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.

• Prepare monthly and quarterly revenue and margin reporting packages and evaluate results, including variance analysis against budget, forecast, and prior periods and make recommendations for improvements.
• Report on company financial performance and prepare materials for regular leadership reviews.
• Own the budget and forecasting process for the company, collaborating 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 through 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 the finance function.
• Limited travel may occasionally be required (