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Financial Planning

2 months ago


Schaumburg, Illinois, United States Road Ranger Full time

Road Ranger, a prominent multi-state Travel Center organization, is in search of a Financial Planning & Analysis Specialist to enhance its Finance Department. Reporting directly to the Chief Financial Officer, this role focuses on the creation and delivery of Management reports, analyses, and presentations required on a daily, weekly, monthly, and annual basis.

Key Responsibilities

  • Evaluate and interpret monthly Profit & Loss trends, preparing management reports for the board of directors.
  • Develop and present trend analyses for weekly committee meetings.
  • Design and implement reports and dashboards utilizing Microsoft Power BI.
  • Actively participate in the annual budgeting process and oversee monthly budget reporting and tracking.
  • Conduct analyses of greenfield investments and other special projects as assigned.
  • Collaborate with various management levels to collect, analyze, summarize, and formulate recommendations regarding financial strategies, business profitability, and operational forecasts.

Qualifications & Experience

  • Bachelor's degree in Business Analytics, Data Analytics, Applied Economics, or Finance.
  • 0-3 years of relevant experience.
  • Proficiency in Microsoft Power BI and Excel.
  • Programming skills are preferred.

Additional Skills

  • Capability to work both independently and as part of a team.
  • Ability to perform under pressure while managing multiple tasks with meticulous attention to detail and adherence to deadlines.
  • Strong analytical, organizational, and critical thinking abilities.
  • Proficiency in interpreting large, complex datasets.
  • Commitment to maintaining high levels of confidentiality.