Financial, Planning, and Analysis

at Robert Half in Chicago, Illinois, United States

Job Description

Description

To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Financial Planning Analyst. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.

ROLE OVERVIEW

+ Assist in building a best-in-class FP& A and Reporting process by developing, standardizing, maintaining and driving continuous improvement of all financial tools and planning processes

+ Develop deep understanding of the underlying operations and drivers for the budgets. Assist in the annual budgeting process including guidelines, systems and tools, change tracking and review and approval

+ Collaborate with the team regarding system enhancements, and maintenance of Adaptive Insights/Workday, the company’s budgeting & forecasting tool

+ Maintain executive leadership reporting

+ Support Management Accounting team for reporting needs

+ Track financial results that will deliver insight and recommendations to our executive leadership for strategic and operational planning decisions

+ Contribute to the consolidation and analysis of management reporting results, monthly forecasts, and quarterly updates for senior leadership

+ Collaborate internally with other departments to strategize, troubleshoot issues, and support any needs they may have.

QUALIFICATIONS & REQUIREMENTS:

In order to effectively represent the Company and communicate with clients, the employee must be someone who has:

+ Strong problem solving and analytical skills including the ability to identify issues and potential solutions proactively

+ A self-starter who takes initiative and ownership over processes and is resourceful

+ High degree of accuracy and attention to detail

+ Strong verbal and written communication skills

+ Energetic with team player mentality and process improvement oriented

EDUCATION, TRAINING & EXPERIENCE:

+ 5 years’ experience

+ Proficiency with MS office is required

To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – whenever you choose – even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .