Job Location: Chicago, IL
What will your day look like?
You will be responsible for partnering with cross-functional team members to co-lead planning, forecasting and analytical efforts to deliver financial commitments, balanced with a sense of integrity and fiscal responsibilities. For assigned business functional areas, will direct and lead the annual planning, rolling forecasts, and 3-5 year business planning including formulation of Income Statement, Balance Sheet, cost center-level expense planning, headcount analyses, and presentations to senior management team. This role will have a concentration of work related to development of financial analysis capabilities. Work involves moderate difficulty in interpreting and converting analyses into practical business decisions and support. Resources to do the job require proven analytical ability, advanced systems skills, the ability to collaborate with peers, and lead teams. General supervision is received from the Manager of FP&A.
Do you see yourself doing this?
Develop annual budgets, quarterly forecasts, and 3-year strategic plans in conjunction with managers in company’s analytics and enter the numbers into company’s planning system
Work with team to manage and support all phases of the expense financial planning process including project planning
Determine financial status by comparing and analyzing plans and forecasts with actual results
Collaborate with Accounting Team to ensure accuracy of the financial statements and provide analytical support in regards to results and trends
Create monthly expense reports/ P&Ls and provide variance analysis for management review
Continuously improve and construct new capabilities around performance metric analysis and reporting to track key financial objectives and targets
Responsible for headcount reporting, and compensation analysis
Monitor the financial status of projects by analyzing results and variances; identifying trends; recommending actions
Provide information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations
Lead the analysis of financial performance for business initiatives, special projects, new products, channels, etc.
Partner with cross-functional peers to provide recommendations and action steps
Take a proactive role in automating and simplifying processes and reporting structures through standardization
Participate in process improvement, project analysis and due diligence
Build financial models and perform valuation analyses
Work on ad-hoc projects/analyses including systems user-acceptance testing on core financial systems
Research and analyze industries, companies, historical financial statements and projecting financial information
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
Where permitted by applicable law, successful applicants to this position must either have received or be willing to receive the COVID-19 vaccination by date of hire to be considered (proof of vaccination is required), or be willing to submit a negative COVID-19 test result in advance of each visit to an facility.
What makes you a great fit?
You’ll be a great fit if in addition to the completion of a Bachelor’s degree in Accounting, Finance or a related field (MBA preferred), and you have:
Minimum five to seven years’ experience in finance and accounting arenas, preferably in financial planning and analysis roles
Financial services experience preferred
Tableau experience preferred
Extensive financial analysis skills required, including variance analysis, forecasting, budgeting and financial modeling
Must have the ability to multi-task and deal with heavy volume period with tight time parameters
Must possess strong analytical, verbal and written communication skills, and above average judgmental capabilities
Must be proficient with reporting and planning systems and have advanced skills in the Microsoft Office suite of products
Ability to work effectively with associates at all levels within the organization
Knowledge of investment analysis (ROI, NPV, EVA) is an asset
Proficiency with Microsoft Office Suite and Financial Systems
When you’re happy, we’re happy!
As a thank you for joining our team, you’ll benefit from:
Competitive medical, dental, and free vision benefits
Competitive compensation plan
Contributions towards gym memberships
Generous PTO and banking holidays off
Benefits:
401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Referral program
Tuition reimbursement
Vision insurance
Supplemental pay types:
Bonus pay
Ability to commute/relocate:
Chicago, IL 60666: Reliably commute or planning to relocate before starting work (Required)
Experience:
Financial analysis: 5 years (Preferred)
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