Financial Planning Analyst - Canadian Fund & Corporate

World's Finest® Chocolate; Chicago (IL); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

Win as One Bonus Target: 5%

Job summary

World’s Finest Chocolate is seeking a highly motivated FP&A Analyst to join the Finance team. The role focuses on quantitative analysis of profitability and investment returns for the Canadian Fund and Corporate, with responsibility for semi-annual budget processes.

You will combine cross-functional collaboration, advanced Excel modeling, and timely forecasting to drive business decisions. The ideal candidate has 2–3 years in corporate finance, strong analytical skills, and experience with

Qualifications

• Bachelor's degree in finance or accounting; CPA preferred.
• 2–3 years in corporate finance, ideally supporting business segments.
• Advanced Excel and PowerPoint; SAP experience preferred.
• Strong analytical, problem-solving, and financial modeling skills.

Responsibilities

• Communicate financial results to stakeholders in writing or verbally.
• Lead forecasting with the Canada Fund team and summarize changes.
• Prepare internal/ external forecasts and annual budgets.
• Provide commentary on forecast changes and performance.
• Monitor KPIs and analyze variances to identify drivers.
• Track expenses vs budget and identify cost savings opportunities.
• Build financial models to inform strategies and opportunities.
• Collaborate with IT on reporting systems needed for operations.
• Support management with in-depth analysis and recommendations.
• Automate large data sets in Excel using pivots and VLOOKUPs.
• Develop timelines for budget and LCE processes.
• Collect department reports and oversee two rounds of budget approvals.
• Compile monthly YTD analysis against corporate expectations.
• Handle ad hoc requests.

Skills

Analytical skills

Financial modeling

Communication skills

Multitasking

Education

Bachelor's degree in finance or accounting

Tools

Excel

PowerPoint

SAP

Job description

World’s Finest Chocolate does more than make delicious chocolate. Since 1949, we’ve helped our fundraising customers raise over $4,600,000,000! These funds are used to buy playgrounds, pay for reading specialists, purchase musical instruments, fund field trips, and more. Our employees work as a team to support our company’s mission: To Deliver Extraordinary Value with Fun & Purpose.

POSITION OVERVIEW

We are seeking a highly motivated and experienced FP&A Analyst, Canadian Fund & Corporate to join the Finance team. This individual will conduct and review quantitative analysis of information, as it relates to company profitability, investment return etc. for Canadian Fund and Corporate. This position will also oversee the semi-annual corporate budget processes. The ideal candidate brings 2 to 3 years of experience in Corporate Finance, strong analytical skills with a high level of accuracy, and a proven ability to manage cross-functional collaboration.

KEY RESPONSIBILITIES

• Ensure that all business-related items are successfully and professionally communicated to the appropriate parties, either verbally or in writing.
• Drive the forecasting process with the Canada Fund team, compile all changes, and provide summaries as required
• Prepare internal and/or external financial forecasts and annual budgets
• Provide specific, actionable, and forward-looking commentary on changes in the monthly and quarterly financial forecasts
• Monitor and develop new performance indicators, highlighting trends and analyzing causes of unexpected variances
• Track expenses versus budget, analyzing fluctuations and identifying shortfalls and cost savings opportunities
• Conduct ad-hoc analyses and build financial models to inform strategies, investment recommendations, and new business opportunities
• Collaborate with IT on identifying and implementing business systems necessary to meet reporting requirements
• Support the management team and department heads with in-depth analysis
• Manipulate and automate large amounts of data and inter-linked files in Excel for analysis and reporting. Advanced excel pivot tables, v- lookups and formula work are in daily work
• Develop timelines for budget and LCE processes.
• Collect reports from every department and verify completeness of data. Compile all financial analyses for budgeting and LCE processes. Oversee two rounds of budget approval.
• Compile monthly analysis reporting year-to-date results against corporate expectations.
• Handle any ad hoc special requests.

QUALIFICATIONS

• Bachelor's degree in finance or accounting. Master's degree or CPA preferred.
• 2-3 years’ experience in Corporate Finance, ideally supporting business segments; candidates with experience in a similar analytical or quantitative role will also be considered. Food or confectionery industry experience is preferred.
• Advanced proficiency in Microsoft Office, primarily Excel and PowerPoint
• SAP experience or similar preferred
• Strong analytical, problem-solving, and financial modeling skills
• Ability to manage multiple priorities with a sense of urgency and capable of thriving in a fast-paced environment marked by constant change
• Strong written and verbal communication skills with ability to communicate complex financial data and information

COMPENSATION AND BENEFITS

• Win as One Bonus Target: 5% based on company and/or individual performance

REPORTING RELATIONSHIP

Reports to: Manager of FP&A, Fund and Corporate

LOCATION AND SCHEDULE

This is a hybrid role. Travel to World’s Finest Chocolate’s Chicago headquarters is required on a quarterly basis for employees who live out of state and on a monthly basis for employees who live in state. Monday–Friday, 8:30AM – 5:00PM.

EQUAL OPPORTUNITY EMPLOYER

World’s Finest Chocolate is an equal opportunity employer and is committed to creating a diverse and inclusive workplace. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, gender, identity, age, national origin, disability, veteran status, or any other protected characteristic as outlines by federal, state, or local laws. We celebrate diversity and are dedicated to providing an environment of respect and inclusivity for all employees.