Finance Associate

Zuckerman Investment Group • Chicago, IL

1d • $65,000 - $90,000

About The Position

The Finance Associate will help manage and enhance the firm's finance, accounting, reporting, and compliance functions. The role offers broad exposure to a growing wealth management firm and involves working closely with senior leadership and directly with the Senior Finance Associate. The successful candidate will help maintain the firm's financial integrity, support regulatory and operational requirements, improve processes, and contribute to cross-functional projects and strategic initiatives.

Requirements

• Bachelor's degree in accounting.
• Two to three years of professional experience in accounting, finance, or a related field.
• Demonstrates professionalism, integrity, and confidentiality.
• Strong interest in accounting and finance, including working with numbers and financial analysis.
• Strong work ethic, exceptional attention to detail, and commitment to accuracy.
• Highly organized, with the ability to manage multiple priorities, solve complex problems, and deliver high-quality work in a fast-paced environment.
• Excellent verbal and written communication skills and ability to communicate across all levels of the organization.
• Ability to work independently and collaboratively in a team-oriented environment.
• Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
• CPA designation or a strong desire to pursue the CPA credential within two years of hire.

Nice To Haves

• Familiarity with accounting, finance, and payroll systems such as QuickBooks Online or Rippling.
• MBA candidate.
• Strong academic record, including a minimum GPA of 3.5 or equivalent.

Responsibilities

• Maintain the firm's books and records and produce and analyze monthly financial statements.
• Coordinate with third-party accounting firms on preparation of company tax returns and the annual private fund audit.
• Update, gather, and distribute data related to the firm's private funds.
• Support client billing by calculating, processing, and reconciling quarterly fees and client statements.
• Support accounts payable and accounts receivable functions.
• Manage relationships with the firm's banks and vendors.
• Assist with annual business filings and insurance renewals.
• Assist with annual and quarterly regulatory filings and compliance reviews.
• Execute finance-function projects to enhance processes and reporting.
• Participate in cross-functional projects and strategic initiatives, adapting to evolving business needs and contributing beyond core finance responsibilities.

Benefits

• Health insurance
• Life insurance
• Short- and long-term disability coverage
• Paid time off
• Profit-sharing 401(k) retirement plan, when eligible
• Opportunities for professional growth
• Discretionary bonus opportunities, where applicable and subject to company policy and individual and/or company performance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level