Strategic FP&A Analyst: Budgeting, Forecasting & Reporting

Financeroles; Naperville (IL); On-site; USD 75,000 - 110,000; Full time

Job summary

PTMA Financial Solutions in Naperville, IL seeks a Financial Analyst to oversee forecasting, budgeting, and financial analyses, delivering insights to drive growth and profitability. The role supports accounting and revenue/expense booking, requiring solid financial management and cross-functional collaboration.

The ideal candidate will excel in financial modeling, variance analysis, and management reporting, with strong Excel/Sage/Power BI skills and effective communication with executives.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• CPA licensure a plus but not required.
• 2+ years of accounting experience, and 2+ years of FP&A experience.

Responsibilities

• Create leverage and build capacity for Deputy CFO and Corporate Controller.
• Provide insightful analysis of the period-over-period and budget variance results, as well as micro and macro trends in the business.
• Manage the annual budgeting, forecasting, and long-range financial planning processes.
• Develop and maintain complex financial models to support decision-making across the organization.
• Analyze financial data to identify trends, risks, and opportunities to accelerate growth and optimize profitability.
• Represent finance across the business, and partner with executives and cross-functional teams to define and model the potential value of strategic and tactical initiatives, and ensure financial plans align with them.
• Lead the monthly financial reporting process, including variance analysis and management reporting.
• Support the accounting team, including by taking responsibility for a subset of monthly recurring, as well as non- recurring, entries.
• Support and work with the data team to ensure accurate and timely reporting to stakeholders.

Skills

Financial modeling

Excel

Sage

PowerBI

Self-service data

Accounting principles

Financial statement analysis

Management reporting

Communication skills

Presentation skills

Strategic planning

Organizational skills

Education

Bachelor's degree in Finance/Accounting

CPA licensure (not required)

Job description

PTMA Financial Solutions in Naperville, IL seeks a Financial Analyst to oversee forecasting, budgeting, and financial analyses, delivering insights to drive growth and profitability. The role supports accounting and revenue/expense booking, requiring solid financial management and cross-functional collaboration.

The ideal candidate will excel in financial modeling, variance analysis, and management reporting, with strong Excel/Sage/Power BI skills and effective communication with executives.