Overview

Job Location:
Chicago

The Job Details are as follows:

ROLE OVERVIEW

In the role of Senior Associate, Financial Planning & Analysis, the employee will be responsible for the following:

  • Assist in building a best-in-class FP&A and Reporting process by developing, standardizing, maintaining and driving continuous improvement of all financial tools and planning processes
  • Develop deep understanding of the underlying operations and drivers for the budgets. Assist in the annual budgeting process including guidelines, systems and tools, change tracking and review and approval
  • Collaborate with the team regarding system enhancements, and maintenance of Adaptive Insights/Workday, BAM’s budgeting & forecasting tool
  • Maintain executive leadership reporting
  • Support Management Accounting team for reporting needs
  • Track financial results that will deliver insight and recommendations to our executive leadership for strategic and operational planning decisions
  • Contribute to the consolidation and analysis of management reporting results, monthly forecasts, and quarterly updates for senior leadership
  • Collaborate internally with other departments to strategize, troubleshoot issues, and support any needs they may have.

QUALIFICATIONS & REQUIREMENTS:

In order to effectively represent the Company and communicate with clients, the employee must be someone who has:    

  • Strong problem solving and analytical skills including the ability to identify issues and potential solutions proactively
  • A self-starter who takes initiative and ownership over processes and is resourceful
  • High degree of accuracy and attention to detail
  • Strong verbal and written communication skills
  • Energetic with team player mentality and process improvement oriented
  • Basic understanding of GAAP

EDUCATION, TRAINING & EXPERIENCE:

  • 4-year degree in Accounting or Finance
  • 3 – 5 years’ experience
  • Proficiency with MS office is required
  • Professional qualification such as CPA is a plus
  • Workday & Adaptive Insights experience preferred
  • Hedge Fund and investment manager experience preferred