Senior Financial Planning

3 weeks ago


Chicago, United States Banner Solutions Full time

We are seeking a highly skilled Senior Financial Planning & Analysis Analyst with a specialized focus on revenue generation modeling to join our dynamic team. As a key member of the Finance department, you will lead the development and maintenance of sophisticated financial models to support strategic decision-making, budgeting, forecasting, and long-range planning efforts.


Business Performance Analysis:

  • Provide analysis on sales trends, margin analysis, and customer profitability
  • Collaborate with Senior leaders on analysis and development of pricing strategies to maximize share of wallet.
  • Collaborate with department heads to assess key performance indicators (KPIs) and drive accountability for financial targets.
  • Analyze financial results, variances, and trends to provide insights and recommendations to senior management.
  • Develop financial models and scenarios to support strategic decision-making and business planning.


Financial Reporting / Executive Communication

  • Prepare and distribute timely and accurate financial reports to management, stakeholders, and external parties, with an emphasis on professional-level communication tools (PowerPoint, Excel, etc.)
  • Ensure compliance with accounting standards and regulatory requirements in financial reporting.
  • Develop ad-hoc reports and analyses as requested by management to support decision-making.


Strategic Planning Support:

  • Support strategic initiatives by providing financial insights, scenario analysis, and business case evaluations.
  • Assist in the development of business plans, investment proposals, and acquisition analyses.
  • Contribute to the evaluation of capital allocation decisions and investment opportunities.


Process Improvement:

  • Identify opportunities to streamline processes across the business through efficiency enhancements and business process ingenuity
  • Implement best practices and tools to optimize financial planning and analysis functions.
  • Collaborate with cross-functional teams to drive continuous improvement initiatives.


Qualifications

  • 4+ years of Finance experience with a focus on FP&A
  • Heavy Collaboration with Sales/Marketing/Accounting /Supply chain teams
  • Work closely with Senior Executives including CEO, CFO & VP of Finance
  • 2+ years of financial modeling experience
  • 2+ years of budgeting & forecasting
  • Strong PowerPoint skills with emphasis on creating presentations for Executive Leadership Team (ELT) & Board of Directors
  • Exposure to PowerBI Business Intelligence tools is desirable – SQL is a plus
  • Excellent verbal and written communication skills
  • Problem solving ability
  • Ability to work lean - All hands on deck


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