Senior Financial Analyst

SBI Partners; Schaumburg (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

SBI Partners in Schaumburg, IL is seeking a Senior Financial Analyst to reinforce the Finance team. You will drive planning, analysis, and reporting, partnering with cross-functional teams to support strategic decisions.

The role emphasizes accuracy, budgeting, forecasting, and cost optimization. The ideal candidate brings 4+ years in financial analysis, solid Excel skills, and experience with ERP/financial reporting tools, with strong communication abilities for presenting insights to

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree is a plus.
• Professional certifications such as CFA or CPA are desirable.
• Minimum of 4 years of experience in financial analysis, planning, or similar roles.
• Proficiency in financial modeling and analysis tools (e.g., Excel, financial software).
• Strong understanding of financial statements, budgeting, and forecasting.
• Excellent problem-solving skills with a data-driven approach.
• Strong communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders.

Responsibilities

• Perform financial analysis and reporting to identify trends and insights.
• Lead budgeting and forecasting, collaborating with department heads.
• Support mergers and acquisitions analysis and integration efforts.
• Contribute to strategic planning with scenario analysis and risk assessment.
• Analyze cost structures and identify optimization opportunities.
• Partner with cross-functional teams to align financial objectives with initiatives.
• Ensure compliance with accounting standards and internal controls; assist audits as needed.
• Conduct ad hoc analysis for senior management and strategic projects.

Skills

Analytical skills

Communication skills

Financial modeling

ERP experience

Attention to detail

Team collaboration

Education

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

MBA or advanced degree (nice to have)

CFA or CPA certifications desirable

Tools

Excel

ERP systems

Financial reporting software

Job description

We are seeking a detail-oriented and experienced Senior Financial Analyst to join our Finance team. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a deep understanding of financial principles. As a Senior Financial Analyst, you will play a crucial role in driving financial planning, analysis, and reporting to support strategic decision-making within the organization.

Key Responsibilities

• Financial Analysis and Reporting: Analyze financial statements and reports to identify trends, variances, and key insights. Prepare detailed financial models and presentations to support management in decision-making.
• Budgeting and Forecasting: Lead the annual budgeting process, develop forecasts, and monitor performance against budget. Collaborate with department heads to ensure accurate projections and provide guidance on financial targets.
• Mergers and Acquisition Support - Analyze potential growth opportunities and integration of companies.
• Strategic Planning: Contribute to long-term financial planning and strategy development. Conduct scenario analysis to assess potential risks and opportunities.
• Cost Analysis and Optimization: Analyze cost structures and identify opportunities for cost reduction and efficiency improvements. Provide recommendations to management on cost-saving initiatives.
• Business Partnership: Collaborate with cross-functional teams, providing financial insights and guidance on business initiatives. Build strong relationships with internal stakeholders to ensure alignment with financial objectives.
• Compliance and Audit Support: Ensure compliance with accounting standards, internal policies, and regulatory requirements. Assist with internal and external audits as needed.
• Ad Hoc Analysis: Conduct ad hoc financial analysis as requested by senior management to support various projects and business decisions

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field. An MBA or advanced degree is a plus.
• Professional certifications such as CFA or CPA are desirable.
• A minimum of 4 years of experience in financial analysis, planning, or similar roles.
• Proficiency in financial modeling and analysis tools (e.g., Excel, financial software).
• Strong understanding of financial statements, budgeting, and forecasting.
• Excellent problem-solving skills with a data-driven approach.
• Strong communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders.
• Experience in working with ERP systems and financial reporting software.
• Ability to work independently and as part of a team in a fast-paced environment.
• Strong organizational skills and attention to detail.

Please note the company is prioritizing local candidates and will not pay relocation expenses