Strategic FP&A Financial Analyst

PTMA Financial Solutions; Naperville (IL); On-site; USD 130,000 - 150,000; Full time

Job summary

PTMA Financial Solutions, a provider of treasury and liquidity management for public entities, seeks a Financial Analyst to oversee forecasting, budgeting and analyses. You will support revenue and expense booking and partner with executives to drive growth and profitability.

The ideal candidate has a strong accounting acumen, financial modeling expertise, and excellent communication skills to influence cross-functional decisions and strategic initiatives.

Qualifications

• Expert financial modeling and analytical skills.
• Strong understanding of accounting principles and financial statement analysis.
• Ability to work independently and translate data into actionable insights.
• Experience in budgeting, forecasting and management reporting.
• Proven cross-functional collaboration and effective communication.

Responsibilities

• Oversee forecasting, budgeting and long-range financial planning.
• Develop and maintain complex financial models to support decisions.
• Analyze financial data to identify trends, risks and opportunities.
• Lead monthly reporting and variance analysis for stakeholders.
• Support accounting with recurring and non-recurring entries.
• Collaborate with executives and data teams to align plans with strategy.

Skills

Financial modeling

Excel

Accounting principles

Forecasting

Reporting

Communication

Independent work

Education

Bachelor's degree in Finance or Accounting

CPA licensure (preferred)

Tools

Sage

PowerBI

Job description

PTMA Financial Solutions, a provider of treasury and liquidity management for public entities, seeks a Financial Analyst to oversee forecasting, budgeting and analyses. You will support revenue and expense booking and partner with executives to drive growth and profitability.

The ideal candidate has a strong accounting acumen, financial modeling expertise, and excellent communication skills to influence cross-functional decisions and strategic initiatives.