Senior Manager, Financial Services- Strategy, Technology & Transformation

Reposted 3 Hours Ago
Be an Early Applicant
Chicago, IL, USA
In-Office
143K-233K Annually
Senior level
Information Technology • Consulting
The Role
Lead financial transformation initiatives for clients in the brokerage and insurance sectors, providing strategic advice, managing projects, and fostering executive relationships.
Summary Generated by Built In

Transform Your Career

We deliver unparalleled opportunities for growth and career advancement. Our dynamic, entrepreneurial culture supports your journey every step of the way.
Embrace new challenges and deliver real value to some of the world’s most influential brokerage, insurance, and financial services organizations, as well as Fortune 100 brands, growth companies transforming their industries, and mid-market firms navigating defining moments of their lifecycle. Work side by side with business leaders to solve complex client challenges and make a true impact. Love what you do as part of a diverse organization committed to collaboration and continuous learning.

The Team – Strategy Technology & Transformation

Join a team of talented professionals with deep business and finance transformation experience to guide clients through major transactions (M&A, carve-outs, IPOs), new system implementations, and organizational challenges. We help organizations develop business strategy and execute on transformation initiatives in the areas of operational accounting, financial process improvement, financial technology enablement, FP&A, and transactions.

Your Impact
  • Work within our Financial Services vertical, delivering strategic advice and solutions to senior and C-Level executives on how to obtain value from major investments and transformations.
  • Partner with brokerage, insurance, and financial services clients to address complex challenges and drive measurable outcomes.
  • Lead and coordinate large-scale programs and multi-workstream initiatives, ensuring alignment across diverse stakeholders.
  • Facilitate client working sessions ranging from executive and board-level meetings to large group presentations and requirements gathering exercises.
  • Conduct current state assessments and build actionable improvement roadmaps.
  • Leverage a ‘roll-up your sleeves’ style to develop and execute against clients’ strategic initiatives.
  • Manage and coach project teams to deliver complex engagements.
  • Support clients involved in major transactions (M&A, carve-outs, IPO), financial process improvement, system implementation, operational accounting challenges, and financial technology enablement.
  • Play an active role in business development efforts across all stages (market analysis, client sourcing, relationship building, proposal development, oral presentations).
  • Build and maintain meaningful relationships with clients at all levels that are based on integrity and trust.
  • Contribute perspectives on the implications of market trends such as data and digital transformation, emerging technology, macro-economic trends, and regulatory demands.
  • Acquisition integration experience is a strong plus.
Your ExperienceMinimum Qualifications
  • BA/BS in Business, Accounting, Finance, or related discipline
  • 8+ years of applicable Finance, Operations, or Accounting experience with at least 2 years of client-facing experience in a professional services organization
  • Experience and relationships within the brokerage, insurance, and financial services industry
  • Demonstrated track record helping companies undergo major transformations
  • Functional experience with (and expertise in at least one of):
  • Standing up and managing major PMO organizations (particularly in a Scrum or Scaled Agile model)
  • Finance Transformation, including tools and processes associated with Close and Consolidation, FP&A, Order to Cash, Procure to Pay, or Treasury Management
  • Business Transformation, including process optimization (BPR, Six Sigma/Lean), process automation (i.e., RPA), and performance benchmarking
  • Prior experience working directly with and advising C-Level executives, including experience presenting complex ideas and facilitating executive workshops
  • Experience leading project teams across multiple workstreams
  • Experience coaching and developing junior team members
  • Highly effective interpersonal skills and emotional intelligence
  • Willingness to travel at least 25% of the time
  • Must be local to Chicago and willing to be onsite at client regularly.
Preferred Qualifications
  • Master of Business Administration (may substitute for business-related undergraduate degree)
  • Progressive responsibility in managing client relationships and achievement against business development goals
  • Experience with acquisition integration projects

Determining compensation for this role (and others) at Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law, Highspring believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure to be between the range below. The individual may also be eligible for a variety of bonus and financial incentives based on individual and company performance.

Base Compensation Range
$143,192$233,086 USD

Skills Required

  • BA/BS in Business, Accounting, Finance, or related discipline
  • 8+ years of applicable Finance, Operations, or Accounting experience
  • 2 years of client-facing experience in a professional services organization
  • Experience within the brokerage, insurance, and financial services industry
  • Functional experience in Finance Transformation tools and processes
  • Experience leading project teams across multiple workstreams
  • Highly effective interpersonal skills and emotional intelligence
  • Willingness to travel at least 25% of the time
  • Local to Chicago and willing to be onsite at client regularly

MorganFranklin Consulting Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MorganFranklin Consulting and has not been reviewed or approved by MorganFranklin Consulting.

  • Fair & Transparent Compensation Pay is considered competitive for a mid‑market consultancy, with compensation often characterized as good or comparable relative to expectations. Feedback suggests pay is generally above average within its segment rather than top‑of‑market.
  • Healthcare Strength Health coverage is frequently described as solid, with medical, dental, and vision plans complemented by wellness resources. Feedback suggests healthcare benefits are a relative strength within the overall package.
  • Pay Growth & Progression Compensation shows clear upside with seniority, with wide ranges across levels and materially higher totals at advanced roles. Feedback suggests advancement and strong performance can meaningfully increase total pay.

MorganFranklin Consulting Insights

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The Company
New York, New York
677 Employees
Year Founded: 1998

What We Do

MorganFranklin Consulting is a management advisory firm that works with leading businesses to address complex and transformational finance, technology and business objectives. Areas of expertise include: • Accounting & Risk Advisory • Technology Enablement • Cybersecurity • Transaction Services • Strategic Transformation & Program Execution • Supply Chain Planning MorganFranklin is headquartered in the Washington D.C. area with regional offices in Atlanta, New York, San Francisco, Los Angeles, Raleigh, Nashville and Charlotte. The company supports clients across the globe

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