Senior Financial Analyst

Position Summary

The Senior FP&A Analyst will be a member of the Financial Planning & Analysis team reporting to the Director of Financial Planning and Analysis. The position requires knowledge of both Finance and Accounting principles, experience with advanced financial modeling and analysis techniques, understanding of budgeting and forecasting processes, and familiarity with acquisitions. The incumbent will display effective planning and organizational skills, be results oriented, develop effective business relationships, and possess the ability to competently manage multiple priorities. The ideal candidate will display high business acumen and analytical thinking, and demonstrate proficiency with Microsoft Office (particularly Excel and PowerPoint). This position will have no direct reports at this time.

This is a hybrid role based out of Chicago

Essential Responsibilities and Accountabilities

This position will be responsible for developing and maintaining a wide array of financial models and reports in support of the finance and executive leadership teams, working with the Finance Business Unit Leader.

• Prepare monthly and quarterly revenue and margin reporting packages and evaluate results, including variance analysis against budget, forecast, and prior periods and making recommendations for improvements


• Report on company financial performance and preparing materials for regular leadership reviews


• Own budget and forecasting process for company, which includes collaboration with global finance, client service and operation partners


• Ensure compliance with revenue recognition policies and collaborate with client service and accounting to resolve discrepancies.


• Support month-end close activities by validating revenue, accruals, and adjustments tied to client accounts.

• Provide decision support to management though detailed, thoughtful analysis of financial information and reports

• Support the Finance team on special projects, ad-hoc analyses and requests as needed


•  Recommend and implement system/process improvements to enhance finance function


•  Limited travel may occasionally be required (<5%)


• Position would be required to go into the office 2-3 times a week, either Louisville or Chicago

Competency Requirements

• Highly driven, self-motivated and willing to take initiative

• Strong financial background and demonstrated ability to perform financial analyses and modeling

• Ability to manage ambiguity, “figure it out” and own a process through to completion


• Must be a team player capable of interacting with all levels of employees and senior management


• Strong interpersonal skills and ability to convey information concisely in writing and verbally at an Executive level


• Willingness to take the analysis to the next step – not just present the data, but interpret what it means and make recommendations linked to the business “big picture”

• Ability to understand and frame complex issues in a consolidated and straightforward manner.


• Ability to define problems, collect data from multiple sources, establish facts and draw valid conclusions.

• Effectively manage tasks and tight deadlines independently

• Works independently with minimal supervision


• Excellent computer skills – MS Excel, MS Word, MS PowerPoint


• Experience with enterprise planning tools (i.e., Board International)
  
  

Educational & Experience Minimum Requirements

• BA in Finance/Accounting or in another quantitative field – MBA/CPA a plus

• 4-6+ years of experience in a similar finance role

EEO Statement: We are proud to be an equal opportunity workplace. All employment is decided on the basis of qualifications, merit, and business need. We offer equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, age, disability or any other characteristic protected by federal, state or local law. Equal Opportunity Employer Minorities/Women/Veterans/Disabled.

We strive to make our employment website and application process accessible to all users and applicants. In doing so, we provide reasonable accommodations to applicants with disabilities. If you have a disability and require a reasonable accommodation or assistance completing the application process, please contact a member of our Human Resource Team.

Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $60,245 USD - $75,306 USD annually. Ultimately, in determining pay, we will consider the successful candidate’s location, experience, and other job-related factors.
 
Group benefits currently include a selection of health care plans with prescription drug coverage, dental plan, vision plan, basic and supplemental life insurance, a flexible spending account for medical and dependent care expenses or a health savings account based on plan selection, short/long term disability and 401(k) Savings Plan.

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