Financial Planning Analyst
ConfidentialChicago, IL, USjob_description.job_card.30_days_ago
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- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionBachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA a plus. 2–5 years of experience in FP&A, investment banking, corporate finance, or related analytical roles. Strong understanding of financial statements, accounting principles, and forecasting techniques. Advanced Excel and financial modeling skills; experience with financial planning tools and ERP systems preferred. Excellent analytical and problem-solving abilities, with attention to detail. Strong communication skills with the ability to present complex information clearly to non-financial audiences. Self-starter with the ability to manage multiple priorities in a fast-paced environment. Experience in consumer goods and / or apparel industries. Comfort with retrieving and organizing data from multiple sources
Our client is a digitally native, organic baby and children's clothing brand. The company was created to deliver better-designed clothing and blankets, and a seamless shopping experience for parents and gift givers.
Position Summary :
The FP&A Analyst will play a key role in the company's financial planning, forecasting, budgeting, and analytical processes. This individual will partner cross-functionally to deliver actionable insights, ensure financial discipline, and support strategic decision-making across the business.
Key Responsibilities :
- Develop, maintain, and improve financial models to support forecasting, budgeting, and long-range planning.
- Maintain a 13-week detailed cash flow model to anticipate needs of the business and highlight any near-term challenges.
- Analyze monthly, quarterly, and annual financial results, comparing against budget, forecast, and prior periods to identify variances and trends.
- Prepare monthly management reporting packages and board presentations with clear financial insights and commentary.
- Partner with business units to develop and monitor KPIs, operational metrics, and key drivers of performance.
- Support strategic initiatives through scenario modeling, business case development, and ROI analysis.
- Assist in annual planning and quarterly forecasting cycles, ensuring data accuracy and alignment with company goals.
- Provide ad-hoc financial analysis to support executive decision-making and business operations.
- Leverage financial systems for data consolidation, reporting, and dashboard creation.
- Participate in process improvement initiatives to enhance FP&A tools, workflows, and reporting quality.
Qualifications :
Preferred Skills :
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Financial Planning Analyst • Chicago, IL, US