Financial Planning

3 weeks ago


Elk Grove Village, United States Robert Half Full time
Job DescriptionJob DescriptionWe are offering an opportunity for a Financial Planning & Analysis Manager to be part of our team, based in ELK GROVE VILLAGE, Illinois. The role involves in-depth financial planning, analysis, and reporting in a dynamic environment. You will be working closely with various levels of management to develop and maintain business models, coordinate reports, and analyze market behavior.

Responsibilities:
• Develop and maintain various data metrics, including monthly KPIs and business models.
• Produce and support reports/dashboards for different levels of management.
• Coordinate, develop, and update policies and procedures over the financial data reporting process.
• Conduct in-depth financial, cost, margin, and profitability analysis using accurate company and marketing data.
• Perform trend analysis and evaluate sales and margin performance to identify potential risk areas.
• Develop and/or coordinate Power BI reports and dashboards.
• Develop and maintain a three-statement projection model for analysis of strategic input options.
• Conduct detailed revenue analytics to measure and monitor progress on the company’s various market strategies.
• Perform price/volume/mix analysis to validate forecasts by product, customer, and geography.
• Actively evaluate sales and margin performance to identify potential risk areas.• Possess a minimum of 5 years of experience in financial planning and analysis
• Proven expertise in Mergers & Acquisitions (M& A)
• Demonstrable experience in Private Equity
• Have advanced knowledge of financial forecasting and diagnosis, corporate finance, and information analysis
• Proficient in spreadsheets, databases, MS Office, and financial software applications
• Strong presentation, reporting, and leadership skills
• Outstanding communication and interpersonal abilities
• Hold a professional certification such as CFA/CPA or similar will be considered a plus
• Bachelor's or Master's degree in Finance, Accounting or Economics. Advanced degree is a plus
• Ability to strategize and solve problems
• Strong leadership and organizational skills.
  • Financial Analyst

    4 weeks ago


    Elk Grove Village, Illinois, United States QUICK USA, Inc. Full time

    Job SummaryWe are seeking a highly skilled Staff Accountant to join our team at QUICK USA, Inc. The ideal candidate will have a strong background in accounting and financial analysis, with excellent communication skills and the ability to work effectively in a fast-paced environment.Key ResponsibilitiesMaintain the general ledger and ensure accurate...


  • Elk Grove Village, United States LHH Full time

    Candidates that live in the Chicago area will be contacted for this role.If you are interested in this Senior Financial Analyst job in the Chicago area or other accounting and finance opportunities then please forward your resume to Marla.Lampert@LHH.comThis manufacturing company is driven by their commitment to their employees and they believe that each...


  • elk grove village, United States LHH Full time

    Candidates that live in the Chicago area will be contacted for this role.If you are interested in this Senior Financial Analyst job in the Chicago area or other accounting and finance opportunities then please forward your resume to Marla.Lampert@LHH.comThis manufacturing company is driven by their commitment to their employees and they believe that each...


  • Elk Grove Village, United States LHH Full time

    Candidates that live in the Chicago area will be contacted for this role.If you are interested in this Senior Financial Analyst job in the Chicago area or other accounting and finance opportunities then please forward your resume to Marla.Lampert@LHH.comThis manufacturing company is driven by their commitment to their employees and they believe that each...


  • Greenwood Village, Colorado, United States Lincoln Financial Group Full time

    Job Summary We are seeking a highly skilled Anaplan Model Builder to join our team at Lincoln Financial Group. As a key member of our Corporate FP&A team, you will be responsible for building and maintaining complex financial models in Anaplan, working closely with stakeholders to ensure model design reflects business needs. Key Responsibilities • Develop...


  • Elk Grove Village, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank...


  • Elk Grove Village, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank...

  • FP&A Manager

    3 weeks ago


    Elk Grove Village, Illinois, United States ADP Full time

    Revenue Planning and Forecasting ManagerADP is seeking a highly skilled Revenue Planning and Forecasting Manager to join our team. As a key member of our FP&A team, you will be responsible for managing the full range of revenue planning, forecasting, and analysis activities.Key Responsibilities:Manage the creation and review of financial models and forecasts...

  • Sr Financial Analyst

    4 weeks ago


    Elk Grove Village, United States ADP Full time

    ADP is hiring a Senior Financial Analyst - Revenue.Are you a financial analyst with experience in leveraging your exceptional Excel and PowerBI skills to tell a consolidated revenue story?Are you highly skilled in partnering with business units to provide critical analysis and support?Are you looking to join a dynamic, inclusive team environment with a...


  • Maple Grove, Minnesota, United States Manifest Full time

    Job OverviewWe are seeking a skilled Financial Planning Specialist to join our team at Manifest, a private wealth management group specializing in comprehensive financial planning.The ideal candidate will possess a strong understanding of financial planning principles and be able to develop and implement customized financial plans for individuals and small...


  • Elk Grove Village, Illinois, United States First American Bank Full time

    Job Description:First American Bank is a community bank with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century.This position specializes in the design and administration of complex defined contribution...


  • Cottage Grove, Wisconsin, United States Johnson Health Tech Companies Full time

    Job OverviewJohnson Health Tech Companies is seeking a highly skilled Financial Analyst to provide financial and analytical support for our retail stores, North America Sporting Goods, and Bowflex / Schwinn and other market segments. The ideal candidate will have a strong background in budgeting, forecasting, and financial reporting, with excellent...


  • Lake Grove, New York, United States gpac Full time

    Job SummaryAt GPAC, we are seeking a highly skilled Financial Planning Specialist to join our team. In this role, you will be responsible for Monthly accounting and write-ups, including Sales tax returns and Payroll tax returns. Additionally, you will assist with Year-end closings with adjustments and Corp & Partnership tax prep. If you have experience in...


  • Westlake Village, California, United States Addison Group Full time

    Are you a financial expert looking for a new challenge? Addison Group is seeking a highly skilled Finance Manager to join their team in the Conejo Valley area of Southern California. As a Finance Manager, you will be responsible for providing financial planning and analysis support to the company's leadership team.Key Responsibilities:Develop and maintain...


  • Downers Grove, Illinois, United States Path Engineering Full time

    Job Title: Finance ManagerAt Path Engineering, we are seeking a highly skilled Finance Manager to lead our financial planning and analysis efforts. As a key member of our team, you will be responsible for consolidating monthly executive leadership team presentations, delivering data-driven insights, and collaborating with cross-functional teams to drive...

  • Financial Advisor

    5 months ago


    Greenwood Village, United States Colorado Financial Advisors Full time

    Indenpendence, Autonomy, Helping others, Great income potential. Life & Health + FINRA Series preferred. Send me a message or call my office and we can decide if this would be a fit.We are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Our...

  • Financial Advisor

    1 month ago


    Greenwood Village, United States Colorado Financial Advisors Full time

    Indenpendence, Autonomy, Helping others, Great income potential. Life & Health + FINRA Series preferred. Send me a message or call my office and we can decide if this would be a fit.We are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Our...


  • Greenwood Village, Colorado, United States Creative Financial Staffing Full time

    About the RoleCreative Financial Staffing is seeking a highly skilled Senior Financial Manager to join our team. As a key member of our financial department, you will be responsible for leading our accounting team and overseeing all financial-related transactions, including monthly close, account reconciliations, cash management, AP, and financial...


  • Westlake Village, California, United States Western Alliance Bank Full time

    Job Title: Senior Financial Planning Analyst Location: CA - Westlake Village What you'll do: Western Alliance Bank is seeking a Senior Financial Planning Analyst to join its Corporate Finance team. This is a challenging role within the Financial Planning and Analysis team requiring complex problem-solving skills in managing multiple high-profile...


  • Westlake Village, California, United States Western Alliance Bank Full time

    Job Title: Senior Financial Planning Analyst Location: CA - Westlake Village What you'll do: Western Alliance Bank is seeking a Senior Financial Planning Analyst to join its Corporate Finance team. This is a challenging role within the Financial Planning and Analysis team requiring complex problem-solving skills in managing multiple high-profile...