Senior Financial Analyst

BCS Financial Corporation; Oakbrook Terrace (IL); Hybrid; USD 92,000 - 114,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision coverage

401(k) with company match

Wellness program

PTO 22 days+ holidays

Tuition reimbursement & professional

Job summary

BCS Financial Corporation in Oakbrook Terrace, IL seeks a Senior Financial Analyst to partner with finance leaders in FP&A, budgeting, and capital forecasting. You will deliver actionable insights, drive expense transparency, and advance automation, embedding AI capabilities as appropriate.

The role requires 5-7 years in FP&A, expertise in Excel, Power BI, and familiarity with Oracle or similar systems. Hybrid/remote options are available in the benefits package.

Qualifications

• 5-7 years of FP&A experience.
• Basic understanding of insurance company operations and reporting preferred.
• Comfortable with GL/accounting/financial systems.
• Proficient with Microsoft Office; advanced Excel skills.
• Power BI knowledge and Oracle familiarity preferred.

Responsibilities

• Participate in monthly and quarterly FP&A processes including forecasting, reporting, variance analysis, and management insights.
• Backup administrator for Oracle financial system: user access, security roles, system administration, and GL reporting continuity.
• Support annual budgeting and capital forecasting by coordinating assumptions and consolidated views.
• Deliver ad hoc analyses to identify trends and support decision-making.
• Partner with leaders to improve expense transparency, accountability, and profitability.
• Drive FP&A process improvements through workflow standardization, automation, and AI integration.

Skills

FP&A experience

Microsoft Office

Excel advanced

Power BI

Oracle financial system

Education

Bachelor’s degree in Accounting, Finance, Business Management, Actuarial Science, Engineering

Tools

Microsoft Excel

Power BI

Oracle Financial System

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

SME/Specialist Oakbrook Terrace, IL, US

3 days ago Requisition ID: 1258

Position Overview

The Senior Financial Analyst will serve as a key finance partner, playing an active role in the monthly and quarterly FP&A processes and assisting in annual budgeting and capital forecasting cycles. The role will deliver ad hoc financial analyses that generate deeper, actionable insights for business leaders, while driving greater expense transparency, accountability, and efficiency across all segments. This individual will also improve the effectiveness and scalability of FP&A processes by advancing automation and embedding AI capabilities where appropriate.

• Play an active role in monthly and quarterly FP&A processes, including forecasting, reporting, variance analysis, and development of management insights
• Serve as a backup administrator for BCS’s Oracle financial system, supporting user access, security roles, system administration, and continuity of critical general ledger and financial reporting processes
• Support the annual budgeting and capital forecasting processes by coordinating assumptions, analyzing business inputs, and preparing consolidated financial views.
• Deliver ad hoc financial analyses that identify trends, evaluate business performance, and provide deeper, actionable insights to support decision-making.
• Partner with segment and functional leaders to improve expense transparency, strengthen accountability, and identify opportunities to enhance efficiency and profitability.
• Drive continuous improvement in FP&A processes by standardizing workflows, reducing manual effort, advancing automation, and embedding AI capabilities where appropriate.

Requirements

Education and Certifications

• Bachelor’s degree in Accounting, Finance, Business Management, Actuarial Science, Engineering

Experience

• 5-7 years of relevant FP&A experience
• Basic understanding of insurance company operations, including knowledge of insurance and premium reporting procedures is preferred
• Comfortable with GL/accounting/financials systems
• Proficient with Microsoft Office
• Advanced skills in Microsoft Excel.
• Power BI knowledge and familiarity with Oracle’s financial system (or other financial system) preferred

The target base salary range for this full-time, salaried position is

$92,000 - $114,000

Individual base pay depends on work location and additional factors such as experience, job-related skills, and relevant education or training. Total pay may include other forms of compensation. In addition, we offer competitive health, dental, 401k and wellness benefits beginning on the first day of the month following the first day of employment. Please ask your Talent Acquisition Specialist for more information about our total rewards package.

What we offer:

• Hybrid and remote work environments
• Full benefits including flexible HSA/PPO medical plans, Dental, Vision, and HSA/FSA
• 401(k) w/ up to 6% company match
• Generous PTO starting at 22 days annually
• 12 paid holidays
• Parental leave
• Home office and wellness reimbursement
• Professional development and development planning: tuition reimbursement, continuing education & assistance obtaining professional certifications