Hybrid Financial Analyst: Forecasting, Budgets & KPI Dashboards

CB2

Chicago (IL)

Hybrid

USD 65,000 - 85,000

Full time

14 days+

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Job summary

CB2 seeks a Financial Analyst to partner with the Finance team in maximizing sales growth and profitability. You will forecast, budget, analyze variances, and support special projects from our Chicago offices, with optional remote work Fridays.

The role is an individual contributor position requiring 1-3 years of FP&A experience and a Bachelor’s degree in Finance or Economics. You will build driver-based models, dashboards, and collaborate with Marketing and Merch teams.

Qualifications

1-3 years previous experience in financial planning and analysis or other analytic finance role.
Experience using Google Suite for collaborative data tracking.
Proficiency with Excel (XLOOKUP, SUMIFS) and PivotTables.

Responsibilities

Prepare the monthly P&L forecast, annual budget, and three-year plan for CB2 Retail, Digital, and B2B across various lines of business.
Own the end-to-end tracking, forecasting, and reporting of overhead expenses, identifying spending trends and presenting cost-optimization opportunities to leadership.
Build and maintain dynamic driver-based financial models, translating complex data into actionable scenario plans.
Design, implement, and manage financial and operational KPI dashboards and performance scorecards to track overall business health.
Partner with the Marketing, Planning, and Merch teams to perform analysis on investments and collaborations.
Monitor ongoing financial and operational metrics against the strategic roadmap and ensure progress toward long-term goals.