Financial Planning Analyst

Integrative Systems; Chicago (IL); On-site; USD 85,000 - 125,000; Full time

Job summary

Integrative Systems in Chicago seeks a Financial Planning Analyst to build and maintain financial models, reports, and analyses for a route-based knife sharpening business. You will refresh Solution 7 reporting, drive KPI analyses, and present insights to leadership.

The role involves collaborating with operations, payroll, and finance to improve margins and data integrity. The ideal candidate has 5+ years in FP&A, advanced Excel, and experience with Looker/Power BI and NetSuite.

Qualifications

• 5+ years of FP&A or financial analysis experience.
• Experience with multi-location reporting and financial consolidations.
• Hands-on experience with Excel-based financial reporting tools.

Responsibilities

• Build and maintain budgets, forecasts, and run-rate models.
• Analyze actual results vs budget and explain variances.
• Lead Solution 7 reporting refreshes and updates.
• Create Looker/Power BI dashboards for leadership visibility.
• Perform deep dives on route profitability, costs, and margins.

Skills

FP&A experience

Advanced Excel

Financial modelling

Dashboards (Looker/Power BI)

Education

Bachelor's degree in accounting or finance

Tools

Solution 7

Looker

Power BI

NetSuite

Job description

As the Financial Planning Analyst, you will build and maintain the financial models, reporting, and analysis that help the client. run its route-based knife sharpening business. You will turn costs and sharpening center data into clear insight for leadership, own the regular refresh of our Solution 7 reporting, and lead deep dives into the drivers behind our results.

Primary Objectives and Responsibilities

• Develop and maintain budgets, forecasts, and run-rate models to support. decision-making at the company, region, sharpening center, and route level.
• Support Accounts Receivable and Cash Customer analysis.
• Analyze actual results against budget and forecast, explaining variances in revenue, labor, fleet, freight, and cost of goods.
• Track current financial data and alert stakeholders early when results deviate from plan.
• Analyze business and financial KPIs, such as revenue per route, cost per stop, customer retention, and knife inventory, and present findings to the senior leadership team.
• Help ensure NetSuite and other systems reflect accurate customer, contract, and pricing data (historical and current).
• Support month-end close and ownership and board reporting as required.
• Analyze processes to identify gaps and opportunities to improve margins.
• Continuously improve and refine reporting processes and systems.

Commission Calculations

• Calculate driver, BDM, and program commissions each pay period with a high degree of accuracy and attention to detail.
• Work through large, complex data sets, applying commission rates, certifications, chargebacks, and plan rules correctly for every rep.
• Reconcile commission results to source data and payroll before payout, and resolve discrepancies with Sales, Operations, and Payroll.
• Build formulas and checks that keep commission calculations transparent and auditable.

Solution 7 Reporting

• Own the scheduled refresh of Solution 7 report pulls.
• Update report definitions, account mappings, and department / location structures as routes, sheds, sharpening centers, or GL accounts are added or changed.
• Troubleshoot broken, incomplete, or out-of-balance pulls and resolve issues before reports reach stakeholders.
• Document report logic and refresh steps so pulls can be run consistently and handed off when needed.
• Deliver Solution 7 reporting packages to finance and operations leadership on the agreed schedule.

Reporting Deep Dives

• Lead recurring and ad hoc deep dives into performance drivers, including route profitability, cost per stop, shed and sharpening center productivity, and customer churn.
• Build fully loaded cost models covering labor, fleet, freight / 3PL, and knife replacement to understand true cost to serve.
• Compare performance across regions, sheds, and routes to surface outliers, risks, and best practices.
• Size the financial impact of proposed operational, pricing, and process changes.
• Translate findings into clear recommendations and presentations for leadership and field management.
• Build and maintain Looker dashboards that give leadership and field teams self-service visibility into route, shed, and financial performance.
• Identify opportunities to use AI tools to automate recurring reporting, reconciliations, and analysis, and help implement them.
• Establish checks and documentation so AI-assisted and automated outputs stay accurate, auditable, and secure.
• Train and support finance and operations users as new dashboards and AI tools are rolled out.

Experience, Skills, and Attributes

• Bachelor’s degree in accounting, finance or a related field, coupled with appropriate experience. Masters preferred.
• 5+ years of experience in FP&A or financial analysis, ideally in a multi-location, route-based, field service, or distribution business.
• Experience with multi-location reporting and financial consolidations.
• Hands-on experience with Solution 7 or similar Excel-based financial reporting tools a strong plus.
• Experience with NetSuite or a comparable ERP a plus.
• Experience building dashboards in Looker or a comparable BI tool such as Power BI.
• Experience applying AI tools to automate finance or reporting workflows a plus.
• Advanced Excel and financial modelling skills, with exceptional attention to detail when calculating commissions and other complex data sets.
• Comfortable working with large data sets and building repeatable, auditable reports.
• Able to explain financial results clearly to non-finance audiences, including operations and field leaders.
• Understands business imperatives and the role of finance in delivering them.
• Self-starter with high drive and determination.
• Open and collaborative communicator who builds and maintains strong relationships.
• Strong work ethic with a positive, can-do attitude.
• Cover overlapping U.S. shift from 4:00am – 1:00p CST.

About Integrative Systems:

We are a reputable 23+-year-old software development and back-office optimization firm based in Chicago with clients for Microsoft applications (desktop, web, and mobile), IBMi, JDA MMS, and BPCS throughout North America and Canada.

• We have an exceptional work culture that is vibrant, and performance-driven – A workplace that you will aspire to be a member of.
• We proactively work towards creating an environment – wherein every associate is incentivized to think independently; bring to bear diverse and dynamic resources to resolve complex problems collaboratively. And most importantly, understand the meaning and growth in their work.
• We work with a belief that everyone associated with Integrative should grow professionally and personally. Therefore, we seek out what's best for our co-workers.
• We strive to create a workplace that 100 people would absolutely love, not a place that 1000 people kind of like. To achieve this, we try to create job experiences, not job opportunities.
• We know the importance of adding the 'FUN' in 'business fundamentals' at the right time - yet are a well-disciplined, profitable, well-oiled engine of growth. So, when we hire new talent, we lookout for someone who can balance work-life easily.
• We hire only the best. For a typical position, we sift through one hundred resumes and interview at least ten people. Make it in, and you'll be working with some of the best minds in the business. We understand that 'A' people attract 'A' people.
• We do not ride on anything short-term - no short-term market trends, short-term profits, or any short-cuts. Hence, we look for talent who usually believes in stability and commitment more than short-term benefits.
• We understand that when a person joins, he/she brings in various dimensions of their being - physical, emotional, social, mental, and spiritual aspects to the workplace, not just vocational. And because we address all these dimensions for every associate's wellbeing, we create an environment that fosters optimism, mindfulness, authenticity, belongingness, meaning, and vitality.