Title: Principal Financial Analyst
Compensation: $120,000 - $140,000 + 10% Bonus
Location: Chicago, IL (Remote)
Please email your word document resume to [redacted] and reference the subject as Principal Financial Analyst
About the Role:Our PE-Backed client is looking for a Principal Financial Analyst to join their team. This candidate will support the overall budgeting, forecasting, and modeling across the Company. This role will require an agile FP&A candidate to contribute as an individual as well as collaboratively be part of a team.
Perks:- Potential for upward growth
- Best in class Healthcare Benefits
- 401k with 4% Company Match
Responsibilities:- Develop and deliver analyses, forecasts, and reporting on the financial health of the company and the impact of decisions that span across various teams.
- Prepare daily, weekly, monthly, and quarterly financial reports including analysis of business performance, inventory trends, and balance sheet data.
- Produce comprehensive data packages and financial presentations explicitly structured for Board of Directors review.
- Identify operational bottlenecks and lead efforts to improve, streamline, and automate core corporate finance processes.
- Collaborate closely with the broader accounting department to monitor gross margin fluctuations and drive EBITDA expansion.
- Support M&A integration by evaluating financial performance and onboarding historical models from newly acquired entities.
- Utilize Adaptive Planning and OfficeConnect on a daily basis to bridge live Excel models directly with the core ERP system
- Own and maintain complex financial models for actual, forecast, and planning processes.
- Provide financial modeling to drive an understanding of the short and long-term financial (P&L and Cash Flow) implications for significant business decisions.
- Identify and implement process efficiencies to improve our reporting and business performance.
- Analyze financial data and provide insights to senior leadership to support business decisions.
- Produce monthly actual-to-budget reporting by preparing variance reports using data insights to identify trends and pertinent financial highlights.
- Partner with departments to deliver accurate financial forecasting including analysis and recommendations.
Required Experience:
- Bachelor's degree in Accounting, Finance, or related field or equivalent directly related work experience from a Top University
- Experience with databases/planning tools such as Hyperion, Cognos, Oracle EPM, TM1, systems used at larger scale companies, etc.
- Highly analytical and critical thinking skills.
- Eye for details - attention to quality and accuracy is of paramount importance in this role.
Please email your word document resume to [email protected] and reference the subject as Principal Financial Analyst
