Senior Financial Analyst

RB Global Inc.; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

RB Global Inc. in Chicago seeks a detail-oriented Senior Financial Analyst to join our FP&A team. You will lead budgeting, forecasting, and performance analysis, translating complex data into strategic recommendations for executives.

The role requires advanced Excel modeling, ERP experience, and strong communication to partner with department leaders and drive improvements in planning processes. If you thrive in a fast-paced environment, this is a place to grow and influence decisions.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5–8+ years of FP&A or related experience in finance roles.
• Advanced proficiency in Microsoft Excel with financial modeling.
• Experience with ERP systems and FP&A tools.
• Strong analytical, problem-solving, and communication skills.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Lead annual budgeting, quarterly forecasting, and long-range planning processes.
• Develop and maintain complex financial models for strategic initiatives.
• Analyze monthly performance, identify trends and variances, and present insights.
• Prepare monthly, quarterly, and annual management reports and exec presentations.
• Partner with department leaders to develop budgets and monitor spending.
• Evaluate profitability, ROI, and scenario analyses for opportunities.
• Support pricing, investments, and capital expenditure decisions.
• Monitor KPIs and drive performance improvements.
• Collaborate with Accounting during closes to ensure accurate reporting.
• Improve planning processes through automation and reporting enhancements.
• Assist with ad hoc financial analyses as needed.

Skills

Financial modeling

Forecasting

Analytical thinking

Communication

Time management

Education

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

Tools

ERP systems

FP&A tools

Microsoft Excel

Job description

We are seeking a detail-oriented and analytical Senior Financial Analyst to join our Financial Planning & Analysis (FP&A) team. This role is responsible for financial planning, budgeting, forecasting, business performance analysis, and providing strategic insights that support executive decision-making. The ideal candidate has strong financial modeling skills, experience partnering with business leaders, and the ability to translate complex financial data into actionable recommendations.

Key Responsibilities

• Lead the annual budgeting, quarterly forecasting, and long-range planning processes.
• Develop and maintain complex financial models to support strategic initiatives and business decisions.
• Analyze monthly financial performance, identify key trends and variances, and present actionable insights.
• Prepare monthly, quarterly, and annual management reports and executive presentations.
• Partner with department leaders to develop budgets, monitor spending, and improve financial performance.
• Evaluate business opportunities through profitability, ROI, and scenario analyses.
• Support pricing, investment, and capital expenditure decisions.
• Monitor key performance indicators (KPIs) and recommend performance improvement initiatives.
• Collaborate with Accounting during month-end and year-end close processes to ensure accurate financial reporting.
• Improve financial planning processes through automation, reporting enhancements, and best practices.
• Assist with ad hoc financial analyses as needed.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 5–8+ years of experience in FP&A, corporate finance, investment banking, or financial analysis.
• Advanced proficiency in Microsoft Excel, including financial modeling and scenario analysis.
• Experience with ERP systems and FP&A tools
• Strong analytical, problem‑solving, and communication skills.
• Ability to work independently while managing multiple priorities in a fast‑paced environment.

Preferred Skills

• Financial modeling and forecasting
• Budgeting and variance analysis
• Strategic planning
• Executive presentation and storytelling
• Business partnering and stakeholder management
• Process improvement and automation

Key Performance Indicators (KPIs)

• Forecast accuracy
• Budget adherence
• Timely delivery of financial reports
• Quality of financial models and analyses