Lead Financial Planning Analyst

2 weeks ago


Chicago, Illinois, United States Michael Page Full time
Position Overview

As a Lead Financial Planning Analyst, you will have the opportunity to influence key financial decisions and contribute to the strategic direction of the organization. This role offers flexibility with remote work options, allowing for a balanced work-life integration.

About the Organization

We are collaborating with a dynamic CFO at a rapidly expanding, multi-million dollar enterprise in the architectural and construction sector. This organization has experienced significant revenue growth and is enhancing its team to support ongoing expansion. The Lead Financial Planning Analyst will play a crucial role in this growth journey.

Key Responsibilities
  • Deliver comprehensive financial support and guidance to enhance organizational performance and drive growth.
  • Assist in the implementation of a five-year operational strategy aligned with the company's long-term objectives.
  • Provide insights on critical strategic initiatives to ensure business units meet their performance targets.
  • Engage in the analysis and modeling of customer contract pricing.
  • Create advanced Excel tools and models for revenue recognition and monthly fee calculations.
  • Collaborate with the Accounting and Operations teams to facilitate monthly and quarterly financial closing processes.
  • Participate in special projects alongside the CFO.
Candidate Profile
  • Bachelor's Degree in Finance or Accounting.
  • A minimum of three years of relevant financial experience.
  • Proficient in forecasting and budgeting methodologies.
  • Excellent written and verbal communication abilities.
  • Strong attention to detail and analytical skills.
  • Advanced proficiency in Microsoft Excel.
What We Offer
  • Competitive salary and comprehensive benefits package.
  • Attractive bonus structure.
  • 401k matching program.
  • Remote work flexibility.
  • Opportunities for career advancement.
  • Visibility in a key role, working closely with senior leadership.
  • Mentorship from the CFO and the accounting team.
  • A collaborative and supportive team environment.


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