FP&A Analyst

Connect Search, LLC; Chicago (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

Connect Search, LLC is seeking an early-career FP&A professional to support budgeting, forecasting, and management reporting across the firm’s business lines. You'll gain exposure to how the business runs, interact with leadership, and build a long-term corporate finance career.

The role offers broad exposure to budgeting processes, variance analysis, and financial modeling, with opportunities to automate reporting and improve tools. A strong foundation in finance and Excel is essential.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• Early-career FP&A, corporate finance, accounting, audit, or related analytical function.
• Strong Excel skills with modeling, pivot tables, and lookups.
• Clear written and verbal communicator.
• Experience with planning or BI tools is a plus.

Responsibilities

• Support budgeting and reforecasting across business lines.
• Prepare monthly/quarterly management reports with variance analysis.
• Analyze revenue and expense drivers with clear narratives.
• Develop and maintain financial models for planning and scenario work.
• Partner with accounting on month-end close deliverables and allocations.
• Prepare materials for senior leadership reviews and business meetings.
• Provide ad hoc analyses for strategic initiatives and headcount planning.
• Drive process improvements and automate recurring reporting.

Skills

Excel modeling

Financial statements

Data analysis

BI tools

Communication

Narrative reporting

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Workday Adaptive

Hyperion

Power BI

Tableau

Job description

An established, employee-owned diversified financial services firm with a long track record across investment management, capital markets, and advisory services. The organization combines the resources of a scaled platform with a collaborative, entrepreneurial culture and a strong reputation for developing talent internally.

The Opportunity

This is an early-career seat on the FP&A team supporting budgeting, forecasting, and management reporting across the firm's business lines. The role offers broad exposure to how the business actually runs, regular interaction with business unit leadership, and a clear development path for someone looking to build a long-term career in corporate finance.

What You'll Own

• Support of the annual budgeting process and periodic reforecasting cycles across business lines
• Preparation of monthly and quarterly management reporting packages, including variance analysis against budget and forecast
• Analysis of revenue and expense drivers, with clear commentary on what's moving and why
• Development and maintenance of financial models supporting planning and scenario work
• Partnership with accounting on month-end close deliverables and expense allocations
• Preparation of materials for senior leadership reviews and business unit meetings
• Ad hoc analysis supporting strategic initiatives, headcount planning, and profitability review
• Process improvement work, including automation of recurring reporting and enhancements to existing tools

What You Bring

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Early-career experience in FP&A, corporate finance, accounting, audit, or a related analytical function
• Strong Excel skills, including modeling, pivot tables, and lookups
• Solid grasp of financial statements and how the three statements connect
• Comfort working with large data sets and translating numbers into a clear narrative
• Exposure to planning or BI tools (Workday Adaptive, Hyperion, Power BI, Tableau, or similar) a plus
• Financial services background helpful but not required
• Clear written and verbal communicator

Compensation

Competitive base salary plus performance bonus. Comprehensive benefits package.