Harrison Gray Search & Consulting
Senior FP&A Analyst
Harrison Gray Search & Consulting, Chicago, Illinois, United States, 60290
Harrison Gray Search is recruiting on behalf of our client for a Senior FP&A Analyst.
Overview Our client is a nationally recognized, independent wealth management firm providing comprehensive financial services, including investments, planning, tax and business consulting, estate strategies, and family office support. The firm has built its reputation on collaboration, integrity, and data-driven decision‑making. This is an opportunity to join a growing organization that values analytical rigor, professional growth, and meaningful impact.
The Opportunity The Senior FP&A Analyst will serve as a key partner to leadership—driving financial insight, enabling informed decision‑making, and supporting the firm’s continued expansion. This role is ideal for a detail‑oriented professional who thrives on translating data into strategy and wants visibility across all areas of the business.
Key Responsibilities
Financial Planning & Analysis: build and refine detailed financial models, forecasts, and budgets across P&L, balance sheet, cash flow, headcount, and capital planning
Deliver dashboards and reports that translate complex data into actionable insights
Partner with business leaders to analyze results, highlight trends, and recommend actions
Support strategic initiatives with scenario modeling, sensitivity analysis, and ROI projections
Reporting & Insights
Produce accurate monthly and quarterly management reporting and analysis
Evaluate performance versus targets and identify opportunities for improvementStreamline forecasting and reporting processes to enhance efficiency and accuracy
Cross-Functional Collaboration
Partner with Accounting, Operations, and senior management to align financial planning with operational goals
Support implementation of process improvements, automation, and data standardization
Continuous Improvement
Enhance FP&A tools, templates, and methodologies for scalability and accuracy
Stay current on best practices to keep the organization forward‑looking and data‑driven
Why This Role Stands Out
Broad exposure across business functions with direct visibility to senior leadership
Opportunity to refine and strengthen FP&A infrastructure within a growing firm
Collaborative culture that values ownership, curiosity, and continuous learning
Clear link between your analysis and firm‑wide strategic decisions
Location & Work Model
Based in Illinois, with flexibility to work from the Rockford, Lincolnshire, or downtown Chicago office (200 W. Madison Ave.)
On-site presence expected 3 days per week, with 2 days remote once fully onboarded
Standard business hours; some extended hours (up to ~50 / week) during month‑end and quarter‑end cycles
Qualifications
Bachelor’s degree in Finance, Accounting, Business, or related field
5+ years of progressive FP&A experience, including financial modeling, budgeting, and forecasting
Advanced Excel skills; familiarity with Power BI, Tableau, or other BI / reporting tools
ERP experience preferred (NetSuite or Workday a plus)
Proven analytical and problem‑solving abilities with attention to detail and accuracy
Strong communication and interpersonal skills to work cross‑functionally and influence outcomes
Self‑starter with ownership mindset and commitment to continuous improvement
Must reside within reasonable commuting distance of one of the firm’s Illinois offices (no relocation offered)
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Overview Our client is a nationally recognized, independent wealth management firm providing comprehensive financial services, including investments, planning, tax and business consulting, estate strategies, and family office support. The firm has built its reputation on collaboration, integrity, and data-driven decision‑making. This is an opportunity to join a growing organization that values analytical rigor, professional growth, and meaningful impact.
The Opportunity The Senior FP&A Analyst will serve as a key partner to leadership—driving financial insight, enabling informed decision‑making, and supporting the firm’s continued expansion. This role is ideal for a detail‑oriented professional who thrives on translating data into strategy and wants visibility across all areas of the business.
Key Responsibilities
Financial Planning & Analysis: build and refine detailed financial models, forecasts, and budgets across P&L, balance sheet, cash flow, headcount, and capital planning
Deliver dashboards and reports that translate complex data into actionable insights
Partner with business leaders to analyze results, highlight trends, and recommend actions
Support strategic initiatives with scenario modeling, sensitivity analysis, and ROI projections
Reporting & Insights
Produce accurate monthly and quarterly management reporting and analysis
Evaluate performance versus targets and identify opportunities for improvementStreamline forecasting and reporting processes to enhance efficiency and accuracy
Cross-Functional Collaboration
Partner with Accounting, Operations, and senior management to align financial planning with operational goals
Support implementation of process improvements, automation, and data standardization
Continuous Improvement
Enhance FP&A tools, templates, and methodologies for scalability and accuracy
Stay current on best practices to keep the organization forward‑looking and data‑driven
Why This Role Stands Out
Broad exposure across business functions with direct visibility to senior leadership
Opportunity to refine and strengthen FP&A infrastructure within a growing firm
Collaborative culture that values ownership, curiosity, and continuous learning
Clear link between your analysis and firm‑wide strategic decisions
Location & Work Model
Based in Illinois, with flexibility to work from the Rockford, Lincolnshire, or downtown Chicago office (200 W. Madison Ave.)
On-site presence expected 3 days per week, with 2 days remote once fully onboarded
Standard business hours; some extended hours (up to ~50 / week) during month‑end and quarter‑end cycles
Qualifications
Bachelor’s degree in Finance, Accounting, Business, or related field
5+ years of progressive FP&A experience, including financial modeling, budgeting, and forecasting
Advanced Excel skills; familiarity with Power BI, Tableau, or other BI / reporting tools
ERP experience preferred (NetSuite or Workday a plus)
Proven analytical and problem‑solving abilities with attention to detail and accuracy
Strong communication and interpersonal skills to work cross‑functionally and influence outcomes
Self‑starter with ownership mindset and commitment to continuous improvement
Must reside within reasonable commuting distance of one of the firm’s Illinois offices (no relocation offered)
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