Sr. Analyst, FP&A

Captive Resources, LLC; Itasca (IL); Hybrid; USD 91,500 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Short-term and long-term disability

Job summary

A corporate consulting firm seeks a Senior Analyst in Itasca, IL, specializing in budget preparation and financial forecasting. Candidates should have a Bachelor's degree in Accounting or Finance, with 3-5 years of experience. Key responsibilities include financial analysis and collaboration with leadership on budgeting processes. Strong analytical skills and proficiency in Excel are essential. The role offers a hybrid work model and competitive salary of $91,500 to $110,000.

Qualifications

• 3-5 years of experience in a relevant field.
• Public accounting experience and CPA preferred.

Responsibilities

• Prepare and manage budget and forecasts for the company.
• Lead collaboration with leaders to support budgeting processes.
• Analyze large data sets and KPIs to provide insights into performance.
• Develop and maintain models for financial planning.
• Continuously improve financial processes.

Skills

Strong analytical and judgement skills

Excellent interpersonal and communication skills

Detail oriented

Ability to work unsupervised

Strong independent problem-solving skills

Collaborative team player

Innovative and motivated to suggest improvements

High proficiency in MS Excel

Well organized and able to meet deadlines

Ability to maintain confidentiality

Education

Bachelor's Degree in Accounting or Finance

Tools

MS Excel

PowerPoint

Word

OneStream

Job description

Hybrid - Corporate Office
Itasca, IL 60143, USA

Pay or shift range: $91,500 USD to $110,000 USD. The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons. Our benefits include medical, dental, vision, Rx, 401(k), life and AD&D, short-term and long-term disability, and more. Please visit our website for more information.

Description

Senior Analyst will play a pivotal role in preparing and maintaining corporate budgets and financial forecasts. They will be responsible for analyzing and preparing forecast reports, developing models, analyzing and understanding key performance indicators (KPI), and highlighting financial trends. An ideal candidate is responsive, thoughtful, self-directed, positive, and seeking a challenging role.

EDUCATION AND EXPERIENCE: Bachelor’s Degree in Accounting or Finance and 3-5 years of experience. Public accounting experience and CPA preferred.

SKILLS/COMPETENCIES REQUIREMENTS:

• Strong analytical and judgement skills.
• Excellent interpersonal and communication skills.
• Detail oriented with a high level of accuracy.
• Ability to work unsupervised, prioritizing and organizing own workload.
• Strong independent problem-solving skills and drive to learn independently.
• Willingness to work in a team environment and be a collaborative team player.
• Innovative and motivated to suggest and contribute to process efficiencies and improvements.
• High degree of proficiency in use of such programs as MS Excel, PowerPoint and Word.
• Well organized, proactive, must be able to prioritize and meet deadlines in a fast-paced environment.
• Ability to adhere to highest standards of confidentiality and discretion in all proprietary business, financial, and employee matters.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Assist in preparing and managing budget and forecasts for the company.
• Prepare budget and reporting packages for outside parties.
• Prepare highly confidential analysis in support of the corporate strategy.
• Lead cross collaboration efforts with leaders across the business to support and develop budgeting and forecasting processes.
• Able to analyze large data sets, KPIs, financial metrics and operational data to provide insight into business performance.
• Develop and maintain models and analytical tools to support financial planning, analysis, and reporting activities.
• Monthly management of forecast and building annual budget within EPM system (OneStream).
• Continuously improve financial processes and systems to enhance efficiency and accuracy.
• Coordinate and participate in budget process and scheduling budget meetings.
• Work closely with the FP&A management to assist with supplemental activities and ad hoc projects.

Qualifications

Bachelor's or better in Finance or related field.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.