Strategic Financial Analyst: Budgeting & Dashboards

Define Ventures; Chicago (IL); On-site; USD 90,000 - 120,000; Full time

Job summary

EVERSANA is seeking a Senior Financial Analyst to support budgeting, forecasting, and financial modeling for COMPLETE Commercial clients. The role interfaces with the Chief Commercial Officers and directly with clients to deliver accurate financial insights.

The candidate will develop financial projections, maintain dashboards in PowerBI and Tableau, and contribute to monthly close activities, ensuring accurate spend vs. plan across engagements.

Qualifications

• The requirements listed below are representative of the experience, education, knowledge, skill and/or abilities required.
• Education: B.A. / B.S. in Finance or related.
• Experience: 2-5 years in a corporate finance or related role.
• Technology: Advanced Excel and PowerPoint skills.

Responsibilities

• Assisting with budgeting, forecasting, and variance analysis during monthly close.
• Leading monthly reporting packages and KPI tracking for leadership.
• Developing financial projections and building models for clients.
• Providing financial guidance to project teams and tracking spend vs plan.
• Creating reports and dashboards in Excel, Adaptive Planning, PowerBI and Tableau.
• Presenting budgets and financial results to clients.

Skills

Advanced Excel

PowerPoint

Education

B.A. / B.S. in Finance or related

Tools

D365 (Management Reporter)

Workday Adaptive Planning

PowerBI

Tableau

Job description

EVERSANA is seeking a Senior Financial Analyst to support budgeting, forecasting, and financial modeling for COMPLETE Commercial clients. The role interfaces with the Chief Commercial Officers and directly with clients to deliver accurate financial insights.

The candidate will develop financial projections, maintain dashboards in PowerBI and Tableau, and contribute to monthly close activities, ensuring accurate spend vs. plan across engagements.