Financial, Planning, and Analysis

Robert Half
Chicago, US
Permanent

Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Financial Planning Analyst.

Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.

ROLE OVERVIEW

  • Assist in building a best-in-class FP& A and Reporting process by developing, standardizing, maintaining and driving continuous improvement of all financial tools and planning processes
  • Develop deep understanding of the underlying operations and drivers for the budgets. Assist in the annual budgeting process including guidelines, systems and tools, change tracking and review and approval
  • Collaborate with the team regarding system enhancements, and maintenance of Adaptive Insights / Workday, the company's budgeting & forecasting tool
  • Maintain executive leadership reporting
  • Support Management Accounting team for reporting needs
  • Track financial results that will deliver insight and recommendations to our executive leadership for strategic and operational planning decisions
  • Contribute to the consolidation and analysis of management reporting results, monthly forecasts, and quarterly updates for senior leadership
  • Collaborate internally with other departments to strategize, troubleshoot issues, and support any needs they may have.
  • 6 days ago
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