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StevenDouglas

Senior Financial Planning Analyst

StevenDouglas, Rosemont, Illinois, United States

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Overview StevenDouglas has been retained by our private equity client to identify a Senior Financial Planning Analyst for a $300M tech-enabled distribution services business. The Senior FP&A Analyst will have significant exposure to and influence on senior leadership and private equity investors. Local candidates only. This position will work 3-4 days a week in the Rosemont, IL office, which is located a half mile [free building shuttle ride] from the Blue Line River Road exit. We are looking for someone with the analytical horsepower to dig in, understand a business, and build out analytics. You will develop and monitor thoughtful financial analyses and key performance indicators to provide timely insights into trends, profitability, and growth drivers. Reporting to the Director of FP&A with a dotted line to the CFO, this visible position will play a lead role in the development of monthly financial reporting packages, the annual budget planning process, and sales forecasting. You will develop and present materials for the Board of Directors and other executive leadership meetings. The ideal candidate will have 3+ years of experience and a solid understanding of finance functions, including financial planning and analysis, financial reporting, accounting processes, risk management, and internal controls. While not required, it would be beneficial if your experience included:

Responsibilities

Develop and monitor financial analyses and key performance indicators to provide timely insights into trends, profitability, and growth drivers.

Lead the development of monthly financial reporting packages, the annual budget planning process, and sales forecasting.

Develop and present materials for the Board of Directors and other executive leadership meetings.

Collaborate with the Director of FP&A and CFO to ensure accurate reporting and forecasting processes.

Qualifications

3+ years of experience with a solid understanding of finance functions, including financial planning and analysis, financial reporting, accounting processes, risk management, and internal controls.

FP&A experience in an organization with a large number of products and locations

Experience working for a private equity owned company

M&A experience (financial analysis, due diligence, and integration)

Experience working with a BI platform (ideally Power BI using a native query), along with an understanding of data modeling and KPI tracking

Manufacturing or Distribution industry experience

Benefits

Medical insurance

Vision insurance

401(k)

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