Buckingham Search
This range is provided by Buckingham Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $120,000.00/yr - $150,000.00/yr
Additional compensation types
Annual Bonus
Financial Operations Associate
Chicago, IL | Hybrid: 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
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
Seniority level Associate
Employment type Full-time
Job function Accounting/Auditing, Finance, and General Business
Industries: Financial Services and Investment Banking
#J-18808-Ljbffr
Base pay range $120,000.00/yr - $150,000.00/yr
Additional compensation types
Annual Bonus
Financial Operations Associate
Chicago, IL | Hybrid: 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
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
Seniority level Associate
Employment type Full-time
Job function Accounting/Auditing, Finance, and General Business
Industries: Financial Services and Investment Banking
#J-18808-Ljbffr