Senior Financial Analyst

Grayson Search Partners; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

Grayson Search Partners is seeking a Senior Financial Analyst – FP&A to support financial planning, reporting, and modernization of its financial reporting environment in a fast-paced professional services setting.

You will partner with business leaders, deliver executive-ready dashboards in Power BI, and drive automation of recurring FP&A workflows using Power Query and Power Automate while enhancing data integrity and decision support.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or a related field.
• 3–5 years of FP&A, financial analysis, or related analytical role.
• Strong Power BI capabilities, including data modeling, DAX, and Power Query.
• Advanced Excel skills with financial models, forecasts, analyses, and reporting.
• Strong communication and business partnership skills with non-finance stakeholders.

Responsibilities

• Serve as a finance business partner – Build relationships with leaders to explain performance, trends, and drivers.
• Deliver executive-ready reporting – Prepare, analyze, and enhance management reports and dashboards for senior leadership.
• Advance reporting modernization – Translate manual reporting into automated Power BI dashboards for accuracy and visibility.
• Drive process automation – Identify opportunities to streamline FP&A workflows using Power Query and Power Automate.
• Support financial planning and analysis – Assist with forecasting, modeling, variance analysis, and FP&A activities.
• Improve data integrity – Strengthen data quality and reporting processes.
• Improve operational efficiency – Propose and implement process improvements for scalable finances.
• Support systems and process transformation – Participate in system/process re-engineering and sustainable solutions.

Skills

Power BI

Data modeling

DAX

Power Query

Excel models

Education

Bachelor’s degree in Finance/Accounting/Economics/Data Analytics

Tools

Power Automate

Alteryx

Job description

Must be within commuting distance to the downtown Chicago office.

About the Opportunity

Our client is a leading professional services organization with a sophisticated, fast-paced environment and a strong commitment to innovation, collaboration, and continuous improvement. The organization is seeking a Senior Financial Analyst – FP&A to support financial planning, reporting, business partnership, and the continued modernization of its financial reporting environment.

This role offers the opportunity to work closely with business leaders while helping transform how financial information is prepared, analyzed, and delivered across the organization. The ideal candidate will bring strong financial analysis skills along with a process-improvement mindset and a genuine interest in leveraging technology and automation.

What You’ll Do

• Serve as a finance business partner – Build strong relationships with business and functional leaders, helping them understand financial performance, trends, and key business drivers.
• Deliver executive-ready reporting – Prepare, analyze, and enhance recurring management reports and dashboards for senior leadership.
• Advance reporting modernization – Translate manual reporting processes into automated Power BI dashboards that improve accuracy, consistency, visibility, and accessibility of financial information.
• Drive process automation – Identify opportunities to streamline recurring FP&A workflows using Power Query, Power Automate, and other automation technologies to reduce manual effort and accelerate reporting cycles.
• Support financial planning and analysis – Assist with forecasting, financial modeling, variance analysis, and other FP&A activities that support business decision-making.
• Improve data integrity – Help strengthen financial data quality and reporting processes while supporting new initiatives and evolving business requirements.
• Improve operational efficiency – Recommend and implement process improvements that simplify data preparation, reduce reporting cycle times, and create more scalable financial processes.
• Support systems and process transformation – Participate in system and process re-engineering initiatives, evaluating the downstream impacts of process changes and helping implement sustainable solutions.

What You’ll Bring

• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or a related field.
• 3–5 years of experience in FP&A, financial analysis, business intelligence, or a related analytical role.
• Experience working in a professional services, corporate, or similarly complex business environment preferred.
• Strong Power BI capabilities, including data modeling, DAX, and Power Query.
• Experience with automation tools such as Power Automate or Alteryx is a plus.
• Advanced Excel skills with experience building financial models, forecasts, analyses, and reporting.
• Strong analytical and problem-solving abilities with the ability to translate financial data into actionable business insights.
• Excellent communication and business partnership skills, including the ability to work effectively with non-finance stakeholders.
• Demonstrated ability to identify inefficiencies and automate recurring reporting or analytical workflows.
• Strong attention to detail and commitment to data accuracy and reporting quality.
• Proactive, self-directed approach with a genuine interest in improving processes and modernizing financial reporting.

Why This Opportunity

• High-visibility FP&A role supporting business and functional leadership.
• Opportunity to play a meaningful role in financial reporting transformation and automation.
• Significant exposure to Power BI, data analytics, and process improvement.
• Ability to influence how financial information is delivered and used across the organization.
• Collaborative environment with an emphasis on innovation and continuous improvement.