Senior Analyst, Finance Transformation

The Heico Companies LLC; Warrenville (IL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Benefits package

Job summary

The Heico Companies LLC is seeking a Senior Analyst in Finance Transformation to support the Finance Transformation Office. The role focuses on advancing digital finance capabilities, improving processes, and driving adoption of new ways of working across Finance, Accounting, IT, Shared Services and operating companies.

You will lead projects from planning to realization, translate needs into business and technology requirements, and partner with multiple stakeholders to deliver measurable

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, Data Analytics, Information Systems, or related field is required.
• 4-7 years of experience in Finance, Accounting, Finance Transformation, Finance Technology, process improvement, or a related field.
• Strong understanding of Finance processes and how process, data, and technology interact.
• Experience with ERP, EPM, analytics, workflow, automation, AI, or other Finance technologies.

Responsibilities

• Lead and support Finance transformation initiatives from planning through implementation, adoption, and benefits realization.
• Identify practical applications of enterprise technology, automation, AI, data, and analytics to improve Finance processes and decision-making.
• Translate Finance needs into clear business and technology requirements and support solution evaluation, design, testing, implementation, training, and adoption.
• Support Finance Transformation Office governance, including initiative tracking, prioritization, portfolio reporting, and benefits realization.
• Develop business cases and quantify expected financial and operational benefits.
• Track project milestones, risks, decisions, performance measures, and realized benefits.
• Support change management, communications, training, and adoption of new Finance processes and capabilities.
• Promote continuous improvement, digital adoption, and knowledge sharing across the Finance organization.

Skills

Finance transformation

Project management

Data analytics

Automation

AI

Power Platform

Power BI

Cross-functional collaboration

Change management

Digital adoption

Education

Bachelor’s degree in Finance, Accounting, Business Administration, Data Analytics, Information Systems, or related field

Tools

Power BI

ERP systems

Job description

Heico has a history of success. Since its founding over 40 years ago The Heico Companies has grown from a single business to over 78 separate companies through a strategic acquisition policy, and by reinvesting its earnings into internal growth and new prospects. Historically talented at restoring distressed companies, Heico now strategically targets acquisitions that will complement its ever-growing portfolio of companies in manufacturing, construction, and industrial services.

These four core operations are organized into groups: Metal Processing Group, Construction Solutions Group, Applied Solutions Group, and Industrial Technologies Group. Once acquired, new Heico companies are assigned to a group and run on a stand-alone basis, allowing for great independence as well as the opportunity to share knowledge about markets, production processes, and management practices across other Heico groups and companies. Each Group has its own corporate team.

Heico continues to seek out new opportunities and maintain its standard of success. The Heico Companies has remained a privately held company since its creation and remains majority ownership in each of its operations, which generates more than $3.3 billion dollars in revenues. Many of our businesses are certified Woman-owned Business Enterprises (WBE).

More information about the holding company and overall organization can be found at www.heicocompanies.com.

The Position

The Senior Analyst, Finance Transformation will support the Finance Transformation Office in executing initiatives that improve how Finance operates across people, process, data, and technology. Reporting to the Senior Director, Finance Transformation & Shared Services, this role will help translate the Finance transformation roadmap into action by leading projects, improving processes, advancing digital Finance capabilities, and driving adoption of new ways of working.

The role will partner closely with Finance, Accounting, Information Technology, Shared Services, and operating companies to identify opportunities to simplify and automate work, improve the use of data and technology, and increase the value realized from Finance investments.

This is a full-time position based in our Warrenville office at 27501 Bella Vista Parkway, Warrenville, IL 60555.

Job Description

Primary Responsibilities

• Lead and support Finance transformation initiatives from planning through implementation, adoption, and benefits realization.
• Identify practical applications of enterprise technology, automation, AI, data, and analytics to improve Finance processes and decision-making.
• Translate Finance needs into clear business and technology requirements and support solution evaluation, design, testing, implementation, training, and adoption.
• Support Finance Transformation Office governance, including initiative tracking, prioritization, portfolio reporting, and benefits realization.
• Develop business cases and quantify expected financial and operational benefits.
• Track project milestones, risks, decisions, performance measures, and realized benefits.
• Support change management, communications, training, and adoption of new Finance processes and capabilities.
• Promote continuous improvement, digital adoption, and knowledge sharing across the Finance organization.

Job Requirements

Education

• Bachelor’s degree in Finance, Accounting, Business Administration, Data Analytics, Information Systems, or related field.
• 4-7 years of experience in Finance, Accounting, Finance Transformation, Finance Technology, process improvement, or a related field.
• Strong understanding of Finance processes and how process, data, and technology interact.
• Strong technology aptitude and ability to identify practical applications of automation, AI, analytics, and other digital capabilities within Finance.
• Strong project-management and organizational skills with the ability to manage multiple priorities and drive initiatives forward.
• Strong communication and collaboration skills with the ability to work effectively across Finance, Accounting, Information Technology, and operating companies.
• Self-motivated, intellectually curious, and comfortable challenging existing processes and identifying better ways of working.
• Experience with ERP, EPM, analytics, workflow, automation, AI, or other Finance technologies.
• Experience with Microsoft Power Platform, Power BI, or similar analytics and automation tools.

EOE M/F/D/V

This position is eligible for a comprehensive benefits package that includes, but isn't limited to: