Lead Financial Analyst

TekWissen ®

Lake Forest (IL)

Hybrid

USD 120,000 - 170,000

Full time

2 days ago
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Benefits offered by this job

Hybrid onsite in Mettawa, IL
Equal opportunity employer

Job summary

TekWissen is seeking a Lead Financial Analyst in Illinois to drive financial planning, forecasting, and governance for major transformation programs. You will partner with vendors, Purchasing, and Project Accounting to ensure accurate forecasts and robust controls.

The role requires extensive experience in FP&A, capital projects, and executive reporting, with strong Excel and SAP capabilities. A hybrid work arrangement is available in the Lake Forest/Mettawa area.

Qualifications

  • Bachelor's degree in Finance, Accounting, or related field.
  • 8+ years of experience in financial analysis, project accounting, FP&A, or related finance functions.
  • Ability to work independently while managing multiple priorities and stakeholders.
  • Experience with large-scale technology, digital, ERP, CRM, or transformation programs.
  • Strong budgeting, forecasting, capitalization, controls, variance analysis, and executive reporting.

Responsibilities

  • Lead development and maintenance of program budgets, forecasts, and long-range financial plans.
  • Independently manage monthly forecasting, actuals reporting, variance analyses, and reconciliations.
  • Drive month-, quarter-, year-end planning activities.
  • Manage capitalization processes, capital requests, and asset tracking with Project Accounting.
  • Serve as primary financial contact for Project One and other strategic programs.
  • Review/vendor invoices against SOWs, POs, and budgets.
  • Partner with Purchasing to support SOW reviews and PO creation/approval.
  • Collaborate with Project Accounting on project setup, funding, capitalization, and closeouts.
  • Monitor vendor spend, contracts, forecasts, and funding utilization.
  • Prepare executive financial reports, funding updates, and governance materials.

Skills

Budgeting
Forecasting
Financial reporting
Variance analysis
Executive reporting
Vendor management
Stakeholder management
Financial modeling
Financial controls

Education

Bachelor's degree in Finance, Accounting, or related field

Tools

SAP
Fieldglass
Excel

Job description

TekWissen is a global workforce management provider headquartered in Ann Arbor, Michigan that offers strategic talent solutions to our clients world-wide. This Client is mission is to discover and deliver innovative medicines and solutions that address complex health issues and enhance people’s lives.

Position Summary:

The Lead Financial Analyst will serve as the primary financial lead supporting Project One and other major Global Business Platforms initiatives. This individual will be responsible for financial planning, forecasting, reporting, capitalization, vendor financial management, and governance activities across complex, multi-million-dollar transformation programs.The ideal candidate is a highly independent, self-directed professional with deep experience managing financial operations for large-scale technology and business transformation initiatives, with previous experience working in Finance at Abbot or client being highly preferred . They will work directly with program leadership, vendors, Purchasing, Finance, and Project Accounting to ensure accurate forecasting, effective financial controls, and timely execution of key financial processes.

Key Responsibilities:
  • Lead development and maintenance of program budgets, forecasts, and long-range financial plans.
  • Independently manage monthly forecasting, actuals reporting, variance analysis, and financial reconciliations.
  • Drive month-end, quarter-end, year-end, and annual planning activities.
  • Manage capitalization processes, capitalization requests, project closeouts, and asset tracking in partnership with Project Accounting.
  • Serve as the primary financial point of contact for Project One and other strategic Global Business Platforms programs.
  • Review, validate, and process vendor invoices against Statements of Work (SOWs), Purchase Orders, and approved budgets.
  • Partner with client Purchasing to support SOW reviews, Purchase Order creation, amendments, approvals, and routing.
  • Work closely with client Project Accounting to support project setup, funding management, capitalization, closeout activities, and compliance requirements.
  • Monitor vendor spend, contract commitments, forecasts, and funding utilization across multiple projects and suppliers.
  • Prepare executive-level financial reports, funding updates, variance analyses, and governance materials for program leadership and steering committees.
  • Identify financial risks, funding constraints, and forecasting issues and proactively drive resolution.
  • Support audits, financial reviews, and governance activities while maintaining appropriate documentation and controls.
  • Recommend and implement process improvements that increase financial transparency, accuracy, and efficiency.
Required Qualifications:
  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
  • 8+ years of experience in financial analysis, project accounting, FP&A, program financial management, or related finance functions.
  • Must have demonstrated ability to work independently with minimal supervision while managing multiple priorities and stakeholder.
  • Experience supporting large-scale technology, digital, ERP, CRM, or business transformation programs
  • Strong expertise in budgeting, forecasting, accruals, capitalization, financial controls, variance analysis, and executive reporting.
  • Experience working directly with vendors, consulting partners, and procurement organizations on financial management activities.
  • Hands-on experience with:
  • Strong hands on experience with SAP
  • Familiarity with Fieldglass or ability to learn
  • Capital Project Request / Capital Authorization systems
  • Advanced Microsoft Excel skills, including financial modeling, reporting, and data analysis.
  • Strong communication, collaboration, and stakeholder management skills with the ability to engage effectively across all organizational levels.
Preferred Qualifications:
  • Experience supporting PMOs, large transformation programs, or enterprise platform implementations.
  • Experience managing capital and operating budgets across multiple vendors and workstreams.
  • Familiarity with project funding governance, purchase-to-pay processes, and technology project accounting.
  • Experience preparing financial materials for executive leadership, steering committees, and governance forums.
Work Arrangement:
  • Hybrid position requiring regular onsite presence at ABV1 in Mettawa, Illinois.
  • Ability to effectively collaborate with cross-functional teams, leadership, vendors, Finance, Purchasing, and Project Accounting organizations.

TekWissen® Group is an equal opportunity employer supporting workforce diversity.

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