336 Financial Analysts jobs in Chicago
Data Analytics Associate Manager (Investment Plan & Analysis)
Posted 3 days ago
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Data Analytics Associate Manager (Investment Plan & Analysis) page is loaded Data Analytics Associate Manager (Investment Plan & Analysis) Apply remote type Hybrid locations IL - Chicago time type Full time posted on Posted 5 Days Ago job requisition id R15429 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 Join our team as a Data Analytics Associate Manager and drive impactful decision-making through innovative data optimization and analytics. This role is ideal for an analytical leader passionate about data quality, advanced analytics, and financial markets. Use your expertise in SQL, Power BI, and financial analysis to transform data into strategic insights and enhance our Investment Finance capabilities. KEY RESPONSIBILITIES Ensure Data Quality and Governance: Develop and implement data governance processes to maintain high standards of data quality, ensuring reliability and accuracy. Master Data Management: Maintain centralized databases, Power BI datasets, and calculations for consistent and accurate data. Create Dynamic Reports: Design and manage Power BI reports and dashboards for clear visualizations and analytics. Lead Innovative Projects: Drive data optimization and analytics projects to enhance strategic decision-making and improve Investment Finance capabilities. Drive Innovation: Stay ahead of industry trends and leverage new technologies to improve data analytics capabilities. Transform Data into Insights: Use SQL, Power BI, and financial analysis to convert complex data sets into actionable insights. Cross-Functional Collaboration: Partner with business stakeholders to translate technical concepts into business implications, manage integrated multi-track projects, and effectively communicate data analysis. Mentor and Develop Talent: Guide and mentor team members, fostering continuous learning and development. 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 projects that make organizational data efficient and effectively used in our center of excellence, directly shaping organizational strategy, and improving data analytics and quality. Career Growth from Within: Thrive in a culture that champions internal mobility—where your growth is our priority. We actively promote from within, offering clear pathways to advance your career and take on new challenges across teams and functions. SUPERVISORY RESPONSIBILITIES This role includes supervisory duties, managing and mentoring a team of Data Analysts. EDUCATION AND EXPERIENCE Bachelor's degree required; advanced degrees preferred Minimum 7 years of relevant experience in data analytics, finance, or a related field Equivalent combinations of education and experience may be considered CERTIFICATIONS, LICENSES, REGISTRATIONS None required; relevant certifications (CFA, CPA, data analytics certifications) are advantageous FUNCTIONAL SKILLS Adaptable to broad parameters in complex situations Advanced knowledge of financial markets and financial analysis Excellent oral and written communication Strong quantitative and analytical skills Effective organizational and time management Skilled in managing and coaching others Experienced in handling multiple projects and teams simultaneously Proficient in decision-making and problem-solving Persuasive in advocating positions and driving change Capable of managing multiple priorities in fast-paced, dynamic environments Expert in SQL and Power BI; experience with Workiva is preferred The preceding description is not designed to be a complete list of all duties and responsibilities. May be required to perform other related duties as assigned. Regular, predictable attendance is an essential function of this job. #LI-JB1 Skills Business Analysis, Business Case Analyses, Data Analytics, Strategic Management 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. Welcome At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you’ll be able to explore your ideas and feel proud of the work you do. Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition. It’s easy to search and apply for a new opportunity with Allstate. Simply use the links below to identify the openings that interest you. #J-18808-Ljbffr
Data Analytics Associate Manager (Investment Plan & Analysis)
Posted 3 days ago
Job Viewed
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
Join our team as a Data Analytics Associate Manager and drive impactful decision-making through innovative data optimization and analytics. This role is ideal for an analytical leader passionate about data quality, advanced analytics, and financial markets. Use your expertise in SQL, Power BI, and financial analysis to transform data into strategic insights and enhance our Investment Finance capabilities.
KEY RESPONSIBILITIES
- Ensure Data Quality and Governance: Develop and implement data governance processes to maintain high standards of data quality, ensuring reliability and accuracy.
- Master Data Management: Maintain centralized databases, Power BI datasets, and calculations for consistent and accurate data.
- Create Dynamic Reports: Design and manage Power BI reports and dashboards for clear visualizations and analytics.
- Lead Innovative Projects: Drive data optimization and analytics projects to enhance strategic decision-making and improve Investment Finance capabilities.
- Drive Innovation: Stay ahead of industry trends and leverage new technologies to improve data analytics capabilities.
- Transform Data into Insights: Use SQL, Power BI, and financial analysis to convert complex data sets into actionable insights.
- Cross-Functional Collaboration: Partner with business stakeholders to translate technical concepts into business implications, manage integrated multi-track projects, and effectively communicate data analysis.
- Mentor and Develop Talent: Guide and mentor team members, fostering continuous learning and development.
- Advanced Knowledge: Develop a strong understanding of investment analytics and financial markets, significantly enhancing your financial acumen.
- Impactful Leadership: Lead projects that make organizational data efficient and effectively used in our center of excellence, directly shaping organizational strategy, and improving data analytics and quality.
- Career Growth from Within: Thrive in a culture that champions internal mobility-where your growth is our priority. We actively promote from within, offering clear pathways to advance your career and take on new challenges across teams and functions.
- This role includes supervisory duties, managing and mentoring a team of Data Analysts.
- Bachelor's degree required; advanced degrees preferred
- Minimum 7 years of relevant experience in data analytics, finance, or a related field
- Equivalent combinations of education and experience may be considered
- None required; relevant certifications (CFA, CPA, data analytics certifications) are advantageous
- Adaptable to broad parameters in complex situations
- Advanced knowledge of financial markets and financial analysis
- Excellent oral and written communication
- Strong quantitative and analytical skills
- Effective organizational and time management
- Skilled in managing and coaching others
- Experienced in handling multiple projects and teams simultaneously
- Proficient in decision-making and problem-solving
- Persuasive in advocating positions and driving change
- Capable of managing multiple priorities in fast-paced, dynamic environments
- Expert in SQL and Power BI; experience with Workiva is preferred
The preceding description is not designed to be a complete list of all duties and responsibilities. May be required to perform other related duties as assigned. Regular, predictable attendance is an essential function of this job.
#LI-JB1
Skills
Business Analysis, Business Case Analyses, Data Analytics, Strategic Management
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.
Sr Financial Planning Analyst

Posted 6 days ago
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Job Description
As a Sr Financial Planning Analyst, you will be focused on analysis across various dimensions such as Public Cloud, Software, Hardware, End Users Related Consumption, Projects, and more. This pivotal role requires seamless support and collaboration with Finance Managers & Sr Leadership and other key stakeholders, including Global Business Services (GBS) Technology, Digital eXperience Group (*x/dxg), Business Relationship Manager (BRM), Business Operations teams, and Global WK Divisions. Generate and present monthly financial reporting, analysis, month-end close, annual budgeting, and three-year strategic plan.
***This is a Hybrid role requiring 2 days a week in the office. Preferred to be in Wichita, Ks office, also open to our Riverwoods, Il location***
**Responsibilities:**
+ Work with multiple stakeholders across Global Business Services (GBS) Technology, Digital eXperience Group (*x/dxg), Business Relationship Manager (BRM), and Business Operations teams and Global WK Divisions to develop and assess the impact of key strategic initiatives
+ Provide financial insight and analysis into our key operational areas
+ Create and present monthly financial reporting, analysis, month-end close, annual budgeting, and three-year strategy plan
+ Prepare forecasts and evaluate corresponding efficiencies, productivity, and other initiatives as applicable
+ Participate in the monthly financial closing process via submission of accruals and other necessary journal entries
+ Understand business issues and advise on business policy, resource allocation, and business operations to improve financial performance
**Qualifications:**
+ A minimum of five years of finance experience, including financial analysis, forecasting, and modeling; experience in the software or IT industry preferred
+ Bachelor's degree from an accredited college or university
+ Experience interacting with and presenting to senior leadership
+ Exceptional analytical insight and the ability to tailor complex messages to the appropriate audience in a collaborative manner
+ Strong analytical and communication skills
+ Advanced Excel formula knowledge with the ability to handle large data set
+ Variance analysis of project results and actual results
+ Proficient with Microsoft Office Suite applications, including Word, Excel, and Outlook. Experience with SAP and planning/reporting software such as Hyperion, Tagetik, Essbase, and PBCS preferred
+ Domestic and international travel as needed
**Diversity Matters:**
Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is paramount. Employees recognized us as a European Diversity Leader in the Financial Times, as one of Forbes America's Best Employers for Diversity in 2022, 2021, and 2020, and as one of Forbes America's Best Employers for Women in 2021, 2020, 2019, and 2018. In 2020, we placed third in the Female Board Index and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all our subsidiaries, divisions, and customers/departments is an Equal Opportunity / Affirmative Action employer.
_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
**Compensation:**
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Sr Financial Planning Analyst

Posted 6 days ago
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Job Description
Location: Chicago, Illinois
Business Unit: Rush Medical Center
Hospital: Rush University Medical Center
Department: Fincl Planning-Decision Suppt
**Work Type:** Full Time (Total FTE between 0.9 and 1.0)
**Shift:** Shift 1
**Work Schedule:** 8 Hr (8:30:00 AM - 5:00:00 PM)
Rush offers exceptional rewards and benefits learn more at our Rush benefits page ( Range:** $79,081 - $100,838 per year
Rush salaries are determined by many factors including, but not limited to, education, job-related experience and skills, as well as internal equity and industry specific market data. The pay range for each role reflects Rush's anticipated wage or salary reasonably expected to be offered for the position. Offers may vary depending on the circumstances of each case.
**Summary:**
The Department of Financial Planning and Decision Support is a collaborative, data driven team who, through the use of technology, facilitates decision making throughout Rush in support of its mission, vision, values and strategies. This is an entry level (individual contributor) Healthcare Finance position with exposure Planning, Budgeting, and Forecasting. As an integral member of this team, the Senior Decision Support Analyst will be responsible for determining the best and appropriate ways to: compile data for presentation and/or analysis; identify issues, problems or significant aspects of that data; provide a resource and customer service liaison which effectively and efficiently supports decision makers within our department and throughout Rush. The position should understand the strategic priorities of the department and organization and ask questions to clarify that understanding. Also, they should be able to maintain effectiveness when experiencing changes in work responsibilities or environment. The team member should work to effectively manage their time and resources to ensure work is completed efficiently and on time. They should accurately and carefully follow established procedures for completed tasks and persists in efforts to produce quality output. Additionally, the team member should actively identify new opportunities for learning and using newly gained knowledge on the job. Finally, the position should model the I CARE values by taking actions, making decisions and shaping priorities consistent with the I CARE standards. Exemplifies the Rush mission, vision and values and acts in accordance with Rush policies and procedures.
**Required Job Qualifications:**
+ Bachelor's Degree in business (Accounting or Finance).
+ Five years of experience in financial analysis or financial planning or the equivalent combination of education, training and experience where the required skillset has been acquired.
+ Proficiency in Microsoft Office, particularly Excel, PowerPoint and Outlook; Access a plus.
+ Familiarity problem-solving, financial analytics and data mining.
+ Strong communication skills (oral, written, presentation).
+ Highly motivated, self-confident with consistent desire to learn and improve.
+ Self-starter with ability to work within a team setting.
+ Advocates a culture for inclusion.
**Preferred Job Qualifications:**
+ Experience in a large healthcare system or similar environment.
**Responsibilities:**
+ Prepares routine reports for management distribution (i.e. income statement variances, volume, FTEs, space, etc.)
+ Coordinates/compiles data submission for Benchmarking and Productivity.
+ Develop/support new EPIC transactional cube and Cogito Star DataMart reporting and functionality.
+ Monthly data loads to budget system and dashboard/report development.
+ Supports the annual operating and capital budget processes as well as interim reforecasts.
+ Provide basic training and support to external departments.
+ Performs other related duties as assigned.
Rush is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
**Position** Sr Financial Planning Analyst
**Location** US:IL:Chicago
**Req ID** 19627
Senior Financial Planning Analyst
Posted today
Job Viewed
Job Description
Job Description
At Tricoci Salon & Spa, we believe in the power of beauty, self-care, and a sense of belonging. We're a leading name in the beauty industry, offering an experiential space where our clients and team members can discover their best selves.
Tricoci is seeking a strategic and analytically minded FP&A Senior Analyst to join our growing Corporate Finance team. In this high-impact role, you will act as a financial thought partner to our corporate leadership, driving performance through forecasting, data modeling, and executive-level reporting. Your insights will help shape critical business decisions across our salon, spa, retail, and medspa divisions as we expand and diversify our $80M+ portfolio.
If you are a data-driven problem solver with sharp business acumen, exceptional attention to detail, and a passion for translating numbers into meaningful strategy this role is for you!
Here are some highlights of what you will be doing in this role:
- Lead monthly, quarterly, and annual forecasting, budgeting, and reporting cycles for revenue and expenses across corporate functions.
- Build and maintain dynamic, multi-scenario financial models, including integrated 3-statement forecasts to guide strategy.
- Develop executive-level reporting and presentation materials for the Board of Directors and senior leadership.
- Conduct variance analysis and identify performance trends, opportunities, and risks.
- Partner cross-functionally with business leaders to drive data-informed decisions aligned with organizational goals.
- Implement process improvements to streamline reporting and increase visibility of key performance metrics (KPIs).
- Proactively evaluate and evolve financial KPIs to enhance organizational performance tracking.
- Provide strategic insights for long-term planning and ad hoc scenario modeling.
- Support annual planning, quarterly forecasts, and special project initiatives for all corporate cost centers.
Here are some of the skills that we are looking for:
- Bachelor’s degree in Finance, Accounting, Economics, or related work experience.
- 5+ years of relevant FP&A experience, preferably in a multi-unit or consumer-facing industry.
- Expertise in financial modeling, forecasting, and scenario planning.
- Strong command of GAAP accounting and operational finance principles.
- Advanced Excel skills and familiarity with ERP systems (NetSuite preferred).
- Experience with data visualization and FP&A tools such as Power BI, Workday Adaptive Planning, or Anaplan.
- Excellent communication skills and the ability to translate data into compelling narratives.
- Ability to manage multiple priorities independently in a fast-paced, entrepreneurial environment.
- Strong problem-solving and analytical mindset with meticulous attention to detail.
Why You’ll Love Working With Us
- Comprehensive Medical/Rx insurance with virtual visits available for your well-being
- Dental and Vision insurance
- Company matching 401(k) Plan
- Health Savings Account (HSA) with generous employer match
- Flexible Spending Account (FSA) for health, dependent and commuter benefits
- 100% employer-paid Basic Life insurance + option to purchase supplemental coverage for you and your family
- 100% employer-paid Long-term disability insurance (LTD)
- Short-term disability (STD)
- Critical Illness, Group Accident, and Hospital Indemnity insurance available
- Paid Time Off including Vacation, Holidays, and Paid Leave
- Wellness benefits include EAP with 5 free sessions (per situation)
- Growth opportunities within a diverse, inclusive,e and fun working environment!
*Health insurance and 401(k) available after meeting eligibility requirements.
Tricoci inspires confidence within every client by catering to the unique needs of every individual, providing an experience that is anything but ordinary. Visit for more information and follow us on Instagram @Tricoci_Official.
Tricoci is an equal opportunity employer. All qualified applicants are considered for employment without regard to the person’s race, color, religion, national origin, sex, sexual orientation, age, marital status, veteran status, disability, or any other characteristic protected by applicable law. Tricoci makes reasonable accommodations during all aspects of the employment process, including during the interview process. It is our commitment to create an inclusive environment for all employees.
Financial Planning Manager

Posted 6 days ago
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Job Description
Wolters Kluwer Tax & Accounting US is part of Wolters Kluwer ( a market-leading global information services company. Wolters Kluwer had 2014 annual revenues of 3.7 billion ($4.2 billion), employs approximately 19,000 people worldwide, and maintains operations in over 40 countries across Europe, North America, Asia Pacific, and Latin America. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands. Its shares are listed on NYSE Euronext Amsterdam (WKL), on Bloomberg (WKL NA) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).
As a Manager, FP&A, you will report directly to the VP, Financial Planning & Analysis - TAA Division and function as a key partner to the Division executive team, global business units, and Wolters Kluwer corporate office. You will be responsible for assisting in the monthly Divisional financial and operational reporting deliverables and the monthly executive board presentation. You will also share responsibility in coordinating the annual budget, quarterly forecasting and reporting, as well as the three-year strategic planning process for the Division. You will be a resource to the larger TAA Finance organization in support of complex financial projects, ad hoc analysis, and major initiatives.
***This is a Hybrid role requiring two days a week in one of the following offices: Riverwoods, Il, Wichita, KS or Kennesaw, Ga***
**Essential Duties and Responsibilities** :
- Manage month end, budgeting and forecasting process for Division overhead cost centers
- Work within key corporate and division business policies and plans, the Manager, FP&A functions as a trusted resource and business partner to the TAA Division management team, and is responsible for financial planning, analysis and reporting for the division
- Be responsible for analyzing and interpreting financial information pertaining to the Division's performance and developing reports, analysis and financial communications that provide the Division and Corporate finance teams with a clear and forward looking view of the financial impact of management actions
- Support monthly and quarterly division consolidated financial analysis and reporting deliverables. Ensure timely analysis of the business performance and all reporting deliverables within the Division and to Wolters Kluwer Corporate Finance team
- Assist in the coordination of the annual consolidated budgeting and regular forecasting processes for the group
- Ability to manage and drive ad hoc projects, in addition to routine work.
- Support the development of the annual three year strategic plan, detailing revenue, expense and cash flow expectations, along with supporting strategic and tactical plans
- Assist the Division CFO and VP of FP&A in providing financial insights and input on new and existing initiatives, Evolve the Division's KPIs, asset and investment management analysis, portfolio value, and other performance metric tracking to more effectively run the business.
- Identify and articulate business unit opportunities and challenges in order to optimize business unit performance by continually reviewing and analyzing financial and operations data to model trends, identify relationships or spot opportunities
**Requirements** :
- Bachelor's degree in Finance or Accounting
- 5 or more years of experience as a Financial Analyst, including roles in Accounting , Financial Planning and Analysis, Corporate Reporting
- Strong communication skills, both written and verbal, with an ability to be successful in a matrix environment
- Ability to work effectively under tight deadlines and deliver timely and quality results with a focus on accuracy and integrity of data
- Ability to work on multiple projects and changing priorities in a demanding, fast-paced environment
- Ability to synthesize and evaluate complex data
- Capacity to identify underlying principles, reasons or factors of information by breaking down into components; ability to uncover and explain the cause and effect of data disparities
- Advanced level of proficiency with Microsoft Excel and ability to implement complex functions (i.e. Pivot Tables, VLookup, imbedded "IF" statements, macros, etc.)
- Function as an integral part of the finance team and build positive relationships and credibility
- Comfortable communicating cross-functionally and with geographically distributed, virtual teams and various levels of leadership including executive level management
- Self-motivated and demonstrated ability to work on own initiative
**The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They are not intended to be an exhaustive list of all duties and responsibilities and requirements.**
**#LI-Hybrid**
_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
**Compensation:**
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $21,350 - 170,050
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Senior Financial Analyst, Financial Planning & Analysis (FP&A)
Posted 1 day ago
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Job Description
Heidrick & Struggles (Nasdaq: HSII) is the world’s foremost advisor on executive leadership, driving superior client performance through premier human capital leadership advisory services. For more than 70 years, we’ve delivered value for our clients by leveraging unrivaled expertise to help organizations discover and enable outstanding leaders and teams. Learn more at Job Description: Who We Are: Heidrick & Struggles (Nasdaq: HSII) is a premier provider of global leadership advisory and on-demand talent solutions, serving the senior-level talent and consulting needs of the world's top organizations. In our role as trusted leadership advisors, we partner with our clients to develop future-ready leaders and organizations, bringing together our services and offerings in executive search, diversity and inclusion, leadership assessment and development, organization and team acceleration, culture shaping and on-demand, independent talent solutions. Heidrick & Struggles pioneered the profession of executive search more than 70 years ago. Today, the firm provides integrated talent and human capital solutions to help our clients change the world, one leadership team at a time. Additional information on the firm can be found at . The Role: The Senior Financial Analyst will support the Corporate Financial Planning, Reporting, and Analysis team. This role is responsible for overseeing financial reporting and reviewing financial data across all legal entities. The Senior Financial Analyst will also assist in preparing presentations and materials for management teams, audit committees, and the board of directors. Reporting to the Global Director of FP&A, this position also plays a key role in developing and maintaining various finance processes and reports. Responsibilities: Responsible for all scheduled and ad-hoc financial reporting, analysis and variance explanations. Responsible for the consolidation and review of financial information for all legal entities worldwide (using Excel and Hyperion Enterprise). Assist in the preparation and review of presentations to the Management, Audit Committee, and Board of Directors. Assist in Annual Budget process – preparation, review, and presentation of outputs. Develop expertise in the Anaplan budgeting system. Responsible for maintaining the monthly forecast models. Preparation of analyses that will assist leadership teams to assess performance and opportunities to improve financial results. Improve processes by reducing manual excel workflows with better automation available from systems and tools in place. Develop analyses to guide or support decision making by leadership. RequiredQualifications: Bachelor’s degree in Finance, Accounting or related field Minimum four years’ experience in a large, multinational, publicly traded corporation/consulting firm Experience in data management and Business Intelligence systems (Excel, PowerBI, etc.). Experience working with Corporate Accounting. Experience with and an understanding of the underlying methodology of preparing consolidated financial statements and supporting calculations (i.e. statement of cash flows, segment reporting, etc.) Ability to deal appropriately with confidential information. Ability to work under pressure in a fast-paced environment and to prioritize multiple competing responsibilities. Demonstrates proficiency in standardizing, automating and evolving firm-wide Financial Reporting. Demonstrate self-motivation, independent thinking, and creative problem-solving while collaborating effectively as a team player. High attention to detail and accuracy. Strong desire to understand business operations and enhance financial reporting processes. Preferred Qualifications: Experience working with large data sets. Experience with PeopleSoft general ledger, Hyperion Enterprise, and Anaplan planning tool is desirable. Pay Range Guidelines for this Position: The salary range for this position is 9000 USD to 105000 USD. Compensation is based on several factors including but not limited to education, work experience and skills. In addition to your salary, Heidrick & Struggles offers discretionary bonuses (subject to eligibility requirements) and a comprehensive benefits package including: medical, dental, vision, disability leave, parental leave, paid time off and 401k contribution (all benefits are subject to eligibility requirements). Note: we have a location based compensation structure; there may be a different range for candidates in other locations. Heidrick & Struggles is an equal opportunity employer committed to hiring qualified protected veterans and individuals with disabilities. All qualified applicants will be considered for employment without regard to race, color, religion, creed, age, sex, national origin, gender identity or expression, sexual orientation, disability, marital status, veteran or military status, or citizenship status. #J-18808-Ljbffr
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Director, Financial Planning & Analysis
Posted 8 days ago
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Job Description
Cozzini Bros., Inc. is America's #1 commercial cutlery exchange service. We power 100,000 commercial kitchens nationwide with sharp, durable, safety-enhanced cutlery knives and blades, exchanged every two weeks. We continue to lead the way with our in-house engineered knives that stay sharp in the most demanding food service environments. Founded in 1905 as a family business in Chicago, Cozzini Bros has recently emerged as the only truly nationwide sharpening solution in the USA. We are driven by six core values: Safety, Service, Trust, Team, Continuous Improvement, and Integrity. These values are what give us the cutting edge in knife exchange.
The Director of Financial Planning & Analysis will lead the financial planning, forecasting and decision support for the commercial, delivery and operations teams reporting directly to the CFO. Supporting strategic decision-making, including product profitability, contribution margin analysis, analysis of new business opportunities, capital investment ROI and annual budgeting. This role requires advanced strategic thinking and communication skills, as the director of FP&A collaborates closely with senior leadership.
Essential Duties & Responsibilities- Ensures best practice commercial and analytical finance support is provided to the CEO, CFO and executive leadership
- Plan, forecast and report processes of the company, including monthly forecasts, annual budget and five-year business outlook
- Drive the annual budget and monthly forecasting process while providing visibility on profitability, efficiencies and key operational performance metrics
- Prepare monthly and quarterly financial analysis reporting to aid in the understanding of key business activity for operational decision making
- Identify, track and forecast the main drivers and transactions of the organization
- Oversee and lead the development of financial models for budgeting, forecasting & Adhoc Analysis
- Identifying trends and making recommendations for financial and operational optimization
- Drives financial process and technology improvement efforts incorporating best practices and innovation
- 3 days required on site, 2 days remote
- Bachelor's degree in Accounting, Finance or Business Administration (MBA preferred)
- 5-10 years experience in finance, accounting and planning with career growth reflecting progressive responsibility and authority
- Demonstrated history and deep understanding of FP&A principles, forecasting, and analysis, with a focus on partnership and stewardship of financial resources
- Strong analytical, problem-solving, and communication skills, with the ability to translate complex financial data into actionable insights.
- Strong budgeting, forecasting, strategic planning and financial modeling experience along with a solid knowledge of generally accepted accounting principles (GAAP) and auditing standards
- Strategic thinker who can translate financial data into meaningful metrics that drive business decisions
- Advanced knowledge of ERP systems and EPM solutions. (NetSuite or EPM implementation, a plus)
- Advanced MS Excel and modeling skills
- Excellent organizational and communication skills with strong attention to detail
- Results driven
Financial Planning & Analysis Director
Posted 14 days ago
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Job Description
Role Description: As a senior finance leader in the organization, this position is responsible for facilitating the multi-year strategic planning cycle, leading & owning the annual budget cycle, and the monthly and quarterly forecasting and internal management reporting, along with the associated analysis and commentary. The role reviews various balance sheets reconciliations and supports quarterly balance sheet reviews. The role is also responsible for various SOX controls and supports internal & external audit requests. This position will report to the CFO, Ardagh Metal Packaging, North America and will lead a team of FP&A manager and analysts, with ability to grow the talent and bench strength. This is a highly visible role with frequent exposure to senior leaders at the regional and global level. Key Responsibilities: Prepare & lead the multi-year strategic plans Oversee the annual budget cycle: plant P&L accumulation, SGA roll-ups, balance sheet, and cash flow Lead/own monthly financial results reporting & forecast outlook, plus analysis/bridges on the results vs forecast/budget/last year Lead various functional area business analytics and support senior leaders in the organization including the CEO Evolve and grow the FP&A function into a world-class organization Support Enterprise Risk Management process with team and maintain corporate risk register Requirements: Bachelor’s degree in accounting and/or finance, CPA, CMA, or MBA preferred 10+ years in accounting and financial analysis experience with deep understanding of FP&A, preferably within an industrial/manufacturing setting Working knowledge of financial consolidation systems, such as HFM, Tagetik or others. Strong organizational skills – ability to manage at all organizational levels especially senior leaders Analytical skills including ability to communicate finance to internal and external stakeholder and “tell a story” Self-starter with high degree of intellectual curiosity and continuous improvement mindset Working knowledge of SAP Software, including GL/AP/AR/APO/SD/MM preferred Proficiency in Microsoft Office applications and experience with Power BI or similar data warehouse applications preferred #J-18808-Ljbffr
Financial Planning & Analysis-Pricing
Posted 1 day ago
Job Viewed
Job Description
Join our growing team of dedicated professionals at Gallagher Bassett, who guide those in need to the best possible outcomes for their health and wellbeing. You'll be part of a resilient team that works together to redefine the boundaries of excellence. At our organization, we value collaboration and making a positive impact in the lives of our clients and claimants, offering you the opportunity to join a team where your skills and dedication can truly make a difference. GUIDE. GUARD. GO BEYOND.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply.
Overview
The GB Pricing team is responsible for the preparation of complex pricing and profitability analysis supporting New Business sales and Renewal strategies. Our main responsibilities include analyzing revenues, costs, margins and pricing agreements while providing insight driving effective business decisions. We partner directly with Sales, Client Service Management, and Field Operations senior leaders to understand and validate all costing assumptions. Our team is critical to ensuring our company maintains scalable and profitable growth by applying pricing standards and best practices.
How you'll make an impact
- Prepares pricing and profitability analyses that supports New Business efforts and is in line with renewal strategies. Collaborates with Sales Executives, Account Managers and Field Operations to gather and question all cost assumptions used to prepare a quote
- Works directly with Sales and Account Management to improve financial status of current and potential clients by analyzing results and variances, identifying trends and recommending appropriate actions
- Analyzes revenue, cost, margin and pricing agreements while providing insight and recommendations for timely and effective business decisions
- Ensures development and improvement of standard pricing analytic report templates, presentations, methodologies and processes through advanced analytical thought processes
- Analyzes the impact of price changes, recommends adjustments to pricing standards and strategies that will support business objectives and plans without impeding future growth
- Works with the Business to develop and implement pricing strategies that effectively cater to various markets and channels
- Challenges the conventional pricing methodology to improve the process and develop new approaches
About You
- Bachelor's degree, with preference in a quantitative analytical field such as Finance, Accounting, Math, Statistics or Economics
- 7 plus years of experience in quantitative analysis
- Advanced knowledge of Microsoft Excel is required
- 2 to 3 years pricing-related experience that may include quantitative analysis, pricing management, methods and techniques, financial planing and analysis, and/or marketing research highly preferred
- MBA or related advanced degree a plus
- Prior experience working in insurance or finance industries
- Extensive experience in excel-based financial modeling, including financial planning and analysis, pricing and partnering with non-finance business partners
- Experience with Business Intelligence tools, including Cognos; knowledge of SQL or Microsoft Access with a strong understanding of relational databases preferred
- Ability to flex between data/analytics and marketing creativity while thinking outside the box to solve complex problems with limited data sources
- Comfortable in an environment with changing priorities, and competing demands for time
- Ability to communicate effectively, verbally and in writing, and to establish and maintain effective working relationships with employees, business partners and company officials
Compensation and benefits
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you'll get, depending on your job level these benefits may improve:
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
- And more.
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements and Pay Disclosure Statement
Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.