Senior Financial Analyst – IT

Jobtailor; Illinois; On-site; USD 85,000 - 125,000; Full time

Job summary

Jobtailor seeks an experienced IT FP&A professional in Illinois to own planning, forecasting, and performance analysis for a large IT portfolio. You will review financials, identify trends, and prepare concise executive-ready reports.

Collaborate with IT and business partners to influence technology investments, conduct vendor assessments, and translate data into actionable recommendations. Strong Excel, SQL, and Power BI skills are essential.

Qualifications

• Bachelor's degree required.
• Finance or accounting major preferred.
• 3+ years of FP&A, Analytics Accounting, or similar.
• Proficient in Microsoft Excel.
• Knowledge of SQL and Power BI preferred.
• Excellent analytical, time-management and problem-solving skills.
• Ability to communicate effectively with IT employees, other internal teams, and executives.
• Must comply with pre-employment hair follicle drug screening.
• Uline does not participate in the H1-B lottery.

Responsibilities

• Own IT financial planning, forecasting, and performance analysis across a large-scale portfolio.
• Review monthly IT financial statements for assigned business units, identifying trends and opportunities for improvement.
• Develop clear, concise financial reports and translate data into actionable insights and recommendations for executive decision-making.
• Conduct vendor health assessments and evaluate potential new IT vendors.
• Partner across departments to influence financial strategy and technology investment decisions.

Skills

Financial Planning And Analysis

Analytical Skills

Effective Communication

Problem-Solving

Time Management

Education

Bachelor's Degree

Tools

Microsoft Excel

SQL

Power BI

Job description

• Own IT financial planning, forecasting, and performance analysis across a large-scale, multi-million-dollar portfolio
• Review monthly IT financial statements for assigned business units, identifying trends and opportunities for improvement
• Develop clear, concise financial reports and translate data into actionable insights and recommendations for executive decision-making
• Conduct vendor health assessments and evaluate potential new IT vendors
• Partner across departments to influence financial strategy and technology investment decisions

Requirements

• Bachelor's degree required
• Finance or accounting major preferred
• 3+ years of experience in Financial Planning and Analysis, Analytics Accounting, or similar
• Proficient in Microsoft Excel
• Knowledge of SQL, Claude and Power BI preferred
• Excellent analytical, time-management and problem-solving skills
• Ability to communicate effectively with IT employees, other internal teams, and executives
• Must comply with Uline's requirement to complete a pre-employment hair follicle drug screening
• Uline does not participate in the H1-B lottery

Core Competencies

Demonstrates expertise in IT financial planning, forecasting, and performance analysis, with a strong ability to develop actionable insights and recommendations for executive decision-making. Proficient in financial reporting and vendor assessments, with a collaborative approach to influencing financial strategy across departments.

Highest-signal resume keywords

• Financial Planning And Analysis
• Microsoft Excel
• SQL
• Power BI
• Analytical Skills

Hard Skills

• Financial Planning
• Forecasting
• Performance Analysis
• Financial Reporting
• Vendor Assessment
• Data Analysis
• Trend Identification
• Actionable Insights
• Analytics Accounting
• Problem-Solving

Soft Skills

• Effective Communication
• Time Management

Certifications & Qualifications

• Bachelor's Degree

Industry Keywords

• IT Financial Statements
• Technology Investment Decisions
• Vendor Health Assessments