Principal Financial Analyst

Title: Principal Financial Analyst

Compensation: $120,000 - $140,000 + 10% Bonus


Location: Chicago, IL (Remote)


Please email your word document resume to View email address on click.appcast.io and reference the subject as Principal Financial Analyst

About the Role:

Our PE-Backed client is looking for a Principal Financial Analyst to join their team. This candidate will support the overall budgeting, forecasting, and modeling across the Company. This role will require an agile FP&A candidate to contribute as an individual as well as collaboratively be part of a team.


Perks:

• Potential for upward growth

• Best in class Healthcare Benefits
• 401k with 4% Company Match

Responsibilities:

• Develop and deliver analyses, forecasts, and reporting on the financial health of the company and the impact of decisions that span across various teams.
• Prepare daily, weekly, monthly, and quarterly financial reports including analysis of business performance, inventory trends, and balance sheet data.
• Produce comprehensive data packages and financial presentations explicitly structured for Board of Directors review.
• Identify operational bottlenecks and lead efforts to improve, streamline, and automate core corporate finance processes.
• Collaborate closely with the broader accounting department to monitor gross margin fluctuations and drive EBITDA expansion.
• Support M&A integration by evaluating financial performance and onboarding historical models from newly acquired entities.
• Utilize Adaptive Planning and OfficeConnect on a daily basis to bridge live Excel models directly with the core ERP system
• Own and maintain complex financial models for actual, forecast, and planning processes.
• Provide financial modeling to drive an understanding of the short and long-term financial (P&L and Cash Flow) implications for significant business decisions.
• Identify and implement process efficiencies to improve our reporting and business performance.
• Analyze financial data and provide insights to senior leadership to support business decisions.
• Produce monthly actual-to-budget reporting by preparing variance reports using data insights to identify trends and pertinent financial highlights.
• Partner with departments to deliver accurate financial forecasting including analysis and recommendations.

Required Experience :

• Bachelor's degree in Accounting, Finance, or related field or equivalent directly related work experience from a Top University
• Experience with databases/planning tools such as Hyperion, Cognos, Oracle EPM, TM1, systems used at larger scale companies, etc.
• Highly analytical and critical thinking skills.
• Eye for details - attention to quality and accuracy is of paramount importance in this role.
  Please email your word document resume to View email address on click.appcast.io and reference the subject as Principal Financial Analyst