Strategic Financial Analyst: Forecasting & Growth

PMA Financial Network; Naperville (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

PTMA Financial Solutions in Naperville, IL is seeking a Financial Analyst to oversee forecasting, budgeting, and analyses to drive growth and profitability. The role supports the accounting team with revenue/expense bookings and partners with senior leaders across the business.

The ideal candidate has deep financial management knowledge, accounting acumen, and a track record of cross-functional collaboration to deliver actionable insights and robust financial plans.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 2+ years of accounting experience and 2+ years in FP&A.
• CPA licensure is a plus but not required.
• Strong Excel, Sage and Power BI skills and data self-service ability.

Responsibilities

• Lead budgeting, forecasting, and long-range financial planning processes.
• Develop and maintain complex financial models to support decisions.
• Produce monthly financial reporting with variance analysis.
• Collaborate with executives and cross-functional teams to align financial plans.
• Support accounting with recurring and non-recurring entries and data reporting.

Skills

Financial modeling

Excel

Sage

Power BI

Accounting principles

Variance analysis

Cross-functional collaboration

Data self-service

Communication

Planning & budgeting

Education

Bachelor's degree in Finance or Accounting

CPA licensure (a plus)

Tools

Excel

Sage

Power BI

Job description

PTMA Financial Solutions in Naperville, IL is seeking a Financial Analyst to oversee forecasting, budgeting, and analyses to drive growth and profitability. The role supports the accounting team with revenue/expense bookings and partners with senior leaders across the business.

The ideal candidate has deep financial management knowledge, accounting acumen, and a track record of cross-functional collaboration to deliver actionable insights and robust financial plans.