Financial Planning and Analysis

• Review all construction related documents in a Borrower’s loan request including but not limited to construction contracts and construction plans and specs.
• Reviews Borrower’s requested General Contractors to ensure they have acceptable experience and financial wherewithal to complete the construction project.
• Works with third party construction management vendors to manage construction project’s progress to ensure projects are staying within budget.
• Processes construction loan draws per Loan Policy and SBA (if applicable) regulations.
• Prepare and process loan disbursements and maintain disbursement history, including associated invoices, in accordance with the appropriate authorization.
• Assist with imaging of the loan closing documents and reviews for accuracy and completeness of required information.
• Organizes the loan file to ensure efficiency of loan to progress.
• Partners and assists the servicing specialists’ team as well as other team members to ensure the smooth and efficient flow of information.
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank’s compliance with all regulatory requirements.
• Adheres to policy & procedure of Franchise Finance group and must comply with BSA/AML/OFAC regulations and guidelines.
• Assists with various administrative tasks to support department operations, as directed; may also be assigned special projects.
• Perform other duties as assigned or as required based on business needs or upon management’s discretion.

Construction Loan Manager – Franchise Finance

• Build and understand complex financial models.
• Perform complex financial analysis with minimal oversight.
• Create high-impact presentation materials using PowerPoint, Excel, Word and other relevant software programs.
• Complete research and maintain information databases as required.
• Work well as part of a team in a high stress environment and under tight deadlines.
• Develop good working relationships with peers and senior bankers in the Corporate & Investment Bank and the rest of the organization.
• Manage priorities while working on a number of high priority opportunities simultaneously.
• Complete credit and corporate finance overview and analysis independently.
• Serve as support to the Managing Directors and be capable of making internal and external presentations.

Investment Banking Associate I/II

• Build and understand complex financial models
• Perform complex financial analysis with minimal oversight
• Create high-impact presentation materials using PowerPoint, Excel, Word
• Manage priorities while working on a number of high priority opportunities simultaneously

Investment Banking Associate II – Environmental Services

• Lead strategic client engagements involving financial modeling, forecasting, and scenario planning with a focus on driving enterprise value and supporting executive decision-making.
• Serve as a senior advisor to CFOs and other C-suite leaders, providing insights on project finance, M&A, valuation, and corporate transactions.
• Recommend advanced financial tools and reporting including rolling forecasts, performance dashboards, and investor reporting frameworks, ensuring alignment with strategic objectives.
• Bring unique, value-added skills to the team – such as experience with coding, Power BI, or other FP&A tools – to enhance client solutions and internal capabilities.
• Drive business development efforts, including scoping, proposal development, and relationship-building to expand client portfolio and cross-sell firm capabilities.
• Manage and mentor engagement teams, fostering a collaborative, inclusive, and high-performance culture while developing future leaders.
• Contribute to thought leadership and innovation within the Corporate Finance Advisory practice, bringing forward new methodologies, tools, and service offerings.
• Collaborate across service lines to deliver integrated solutions and identify opportunities for broader client impact.
• Ensure quality and profitability across engagements through effective project management, resource allocation, and risk mitigation.

Senior Manager, Corporate Finance Advisory

• Research, resolve, document, and respond to inquiries related to hospital and professional accounts
• Take incoming calls and face-to-face interactions with patients
• Communicate billing processes and set up payment arrangements
• Provide financial counseling and assist with application processes

Patient Financial Services Representative

• Responsible for revenue and margin analytics, reporting, and forecasting by channel, product line and therapeutic area.
• Own the standard monthly financial analytics package necessary to measure financial results and guide future business decisions.
• Lead the sales forecast consolidation process, responsible for regional forecast collection & report out.
• Provide financial analysis and decision support as necessary to internal customers.
• Develop strong partnership with Commercial, Product, Global Supply Chain and Sourcing teams.
• Manage the SVG sales commissions process for direct sales organization.
• Lead in the design of new processes to improve finance team and business productivity.
• Collects and analyzes customer/market data to identify potential markets and factors affecting product demands.
• Build models and analysis tools to identify cost structure and margin enhancement initiatives.

Senior Finance Manager, SVG Commercial

• Responsible for management of corporate finance supervisors and/or associates
• Develop, interpret, and implement financial concepts for planning, forecasting, and modeling
• Manage integration and coordination of daily activities to achieve corporate objectives
• Assist in development of departmental operating budget and staffing responsibilities
• Align accounting and finance processes with department and corporate goals

Financial Analysis Manager

• Develop, interpret and implement financial concepts for financial planning, forecasting, modeling, and internal controls.
• Perform in-depth, complex technical analysis to determine present and future financial performance.
• Gather, analyze, prepare and summarize recommendations for financial plans, acquisition activity, trended future requirements, and operating forecasts.
• Perform economic research and studies in the areas of rates of return, depreciation/amortization, working capital requirements, investment opportunities, investment performance, and impact of governmental and industry requirements.
• Act as a mentor to junior-level analysts.

Senior Financial Analyst

• immersed into Conagra Brands and our Finance/GBIS Organization for 11 weeks
• learn and interact in a service management environment that spans across teams, geographies, and cultures
• utilize analytical skills to uncover inefficiencies, improve capabilities through automation or building of dashboards
• work with internal and external customers to create process improvements
• network with peers and leaders to gain experience with the scope of career paths available at Conagra Brands

Finance – GBIS Return Internship

• Speak directly with recruiters about corporate career opportunities that align with your goals.
• Attend Uline’s Finance Hiring Event every Thursday: 9 AM to 11 AM.
• Bring a printed copy of your resume to the event.

Finance Associate

• Performs technical, support, requirements development, design review and testing support for day-to-day processing as well as system upgrades and new project and product initiatives
• Provides technical support for Business Operations and Product Development teams through consultative, technical and development expertise
• Identifies and understands the impact of potential changes to the various business application systems with regard to workflow and throughput performance (system and technical) as needed
• Develops effective test plans to ensure potential change(s) do not result in any internal or external customer issues
• Communicates project progress, findings, and any significant issues to leadership
• May lead or participate in project teams developing business requirements for future operational or application enhancements

Payment Services Consultant, Level 3 Support

• Partner with Sales, Business Development, and Product Management to shape growth strategies across key markets, channels, and customers
• Provide financial insight into demand trends, customer behavior, and market dynamics
• Lead forecasting processes for volume, revenue, and price realization across product lines and regions
• Develop models incorporating vol/mix, pricing changes, and raw material impacts
• Lead pricing strategy, including price increases, surcharges, and tracking
• Analyze and improve gross margin by product, customer, and channel
• Conduct profitability analysis at customer/account, product/sku, channel/region
• Deliver insights on key commercial and financial KPIs
• Build models to support capital investments tied to commercial growth
• Drive process improvements in forecasting, reporting, and data analytics.

Commercial Finance Director

• Maintain files, documents, and other relevant documentation
• Support client finance partners and internal client teams across one or more clients
• Assist with client reporting, audit requests and data collection
• Run financial queries upon staff request
• Maintain repository of critical client information
• Ad hoc requests and projects
• Calculate and track monthly revenues based on active contracts and client billings
• Ensure timely submission of invoices and supporting documentation to client
• Review and approve sourcing department’s service orders (with oversight)
• Manage fee reconciliation
• Review and escalate to senior finance lead on any write-offs in billing review
• Assist project managers with billing review
• Assist in collecting commentary on aged receivables
• Review project request forms for compliance and open project codes
• Process purchase orders upon request
• Provide time and expense details to PM’s as incurred on project(s)
• Review missing time reports weekly and follow up with delinquencies
• Update client budget tracker monthly

Finance Analyst

• Lead complex Mid-Corporate Portfolio Management initiatives, including those that are cross-functional and have broad impact
• Act as key participant in large-scale planning for Mid Corporate Portfolio Management functional area
• Review and analyze complex multi faceted, large scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
• Make decisions in complex and multi-faceted situations requiring understanding of Mid Corporate Portfolio Management functional area, policies, procedures and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
• Collaborate and consult with Mid Corporate Portfolio Management peers, colleagues, and middle to senior level managers to resolve issues and achieve goals
• Lead mid Corporate Portfolio Management projects and teams
• Serve as a peer mentor

Lead Mid-Corporate Portfolio Manager – Restaurant Finance

• Conduct onboarding, provide mentoring and follow-up training for all new hires.
• Create, update and maintain department training materials.
• Facilitate development training sessions to drive success and ensure high performance.
• Create and deliver newsletters, policy updates and training memos.
• Monitor and report employee development progress to leadership.

Finance Trainer

• Provide DoW financial expertise for development of enterprise level logistic system’s financial capabilities, processes, and workflows
• Participate in reengineering transportation and financial business processes to support the implementation of the Joint Transportation Management System (JTMS)
• Conduct BPR related activity required as part of the systems engineering process to support financial use case development, end-to-end process modeling, and detailed requirements decomposition
• Perform analysis on financial or systems processes to identify opportunities for process automation, improvement, and increased efficiency and auditability and provide advice and recommendations
• Utilize FMR (DoD 7000.14-R Financial Management Regulation) expertise to advise BPR and development teams of potential To-Be regulatory conflicts
• Collaborate with program teams to translate requirements into Agile SAFe user stories, acceptance criteria, and test scenarios
• Participate in user experience reviews, testing, training, and change management efforts to promote adoption of standardized processes and tools

• Supporting teams in conducting financial due diligence for mergers and acquisitions
• Participating in the analysis of financial statements to assess business health and performance
• Assisting in the preparation of financial models to evaluate potential investment opportunities
• Observing and learning about market trends to provide insights for deal management
• Contributing to the evaluation of earnings quality and industry trend analysis
• Engaging in cost accounting tasks to understand the financial implications of business decisions
• Collaborating with team members to perform business valuations and merger accounting
• Gathering information to aid in financial forecasting and planning activities
• Applying financial advising skills to support client engagements and strategic initiatives
• Developing an understanding of financial economics and corporate finance principles

Financial Due Diligence (FDD) Intern

• Own recurring revenue reporting workflows - daily/weekly file maintenance, revenue trackers, attainment dashboards, and variance analysis - ensuring accuracy and timely delivery at a daily cadence
• Prepare and update executive materials for KPI reviews, Board of Directors presentations, and SLT meetings, including slide updates, and supporting data files
• Conduct variance analysis on revenue movements and deliver clear, concise commentary that explains the "what" and the "why" behind performance trends
• Support quarterly sales target-setting - assembling bottoms-up data, reconciling against tops-down forecasts, and surfacing risks and opportunities for leadership discussion
• Own the commercial commission review process - synthesizing attainment data, identifying trends, and providing analysis that informs leadership's compensation and incentive decisions
• Execute ad-hoc analysis for Revenue, GTM, and Commercial leadership to support in-quarter decision-making
• Maintain and improve core financial reporting infrastructure - identifying opportunities to enhance accuracy, reduce manual effort, and improve consistency across deliverables
• Partner cross-functionally with Revenue, Sales Operations, and GTM teams to understand business drivers and translate them into financial context
• Apply a common-sense quality check to all outputs - flagging anomalies, verifying data integrity, and ensuring deliverables are clean and free of error
• Exercise independent judgment in prioritizing analyses and sequencing deliverables to maximize impact for commercial leadership

Manager, Commercial Finance

• Develop a deep understanding of one or more of Zillow’s businesses, key performance drivers, and cross-functional improvement opportunities.
• Become a subject matter expert.
• Drive our annual operating plan including goal setting, performance management, and executive-level monthly/quarterly business reviews.
• Establish and maintain key business metrics (inputs/outputs), and develop sophisticated forecast models to project results and measure gaps to plan.
• Lead cross-functional stakeholder projects from ideation to execution, ensuring alignment across Product, Sales, and Finance to meet critical business milestones.
• Act as an internal consultant to business leaders, providing structured frameworks to solve ambiguous problems and driving data-backed decisions at the executive level.
• Proactively develop insights and recommendations to improve performance.
• Present findings and options effectively to an executive audience to drive decisions.
• Analyze business, operational, or customer data to identify trends, gaps, and opportunities.
• Collaborate with data engineering, BI, and data science to build advanced analytics and real-time performance dashboards.
• Drive key business operations to serve the needs of our cross-functional partners.
• Maintain an understanding of competitor or industry trends.

Senior Strategic Planning Manager

• Own the finance transformation roadmap — identifying inefficiencies across the accounting function and leading end-to-end implementation of scalable improvements.
• Lead the evaluation, selection, and rollout of close management and automation tools (e.g., FloQast, Power Automate, Power BI), including stakeholder alignment, change management, and training.
• Redesign the month-end close process in partnership with the Accounting leaders, with a focus on reducing cycle time, eliminating manual touchpoints, and improving data quality.
• Partner with finance systems teams on ERP enhancements, workflow integrations, and data infrastructure improvements (NetSuite and Coupa tools).
• Establish and maintain SOPs for all key accounting processes, ensuring institutional knowledge is documented, scalable, and audit-ready.
• Define and track KPIs for close efficiency and team productivity; present progress and recommendations to the Controller and senior leadership.
• Serve as the finance lead on M&A transactions from pre-close through full integration — including due diligence support, purchase price allocation, opening balance sheet review, and post-acquisition accounting.
• Coordinate with legal, FP&A, tax, and external advisors to ensure timely and accurate accounting treatment of acquisition-related items including goodwill, intangibles, and deferred revenue adjustments.
• Lead the harmonization of accounting policies, charts of accounts, and systems across acquired entities.
• Build and maintain a repeatable M&A integration playbook, incorporating lessons learned from each transaction to accelerate future integrations.
• Monitor post-acquisition financial performance and flag accounting or reporting issues early to the Controller.

Financial Planning and Analysis jobs in Illinois

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Construction Loan Manager – Franchise Finance

Investment Banking Associate I/II

Investment Banking Associate II – Environmental Services

Senior Manager, Corporate Finance Advisory

Patient Financial Services Representative

Senior Finance Manager, SVG Commercial

Financial Analysis Manager

Senior Financial Analyst

Finance – GBIS Return Internship

Finance Associate

Payment Services Consultant, Level 3 Support

Commercial Finance Director

Finance Analyst

Lead Mid-Corporate Portfolio Manager – Restaurant Finance

Finance Trainer

Senior Financial Analyst

Financial Due Diligence (FDD) Intern

Manager, Commercial Finance

Senior Strategic Planning Manager

Senior Manager, Finance Transformation