Financial Planning Analyst III

Collins Consulting; North Chicago (IL); Hybrid; USD 80,000 - 110,000; Full time

Job summary

An established industry player is seeking a skilled Financial Analyst to join their dynamic team. In this hybrid role, you will be pivotal in conducting FP&A analyses and supporting day-to-day operations within the BTS organization. Your expertise in financial reporting and strong analytical skills will enable you to prepare variance analyses, manage chargebacks, and drive process improvements. This position offers an exciting opportunity to collaborate with various levels of management and contribute to impactful projects. If you thrive in a fast-paced environment and are passionate about finance, this role is perfect for you.

Qualifications

• 6-8 years of FP&A or financial reporting experience required.
• Strong analytical and communication skills essential for success.

Responsibilities

• Analyze and communicate various chargebacks for the BTS organization.
• Prepare monthly actuals variance analysis and ensure compliance with reporting requirements.

Skills

Financial Planning & Analysis (FP&A)

Microsoft Excel

Communication Skills

Analytical Skills

Multi-tasking

Education

B.A/B.S Degree in Finance

MBA/CPA

Tools

SAP General Ledger

IBM Cognos TM1

Job description

Hybrid – 3 days a week or more if needed (Required, no exceptions). Some instances such as year-end may require onsite for a full week. Local candidates only.

The Financial Analyst will be responsible for completing various FP&A analyses related to ad-hoc projects, as well as supporting day-to-day operations for the BTS organization.

Major Responsibilities:

1. Analyze, communicate, and process BTS various chargebacks.
2. Work directly with Accounting Shared Service contact on monthly close processes to ensure complete, accurate, and timely monthly actual results.
3. Prepare monthly actuals variance analysis and commentary for P&L and headcount. Understand monthly results and communicate risks and opportunities vs. benchmark to manager and budget owners.
4. Prepare and develop drafts of monthly Integration LBEs and incorporate review changes of both financial and operating management.
5. Meet all financial reporting requirements for the Business Group, BTS HQ, and Corporate. Responsible for compliance with applicable Corporate and business policies and procedures.
6. Drive process developments and improvements, as well as documentation.
7. Provide reconciliation and analysis on third-party resource billing, charge out, and savings.
8. Perform ad hoc analysis and support various projects.
9. Report to FP&A Sr. Manager, BTS. Interact with all levels of management including BTS Managers, BTS FP&A, and Accounting COE.

Qualifications:

Basic:

1. B.A/B.S Degree in Finance
2. 6-8 years FP&A or Financial reporting experience
3. Strong Microsoft Excel skills
4. Excellent oral and written communication skills
5. SAP General Ledger and SRM experience

Preferred:

1. IBM Cognos TM1 experience
2. MBA/CPA a plus

Key Leadership Competencies:

1. Strong analytical skills; high attention to detail and accuracy.
2. Ability to meet tight timelines and balance workload/multiple projects.
3. Build effective relationships with peers and cross-functionally with business partners to enable higher performance.
4. Create a learning environment, open to suggestions and experimentation for improvement.
5. Quick learner and grasps the “essence”; can change course quickly when needed.
6. Continually seek process improvements; challenge the status quo.
7. Able to connect unrelated concepts and generate original or unique ideas.
8. Initiative and ability to work independently.

Top Skills/Requirements:

1. FP&A, not accounting experience.
2. Experience in MS Excel (Advanced).
3. Familiarity with supporting a multinational company.
4. Manage significant volume of data.
5. Good communication skills/customer facing.
6. Multi-tasking ability.