Senior Financial Data & Reporting Analyst - Hybrid Chicago

Connect Search, LLC; Chicago (IL); Hybrid; USD 100,000 - 115,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with match

Generous paid time off

Wellness benefits

Professional development support

Job summary

Connect Search, LLC is seeking a Senior Data Reporting Analyst in Chicago with a strong foundation in financial analysis, accounting, and data analytics. The role combines finance, technology, and investment reporting to develop scalable, automated solutions for complex reporting needs.

The ideal candidate has 4+ years in financial analysis or related fields, advanced Excel skills, and experience with BI and data transformation tools.

Qualifications

• Bachelor's degree in a relevant field is required.
• Approximately 4+ years of relevant experience in financial analysis, accounting, financial reporting, data analytics, or investment management.
• Strong understanding of financial statements and fundamental accounting concepts.
• Familiarity with analyzing or consolidating financial information across multiple entities or structures.
• Advanced Microsoft Excel skills with extensive formulas and modeling.
• Experience with data-transformation tools or BI technologies is valuable.

Responsibilities

• Develop analytical models combining financial, investment, and operational information into meaningful reporting.
• Create customized financial analyses for evolving business questions and management needs.
• Prepare reporting and analysis for internal and external stakeholders.
• Review recurring reporting processes and identify opportunities to reduce manual work.
• Build automated and repeatable reporting workflows.
• Analyze large financial datasets and translate complex information into understandable insights.
• Develop forward-looking analyses to evaluate expected financial and investment performance.
• Collaborate with accounting to ensure reporting reflects source data.
• Partner with technology to improve how financial data is captured, organized, transformed, and presented.
• Standardize reporting methodologies across investment structures and business areas.

Skills

Financial analysis

Accounting knowledge

Data analytics

Investment management

Advanced Excel

Analytical modeling

Ad hoc analysis

Stakeholder communication

Education

Bachelor's degree

Tools

BI tools

Data transformation tools

Financial reporting software

Job description

Connect Search, LLC is seeking a Senior Data Reporting Analyst in Chicago with a strong foundation in financial analysis, accounting, and data analytics. The role combines finance, technology, and investment reporting to develop scalable, automated solutions for complex reporting needs.

The ideal candidate has 4+ years in financial analysis or related fields, advanced Excel skills, and experience with BI and data transformation tools.