NA Finance Planning & Analysis Leader

RiseMe; Chicago (IL); Hybrid; USD 110,000 - 125,000; Full time

Benefits offered by this job

401(k) plan with employer match

Employee stock purchase plan

Medical, dental, vision insurance

Paid time off and holidays

Tuition assistance

Job summary

Aon is seeking a Finance Planning & Forecasting leader to own North America AGRC budgeting, forecast, and long-range planning. You will model revenue, salary, and operating expenses, partner with regional leaders, and drive performance reporting with senior leadership.

You will provide insights on growth, investments, and resource allocation, while standardizing processes and improving governance across planning activities. Hybrid work in Chicago is supported.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
• Experience in FP&A, commercial finance, controllership, or business-unit finance.
• Strong modeling, forecasting, variance analysis, and management reporting capabilities.
• Ability to partner with leaders and translate financial analysis into recommendations.
• Understanding of financial statements, revenue/expense drivers, accruals and margins.
• Advanced Excel and PowerPoint skills.
• Able to manage multiple priorities within close deadlines.
• Strong written and verbal communication for senior leadership.

Responsibilities

• Lead the annual operating plan, forecast, and long-range planning for North America AGRC.
• Develop revenue, salary, operating expense, and operating income outlooks using performance data and hiring plans.
• Partner with AGRC leaders to evaluate forecast risks and opportunities.
• Maintain links between actual results, forecast, and prior-year performance.
• Assess impact of growth investments and attrition on forecast.
• Translate complex financial topics into concise leadership recommendations.
• Lead monthly/quarterly reviews of revenue, compensation, expenses, margins, and income.
• Prepare management reporting and presentation materials for leadership.
• Develop and maintain metrics covering revenue growth, margins, headcount, and investments.
• Support quarterly business reviews and planning cycles.
• Review allocations and ensure accurate revenue/expense recognition across regions.

Skills

Financial modelling

Forecasting

Variance analysis

Management reporting

Strategic partnering

Excel

PowerPoint

Communication

Attention to detail

Deadline management

Education

Bachelor’s degree in Finance/Accounting/Economics/Business

Tools

Workday

TM1

Adaptive Planning

Power BI

Job description

Aon is seeking a Finance Planning & Forecasting leader to own North America AGRC budgeting, forecast, and long-range planning. You will model revenue, salary, and operating expenses, partner with regional leaders, and drive performance reporting with senior leadership.

You will provide insights on growth, investments, and resource allocation, while standardizing processes and improving governance across planning activities. Hybrid work in Chicago is supported.