Finance Associate

Financial Operations Associate

Chicago, IL | Hybird: 3 days in the office, 2 days work from home

This is a high impact opportunity for a controls driven finance professional to join our Financial Operations team in Chicago. You will be part of a newly formed group responsible for building and scaling the firm's P&L reporting and reconciliation function. This role sits at the center of the business, with direct exposure to trading activity, balance sheet movements, and daily financial performance.

You will play a critical role in owning and explaining firm level P&L, strengthening financial controls, and helping design scalable systems and processes. The position partners closely with Treasury, Clearing, Finance, Tax, Technology, and the trading teams, and reports directly to the Head of Financial Operations.

Responsibilities:

• Own daily and monthly firm P&L review, reconciliation, and validation, including detailed analysis of key P&L drivers
• Investigate, explain, and resolve P&L and balance sheet breaks across products, strategies, and legal entities
• Serve as a subject matter expert on P&L flows, valuation impacts, and lifecycle events across asset classes
• Act as a key stakeholder in the buildout of P&L systems, controls, and reporting infrastructure
• Partner with trading, treasury, and technology teams to translate business requirements into scalable solutions
• Liaise with external counterparties, including brokers, custodians, clearing banks, and CCPs
• Identify and implement process improvements that enhance accuracy, control, and operational efficiency
• Contribute to the development of written procedures, control documentation, and governance standards
• Support broader financial operations initiatives as the function continues to scale

Qualifications:

• Bachelor's degree in Accounting, Finance, Business, or a related field
• 5+ years of experience in financial operations, P&L reporting, reconciliations, or accounting within a banking, broker dealer, trading firm, or similar institutional environment
• Direct hands-on experience owning, reviewing, or explaining P&L and balance sheet activity
• Strong understanding of at least one asset class including Equities, Treasuries, Futures, FX, Options, or Swaps, including lifecycle events and valuation impacts
• Proven experience partnering with technology teams to improve systems, data, and controls
• Strong controls mindset with a focus on risk mitigation and data integrity
• Comfortable working with large, complex data sets in a fast paced environment
• Excellent written and verbal communication skills with the ability to explain financial results to both technical and non technical stakeholders
• Highly organized, detail oriented, and capable of exercising strong judgment

Benefits

• Discretionary bonus eligibility
• Medical, dental, and vision insurance
• HSA, FSA, and dependent care options
• Employer paid life and AD&D insurance
• Voluntary life and AD&D insurance
• Paid vacation and paid holidays
• Retirement plan with employer match
• Paid parental leave
• Wellness programs