FP&A Analyst - Manager

The Quest Organization; Chicago (IL); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A dynamic financial organization in Chicago is actively seeking an FP&A Analyst - Manager. In this role, you'll support crucial investment projects, analyze financial results, and collaborate across departments. The ideal candidate holds a Bachelor's degree in Finance or Accounting and has 5-7 years of experience in FP&A. Strong analytical and interpersonal skills are required, along with expertise in financial modeling and Excel. This position offers a competitive salary and the opportunity to work in a fast-paced environment.

Qualifications

• 5–7 years of relevant FP&A experience.
• Solid understanding of financial statements and forecasting techniques.
• Ability to work cross-functionally.

Responsibilities

• Support strategic decision-making via modeling and reporting.
• Analyze financial results to provide actionable insights.
• Prepare and deliver monthly management reporting packages.

Skills

Financial modeling

Excel proficiency

Strong analytical skills

Problem-solving abilities

Interpersonal skills

Education

Bachelor’s degree in Finance or Accounting

Job description

The Quest Organization provided pay range

This range is provided by The Quest Organization. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$125,000.00/yr - $150,000.00/yr

FP&A Analyst - Manager

High net worth Single Family Office is seeking a highly analytical and detail-oriented FP&A Analyst - Manager to join its dynamic team. In this role, you'll work on a unique variety of projects, including supporting the venture investment team and impact/philanthropy team, managing a private portfolio of luxury real estate, and working with world-class external wealth managers, law firms, and tax teams. Recent projects have included: software start-up investments and real estate acquisitions; sponsoring a professional sports team; launching a national fundraising and policy initiative in the social impact space; and partnering with the wealth management team to navigate the changing macroeconomic environment.

Responsibilities:

• Support top-level strategic decision-making via modeling and reporting.
• Provide consistent, timely, and highly accurate portfolio-wide views designed to drive insight and action.
• Develop, maintain, and improve financial models for long-term planning.
• Partner with department heads to gather input, challenge assumptions, and support cost control initiatives.
• Analyze financial results to provide actionable insights.
• Prepare and deliver monthly management reporting packages and variance analysis.
• Support scenario planning, cash flow forecasting, and investment analysis.
• Contribute to the annual budget and periodic reforecasting processes.
• Identify opportunities for improving financial systems, tools, and reporting processes.

Qualifications:

• Bachelor’s degree in Finance, Accounting, or equivalent training
• 5–7 years of relevant FP&A experience
• Strong financial modeling and Excel skills
• Solid understanding of financial statements, forecasting techniques, and variance analysis
• Strong problem-solving abilities and attention to detail
• Strong interpersonal and communication skills; ability to influence across departments
• Ability to work cross-functionally in a collaborative and deadline-driven setting.
• Comfortable working in a fast-paced, dynamic environment with shifting priorities

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Investment Management and Technology, Information and Media

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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