Senior Finance Data & Reporting Lead (Hybrid)

Geneva Search Partners LLC; Chicago (IL); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation and bonus pot

Excellent benefits package

Generous time off and paid holidays

Hybrid work environment

Job summary

Geneva Search Partners LLC seeks a Senior Finance Systems & Reporting Analyst to join a team at the intersection of finance, technology, analytics and investment accounting. You’ll support reporting tied to portfolios and performance, while improving systems and data behind that reporting.

This role involves cross‑functional collaboration with senior leadership, accounting, finance and technology, and offers a hybrid work environment and strong bonus potential.

Qualifications

• Bachelor’s degree in Accounting or Finance required.
• 4+ years of relevant finance, accounting, reporting, or analytical experience.
• Understanding of financial statements and financial metrics.
• Advanced Excel skills with formulas, Power Query and modeling.
• Power BI or similar reporting/analytics experience is a plus.
• Investment, fund or financial services experience is helpful.

Responsibilities

• Build and enhance financial reporting and data models.
• Analyze complex financial and investment data and turn it into actionable insights.
• Support forecasting and performance analysis.
• Automate and improve existing reporting processes.
• Partner with Accounting, Finance, Technology and other teams.

Skills

Advanced Excel

Power BI

Financial analysis

Analytical thinking

Education

Bachelor’s degree in Accounting or Finance

Tools

Power Query

Job description

Geneva Search Partners LLC seeks a Senior Finance Systems & Reporting Analyst to join a team at the intersection of finance, technology, analytics and investment accounting. You’ll support reporting tied to portfolios and performance, while improving systems and data behind that reporting.

This role involves cross‑functional collaboration with senior leadership, accounting, finance and technology, and offers a hybrid work environment and strong bonus potential.