Financial Planning and Analysis Analyst

Quest Food Management Services Llc; Lombard (IL); On-site; USD 67,000 - 77,000; Full time

Job summary

Quest Food Management Services Llc in Lombard, IL is seeking a Financial Planning and Analysis Analyst to deliver rigorous financial analysis, forecasting, and reporting. You will partner with the CFO and work with operations and sales to build models, track performance, and support strategic decisions.

The role requires 2–4 years of experience, strong Excel and ERP tools, and excellent communication skills.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or related field.
• Minimum 2-4 years of experience in financial analysis or similar role.
• Expertise in financial modeling, forecasting, and data analysis.
• Strong proficiency with Excel and financial software apps (ERP, Power BI, Datarails).
• Excellent analytical, organizational, and problem-solving skills.

Responsibilities

• Prepare, analyze, and manage weekly, monthly, quarterly, and annual financial reports.
• Provide insights and commentary on financial performance, variances, and trends.
• Develop financial models to support strategic initiatives and business plans.
• Assist in the preparation of the annual budget and periodic forecasts.
• Monitor and report on key financial metrics and performance indicators.
• Partner with department heads to understand budget variances and recommend corrective actions.
• Support strategic initiatives and long-term planning with financial analyses.
• Conduct ad-hoc financial analyses to support business decisions.

Skills

Financial analysis

Forecasting

Data analysis

Analytical thinking

Communication

Education

Bachelor's degree in Finance/Accounting/Business

Tools

Excel

ERP systems

Power BI

Datarails

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Financial Planning and Analysis Analyst

Full Time OFFICE-8810 Illinois, Lombard, IL, US

Salary Range: $67,000.00 To $77,000.00 Annually

Job Summary

The FP&A Analyst is responsible for providing analytical support and insight to help drive financial performance and strategic decision-making. The analyst will report to the CFO and work closely with operations and sales teams to forecast financial outcomes, create financial models, and analyze financial performance against goals and objectives. This role requires keen analytical skills, attention to detail, and the ability to communicate financial insights clearly and effectively.

Key Responsibilities

Financial Analysis & Reporting

• Prepare, analyze, and manage weekly, monthly, quarterly, and annual financial reports.
• Provide insights and commentary on financial performance, variances, and trends.
• Develop financial models to support strategic initiatives and business plans.

Budgeting & Forecasting

• Assist in the preparation of the annual budget and periodic forecasts.
• Monitor and report on key financial metrics and performance indicators.
• Partner with department heads to understand budget variances and recommend corrective actions.

Strategic Financial Planning

• Support strategic initiatives and long-term planning efforts with financial analyses and projections.
• Conduct ad-hoc financial analysis to support business decisions and investment opportunities.

Data Management & Tools

• Create, maintain and improve financial databases and dashboards.
• Utilize financial systems and software to create financial models and enhance reporting capabilities.

Cross-Functional Collaboration

• Collaborate with accounting, operations and sales departments to gather, model and create financial forecasts and assumptions.
• Establish strong working relationships to become a trusted financial partner within the organization.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or a related field.
• Minimum 2-4 years of experience in financial analysis or a similar role.
• Expertise in financial modeling, forecasting, and data analysis.
• Strong proficiency with Excel and financial software applications (e.g., ERP systems, Power Bi, Datarails, etc.).
• Excellent analytical, organizational, and problem-solving skills.
• Strong verbal and written communication skills, with the ability to convey complex financial information clearly.
• Experience in store or until location industries is a plus.
• Analytical Thinking: Ability to interpret complex financial data and draw insightful conclusions.
• Attention to Detail: Ensure accuracy and thoroughness in all financial reports and analysis.
• Initiative: Proactively identify improvements and efficiencies in financial processes.
• Team Collaboration: Work effectively with diverse teams across the organization.

Questfood

FP&A Analyst Job Description 10.2026.docx