Financial Analyst FP&A

The Marketing Store - Chicago, IL

Full-time - Entry Level

Chicago, IL

1,001-5,000 employees

Personal and Laundry Services

About the position

The Finance Analyst, FP&A is responsible for providing financial support for the North America Agency, focusing on detailed financial analysis, budgeting, forecasting, and profitability reporting. This role involves collaboration with various departments to deliver actionable insights that enhance decision-making and contribute to the agency's growth.

Responsibilities

• Assist in budgeting and forecasting processes, including gathering and validating inputs from department leads.
• Prepare monthly variance analysis to compare actual results against budgets/forecasts and monitor throughout the year.
• Analyze Gross Margin, client profitability, and overall agency profitability, providing insights on resource allocation versus plan.
• Prepare resource allocation analysis and ensure accuracy of actual time entry with department leads.
• Collaborate with department heads to provide financial insights and guidance to support their goals.
• Help prepare and evaluate client profitability, monitoring and analyzing results.
• Prepare financial reports, dashboards, and presentations for department and overall Agency results.
• Prepare analysis to identify trends in revenue, costs, and profitability to inform forecasts.
• Perform ad-hoc financial analysis as needed to support various projects and initiatives across the agency.
• Identify opportunities to streamline financial processes and improve efficiency of FP&A activities.
• Leverage financial planning tools, ERP systems, and business intelligence platforms to enhance financial analysis and reporting accuracy.
• Help establish organized and efficient processes for FP&A tasks.
• Work closely with analyst and finance team members to ensure accuracy and quality of financial analysis.

Requirements

• Bachelor's degree in Finance, Business, or Accounting.
• 1+ years of relevant work experience, preferably in the service industry.
• Proficient with Microsoft Office, with high-level Excel functionality expected.
• Experience with ERP systems (NetSuite and/or Hyperion is a plus) and business intelligence tools is preferred.
• Excellent analytical and problem-solving skills with the ability to translate findings into actionable solutions.
• Strong communication skills and ability to collaborate with a wide range of stakeholders.
• High level of accuracy and attention to detail, with the ability to manage multiple tasks and meet deadlines in a fast-paced environment.

Nice-to-haves

• Experience in the service industry is a plus.
• Familiarity with financial planning tools and business intelligence platforms.