Financial Associate

3 weeks ago


Chicago, United States Spaulding Ridge Full time

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management.

At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation.

What You Will Do

We are seeking a highly analytical and detail-oriented Financial Associate to join our Corporate Finance team.

In this role you will play a vital role in supporting the consolidation of key financial and strategic information, including the budget, long-range plan, and rolling forecast processes. Primary responsibilities will be to support the enterprise level execution of quarterly and annual financial reporting requirements, executive level presentations, business unit performance tracking, and ad hoc financial analysis. In addition to these core tasks, you will collaborate closely with various finance leaders across the enterprise to collect and consolidate insightful analysis and data-driven strategic recommendations on behalf of the Corporate Finance department.

Ideal candidates will be able to:

  • Conduct in-depth financial analysis and modeling to identify trends, variances, and opportunities for improvement..
  • Assist in the development and maintenance of annual budgets, quarterly forecasts, and long-range financial plans.
  • Prepare and distribute monthly, quarterly, and ad-hoc financial reports and presentations for senior management and stakeholders.
  • Collaborate with business unit leaders to develop and monitor key performance indicators (KPIs) and financial metrics.
  • Support the annual strategic planning process by providing financial insights and recommendations.
  • Assist in the development and implementation of financial policies, procedures, and controls.
  • Conduct benchmarking and market research to identify best practices and opportunities for growth.
  • Support ad-hoc projects and initiatives as needed.
Qualifications:
  • 2-4 years of experience in financial modeling, data analysis, and reporting using tools such as Excel and PowerPoint.
  • Experience with ERP systems and financial planning software (e.g., NetSuite, Anaplan).
  • Excellent analytical and problem-solving skills with a keen attention to detail.
  • Strong communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.
  • Ability to work independently and collaboratively in a fast-paced, dynamic environment.
  • Familiarity with accounting principles and financial statements.
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.


Spaulding Ridge's Diversity, Equity & Inclusion (DEI) Commitment

When we engage the expertise, insights, and creativity of people from all walks of life, we become a better organization, we deliver superior services to clients, and we transform our communities and world for the better.

At Spaulding Ridge, we believe our team should reflect the rich diversity of society and we take seriously the responsibility to cultivate a workplace where every bandmate feels accepted, respected, and valued for who they are. We do this by creating a culture of trust and belonging, through practices and policies that support DEI, and through our employee led Employee Resource Groups (ERGs): CRE (Cultural Race and Ethnicity), Women Elevate, PROUD and Mental Wellness Alliance.

The company is committed to offering Equal Employment Opportunity and to providing reasonable accommodation to applicants with physical and/or mental disabilities. If you are interested in applying for employment with Spaulding Ridge and are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to our VP of Human Resources, Cara Halladay (challaday@spauldingridge.com). Requests for reasonable accommodation will be considered on a case-by-case basis.

Qualified applicants will receive consideration for employment without regard to their age, race, religion, national origin, gender, sexual orientation, gender identity, protected veteran status or disability.
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