Financial Analyst

Convergint Technologies LLC; Hoffman Estates (IL); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Holidays & PTO

Life insurance

Wellness program

401K matching

CSR Day

Cell phone reimbursement

Parental leave

Vehicle reimbursement

Job summary

Convergint Technologies LLC is seeking a motivated Financial Analyst to join our Financial Planning & Analysis team. The role supports monthly close, financial reporting, budgeting and forecasting, and business analysis across ERP systems. You will transform data into actionable insights and collaborate across the organization to drive performance.

The position emphasizes strong Excel/data skills, system proficiency, and a proactive, detail-oriented approach in a dynamic, hybrid-work environment.

Qualifications

• Bachelor's degree in accounting, finance or a related field.
• Minimum 2+ years financial planning & analysis, accounting, or a related finance field.
• CPA or CMA designation (or progress toward certification) is a plus.
• Strong understanding of financial statements and general ledger concepts.

Responsibilities

• Extract, transform, validate, and analyze financial data from multiple ERP systems and reporting applications.
• Support monthly financial close process and financial reporting.
• Assist in budgeting and forecasting for the global organization.
• Identify opportunities to automate manual processes and streamline workflows.
• Collaborate with Accounting and Regional Finance Directors to resolve data discrepancies.
• Support implementation, testing, and optimization of ERP and EPM solutions.
• Translate financial information into clear, business-focused recommendations.
• Ensure compliance with internal control policies and procedures.
• Contribute to special projects and data integrity initiatives.

Skills

Advanced Excel

Power Pivot

Power Query

Data analysis

SQL reporting

Financial statements

General ledger concepts

Analytical thinking

cross-functional collaboration

Education

Bachelor's degree in accounting, finance or related field

CPA or CMA (or progress toward certification)

Tools

ERP systems

CPM/consolidation tools

SQL reporting tools

Job description

Description

Convergint is seeking a motivated and detail-oriented Financial Analyst to join our Financial Planning & Analysis team. Reporting to the Manager of Financial Planning & Analysis, this role supports the monthly financial close process, financial reporting, budgeting, forecasting, and business analysis. The Financial Analyst is responsible for ensuring the accuracy and integrity of financial data across multiple ERP and reporting systems while providing meaningful insights to support business decisions. Success in this role requires strong analytical skills, an understanding of financial systems and data management, and the ability to build collaborative relationships across the organization.

Who You Are

You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability, and delivering results. You thrive in a fast-paced, evolving environment where adaptability, critical thinking, and a willingness to challenge the status quo are highly valued. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and at home. You want to grow with us and deliver results as an exceptional team member.

Who We Are

With 20+ years of proven growth and exceptional performance, Convergint’s mission is to be our customers’ best service provider. We recognize the importance of diversity in achieving that goal. Our company was built on a foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 systems integrator globally. We take great pride in protecting the lives and assets of our customers and their communities.

Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers.

What you’ll do

• Extract, transform, validate, and analyze financial data from multiple ERP systems, databases, and reporting applications to support financial reporting and decision making
• Utilize advanced excel techniques, financial reporting tools, and data queries to efficiently analyze large and complex datasets.
• Identify opportunities to automate manual processes, streamline workflows, and improve financial reporting through technology and continuous process improvement initiatives
• Research, investigate, and resolve data discrepancies by partnering with Accounting and Regional Finance Directors to identify root causes and implement sustainable solutions
• Assist in the implementation, testing, and optimization of new ERP and EPM solutions, helping ensure data integrity, reporting accuracy, and successful user adoption
• Support the monthly financial close process
• Translate financial information into clear, business-focused recommendations that support decision making across all levels of the organization
• Support the annual budgeting and forecasting processes for the global organization
• Support system enhancements, reporting improvements, and special projects as the business needs evolve
• Ensure compliance with internal control policies and procedures
• Perform other duties and responsibilities as assigned

What You’ll Need

• Advanced proficiency in Microsoft Excel, including experience with Power Pivots, Power Query, complex formulas, and data analysis techniques
• Ability to extract, manipulate and analyze large, complex datasets from multiple systems while ensuring data accuracy and integrity
• Comfortable learning and navigating multiple ERP systems and financial applications
• Strong understanding of financial statements, general ledger concepts, and accounting principles
• Strong analytical and problem-solving skills with the ability to investigate issues, identify root causes, and develop practical solutions
• Excellent written and verbal communication skills, including the ability to translate financial information into clear, actionable insights for non-financial stakeholders
• Strong planning, organizational, and time management skills with the ability to manage multiple priorities and meet tight deadlines
• High attention to detail and a commitment to producing accurate, high-quality work
• Self-motivated with the ability to work independently while collaborating effectively across cross-functional teams
• Naturally curious with a desire to understand financial data, accounting processes, and how information flows through systems
• Adaptable and comfortable working in a dynamic environment where priorities and processes continue to evolve
• Experience with financial reporting systems, CPM/consolidation tools, or SQL reporting is a plus

Company Benefits

Convergint fosters a supportive, accessible, and inclusive environment in which all individuals can realize their maximum potential. We offer a variety of programs and exceptional benefits to all our colleagues:

• 10 company holidays and paid time off starting at 13 days annually
• “Fun & Laughter” day off
• Life insurance & disability plan
• Wellness program
• 401K matching plan
• Colleague assistance program
• Competitive salary and compensation plan
• Vehicle reimbursement plan or company vehicle (if applicable)
• Corporate Social Responsibility Day
• Cell phone reimbursement (if applicable)
• Paid parental leave

Requirements:

• Bachelor’s degree in accounting, finance or a related field
• Minimum Experience: 2+ years financial planning & analysis, accounting, or a related finance field
• CPA or CMA designation (or progress toward certification) is a plus

This position follows Convergint's hybrid work model, balancing in-person collaboration with workplace flexibility.

Convergint is an Equal Opportunity Employer.

Visit our Convergint careers site to learn more about the company and the exciting opportunities available.

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