Sr. Financial Analyst (FP&A)

Imo Online; Rosemont (IL); On-site; USD 75,000 - 95,000; Full time

Job summary

Imo Online is seeking a Sr. Financial Analyst to transform data into insights that drive business decisions within our Finance team. You will improve forecasting, accountability, and support decision-making through financial analysis and reporting.

This highly visible opportunity is perfect for someone early in their FP&A career aiming to expand their skills and grow into a senior role. The ideal candidate has 2–5 years of experience and a strong proficiency in financial analysis and Microsoft Excel, along with a keen interest in automation and AI tools.

Qualifications

• 2–5 years of experience in FP&A, Corporate Finance, or Financial Analysis.
• Experience with budgeting, forecasting, variance analysis, and financial modeling.
• Advanced proficiency in Microsoft Excel, including large datasets.

Responsibilities

• Support ongoing improvements to FP&A processes.
• Perform monthly variance analysis and communicate key trends.
• Build and maintain financial models for strategic decision-making.
• Prepare and present financial performance reporting for stakeholders.

Skills

Financial analysis

Budgeting

Forecasting

Microsoft Excel

Communication

Business intelligence tools

Education

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

Tools

NetSuite

Excel

CoPilot

Docusign

Job description

Are you passionate about transforming data into insights that drive meaningful business decisions? Join our growing Finance team as a Sr.Financial Analyst, whereyouwill helpbuild a modern, AI-enabled FP&Afunction. In this role,you’llcontribute to improving forecasting, strengthening financial accountability, and supporting faster, more confident decision-making across the business.

Reporting directly to the Director of FP&A, you will partner with cross-functional leaders and support senior leadership through financial analysis, planning, and reporting. You’llalsohave the opportunity tohelp enhance finance workflows through automation, scalable processes, and the thoughtful use of business intelligence and AI tools.

This is a highly visible role, ideal for someone early in their FP&A career who is looking to deepen their impact, expand business partnership skills, and grow into a more senior-level role.

Responsibilities

• Support ongoing improvements to FP&A processes, including contributing to automation, reporting enhancements, and more efficient workflows.

• Perform detailed monthly variance analysis, including actuals vs. budget, forecast, and prior year, clearly communicating key trends, risks, and opportunities to support decision-making,financialaccountability,and the monthly closeprocess.

• Contribute to thecompany-wide annual budgeting, forecasting, and long-range planning processes.

• Partner with departmentand executive-levelleaders to understand business driversand provide financial insights to support decision-making.

• Build andmaintain financial models that support strategic decision-making, scenario planning, investment decisions, and operational planning.

• Prepare and present financial performance reporting for the CFO, VP of Finance, senior leadership, and other key stakeholders.

• Track key performance indicators (KPIs) and support dashboards that measure business performance and operational efficiency

• Perform ad hoc financial and operational analyses to support executive decision-making and evolving business priorities.

• Stay curious about new tools and technologies that can improve reporting, efficiency, and access to insights

Qualifications

• Bachelor'sdegree in Finance, Accounting, Economics, Business, or related field.

• 2–5 years of experience in FP&A, Corporate Finance, or Financial Analysis.

• Experience with budgeting, forecasting, variance analysis, and financial modeling (hands-on or supporting).

• Advancedproficiencyin Microsoft Excel, including working with large datasets and building models.

• Strong communicationskills, with the ability to clearly explain financial concepts to both finance and non-finance stakeholders.

• Experience with business intelligence, ERP, or financial reporting tools; experience with NetSuite, Solution7,Excel,CoPilot,Docusignor similar platforms is a plus.

• Exposure to or interest in automation, AI tools, or improving workflows is a plus.

• Experience in healthcare technology, SaaS, data, AI, or private equity-backed environments is a plus.

Desired Qualities

• You are curious, detail-oriented, and able to connect data to the bigger business picture

• You enjoy partnering with business leaders and helping them better understand financial performance

• You are proactive and motivated to improve processes and find more efficient ways of working

• You are comfortable working in a dynamic environment with evolving priorities

• You ask thoughtful questions, challenge assumptions, and contribute to better decision-making

• You translate complex data into clear, actionable insights