Financial Operations Consultant / Financial Analyst
The Financial Operations Consultant / Financial Analyst supports comprehensive financial and operational functions including billing, account reconciliation, cash flow management, budgeting, forecasting, and reporting within a professional services environment. This role offers growth opportunities through increased responsibilities, performance-based compensation, and exposure to leadership, suitable for both experienced professionals and early-career candidates including interns transitioning to full-time roles. The position is Chicago-based with potential for hybrid work arrangements, emphasizing analytical skills, attention to detail, and collaboration with Confidential Client leadership.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Professional Services (Consulting).
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Position Overview
Confidential Client is hiring a Financial Operations Consultant / Financial Analyst to support finance and operational workflows at a growing professional services firm. This W-2 role is open to experienced candidates and early-career applicants, including a part-time internship pathway for current students that can transition to full-time after graduation.
Location: Schiller Park, IL (on-site / potential hybrid)
Employment: Contract (6-month contract-to-hire for full-time), full-time, or part-time internship options available
Hours: Full-time = 40 hours/week; flexible schedules for interns
Starting pay: $20–$25 / hour (based on experience)
Benefits: 401(k), ICHRA healthcare benefits for eligible employees; performance and spot bonuses; relocation assistance for candidates relocating to the Chicago area
Start date: ASAP
Note: Reasonable accommodations are available for applicants with disabilities upon request.
What You’ll Do
- Execute day-to-day financial operations: invoice processing, expense tracking, payment posting, and account reconciliation.
- Monitor cash flow and help lead monthly revenue, expense and cash forecasting discussions.
- Prepare monthly financial statements, internal reports, and analyses for leadership.
- Build and maintain operating budgets, forecasts, and scenario models.
- Manage accounts receivable: collect and reconcile consultant timesheets, prepare and issue client invoices, and follow up on outstanding balances.
- Support month-end and year-end close activities and coordinate documentation for annual tax preparation.
- Assist with Statements of Work (SOWs), contract amendments, and maintenance of contract records.
- Develop trackers, templates, and standard operating procedures to improve accuracy and efficiency.
- Partner with leadership on client and consultant operations and support operational tasks as needed.
- Identify process improvements and take increasing ownership of recurring financial processes.
Key Responsibilities (Daily / Ongoing)
- Process invoices, record payments, and maintain supporting documentation.
- Reconcile accounts and investigate discrepancies.
- Update cash flow reports, budgets and financial trackers.
- Collect timesheets and prepare client billing.
- Track accounts receivable and support collections.
- Maintain organized financial, client, and contract files.
- Prepare summaries and presentations for leadership meetings.
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Business Administration, or related field — OR current enrollment for internship candidates.
- Strong analytical, organizational, and problem-solving skills.
- High attention to detail and commitment to accuracy.
- Proficiency with Microsoft Excel (formulas, PivotTables, lookups).
- Strong written and verbal communication skills.
- Ability to manage multiple priorities, meet deadlines, and work independently while collaborating with leadership.
- Professional judgment when handling confidential financial information.
- Willingness to work in the Schiller Park / Chicago area upon transition to full-time.
Preferred Qualifications
- Experience with QuickBooks or similar accounting software.
- Prior exposure to invoicing, accounts receivable, reconciliation, budgeting, forecasting, or financial reporting.
- Experience within professional services, consulting, staffing, or project-based organizations.
- Familiarity with SOWs, contract administration, and client billing processes.
- Internship or prior job experience demonstrating financial or operational responsibility.
Compensation & Benefits
- Starting compensation: $20–$25 / hour (W-2), based on experience.
- Ongoing compensation growth via periodic wage reviews and performance-based increases.
- Eligibility for performance bonuses and spot bonuses.
- 401(k) plan and ICHRA healthcare benefits available for eligible employees.
- Relocation package for candidates moving to the Chicago area.
- Potential hybrid work arrangement depending on responsibilities.
- Contract-to-hire opportunity for full-time candidates after an initial six-month period.
- Part-time internship pathway for current students with potential conversion to full-time after graduation.
Career Growth & Development
- Increased ownership of financial reporting, forecasting, and cash management.
- Expanded responsibilities for budgeting, business analysis, and client financials.
- Opportunity to lead process improvement projects and standardize workflows.
- Exposure to executive leadership and decision-making.
- Periodic wage increases and bonus opportunities tied to performance.
Core Competencies & Tools
- Financial Operations & Analysis
- Accounts Receivable & Client Billing
- Account Reconciliation & Cash Flow Management
- Budgeting & Forecasting
- Financial Reporting & Expense Management
- Microsoft Excel; QuickBooks (preferred)
- Contract Administration & SOW management
- Process Improvement, Organization, Attention to Detail, Communication, Initiative
Who Should Apply
This role is a strong fit for analytical, organized candidates who want broad finance and operations exposure within a professional services environment. Recent graduates and current students (part-time internship pathway) are encouraged to apply. Candidates who demonstrate initiative, accuracy, and a desire to grow into expanded responsibilities and leadership will thrive.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind.
To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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