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Financial and Management Consultant63392018416003120
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Financial and Management Consultant
Financial and Management Consultant – Barrington, IL (#AH1003) Location: Barrington, IL Employment Type: Full-Time Overview: Ash & Harris Executive Search is seeking a Financial and Management Consultant with a robust background in business administration or financial operations—particularly within the medical or dental sectors. This role is ideal for candidates with experience in small business financial management, HR operations, and income tax preparation. The consultant will play a key role in helping clients streamline financial workflows, improve reporting accuracy, and enhance overall fiscal strategy. Key Responsibilities: Prepare financial statements by analyzing client financial records and reconciling accounts. Manage payroll processing, including monthly/quarterly payroll tax returns and year-end forms (W-2s). Assist in preparing individual tax returns under CPA supervision. Respond to client inquiries and provide expert consultation on assigned engagements. Provide software support and maintain accounting tools for client operations. Participate in special financial or management projects as assigned. Requirements Qualifications: Associate’s Degree minimum (Accounting major preferred); equivalent experience considered. Minimum of 5 years of experience in small business administration, controller roles, or financial operations. At least 2 years of experience preparing personal income tax returns in a public accounting environment. Strong analytical and problem-solving skills. Excellent written and verbal communication. Proficiency in Microsoft Office, especially Excel. Experience with Thompson Reuters software (Accounting CS, UltraTax, Practice CS) is a strong plus. Demonstrated ability to work independently and in collaborative environments. Benefits Salary: $125,000 – $150,000 per year Benefits: Medical, Dental, Vision, Life Insurance, Retirement, Paid Time Off
Barrington, IL 60010, USA
$125,000-150,000/year
Junior Project Manager/Business Analyst63500027732995121
Workable
Junior Project Manager/Business Analyst
TSI is a rapidly growing management consulting firm based in the Chicago area. TSI’s core service offerings may be found here, but they generally involve assessing an organization's people, processes and technology recommending improvements and then helping to Implement those recommendations. TSI has clients in a wide range of industries from Higher Education to Manufacturing and Distribution to Marketing and Advertising. The ability for our consultants to quickly learn and operate in a wide variety of environments and industries is key. TSI is currently looking for a consultant who can serve as a hybrid Junior PM/Business Analyst. This role will be doing process analysis and requirement development, technology assessment, light project management, and support in other areas. The purpose of this position is to be a versatile, effective, resource that can contribute in a number of areas. Often our consultants are faced with new, challenging and different scenarios in which they will be expected to learn, contribute, and adapt. This position will work directly with all levels of our client organizations, and will be expected to “roll up their sleeves” and work alongside our clients to meet our project objectives. Exposure to process mapping and analysis, experience or background in system functional and technical requirement development, software selection and/or hands-on implementation, or mid to strong experience with software solutions in an educational setting are highly desired. Candidate should demonstrate the ability to evaluate, learn, and effectively use software programs, such as ERP, CRM, or other platforms on an as-needed basis. Requirements Bachelor’s degree required; preferably with a business, technology or analytical focus. Desire 3-5 years of experience but this may be subject to change depending on suitability of candidate and his/her knowledge, skills, abilities, or other characteristics. The key driver to whether a candidate will go far in the process is their match to the Transforming Solutions culture and values listed here. We anticipate this position will be mostly virtual with a few exceptions. One will be an occasional visit to TSI's office so we can meet as a team, perhaps once or twice a year. The second will be to the degree that our clients need us onsite for key meetings, workshops and presentations. Our strong preference is a candidate that has the capacity to travel when needed. Desired Skills and Capabilities Project Management Business Analysis Organizational Change Management or Organizational Development Software Vendor Evaluation (typically ERP and CRM) Process Analyst Systems Analyst Basic knowledge of technology architecture As the above terms often can be interpreted differently, TSI consultants typically need the following: Process or Customer Experience, which includes the ability to Define business and technology processes and customer experiences (CX) Analyze processes and CX so that improvements can be identified Define how processes and CX should function Analyze and define technology needs and requirements on behalf of our clients Verbally and in writing, communicate in a professional, succinct and logical manner Critical thinking/analytical skills A conceptual understanding of Business Process Flows Requirements development capability Research – general and specific to our projects’ needs Ability to accurately notate vibrant discussions to capture intricate details Ability to extract underlying value from ongoing organic discussion during TSI facilitated sessions Ability to work effectively in a team environment and with stakeholders in a variety of levels and units Problem solving – ability to troubleshoot, identify the root cause of, and develop and implement effective solutions to problems Adopt, refine, implement, and apply a methodology through incremental learning and project work Microsoft Office applications (Excel, PowerPoint, Project, Visio) Knowledge of Google applications Familiarity with Smartsheet, MS Project, or other Project Management applications Other important, but less critical skills or capabilities include: Facilitation, Presentation, and Client Communication Skills Work flexibly in a variety of environments and locations Successfully interpret and apply direction Assist the development of new business in order to help TSI grow Develop consulting approaches to meet a client’s objectives Identify resources that can play a role on TSI’s engagements Possess knowledge of SDLC, Agile and process improvement methods/approaches Benefits TSI is a growth-oriented consulting firm. We want to hire confident, capable well-balanced professionals who seek to dive in and work with our clients. Rather than wait years for your chance to do meaningful work at a large firm, TSI gives qualified team members a chance to show your skills NOW.
Arlington Heights, IL, USA
Negotiable Salary
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