Senior Financial Analyst FPA

60290 Chicago, Illinois Brilliant

Posted 15 days ago

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Job Description

Brilliant is an award-winning contract and consulting practice headquartered in Chicago and specializing in accounting, finance, technology, and business solutions for the Midwest and Southeast regions of the U.S. labor markets. Develop your career with a unique role in an elite FP&A Group . This company is growing fast and continually adding new roles and offering exceptional advancement opportunities. Our client, a fast growth, large food product manufacturer, is seeking a Senior Financial Analyst (FP&A). This position will offer extensive exposure to upper management and executives. With unlimited potential for growth across several business lines, this position offers a strong and quick progression track for the right individual. Responsibilities: In charge of leading monthly and quarterly forecasting and budgeting process. Lead weekly P&L and balance sheet reporting. Consolidate and review monthly financial statements including income statements, balance sheet, shareholder's equity, and cash flow. Assist with strategic business initiatives providing detailed analysis around company performance, ROI and EBITDA. Participate in ongoing continuous improvement efforts by developing and maintaining strong financial reporting & analysis tools. Qualifications: B.A. degree in Finance, Accounting, or related field. MBA is highly preferred. Strong skills in financial modeling, forecasting, and analysis. 7-10 years overall experience within accounting and finance. Ability to lead projects and assignments. Ability to communicate with all levels of management, including CFO. Brilliant Staffing, LLC is an Equal Opportunity Employer and encourages applications from all individuals regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, disability, or veteran status. #J-18808-Ljbffr

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Manager-Financial Analysis

60290 Chicago, Illinois S&C Electric

Posted today

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Job Description

As an S&C Electric team member, you'll work on projects that have real-world impact. You'll help transform the grid for resilient and reliable power worldwide. S&C has more than a 100-year history of innovation and has been 100% employee-owned since 2012. We continue this legacy as a trusted, forward-thinking leader in the electrical industry. You will advance a safer, more reliable, and more resilient electrical grid. Our products help the grid adapt to severe weather and transition to clean energy. We're big enough to be a respected industry leader but small enough for you to impact our company directly. Our commitment gives you opportunities to impact on and off the job positively.

Join S&C to make an impact on tomorrow's energy challenges and become an employee-owner!

Hours

* 8:00 am - 5:00 pm (Mon-Fri) On-site

Compensation

At S&C, we are dedicated to providing competitive and equitable compensation for all our team members, and we are committed to transparency in our pay practices. The estimated annual base salary range for this position in the United States is $124,960-$165,572. Individual pay within this salary range is determined by several compensable factors, including performance, knowledge, job-related skills and experience, and relevant education or training. This role is also eligible for S&C's annual incentive plan (AIP), subject to eligibility criteria.

The Manager, Financial Analysis, is a key player within the business controlling team and is responsible for leading lateral automation and commercial activities including planning, reporting, and analysis of S&C's regional & consolidated results. The position will also oversee components of S&C's financial planning & consolidation system and will work closely with the senior leadership team, and business unit leaders providing financial and strategic support.

Essential Functions:

  • Manage the corporate budget, forecast, and reporting processes by leading the coordination, analysis, and reporting thereof
  • Support the monthly close consolidation process by preparing variance analysis and reporting of results for our lateral automation and commercial business partners
  • Provide oversight, technical support, and change management of existing and future EPM platforms, including data governance and assessments to improve financial system processes
  • Interact with technical development and warehousing teams to ensure data integrity, streamline processes and support future development activities
  • Partner with and provide financial support to senior leadership by performing value-added analyses and preparing presentations to support critical decision-making processes
  • Develop and enhance financial models and planning processes to drive effective data analytics and provide recommendations that will enable quality performance management discussions and better decision-making
  • Work with leadership to develop, improve, and maintain financial reporting across the organization
  • Coordinate the preparation and presentation of quarterly business reviews
  • Support the company's development activities by analyzing growth initiatives, including capital expenditure analysis, new product introductions, plant expansions, etc.
  • Analyze costs of projects and products to identify trends and recommend profitability improvements
  • Analyze the cash position of projects to ensure the projects are in a cash positive or cash neutral position
  • Preparing and publishing monthly financial reports to the engineering and services team and providing recommendations for growth and improvement opportunities
  • Produce and evaluate budget, forecasts, and 5-year planning for our lateral automation and commercial teams
  • Support monthly account reconciliations and annual financial audit
  • Manage and support Oracle Projects and assist with system updates and upgrades

Additional Functions:

  • Maintain regular and punctual attendance.
  • Attend in-person or virtual meetings as requested or required.
  • Communicate effectively and respectfully with others.
  • Other responsibilities as assigned

Required

  • Bachelor's degree in accounting or finance
  • Five to ten years of progressive work experience in FP&A and/or corporate finance, preferably in a manufacturing environment
  • Experience with a mix of accounting, FP&A, and business systems analysis experience supporting financial environments, preferably with experience as an EPM system administrator (Hyperion, BPC, etc.)
  • Expertise in business planning processes, budgets, forecasts, bridges, etc.
  • Tech savvy individual with advanced excel, presentation and computer skills
  • Good understanding of ERP systems in a manufacturing environment.
  • Strong organizational skills, attention to detail, ability to prioritize and meet deadlines.
  • Aptitude to analyze and interpret complex financial and statistical data but can also see the "big picture".
  • Executive presence combined with excellent written and verbal communication skills.
  • Strong understanding of finance & accounting concepts, with general understanding of GAAP.
  • Passion for leading positive change throughout the organization.
  • Experience managing a small team.

Preferred

  • CPA or MBA preferred
  • Oracle ERP Proficiency with Oracle ERP, Oracle EPM Cloud, and other accounting software used by the organization
  • Experience with a mix of financial and cost accounting, FP&A, and business systems analysis experience supporting financial environments and a good understanding of ERP systems in a manufacturing environment.
  • Experienced with using Power BI

S&C Electric is committed to equal-opportunity employment. All employees and applicants will be considered without regard to age, color, disability, gender, national origin, race, religion, sexual orientation, gender identity, protected veteran status, or any other classification protected by federal, state, or local law. If you are an individual with a disability and need an accommodation to complete the application, please email us at

No fixed deadline

#LI-BB1

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Manager-Financial Analysis

60290 Chicago, Illinois DaVita

Posted 25 days ago

Job Viewed

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Job Description

As an S&C Electric team member, you'll work on projects that have real-world impact. You'll help transform the grid for resilient and reliable power worldwide. S&C has more than a 100-year history of innovation and has been 100% employee-owned since 2012. We continue this legacy as a trusted, forward-thinking leader in the electrical industry. You will advance a safer, more reliable, and more resilient electrical grid. Our products help the grid adapt to severe weather and transition to clean energy. We're big enough to be a respected industry leader but small enough for you to impact our company directly. Our commitment gives you opportunities to impact on and off the job positively. Join S&C to make an impact on tomorrow's energy challenges and become an employee-owner! Hours 8:00 am - 5:00 pm (Mon-Fri) On-Site Compensation At S&C, we are dedicated to providing competitive and equitable compensation for all our team members, and we are committed to transparency in our pay practices. The estimated annual base salary range for this position in the United States is $124,960 - $165,572. Individual pay within this salary range is determined by several compensable factors, including performance, knowledge, job-related skills and experience, and relevant education or training. This role is also eligible for S&C's annual incentive plan (AIP), subject to eligibility criteria. Join Our Team as a Manager-Financial Analysis! The Manager, Financial Analysis, is a key player within the business controlling team and is responsible for leading lateral automation and commercial activities including planning, reporting, and analysis of S&C's regional & consolidated results. The position will also oversee components of S&C's financial planning & consolidation system and will work closely with the senior leadership team, and business unit leaders providing financial and strategic support. Key Responsibilities: Manage the corporate budget, forecast, and reporting processes by leading the coordination, analysis, and reporting thereof Support the monthly close consolidation process by preparing variance analysis and reporting of results for our lateral automation and commercial business partners Provide oversight, technical support, and change management of existing and future EPM platforms, including data governance and assessments to improve financial system processes Interact with technical development and warehousing teams to ensure data integrity, streamline processes and support future development activities Partner with and provide financial support to senior leadership by performing value-added analyses and preparing presentations to support critical decision-making processes Develop and enhance financial models and planning processes to drive effective data analytics and provide recommendations that will enable quality performance management discussions and better decision-making Work with leadership to develop, improve, and maintain financial reporting across the organization Coordinate the preparation and presentation of quarterly business reviews Support the company's development activities by analyzing growth initiatives, including capital expenditure analysis, new product introductions, plant expansions, etc. Analyze costs of projects and products to identify trends and recommend profitability improvements Analyze the cash position of projects to ensure the projects are in a cash positive or cash neutral position Preparing and publishing monthly financial reports to the engineering and services team and providing recommendations for growth and improvement opportunities Produce and evaluate budget, forecasts, and 5-year planning for our lateral automation and commercial teams Support monthly account reconciliations and annual financial audit Manage and support Oracle Projects and assist with system updates and upgrades What you'll Need To Succeed: Bachelor's degree in accounting or finance Five to ten years of progressive work experience in FP&A and/or corporate finance, preferably in a manufacturing environment Experience with a mix of accounting, FP&A, and business systems analysis experience supporting financial environments, preferably with experience as an EPM system administrator (Hyperion, BPC, etc.) Expertise in business planning processes, budgets, forecasts, bridges, etc. Tech savvy individual with advanced excel, presentation and computer skills Good understanding of ERP systems in a manufacturing environment. Strong organizational skills, attention to detail, ability to prioritize and meet deadlines. Aptitude to analyze and interpret complex financial and statistical data but can also see the "big picture". Executive presence combined with excellent written and verbal communication skills. Strong understanding of finance & accounting concepts, with general understanding of GAAP. Passion for leading positive change throughout the organization. Experience managing a small team. S&C Electric is committed to equal-opportunity employment. All employees and applicants will be considered without regard to age, color, disability, gender, national origin, race, religion, sexual orientation, gender identity, protected veteran status, or any other classification protected by federal, state, or local law. If you are an individual with a disability and need an accommodation to complete the application, please email us at No fixed deadline #LI-BB1 #J-18808-Ljbffr

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Financial Analysis, Associate

60684 Chicago, Illinois JPMorgan Chase

Posted today

Job Viewed

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Job Description

Join the Global Banking Financial Analysis team, in partnership with business managers, strategy and other finance teams, leads the business and financial analytics for GB and each of its segments and industries. In addition, the team provides analyses that lead to public disclosure associated with the business' strategy, financial performance, and industry trends for the Firm's presentations at Investor Day and industry conferences.
As an Associate in the Global Banking (GB) Financial Analysis team, you will be responsible for running business and financial analytics and reporting for senior members of the GB sub line of business. This role is expected to create, maintain and review financial models and analyses (both recurring and ad-hoc) and conduct "deep dive" analyses on key issues impacting clients to determine root cause and propose solutions.
**Job responsibilities:**
+ Assist with the dialogue with senior business leadership as well as stakeholders across the Commercial Bank to provide information on the business trends, financial performance, market strategy, competitive landscape and industry trends
+ Help prepare presentation materials and financial analytics for senior management business trends, financial performance, market strategy, competitive landscape and industry trends
+ Maintain and review financial models and analyses (both recurring and ad-hoc)
+ Conduct "deep dive" analyses on key issues impacting clients/business to determine root cause and propose solutions
+ Facilitating the development, consolidation and presentation of insightful and robust qualitative and quantitative financial analysis for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
+ Partner with Business Management and Analytics and Reporting teams to develop insightful reporting, focusing on drivers, and the "so what, now what?" dialogue
+ Will have exposure to senior management and the opportunity to drive value-add change by helping to simplify processes, accelerate automation, and enhance analytics and business support
**Required qualifications, capabilities, and skills:**
+ At least 3 years of experience with a BA/BS in Finance, Economics, Accounting and corporate finance
+ Understands a Bank's balance sheet and P&L
+ Experience in corporate financial analytics / understanding of key drivers
+ Exceptional analytical, problem solving and project management skills with a proven track record of execution against deliverables; strategic thinker
+ Excellent oral & written communication and relationship management skills
+ Strong technical and analytical skills, including Excel, PowerPoint
+ Organized and detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately
+ Strong work ethic; work well in a fast-paced environment
+ Proactive and have a sense of urgency, ability to manage multiple tasks simultaneously and meet deadlines
+ The candidate must be a self-starter and seeks to break the status-quo and initiate improvements where necessary
+ Ability to build strong partnerships with colleagues
**Preferred qualifications, capabilities, and skills:**
+ Management Consulting, Corporate Finance and/or Accounting experience preferred
+ Prior Essbase experience preferred
**NOTE: This position is not eligible for sponsorship.**
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Brooklyn,NY $99,750.00 - $40,000.00 / year; Chicago,IL 95,000.00 - 125,000.00 / year
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Financial Analysis, Associate

60601 Chicago, Illinois JPMorgan Chase Bank, N.A.

Posted 22 days ago

Job Viewed

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Job Description

Permanent
Join the Global Banking Financial Analysis team, in partnership with business managers, strategy and other finance teams, leads the business and financial analytics for GB and each of its segments and industries. In addition, the team provides analyses that lead to public disclosure associated with the business' strategy, financial performance, and industry trends for the Firm's presentations at Investor Day and industry conferences.

As an Associate in the Global Banking (GB) Financial Analysis team, you will be responsible for running business and financial analytics and reporting for senior members of the GB sub line of business. This role is expected to create, maintain and review financial models and analyses (both recurring and ad-hoc) and conduct "deep dive" analyses on key issues impacting clients to determine root cause and propose solutions.

Job responsibilities:

  • Assist with the dialogue with senior business leadership as well as stakeholders across the Commercial Bank to provide information on the business trends, financial performance, market strategy, competitive landscape and industry trends
  • Help prepare presentation materials and financial analytics for senior management business trends, financial performance, market strategy, competitive landscape and industry trends
  • Maintain and review financial models and analyses (both recurring and ad-hoc)
  • Conduct "deep dive" analyses on key issues impacting clients/business to determine root cause and propose solutions
  • Facilitating the development, consolidation and presentation of insightful and robust qualitative and quantitative financial analysis for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
  • Partner with Business Management and Analytics and Reporting teams to develop insightful reporting, focusing on drivers, and the "so what, now what?" dialogue
  • Will have exposure to senior management and the opportunity to drive value-add change by helping to simplify processes, accelerate automation, and enhance analytics and business support

Required qualifications, capabilities, and skills:
  • At least 3 years of experience with a BA/BS in Finance, Economics, Accounting and corporate finance
  • Understands a Bank's balance sheet and P&L
  • Experience in corporate financial analytics / understanding of key drivers
  • Exceptional analytical, problem solving and project management skills with a proven track record of execution against deliverables; strategic thinker
  • Excellent oral & written communication and relationship management skills
  • Strong technical and analytical skills, including Excel, PowerPoint
  • Organized and detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately
  • Strong work ethic; work well in a fast-paced environment
  • Proactive and have a sense of urgency, ability to manage multiple tasks simultaneously and meet deadlines
  • The candidate must be a self-starter and seeks to break the status-quo and initiate improvements where necessary
  • Ability to build strong partnerships with colleagues

Preferred qualifications, capabilities, and skills:
  • Management Consulting, Corporate Finance and/or Accounting experience preferred
  • Prior Essbase experience preferred

NOTE: This position is not eligible for sponsorship.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Brooklyn,NY $99,750.00 - $40,000.00 / year; Chicago,IL 95,000.00 - 125,000.00 / year

Apply Now

Financial Analysis Consultant - Remote

60290 Chicago, Illinois DaVita

Posted 15 days ago

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Job Description

At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. For more than 90 years, our innovative drive has kept us a step ahead of our customers' evolving needs, from advocating for seat belts, air bags, and graduated driving laws to leading in pricing sophistication, telematics, and device and identity protection. Job Description The Financial Consultant will analyze and communicate financial performance for key products, markets, and initiatives within the Direct Channel. This role is responsible for developing insights that inform strategy and operations, quantifying growth drivers, and building automated infrastructure to enhance data accessibility and analysis. Strong skills in data manipulation and organization are essential. Key Responsibilities Support conversations with leadership to understand business implications of current trends Develop and participate in effective presentations for small groups Provide accurate, timely reports with financial insights to improve performance Use analysis to influence and drive action within finance, leadership, and business partners by providing fact-based, holistic, and forward-looking perspectives to identify emerging issues and trends, and assist in strategy implementation Design and implement automated tools and dashboards for quick access, interpretation, and action on key performance insights Prepare and help build storylines for financial updates Isolate key drivers, quantify impacts, and forecast implications, understanding how data points fit together Education 4-year Bachelor's Degree (Preferred) Experience 2 or more years of experience (Preferred) Proficiency in Power BI and/or data manipulation and visualization Supervisory Responsibilities This job does not have supervisory duties. Education & Experience (in lieu) An equivalent combination of education and experience may be considered in lieu of the above requirements. Skills Analytical Thinking, Business Analysis, Business Data Analytics, Financial Accounting, Microsoft Power BI Compensation Salary ranges from $50,700 to $89,062.50 annually, based on experience and qualifications. The candidate(s) will be required to submit to a background check. Allstate generally does not sponsor visas. Additional Information For jobs in specific locations, refer to local ordinances and policies regarding fair chance hiring and discrimination laws. Allstate is committed to a discrimination-free workplace, prohibiting adverse actions based on various protected statuses. #J-18808-Ljbffr

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Financial Analysis Vice President

60684 Chicago, Illinois JPMorgan Chase

Posted 1 day ago

Job Viewed

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Job Description

The Commercial & Investment Bank (CIB) Finance team, in partnership with business managers, strategy, and other finance teams, leads the business and financial analytics for CIB and each of its segments and industries. In addition, the team provides analyses that lead to public disclosure associated with the business' strategy, financial performance, and industry trends for the Firm's presentations at Investor Day and industry conferences.
As a Vice President in the CIB Finance team, you will be responsible for running business and financial analytics and reporting for senior members of the CIB sub line of business. This role is expected to create, maintain and review financial models and analyses (both recurring and ad-hoc) and conduct "deep dive" analyses on key issues impacting profitability to determine root cause and propose solutions.
**Job responsibilities:**
+ Lead dialogue with senior business leadership as well as stakeholders across the Commercial & Investment Bank to provide information on business trends, financial performance, market strategy, competitive landscape and industry trends
+ Help prepare presentation materials and financial analytics for senior management for financial reporting meetings, quarterly business reviews, and budget
+ Create, maintain and review financial models and analyses (both recurring and ad-hoc)
+ Conduct "deep dive" analyses on key issues impacting clients/business to determine root cause and propose solutions
+ Facilitate the development, consolidation and presentation of insightful and robust qualitative and quantitative financial analysis for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
+ Partner with Business Management and Analytics & Reporting teams to develop insightful reporting, focusing on drivers, and the "so what, now what?" dialogue
+ The VP will also have exposure to senior management and the opportunity to drive value-add change by helping to simplify processes, accelerate automation, and enhance analytics and business support
**Required qualifications, capabilities, and skills**
+ BA/BS in Finance, Economics, or Accounting with at least 5 years of experience
+ Understands a Bank's balance sheet and P&L
+ Experience in corporate financial analytics / understanding of key drivers
+ Exceptional analytical, problem solving and project management skills with a proven track record of execution against deliverables; strategic thinker
+ Excellent oral & written communication and relationship management skills
+ Strong technical and analytical skills, including Excel, PowerPoint
+ Organized and detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately
+ Strong work ethic; work well in a fast-paced environment
+ Proactive and have a sense of urgency, ability to manage multiple tasks simultaneously and meet deadlines
+ The candidate must be a self-starter and seeks to break the status-quo and initiate improvements where necessary
+ Ability to build strong partnerships with colleagues
**Preferred qualifications, capabilities, and skills**
+ Management Consulting, Corporate Finance and/or Accounting experience preferred
+ Prior Essbase experience preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $114,000.00 - $175,000.00 / year
View Now
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Financial Analysis Vice President

60601 Chicago, Illinois JPMorgan Chase Bank, N.A.

Posted 16 days ago

Job Viewed

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Job Description

Permanent
The Commercial & Investment Bank (CIB) Finance team, in partnership with business managers, strategy, and other finance teams, leads the business and financial analytics for CIB and each of its segments and industries. In addition, the team provides analyses that lead to public disclosure associated with the business' strategy, financial performance, and industry trends for the Firm's presentations at Investor Day and industry conferences.

As a Vice President in the CIB Finance team, you will be responsible for running business and financial analytics and reporting for senior members of the CIB sub line of business. This role is expected to create, maintain and review financial models and analyses (both recurring and ad-hoc) and conduct "deep dive" analyses on key issues impacting profitability to determine root cause and propose solutions.

Job responsibilities:

  • Lead dialogue with senior business leadership as well as stakeholders across the Commercial & Investment Bank to provide information on business trends, financial performance, market strategy, competitive landscape and industry trends
  • Help prepare presentation materials and financial analytics for senior management for financial reporting meetings, quarterly business reviews, and budget
  • Create, maintain and review financial models and analyses (both recurring and ad-hoc)
  • Conduct "deep dive" analyses on key issues impacting clients/business to determine root cause and propose solutions
  • Facilitate the development, consolidation and presentation of insightful and robust qualitative and quantitative financial analysis for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
  • Partner with Business Management and Analytics & Reporting teams to develop insightful reporting, focusing on drivers, and the "so what, now what?" dialogue
  • The VP will also have exposure to senior management and the opportunity to drive value-add change by helping to simplify processes, accelerate automation, and enhance analytics and business support

Required qualifications, capabilities, and skills
  • BA/BS in Finance, Economics, or Accounting with at least 5 years of experience
  • Understands a Bank's balance sheet and P&L
  • Experience in corporate financial analytics / understanding of key drivers
  • Exceptional analytical, problem solving and project management skills with a proven track record of execution against deliverables; strategic thinker
  • Excellent oral & written communication and relationship management skills
  • Strong technical and analytical skills, including Excel, PowerPoint
  • Organized and detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately
  • Strong work ethic; work well in a fast-paced environment
  • Proactive and have a sense of urgency, ability to manage multiple tasks simultaneously and meet deadlines
  • The candidate must be a self-starter and seeks to break the status-quo and initiate improvements where necessary
  • Ability to build strong partnerships with colleagues

Preferred qualifications, capabilities, and skills
  • Management Consulting, Corporate Finance and/or Accounting experience preferred
  • Prior Essbase experience preferred

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Chicago,IL $114,000.00 - $175,000.00 / year

Apply Now

Financial Reporting & Analysis Manager

60684 Chicago, Illinois Insight Global

Posted 1 day ago

Job Viewed

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Job Description

Job Description
Day to day:
Our client is looking for a Financial Reporting & Analysis Manager to join the financial team and manage 1-2 Financial Analysts daily. This role reports into the VP of Controller and responsible for the company's external financial reporting including managing and/or performing all financial functions associated with monthly/annual revenue analysis and designing and documenting internal control. The Financial Reporting & Analysis Manager will oversee monthly/annual external reporting, forecast and annual budgets for the entire company, the Insurance Agency group, and Health2047 & Subsidiaries. This role will lead the external reporting process, prepare financial statements and disclosures, including MD&A, and develop statistical and financial analysis of reports and data.
Responsibilities:
Financial Reporting & Analysis 60%
* Consolidate financial results ensuring expenses and revenues from all areas have been recorded accurately and timely
* Manage the monthly/annual external reporting function; lead the preparation of all financial statements and footnote disclosures, as well as MD&A
* Ensure proper accounting/reporting of minority (non-controlling) interest; monitor, and update the Health2047, Inc. capital structure for spinout companies
* Supports preparation of the annual report, including management's discussion and analysis, highlights, and related financial pages
* Compile monthly financial book for distribution to senior management and the Board and prepare PowerPoint presentations for use at the Finance Committee meetings
* Perform quarterly financial review, analysis, preparation, and reporting of financial data and trends for assigned business areas; maintain and deliver revenue forecast and budget analysis
* Meet regularly with personnel outside of Finance to review and interpret their area's financial statement
Annual Budget 20%
* Consolidate and analyze preliminary submissions, identify relevant variances, and pursue explanations of financial results for unusual items following up with departments for explanation
* Prepare review documents for use by senior management in reviewing each area's budget
* Prepare internal budget book for distribution to senior management and the board for final approval and PowerPoint presentations for use at the Finance Committee budget meeting
* Prepare external budget book for distribution to the House of Delegates
Cost Allocation 10%
* Monitor cost allocation methodologies and guidelines; lead allocations and recommend modifications
* Coordinate with all business units to ensure accuracy of metrics and concise documentation of the allocation methodology; create and maintain automated monthly routine allocations, review and update calculations annually
Staff Management 10%
* Lead, mentor, and educate assigned staff; set direction, objectives, and project priorities; evaluate staff performance
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form ( . The EEOC "Know Your Rights" Poster is available here ( .
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Skills and Requirements
Must Haves:
* Bachelor's degree in Accounting or similar field
* 7+ years in accounting and financial reporting
* 3+ years of management/supervisory experience and ability to grow and mentor staff
* Expert analytical and technical skills in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) rules and standards
* proficiency of equity method accounting and consolidations (including non-controlling interest).
* Highly knowledgeable on current U.S. generally accepted accounting principles, including SEC, FASB, and EITF rules.
* Skilled in use of personal computers and relevant software packages; in particular, Hyperion software applications, Microsoft Office (Word, Excel, Power Point and Access), Lawson and Blackline.
* Demonstrated strong analytical and critical thinking skills.
* Strong interpersonal skills; demonstrated ability to develop and sustain cross-functional relationships across the organization.
* Strong oral and written communications skills with the ability to express complex business concepts effectively; strong presentation skills required to evangelize systems and processes; prepares written business documents that are professional. Plusses:
* CPA strongly preferred
* MBA null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to
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Financial Analysis Manager - Chicago, IL (Hybrid)

60290 Chicago, Illinois DaVita

Posted 4 days ago

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Job Description

At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers' evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection. Job Description The Financial Analysis Manager independently leads and directs the daily execution of the planning and forecasting of Allstate's investment portfolio, including related financial analysis and communication of results. This role facilitates business objectives with minimal guidance by proactively identifying potential issues, anticipating their business implications, and recommending effective solutions. Additionally, the manager is responsible for building financial team excellence and developing a high-performing team of data and financial analysts. This role is hybrid, with Chicago-based in-office requirements to support business objectives and collaborate with key stakeholders. What you'll be working on: Oversee the preparation of strategic and operating plans, related forecasts and scenario analyses for Allstate's investment portfolio, leveraging forecast updates to influence and support key management decisions. Assist Business Unit leaders and partners across forecasting, planning, measurement, business case development, capital management, and internal controls. Build and communicate compelling storylines and forward-thinking insights that go beyond just the numbers to help leaders understand results and proactively address challenges and opportunities. Planning tool to understand its implications on plan reporting data flows, supporting integrated financial modeling and analysis. Oversee the creation and maintenance of dynamic financial reports using Power BI or other designated tools, ensuring data accuracy and integrity through robust governance practices. Lead analytical discussions and facilitate the development of analytical models, tools, dashboards, and presentation materials that translate complex data into clear strategic insights for decision-making and maintain robust governance practices. Guide and mentor financial analysts, fostering an environment of continuous learning, efficient operations, effective conflict resolution, and process/system improvements. Key Skills/Capability we are looking for: Strong leadership, organizational, and time management skills Strong modeling and analytical skills, with investment portfolio analysis a plus Effective and professional written and verbal communication Detail and control oriented Power BI and SQL knowledge. Workiva a plus. What's in it for YOUR professional development: Expand your knowledge of Allstate's investment portfolio which contributes roughly $3B of pre-tax income to the enterprise Gain exposure to financial market concepts and understand the how, what, and why of portfolio actions through collaboration with asset managers Enhance your analysis skills through complex, dynamic and data driven investment portfolio projections and analysis Refine your ability to translate detailed knowledge of the portfolio into plans and executive level narratives Broaden your peer network through collaboration with other team leads in One Finance Education * 4-year Bachelor's Degree (Preferred) Experience * 7 or more years of experience (Preferred) Supervisory Responsibilities * This position includes supervisory duties, with responsibility for building and leading a dynamic team of financial and data analysts. Education & Experience (in lieu) * In lieu of the above education requirements, an equivalent combination of education and experience may be considered. What's In It for Your Career: * Advanced Knowledge: Develop a strong understanding of investment analytics and financial markets, significantly enhancing your financial acumen. * Impactful Leadership: Lead initiatives that optimize organizational data usage in our center of excellence, directly influencing strategy and improving both data analytics and quality. * Internal Growth: Thrive within a culture that prioritizes internal mobility, offering clear pathways for advancement and new challenges across teams and functions. #LI-KV1 Skills Analytical Thinking, Business Storytelling, Communication, Decision Making, Financial Acumen, Financial Analysis, Investments, Leadership, People Management, Strategic Planning, Team Leadership Compensation Compensation offered for this role is $92,560.00 - 166,465.00 annually and is based on experience and qualifications. The candidate(s) offered this position will be required to submit to a background investigation. Allstate generally does not sponsor individuals for employment-based visas for this position. Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For jobs in San Francisco, please click "here" for information regarding the San Francisco Fair Chance Ordinance. For jobs in Los Angeles, please click "here" for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance. To view the "EEO is the Law" poster click " here ". This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs To view the FMLA poster, click " here ". This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint. It is the Company's policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee's ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment. #J-18808-Ljbffr

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