Senior Financial Analyst

CFS; Lombard (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

CFS in Lombard, IL, is seeking a Senior Financial Analyst to partner with business leaders, drive FP&A activities, and deliver actionable insights through data and reporting to support strategic decisions that impact performance.

You will lead budgeting, forecasting, and long-range planning; build and maintain financial models; analyze results and present dashboards to the executive team; and collaborate across finance, operations, sales, and leadership on key initiatives.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 4+ years of progressive financial analysis, FP&A, or corporate finance experience.
• Strong experience with budgeting, forecasting, financial modeling, and variance analysis.
• Advanced Microsoft Excel skills and experience with ERP and financial reporting systems.
• Ability to analyze large data sets and translate findings into business recommendations.
• Strong analytical, problem-solving, and critical thinking skills.
• Excellent communication and presentation skills with the ability to interact across all levels of the organization.
• Experience supporting cross-functional teams and executive leadership.

Responsibilities

• Lead budgeting, forecasting, and long-range financial planning processes.
• Develop and maintain financial models to support strategic and operational decision-making.
• Analyze financial and operational results, identify trends, and provide actionable recommendations.
• Prepare management reports, dashboards, and presentations for executive leadership.
• Partner with business leaders to evaluate performance, profitability, and key business initiatives.
• Conduct variance analysis and provide insights into revenue, expenses, and operational metrics.
• Support month-end close activities through financial analysis and reporting.
• Assist with business cases, capital investments, pricing analyses, and other strategic projects.
• Identify opportunities to improve financial processes, reporting accuracy, and data analytics capabilities.

Skills

Budgeting

Forecasting

Financial Modeling

Variance Analysis

Data Analysis

Executive Presentation

Cross-functional Collaboration

Communication Skills

ERP/Financial Systems

Education

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

Tools

Microsoft Excel

ERP systems

Dashboard / BI tools

Job description

This Senior Financial Analyst role offers the opportunity to partner with business leaders, drive financial planning and analysis activities, provide actionable insights through data and reporting, and support key strategic decisions that impact organizational performance.

Why This Opportunity Stands Out for the Senior Financial Analyst

• Highly visible role with direct exposure to senior leadership and business decision-makers
• Opportunity to influence strategic planning and operational performance initiatives
• Broad exposure to budgeting, forecasting, financial modeling, and business analytics
• Ability to partner cross-functionally with finance, operations, sales, and executive leadership teams
• Competitive compensation, bonus potential, and comprehensive benefits package

Key Responsibilities For The Senior Financial Analyst

• Lead budgeting, forecasting, and long-range financial planning processes
• Develop and maintain financial models to support strategic and operational decision-making
• Analyze financial and operational results, identify trends, and provide actionable recommendations
• Prepare management reports, dashboards, and presentations for executive leadership
• Partner with business leaders to evaluate performance, profitability, and key business initiatives
• Conduct variance analysis and provide insights into revenue, expenses, and operational metrics
• Support month-end close activities through financial analysis and reporting
• Assist with business cases, capital investments, pricing analyses, and other strategic projects
• Identify opportunities to improve financial processes, reporting accuracy, and data analytics capabilities

Qualifications For The Senior Financial Analyst

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 4+ years of progressive financial analysis, FP&A, or corporate finance experience
• Strong experience with budgeting, forecasting, financial modeling, and variance analysis
• Advanced Microsoft Excel skills and experience with ERP and financial reporting systems
• Ability to analyze large data sets and translate findings into business recommendations
• Strong analytical, problem-solving, and critical thinking skills
• Excellent communication and presentation skills with the ability to interact across all levels of the organization
• Experience supporting cross-functional teams and executive leadership