Financial Analyst (Greater Chicago Area Only)

About the position

The Financial Analyst will be an integral member of the Financial team which includes FP&A, Commercial Finance, and Customer Reporting. The day-to-day responsibilities will flow between these 3 areas of Finance and will provide exciting opportunities to positively influence the business and gain a broad set of skills. This position offers a hybrid work opportunity, located in Morton Grove, IL, with 3 days in the office and 2 days remote.

Responsibilities

• Partner with Financial leadership to maintain a strong understanding of the key business drivers, specific business processes and priorities, and future strategic direction of the assigned area.
• Collaborate with cross-functional leaders to ensure strong execution, delivery of customer value and positive business results.
• Monitor the financial health of existing customers and the business development pipeline.
• Support the Financial Reporting process for month end closing including analyzing the results of the period and presenting insights to leadership.
• Develop pricing for RFPs for specific product or service offerings and provide recommendations to Financial and Commercial Leadership.
• Manage the monthly process of Revenue Recognition by developing models/tools to calculate the monthly fees, owning the calculation, and collaborating with the accounting team to process.
• Develop and foster a cross-functional team approach, providing financial management support to all levels of the business team.
• Perform periodic analysis to ensure results are in line with targets and work with leaders across the organization to develop actions to close any gaps.
• Manage certain customer reports including running, reviewing, and distribution to ensure customers receive the data timely and accurately to close their monthly accounting records.
• Develop additional reporting as needed by the business to provide insight and create action plans to improve results.
• Bring a mind-set of continuous improvement to the organization to develop more efficient and better ways to achieve our business objectives.
• Perform advanced analytics to better understand the critical drivers of our business and develop financial models to support the analysis of results.
• Help develop a partnership between Finance and the Functional Areas (Operations, Logistics, IT, Procurement) to foster a collaborative network to understand the pain points, cost drivers, and provide recommendations to manage costs/projects/initiatives including measuring productivity.
• Participate in medium term and strategic planning for the assigned business area.
• Desire to improve the way we work.

Requirements

• Bachelor's degree required with experience in an analytical role in finance, accounting, business management, quantitative analysis, or economics.
• Take ownership and be adaptive to the fast-paced nature of the business to manage priorities and pivot as those priorities or scope change.
• At least 3 years of experience in applying analytics principles (Statistics, Mathematics, Operations Research, Business Management, Economics or Finance).
• Strong work ethic with a strong sense of urgency.
• Experience working as the financial liaison on a business team and ability to build and maintain strong cross functional relationships.
• Excellent analytical skills.
• Curiosity to understand the intricacies of the business and how things work.
• Experience using time management skills such as prioritizing/organizing and tracking details and meeting deadlines of multiple projects with varying completion dates.
• Intermediate/Advanced level skill in Microsoft Excel modeling and financial business modeling (required).
• Intermediate level skill in Microsoft PowerPoint or data visualization tools to communicate complex ideas to non-technical audiences (required).
• Intermediate level skill in Microsoft Word (for example: inserting headers, page breaks, page numbers and tables and/or adjusting table columns).

Nice-to-haves

• Power BI or other business intelligence tool experience (preferred).
• TM1 and HFM experience (preferred).
• SQL Server Management experience (preferred).
• Data visualization (preferred).

Benefits

• Paid time off
• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) with company match
• Educational assistance