:
  • A minimum of five years of professional work experience in nonprofit management, development, alumni relations, marketing, public relations, sales or similar field.
  • A minimum of one year of experience developing and monitoring budgets.
  • A minimum of one year of experience managing staff or leading project teams.
Technical Skills or Knowledge:
  • Demonstrated skill and knowledge of, or ability to learn quickly, the internal workings of the University as well as the technology tools available to the Office of Alumni Relations and Development, including Phoenix (the University's Donor Relationship Management System).
  • Proficient in Microsoft Windows computer environment, Microsoft Outlook, Word, Excel, PowerPoint and Access.
Preferred Competencies
  • Outstanding interpersonal and communications skills characterized by the ability to listen, speak, and write effectively. Explain complex ideas clearly and simply.
  • Thoroughly review and accurately complete tasks, ensuring that all aspects of work are meticulously checked, and errors are minimized. Consistently produces high-quality work with careful consideration of all details, contributing to the overall success of projects.
  • Correctly enter and audit information, appropriately using reports to access, understand, and share information.
  • Synthesize information with a high degree of quality, developing key messages from large sets of detailed quantitative and qualitative information to tell a cohesive story.
  • Develop and execute on a long-term plan, while balancing short term unexpected priorities.
  • Strong document design skills. Develop documents and presentations that meet University brand standards and deliver key messages effectively.
  • Remain steadfast and adaptable in the face of challenges and setbacks. Maintains focus and determination, effectively managing stress and pressure while continuing to pursue goals and objectives with a positive attitude. Demonstrates perseverance in overcoming obstacles, contributing to sustained success and growth.
  • Builds positive relationships, communicates empathetically, and resolves conflicts with sensitivity and tact. Leverages emotional awareness to enhance teamwork, leadership, and overall workplace harmony.
  • Self-motivatws and take initiative.
  • Prioritize multiple projects and independently follow through with detail.
Working Conditions
  • This position has a hybrid work schedule which includes weekly in office presence.
  • Standard office environment.
  • Travel to campus and/or non-campus locations for University business.
  • Work evenings and weekends as needed.
  • This position is located in Hyde Park at 5235 South Harper Court.
Application Documents
  • Resume/CV (required)
  • Cover Letter addressed to Hiring Committee (preferred)


When applying, the document(s) MUST be uploaded via the My Experience page, in the section titled Application Documents of the application.

Job Family
Administration & Management

Role Impact
Individual Contributor

Scheduled Weekly Hours
37.5

Drug Test Required
No

Health Screen Required
No

Motor Vehicle Record Inquiry Required
No

Pay Rate Type
Salary

FLSA Status
Exempt

Pay Range
$9,250.00 - 105,000.00
The included pay rate or range represents the University's good faith estimate of the possible compensation offer for this role at the time of posting.

Benefits Eligible
Yes
The University of Chicago offers a wide range of benefits programs and resources for eligible employees, including health, retirement, and paid time off. Information about the benefit offerings can be found in the Benefits Guidebook.

Posting Statement

The University of Chicago is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, or expression, national or ethnic origin, shared ancestry, age, status as an individual with a disability, military or veteran status, genetic information, or other protected classes under the law. For additional information please see the University's Notice of Nondiscrimination.

Job seekers in need of a reasonable accommodation to complete the application process should call or submit a request via Applicant Inquiry Form.

All offers of employment are contingent upon a background check that includes a review of conviction history. A conviction does not automatically preclude University employment. Rather, the University considers conviction information on a case-by-case basis and assesses the nature of the offense, the circumstances surrounding it, the proximity in time of the conviction, and its relevance to the position.

The University of Chicago's Annual Security & Fire Safety Report (Report) provides information about University offices and programs that provide safety support, crime and fire statistics, emergency response and communications plans, and other policies and information. The Report can be accessed online at: Paper copies of the Report are available, upon request, from the University of Chicago Police Department, 850 E. 61st Street, Chicago, IL 60637.
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Corporate Strategic Planning Associate (Bilingual)

60290 Chicago, Illinois Direct Staffing Inc

Posted 9 days ago

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Job Description

Corporate Strategic Planning Associate (Bilingual) Manage relationships with various entities within the Japanese and local communities and relevant events. Plan and coordinate events in conjunction with Japanese and local communities. Develop concepts and grand designs for HQA's activities related to Japanese and local communities. Coordinate with relevant HQA divisions and regional offices to maximize bank exposure with Japanese and local communities. Support global system initiatives driven by Tokyo Head Office (CPG). Serve as a business-side coordinator in HQA for the implementation and maintenance of global systems driven by Tokyo Head Office. Manage or support tasks assigned by GM. Monitor investment portfolio compliance and perform surveillance. Market and develop solutions for customer base regarding referral business as a Register Representative. Qualifications: 3-5 years of business, technical, actuarial, or statistical experience. Compliance/Charles River/BondEdge experience is a plus. SVF Wrap experience is a plus. Solid communication, coordination/negotiation, and process management skills. Experience in corporate philanthropy and/or fundraising. Bilingual in English and Japanese is required. Proficiency in Microsoft Word and Excel. Minimum of 5 to 7 years of experience. Minimum education: Bachelor's Degree. All your information will be kept confidential according to EEO guidelines. #J-18808-Ljbffr

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Director - Strategic Financing Services - Applications and Strategic Planning

60684 Chicago, Illinois Cherry Bekaert

Posted today

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Job Description

**Description**
Cherry Bekaert's Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning services for community development entities and projects, NMTC placement and deployment assistance, and NMTC compliance and asset management services.
The Director will oversee the Application and Strategic Planning activities for Community Development Entities (CDEs), Community Development Financial Institutions (CDFIs), Community Lenders and Nonprofits (collectively Community Development Organizations). The Director will work with the Community Development Organizations to help them build internal and external capacity, clarify their Mission, Vision and Values (MVV), formalize their strategic plans and execute their strategic plans so that they holistically work towards upholding and achieving their MVV as they expand and add new services. The Director will lead a team of Application Writers and Community Development Specialists, manage the process of writing NMTC Applications, manage the grant writing and applications process for clients seeking funding from other funding programs, and expand the portfolio of clients. The Director will work collaboratively internally and externally to achieve measurable results for the team, the clients and the communities our clients serve.
The successful candidate will have a strong attention to detail and deadlines and a mission to help make a difference in Low-Income Communities.
About SFS: SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%.
About The Innovate Fund (TIF): TIF serves the state of Georgia, North Carolina, South Carolina, Tennessee, Virginia and West Virginia. Since inception, it has directly deployed $96 million of NMTC investments in 36 transactions that have leveraged an additional 1.3 Billion of indirect capital, and created 8,194 direct jobs, while expanding the service area's health and wellness services to 707,714 Low Income Persons. TIF is governed by a seven-member governing board, including representation from Cherry Bekaert and the Greenville Local Development Corporation, with input from an advisory board of 9 LIC experts.
Essential Job Duties and Responsibilities:
Application Writing
+ Managing of Application and Grant writing team
+ Cultivate a healthy team culture
+ Coordinate and assist with balancing NMTC application writing team's individual and team workflow
+ Optimize NMTC Allocation Application process for clients and team members
+ Drafting, reviewing and preparing NMTC Allocation Applications and supporting documents for strategic and technical opportunities
+ Writing and reviewing compelling business strategies, community outcomes and other narratives to maximize scoring and increase likelihood of successful outcomes
+ Collaborating with clients to identify and source appropriate NMTC pipeline opportunities to suit unique CDE needs (considering geography, project type, community impacts, etc.)
+ Synthesizing and incorporating industry terms, trends and data to support business strategies, community outcomes and compelling applications that translate to smooth financial closings
+ Identifying and managing other grant and application writing opportunities to ensure quality and timely submissions as well as strategic alignment
+ Collaborating with deal team participants (investors, borrowers, supporters and stakeholders) to secure commitments, evidence of support and/or letters of interest as required for submission of various funding applications and/or financial closings
+ Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner
Community Development Consulting
+ Establishing relationships with CDFIs, CDEs, and various community development stakeholders
+ Collaborating with the team to identify opportunities with existing or aspiring CDFIs to allow them to execute their vision
+ Assisting clients with formalizing their organizational framework through an Organization Assessment including: review of the organization's service area, products/services, track record, pipeline, community impact data, management capacity and finances
+ Assisting with underwriting and structuring NMTC transactions
+ Supporting and preparing for submission of relevant Certifications
+ Preparing sub-CDE Certifications in connection with NMTC allocation agreements.
+ Working with organizations to meet certification requirements and establish policies and procedures that will ensure continued compliance
+ Helping identify an organization's short and long-term goals and objectives in order to develop a sustainable financial plan
+ Helping secure private investment commitments and a strategy for long-term financial viability
+ Actively managing a pipeline of community development finance investing, lending, and growth initiatives
+ Collaborating with GPS and GovCon teams to identify and develop grant writing opportunities that align with compliance needs and enhance cross-industry initiatives
+ Working collaboratively with Bank Finance and other industries within Cherry Bekaert to create comprehensive offerings that holistically serve our clients' needs
+ Coordinating with The Innovate Fund (TIF) Chief Operating Officer and Cherry Bekaert staff on strategic planning initiatives
+ Other job-related functions as assigned
+ Travel: 20%
What you bring to the role:
+ Bachelor's in Finance, Accounting, Economics or related field
+ CPA license, MBA, JD, LLM, Master's Degree (other field related certifications may be considered)
+ Minimum of 10 years of demonstrated progressive experience in community development finance, tax credit finance, CDE/CDFI Lending, structured finance or related field
+ Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred
+ Experience in working with borrowers, lenders, investors and Community Development Organizations
+ Strong research and analytical skills; ability to solve complex issues.
+ Expert knowledge of tax credit finance reporting required, with specific experience with CDFI Fund's AMIS reporting strongly preferred
+ Ability to effectively manage up, down and out, providing exceptional client service by leveraging communication skills to develop and maintain outstanding relationships.
+ Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written (including technical writing), and presentation skills
+ Entrepreneurial and highly motivated to make internal and external connections
+ Proficiency in Excel
+ Strong sense of urgency and shared sense of mission
What we offer you:
+ Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust,?and mutual respect.
+ A well-run firm that offers stability and opportunity to develop as a leader.
+ The opportunity to innovate and do work that motivates and engages you.
+ A collaborative environment focused on enabling you to further your career growth and continuous professional development.
+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.
+ Flexibility to do impactful work and the time to enjoy your life outside of work.
+ Opportunities to connect and learn from professionals from different backgrounds and with different cultures.
+ Supportive partnership group with a "one firm" mentality and a commitment to colleagues' success
+ Big firm resources and bench strength; small firm flexibility and openness to new ideas
+ Collaboration across service lines and offices; a firm culture that embraces one another and the community; and an excellent opportunity to help bring along talented staff
+ Defined metrics and targets that eliminate ambiguity
+ Shared values, including uncompromising integrity, a passion for excellence, and mutual respect
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Pay Range:
146,395- 328,800
About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States?Cherry Bekaert will not provide?work?sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at? and follow us on LinkedIn,?Glassdoor,?Instagram, Twitter?and Facebook.
© 2025 Cherry Bekaert. All Rights Reserved.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.
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Director Strategic Financial Planning & Analysis

60290 Chicago, Illinois University of Chicago

Posted 3 days ago

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Director Strategic Financial Planning & Analysis Join to apply for the Director Strategic Financial Planning & Analysis role at University of Chicago Director Strategic Financial Planning & Analysis 3 days ago Be among the first 25 applicants Join to apply for the Director Strategic Financial Planning & Analysis role at University of Chicago About The Department Department Harris School Finance About The Department Policy with real impact doesn’t evolve from ideology or intuition, or even experience. At the University of Chicago Harris School of Public Policy developing effective public policy is a science, based on data and measurable impact. Addressing today’s interconnected, global challenges requires rigorous inquiry. It also requires innovative people who will face the facts, gather data, and understand why current policies exist to improve them. For more than thirty years, the University of Chicago Harris School of Public Policy has been steadfastly committed to serving society by advancing analysis- and evidence-informed policy. Guided by this exacting mission, our community of 60 tenure-track scholars, more than 1,200 students, and more than 6,000 alumni from the public, private, and nonprofit sectors are taking on the world’s most important problems by using the latest tools of social science. The second-largest professional school at the University of Chicago and home to one of its largest undergraduate majors, Harris Public Policy offers a full range of degree and executive education programs that empower serious-minded and aspiring leaders from more than 40 countries each year. Harris is the academic home to 20 research centers, institutes, and labs that study and engage with the public on areas such as conflict, democracy and effective government, economic and political development, education, energy and environment, health, municipal finance, public safety, social policy, and urban policy. Job Summary Reporting to the Assistant Dean for Finance and Research Administration, the Director of Strategic Financial Planning and Analysis serves as a senior financial leader and principal architect of the Harris School’s financial strategy. This specialized role acts as a key liaison between the Harris School and University operational units, driving the strategic direction of financial planning, resource allocation, and risk management. The Director leads the development and implementation of sophisticated financial models, oversees complex budgeting and forecasting processes, and ensures robust compliance with evolving regulatory and institutional standards. Supervising a Financial Administrator and managing multiple high-impact projects, the Director provides expert guidance to senior leadership, translates organizational priorities into actionable financial strategies, and fosters a culture of transparency, innovation, and continuous improvement. The Director communicates with diplomacy and discretion, leveraging in-depth knowledge of University policies and best practices to support the School’s mission and long-term financial sustainability. This position remains vigilant regarding regulatory changes, proactively plans for departmental compliance, and implements corrective actions as necessary to safeguard institutional integrity and advance strategic objectives. Responsibilities Strategic Financial Planning & Analysis: Serve as the chief financial strategist, partnering with the Assistant Dean to design and implement long-term financial plans that align with the Harris School’s academic and research priorities. Lead scenario planning, sensitivity analyses, and multi-year forecasting to inform executive decision-making and optimize resource allocation. Develop and refine key performance indicators (KPIs), dashboards, and financial models to monitor and project financial health, identifying risks and opportunities for growth. Advise senior leadership on capital investments, program expansions, and new revenue streams, providing data-driven recommendations to support sustainable growth. Represent the Harris School’s interests in University-wide financial system transformations, ensuring seamless adoption and integration of new technologies and processes. Financial Reporting & Compliance: Oversee the preparation, analysis, and presentation of comprehensive financial reports, including monthly, quarterly, and annual statements, ensuring accuracy and adherence to internal and external standards. Monitor compliance with University policies, governmental regulations, and best practices, proactively identifying and mitigating financial risks. Manage internal and external audit processes, coordinating with auditors and central administration to ensure timely and effective resolution of findings. Stay abreast of regulatory changes, leading the department’s response and implementing necessary policy or procedural updates. Budgeting, Forecasting & Resource Optimization: Direct the annual and multi-year budgeting processes, collaborating with academic and administrative units to align financial resources with institutional priorities. Oversee the development of detailed fiscal projections, monitoring expenditures for compliance and efficiency, and providing strategic guidance on budget adjustments as needed. Lead the Financial Administrator in the production of monthly budget forecasts and variance analyses, ensuring timely and actionable insights for stakeholders. Procurement, Disbursements & Internal Controls: Oversee all procurement activities, ensuring alignment with University policies and strategic sourcing initiatives to maximize value and mitigate risk. Approve high-value reimbursements, purchase requisitions, and non-salary disbursements, ensuring proper documentation, fund availability, and compliance. Provide policy guidance, training, and troubleshooting support to faculty and staff, fostering a culture of accountability and continuous improvement. Leadership, Collaboration & Stakeholder Engagement: Mentor and supervise the Financial Administrator, fostering professional development and a high-performance culture. Serve as a trusted advisor to faculty, researchers, and administrators, offering expert counsel on internal awards, policy updates, and financial best practices. Build and maintain collaborative relationships with University financial officers, external partners, and regulatory agencies, representing the Harris School in strategic negotiations and initiatives. Innovation & Process Improvement: Champion the adoption of new financial technologies, process enhancements, and data analytics tools to improve efficiency, accuracy, and strategic insight. Lead continuous improvement initiatives, leveraging institutional knowledge and industry best practices to enhance financial systems and services. Serves as an experienced liaison interacting with financial administrators within operational units on financial, budget or accounting matters to prepare, advise and recommend. Analyze, organize and communicate business information to ensure deliverables are meeting or exceeding expectations. Conducts quantitative and qualitative analyses to monitor and manage for expense optimization by identifying market drivers, enhance strategies, or improve revenue generation. Perform additional duties as assigned. Education: Minimum Qualifications Minimum requirements include a college or university degree in related field. Work Experience: Minimum requirements include knowledge and skills developed through 7+ years of work experience in a related job discipline. Certifications: Preferred Qualifications Education: Bachelor’s or advanced degree. Experience: Moderate to advanced Excel proficiency and comfort in manipulating/analyzing large datasets and proficiency in systems and processes. Strong financial modeling skills. Analyze, interpret and implement University policy and procedures and sponsor guidelines and regulations to ensure accurate response. Familiarity with federal and non-federal grant and contract policies. Preferred Competencies Strong attention to detail, highly organized, timely, and responsive. Work successfully with staff, faculty, and other senior officials (University and external). Excellent interpersonal, written, and verbal communication skills. Manage projects simultaneously, and work under considerable pressure to meet deadlines. Handle confidential information with absolute discretion. Take initiative and organize/complete projects with minimal supervision. Ability to research issues and propose solutions to problems. Ability to effectively work on multiple projects simultaneously and to meet deadlines. Ability to understand details contained within grant contractual language. Application Documents Resume/CV (required) Cover Letter (required) When applying, the document(s) MUST be uploaded via the My Experience page, in the section titled Application Documents of the application. Job Family Financial Management Role Impact Individual Contributor Scheduled Weekly Hours 37.5 Drug Test Required No Health Screen Required No Motor Vehicle Record Inquiry Required No Pay Rate Type Salary FLSA Status Exempt Pay Range $110,000.00 - $30,000.00 The included pay rate or range represents the University’s good faith estimate of the possible compensation offer for this role at the time of posting. Benefits Eligible Yes The University of Chicago offers a wide range of benefits programs and resources for eligible employees, including health, retirement, and paid time off. Information about the benefit offerings can be found in the Benefits Guidebook. Posting Statement The University of Chicago is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, or expression, national or ethnic origin, shared ancestry, age, status as an individual with a disability, military or veteran status, genetic information, or other protected classes under the law. For additional information please see the University's Notice of Nondiscrimination. Job seekers in need of a reasonable accommodation to complete the application process should call or submit a request via Applicant Inquiry Form. All offers of employment are contingent upon a background check that includes a review of conviction history. A conviction does not automatically preclude University employment. Rather, the University considers conviction information on a case-by-case basis and assesses the nature of the offense, the circumstances surrounding it, the proximity in time of the conviction, and its relevance to the position. The University of Chicago's Annual Security & Fire Safety Report (Report) provides information about University offices and programs that provide safety support, crime and fire statistics, emergency response and communications plans, and other policies and information. The Report can be accessed online at: Paper copies of the Report are available, upon request, from the University of Chicago Police Department, 850 E. 61st Street, Chicago, IL 60637. Seniority level Seniority level Director Employment type Employment type Other Job function Job function Finance and Sales Industries Higher Education Referrals increase your chances of interviewing at University of Chicago by 2x Sign in to set job alerts for “Director of Financial Planning and Analysis” roles. 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Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

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Director Strategic Financial Planning & Analysis

60290 Chicago, Illinois The University of Chicago

Posted 4 days ago

Job Viewed

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Job Description

Department Harris School Finance About the Department Policy with real impact doesn’t evolve from ideology or intuition, or even experience. At the University of Chicago Harris School of Public Policy developing effective public policy is a science, based on data and measurable impact. Addressing today’s interconnected, global challenges requires rigorous inquiry. It also requires innovative people who will face the facts, gather data, and understand why current policies exist to improve them. For more than thirty years, the University of Chicago Harris School of Public Policy has been steadfastly committed to serving society by advancing analysis- and evidence-informed policy. Guided by this exacting mission, our community of 60 tenure-track scholars, more than 1,200 students, and more than 6,000 alumni from the public, private, and nonprofit sectors are taking on the world’s most important problems by using the latest tools of social science. The second-largest professional school at the University of Chicago and home to one of its largest undergraduate majors, Harris Public Policy offers a full range of degree and executive education programs that empower serious-minded and aspiring leaders from more than 40 countries each year. Harris is the academic home to 20 research centers, institutes, and labs that study and engage with the public on areas such as conflict, democracy and effective government, economic and political development, education, energy and environment, health, municipal finance, public safety, social policy, and urban policy. Job Summary Reporting to the Assistant Dean for Finance and Research Administration, the Director of Strategic Financial Planning and Analysis serves as a senior financial leader and principal architect of the Harris School’s financial strategy. This specialized role acts as a key liaison between the Harris School and University operational units, driving the strategic direction of financial planning, resource allocation, and risk management. The Director leads the development and implementation of sophisticated financial models, oversees complex budgeting and forecasting processes, and ensures robust compliance with evolving regulatory and institutional standards. Supervising a Financial Administrator and managing multiple high-impact projects, the Director provides expert guidance to senior leadership, translates organizational priorities into actionable financial strategies, and fosters a culture of transparency, innovation, and continuous improvement. The Director communicates with diplomacy and discretion, leveraging in-depth knowledge of University policies and best practices to support the School’s mission and long-term financial sustainability. This position remains vigilant regarding regulatory changes, proactively plans for departmental compliance, and implements corrective actions as necessary to safeguard institutional integrity and advance strategic objectives. Responsibilities Strategic Financial Planning & Analysis: Serve as the chief financial strategist, partnering with the Assistant Dean to design and implement long-term financial plans that align with the Harris School’s academic and research priorities. Lead scenario planning, sensitivity analyses, and multi-year forecasting to inform executive decision-making and optimize resource allocation. Develop and refine key performance indicators (KPIs), dashboards, and financial models to monitor and project financial health, identifying risks and opportunities for growth. Advise senior leadership on capital investments, program expansions, and new revenue streams, providing data-driven recommendations to support sustainable growth. Represent the Harris School’s interests in University-wide financial system transformations, ensuring seamless adoption and integration of new technologies and processes. Financial Reporting & Compliance: Oversee the preparation, analysis, and presentation of comprehensive financial reports, including monthly, quarterly, and annual statements, ensuring accuracy and adherence to internal and external standards. Monitor compliance with University policies, governmental regulations, and best practices, proactively identifying and mitigating financial risks. Manage internal and external audit processes, coordinating with auditors and central administration to ensure timely and effective resolution of findings. Stay abreast of regulatory changes, leading the department’s response and implementing necessary policy or procedural updates. Budgeting, Forecasting & Resource Optimization: Direct the annual and multi-year budgeting processes, collaborating with academic and administrative units to align financial resources with institutional priorities. Oversee the development of detailed fiscal projections, monitoring expenditures for compliance and efficiency, and providing strategic guidance on budget adjustments as needed. Lead the Financial Administrator in the production of monthly budget forecasts and variance analyses, ensuring timely and actionable insights for stakeholders. Procurement, Disbursements & Internal Controls: Oversee all procurement activities, ensuring alignment with University policies and strategic sourcing initiatives to maximize value and mitigate risk. Approve high-value reimbursements, purchase requisitions, and non-salary disbursements, ensuring proper documentation, fund availability, and compliance. Provide policy guidance, training, and troubleshooting support to faculty and staff, fostering a culture of accountability and continuous improvement. Leadership, Collaboration & Stakeholder Engagement: Mentor and supervise the Financial Administrator, fostering professional development and a high-performance culture. Serve as a trusted advisor to faculty, researchers, and administrators, offering expert counsel on internal awards, policy updates, and financial best practices. Build and maintain collaborative relationships with University financial officers, external partners, and regulatory agencies, representing the Harris School in strategic negotiations and initiatives. Innovation & Process Improvement: Champion the adoption of new financial technologies, process enhancements, and data analytics tools to improve efficiency, accuracy, and strategic insight. Lead continuous improvement initiatives, leveraging institutional knowledge and industry best practices to enhance financial systems and services. Serves as an experienced liaison interacting with financial administrators within operational units on financial, budget or accounting matters to prepare, advise and recommend. Analyze, organize and communicate business information to ensure deliverables are meeting or exceeding expectations. Conducts quantitative and qualitative analyses to monitor and manage for expense optimization by identifying market drivers, enhance strategies, or improve revenue generation. Perform additional duties as assigned. Minimum Qualifications Education: Minimum requirements include a college or university degree in related field. Work Experience: Minimum requirements include knowledge and skills developed through 7+ years of work experience in a related job discipline. Certifications: --- Preferred Qualifications Education: Bachelor’s or advanced degree. Experience: Moderate to advanced Excel proficiency and comfort in manipulating/analyzing large datasets and proficiency in systems and processes. Strong financial modeling skills. Analyze, interpret and implement University policy and procedures and sponsor guidelines and regulations to ensure accurate response. Familiarity with federal and non-federal grant and contract policies. Preferred Competencies Strong attention to detail, highly organized, timely, and responsive. Work successfully with staff, faculty, and other senior officials (University and external). Excellent interpersonal, written, and verbal communication skills. Manage projects simultaneously, and work under considerable pressure to meet deadlines. Handle confidential information with absolute discretion. Take initiative and organize/complete projects with minimal supervision. Ability to research issues and propose solutions to problems. Ability to effectively work on multiple projects simultaneously and to meet deadlines. Ability to understand details contained within grant contractual language. Application Documents Resume/CV (required) Cover Letter (required) When applying, the document(s) MUST be uploaded via the My Experience page, in the section titled Application Documents of the application. Job Family Financial Management Role Impact Individual Contributor Scheduled Weekly Hours 37.5 Drug Test Required No Health Screen Required No Motor Vehicle Record Inquiry Required No Pay Rate Type Salary FLSA Status Exempt Pay Range $110,000.00 - $130,000.00 The included pay rate or range represents the University’s good faith estimate of the possible compensation offer for this role at the time of posting. Benefits Eligible Yes The University of Chicago offers a wide range of benefits programs and resources for eligible employees, including health, retirement, and paid time off. Information about the benefit offerings can be found in the Benefits Guidebook . Posting Statement The University of Chicago is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, or expression, national or ethnic origin, shared ancestry, age, status as an individual with a disability, military or veteran status, genetic information, or other protected classes under the law. For additional information please see the University's Notice of Nondiscrimination. Job seekers in need of a reasonable accommodation to complete the application process should call or submit a request via Applicant Inquiry Form. All offers of employment are contingent upon a background check that includes a review of conviction history. A conviction does not automatically preclude University employment. Rather, the University considers conviction information on a case-by-case basis and assesses the nature of the offense, the circumstances surrounding it, the proximity in time of the conviction, and its relevance to the position. The University of Chicago's Annual Security & Fire Safety Report (Report) provides information about University offices and programs that provide safety support, crime and fire statistics, emergency response and communications plans, and other policies and information. The Report can be accessed online at: .Paper copies of the Report are available, upon request, from the University of Chicago Police Department, 850 E. 61st Street, Chicago, IL 60637. #J-18808-Ljbffr

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Regional Director of Strategic Advice & Planning

60684 Chicago, Illinois U.S. Bank

Posted today

Job Viewed

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Job Description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
The Regional Director of Strategic Advice & Planning is responsible for leading the Midwest Region's Strategic Advice & Planning team. In this role, the successful candidate will be responsible for driving planning growth, thought leadership and coaching for the Midwest Region of U.S. Bank Private Wealth Management (PWM).
The candidate builds strong internal partnerships with PWM Market Leaders and other Regional Planning Directors to grow planning activity. Improves and scales planning experience through coordinated delivery and processes. Fosters planner development through best practice sharing and learning opportunities. Manages centralized planning consultants' team in providing direct support to advisors and clients.
The position possesses deep and broad planning knowledge; understands the intricacies of Estate, Tax and Financial Planning; utilizes an entrepreneurial approach to managing the business; collaborative approach to partnering with PWM leaders and professionals; and always seeks creative solutions to problems and issues that arise.
**Basic Qualifications:**
+ Intricate knowledge of tax, estate and financial planning acquired through 10+ years of experience working in the planning line of business
+ A minimum of 5-year experience managing WM teams
+ Proven knowledge of all facets of wealth management, including financial planning, investments, estate, and tax.
**Preferred Skills/Experience**
+ Strong leadership skills and planning expertise
+ Strong knowledge of planning procedures, operational workflows, and systems
+ Effective communication skills together with the ability to collaborate to solve complex issues
+ Professional designations are strongly desired and may include, but are not limited to: JD, CPA, CTFA, and/or CFP.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $170,255.00 - $200,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
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  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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