Financial Planning Specialist

4 weeks ago


Glenview, Illinois, United States North American Corporation of Illinois Full time
Financial Analyst Position Overview

As a key member of the North American Corporation of Illinois team, the Financial Analyst will play a vital role in providing critical financial and operational analysis across all business units. This individual will collaborate closely with various departments, including Sales, Category Management, Operations, Strategy, Human Resources, and Logistics, to drive business growth and improvement.

This position will be based in our Glenview, IL office, with the opportunity to work in a hybrid role. The ideal candidate must live within a commuting distance of the office.

Key Responsibilities:
  • Financial Analysis & Reporting: Deliver actionable insights on sales and margin trends, financial drivers, and profitability analysis for customers and business units. Lead special projects aimed at enhancing operational and financial performance.
  • Monthly Reports & Presentations: Prepare materials for Senior Leadership meetings and quarterly business unit reviews to ensure data-driven decision-making.
  • Financial Studies: Assist in preparing forecasts, financial plans, and variance analyses. Provide recommendations based on findings.
  • Budgeting Support: Contribute to the forecasting and annual budgeting process by consolidating financial data, creating detailed budgeting templates, and suggesting strategies for financial planning.
  • Ad Hoc Analysis: Conduct analyses as needed to support various business partners.
Requirements:
  • Bachelor's degree in Finance or Accounting
  • Previous experience in Financial Planning & Analysis (FP&A) is advantageous
  • Analytical & Problem-Solving: Strong analytical capabilities and the ability to solve complex problems
  • Microsoft Excel: Advanced proficiency (VLOOKUP, pivot tables, macros a plus)
  • Microsoft PowerPoint: Intermediate skills in formatting and presenting data
  • Microsoft Word: Intermediate skills for document preparation
  • Communication: Exceptional verbal and written communication skills
  • Project Management: Proven ability to prioritize tasks, meet deadlines, and manage multiple high-profile projects effectively
This position offers a competitive starting salary and comprehensive benefits program.

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