Financial Analyst FP&A

Savant Wealth Management; Chicago (IL); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Health Savings Account (HSA) or FSA

Company-paid life insurance, AD&D, and

disability coverage

401(k) with company match

Job summary

Savant Wealth Management is seeking an experienced Financial Analyst, FP&A to join our Corporate Finance team. You will turn financial data into insights, support budgeting and forecasting, and build Power BI dashboards to drive strategic decisions across the firm.

You'll work across departments, leverage advanced Excel, and explore how emerging tech like AI can improve processes. This role offers hybrid work in a wealth-management environment with strong total rewards.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or related field or equivalent experience.
• Professional FP&A experience including budgeting, forecasting, and financial modeling.
• Strong analytical skills with ability to translate data into insights for non-finance audiences.
• Advanced Excel proficiency with complex formulas, pivot tables, and modeling.
• Hands-on experience building Power BI reports and dashboards.

Responsibilities

• Develop and maintain financial models, forecasts, and budgets across headcount, P&L, balance sheet, cash flow, and capital planning.
• Analyze actual results vs budget/forecast to identify drivers, trends and opportunities.
• Create Power BI dashboards and financial reports to improve visibility into performance.
• Prepare data-driven analyses and presentations for executives and functional leaders.
• Collaborate across FP&A, Accounting, Data, and IT to improve processes.

Skills

Financial analysis

Budgeting & forecasting

Communication

Independent work

Education

Bachelor's degree in Finance/Accounting/Business Administration

Tools

Power BI

Job description

Turn Financial Data Into Business Impact You know FP&A. You’ve built budgets and forecasts, analyzed performance, created dashboards, and turned complex financial data into insights leaders can actually use. Now, you’re looking for an opportunity where you can do more with that experience. At Savant Wealth Management, we’re looking for an experienced Financial Analyst, FP&A to join our Corporate Finance team and work at the intersection of finance, data, technology, and business strategy. This is an especially exciting opportunity for someone with experience in wealth management, asset management, banking, investments, or broader financial services who wants exposure beyond traditional FP&A. You won’t be limited to one narrow area. You’ll contribute across budgeting, forecasting, financial modeling, Power BI reporting, business intelligence, process improvement, and strategic analysis while partnering with teams and leaders across the firm. The position is designed to provide financial analysis and business support across departments and senior leadership.What You'll Do As a Financial Analyst, FP&A, you'll help turn financial information into meaningful business insights and support decision-making across Savant.You Can Expect To

• Develop and maintain financial models, forecasts, and budgets, including headcount, income statement, balance sheet, cash flow, and capital planning.
• Analyze actual financial results against budget, forecast, and prior periods, identifying key drivers, trends, and opportunities.
• Build and maintain Power BI dashboards and financial reports that increase visibility into performance and key metrics.
• Use advanced Excel capabilities to analyze large and complex datasets and develop financial models.
• Prepare clear, data-driven analyses and presentations for functional leaders, executives, committees, and the board.
• Partner across FP&A, Accounting, Data, Technology, and other areas of Savant.
• Help improve and automate financial planning, analysis, and reporting processes.
• Maintain accurate, consistent, and well-documented reporting and data sources.
• Explore ways emerging technology, including AI, can improve financial processes, efficiency, and analytical capabilities.

A Few Things to Know

• Location: This position has flexibility to work from Savant's Rockford, IL; Lincolnshire, IL; or Downtown Chicago office.
• Work Model: Initially, more in-office time is expected. Once fully up and running, there may be an opportunity to move into Savant's hybrid model of three days in office and two days from home.
• Hours: Standard business hours with flexibility based on business needs. Some additional hours may be required around month-end and quarter-end

Qualifications What You Need to Bring We're looking for someone with the financial foundation and technical capabilities to step into the work and make an impact. Required Qualifications Include

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field, or an equivalent combination of education and relevant professional experience.
• Professional experience in Financial Planning & Analysis (FP&A), including budgeting, forecasting, and financial modeling.
• Strong financial analysis skills with the ability to interpret results, identify trends, and communicate insights to non-finance audiences.
• Advanced Microsoft Excel proficiency, including complex formulas, pivot tables, and financial modeling.
• Hands-on experience building reports and dashboards in Microsoft Power BI.
• Excellent analytical and problem-solving skills with strong attention to detail.
• Strong communication and interpersonal skills with the ability to collaborate across functions and levels of an organization.
• Ability to work independently and successfully manage multiple priorities in a fast-paced environment.

What Could Make You Stand Out While not required, we're especially interested in candidates who bring:

• Experience in wealth management, asset management, banking, investments, or financial services
• Experience with an FP&A or planning system such as Workday Adaptive Planning
• Experience with ERP or accounting systems
• Exposure to SQL or Python
• Experience improving or automating financial reporting, analytical, or planning processes.

The Person Who Will Thrive Here You're analytical, curious, and comfortable digging into the details, but you don't want to spend your career simply maintaining someone else's model. You enjoy moving between a financial model, a large dataset, a Power BI dashboard, and a conversation with the business about what the numbers actually mean. When you see something manual, repetitive, or inefficient, you naturally start thinking about how it could be better. And most importantly, you understand that great FP&A isn't simply about reporting the numbers. It's about connecting the numbers to the business and helping people make better decisions.What Sets Savant Apart At Savant, we believe exceptional client experiences start with exceptional team members.

• Collaborative, integrated model across advisory, tax, and planning services with no silos
• Friendly, relationship-focused culture where teamwork and helping others are celebrated
• Growth-oriented organization offering long-term career development opportunities
• Values-driven firm grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
• Majority employee-owned organization, giving team members a shared stake in our success
• Opportunity to build meaningful relationships with clients and become a trusted part of their financial journey

Our Total Rewards At Savant, we invest in our people, supporting both their well-being and long-term growth. We take a market-based approach to compensation. The expected base salary range for this role is $90,000 - $130,000 annually. Actual compensation is determined on an individual basis and considers factors such as relevant experience, skills, qualifications, geographic location, and market conditions. This role may also be eligible for additional incentive compensation based on responsibilities and performance. Core Benefits (Effective Day One)

• Medical, dental, and vision coverage with multiple plan options
• Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards

• 401(k) with company match (Roth and Traditional options)
• Team-based incentive opportunities and recognition programs

Time Away & Flexibility

• Generous paid time off plus paid holidays
• Annual Savantiversary day
• Summer Hours (shorter work weeks during the summer)
• Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks

• Employee Assistance Program (EAP)
• Wellness reimbursements
• Flexible "Dress for Your Day" approach

We're happy to share more details about our benefits and total rewards during the hiring process. Ready to Turn Insights Into Impact? If you have a solid FP&A foundation, advanced Excel skills, hands-on Power BI experience, and the curiosity to keep pushing beyond the numbers, we'd love to hear from you. And if you've developed that experience within wealth management, asset management, banking, investments, or financial services, we'd especially like to connect. Bring us your financial instincts, technical curiosity, and ability to make the numbers tell a story. We'll give you plenty to dig into. All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered. Savant Capital LLC, is an Equal Opportunity Employer