Strategic Financial Planning & Analytics Senior Principal in Chicago, IL

$80K - $100K(Ladders Estimates)

Century Business Services   •  

Chicago, IL 60601

Industry: Legal & Accounting


5 - 7 years

Posted 52 days ago

About the Role

The Senior Principal will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Senior Principal will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Senior Principal will facilitate proactive decision making through forecasting models and drive value with data and analytics during times of transaction and transition. We are seeking an individual with a strong background in data and analytics and a solid foundation in finance and accounting.

Essential Functions and Primary Duties

  • Provide complex financial planning and analysis to support clients; manage teams and multiple engagements simultaneously.
  • Solution and effectively implement advanced reporting/financial model/forecasting tools and transition to client's internal team.
  • Understand, model and forecast client performance drivers to support budgeting and strategic planning.
  • Analyze, report on, and draw conclusions from data to provide client management with actionable business information.
  • Work with clients to develop and improve financial and operational KPI monitoring.
  • Work in Excel, database and reporting tools to effectively collect and analyze data for client deliverables.
  • Utilize strong understanding of operational accounting and finance to provide valuable insight to clients.
  • Contribution to internal practice development in the form of recruiting, marketing, business development, thought leadership and strategy.

Preferred Qualifications

  • 7-10 years of experience in either (preferably both):
  • Consulting/Advisory (preferably Big 4 or Big 3) with a focus on finance effectiveness, strategy and operations, analytics, performance improvement or technology
  • Large company (preferably Fortune 500) Corporate FP&A or Sales/Ops Finance Analyst roles, rotational programs (with FP&A component)
  • CPA, CMA, CFA or equivalent certification
  • Competence using SQL to extract and analyze data
  • Management responsibilities in a professional services environment
  • Exposure working in or working with clients in multiple industries (e.g. manufacturing, distribution, healthcare, software/technology, retail, transportation, industrial, business services, etc.)
  • Bachelor's degree required; Finance or Accounting concentration preferred but other degrees that might be successful include Economics, Math, Engineering, Supply Chain or Technology Related
  • Strong working knowledge of finance/accounting concepts (e.g. deep understanding of financial statement mechanics, intermediate working knowledge of debits/credits accounting)
  • Demonstrated ability to apply these finance/accounting concepts using general business acumen to help support analyses and decision making (e.g. financial statement analysis, variance analysis, financial ratio application, financial budgeting/forecasting, financial and operational reporting/analysis)
  • Extremely strong Excel skills – comfort with advanced functions (nested logic, SUMIFS, text function, INDEX, MATCH, OFFSET, INDIRECT, array functions, etc.) is required; additionally, should be able to talk to experience building financial/analytical models from scratch using Excel.

Minimum Qualifications

  • Bachelor's degree required; MBA or other Master's degree in Accounting, Finance or related field preferred
  • 7 years of experience in either Advisory or industry FP&A roles, with a minimum of 2 years in Consulting/Advisory
  • 5 years of supervisory experience
  • Ability to manage all aspects of client engagements
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Strong aptitude for technology (e.g. proven proficiency across multiple ERPs)
  • Must be able to travel based on client and business needs

Valid Through: 2019-10-17