Prepare and review monthly reporting packages that includes full financial statements, comprehensive Key Performance Indicator (KPI) reporting, operational Dashboard reporting, analysis of key business trends, actual versus budget variances
Assist in preparing analysis, commentary and presentation material for the monthly and quarterly financial review meetings
Drive an efficient, effective and comprehensive process for developing financial plans and analysis that links to the strategic objectives
Develop and monitor the company’s annual budget and monthly forecasts, which includes establishing budget tools, setting timelines, and acting as project manager for the company - ensuring all budgets are accurate, comprehensive and completed on time
Provide financial modeling, financial analysis and valuation support for acquisitions, new product development, long-term contracts and other ad-hoc financial projects
Assist in month-end budget vs actual trend analysis and general ledger fluctuation analysis
Oversee analysis and forecasting of net capital, financial responsibility requirements, and liquidity adequacy
Oversee design and implementation of next-generation financial systems, analytics platforms, and automation tools
Help build and formalize financial reporting control processes
Help maintain the functionality and efficiency of the Financial Planning system

Requirements

Bachelor's degree in Finance, Accounting, or a related field
8+ years progressive experience in a FP&A, finance, public accounting, or management accounting role.
Financial Services industry experience preferred
Advanced skills with Microsoft office Excel and PowerPoint (including pivot tables, charts, Power BI); ability to interpret and create complex/nested formulas needed
Understanding of data analysis tools (SQL, Power BI, Tableau)
Experience utilizing ERP financial system such as Oracle Hyperion or PBCS
Demonstrates excellent financial and quantitative skills
Analytical skills and experience managing complex data sets and identifying relevant trends
Proven ability to critically interpret data and offer insight and recommendations to the business
Candidates must be eligible to work permanently in the United States without sponsorship.

Benefits

Health Coverage
Medical, Dental & Vision Insurance (administered through a national carrier such as Blue Cross Blue Shields)
Prescription Drug Plans
Pre-Tax Flexible Spending Account (Health and Dependent Care) (FSA)
Health Savings Account (HSA)
Vacation/Personal Days + Holidays
PT Retirement Mission-Driven Employee Stock Ownership Plan
Voluntary Life Insurance + Long-Term Disability Insurance
Discounted Fitness Memberships (Free membership for Chicago office)
Pre-Tax Commuter Benefits – Transit & Parking
Mental Health support through company provided Employee Assistance Program
Employee recognition programs (PT Rewards and Annual Awards)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingfinancial analysisbudgetingforecastingdata analysisquantitative skillstrend analysisfinancial reportingvariance analysisproject management

Soft Skills

analytical skillscritical thinkingcommunicationpresentation skillsattention to detailproblem-solvingorganizational skillsinsight generationcollaborationtime management