Financial Planning Analyst

Financial Planning Analyst

The Financial Planning Analyst is responsible for providing objective and comprehensive analytical support, financial modeling, coordinating variance analysis, and conducting special project work to track company’s performance. This role will report directly to the Vice President of Business Development. The role is located on the West Side of Chicago.

Primary Responsibilities:

The Financial Analyst will need to ensure accuracy and timeliness in reported financial data and reports. They will need to work closely with the business Controller to monitor performance and GL accuracy for the business. This individual will be responsible for (but not limited to):

• Provide Vice President of Business Development reporting & analytical support.
• Financial analysis of company monthly performance metrics
• Maintain Key Performance Indicator (KPI) dashboards and provide actionable insights.
• Building databases and developing queries and calculations for financial reports.
• Interpret data, analyze results using statistical techniques and provide ongoing reports.
• Acquire data from primary or secondary data sources and maintain databases/data systems.
• Identify, analyze, and interpret trends or patterns in complex data sets.
• Work closely with management to prioritize business and information needs.
• Locate and define new process improvement opportunities.
• Perform investment ROI, Break-even, and Profitability analysis.
• Serve as a business partner with sales leadership to evaluate product pricing and customer profitability.
• Support preparation of management team presentations
• Perform various ad-hoc financial analysis to support management business decisions.
• General Ledger Accounting Period Close Support

Competencies:

• Ability to work complex financial models (Advanced proficiency managing and creating Excel spreadsheets)
• Self-Starter can work independently with basic verbal or written direction.
• Strong project & problem-solving skills.
• ERP and BI tools experience are a plus (INFOR Visual, SAP Business)
• Strong organizational skills
• Proficient in PowerPoint
• Strong interpersonal skills and team focus on a casual environment.
• Strong organizational and follow-up skills a must
• Effectively multi-task while managing deadlines and competing priorities.
• Perform other duties or special projects as assigned.

Qualifications:

• 3+ years of experience in a financial role.
• BS/BA Degree Accounting, Finance, or other related field or relevant work experience.
• CPA and/or, CMA certification preferred.
• Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.