Senior Financial Analyst, Remote

We process billions of card transactions a year for merchants, banks and software platforms. Regulatory oversight is constant, and the compliance department is one of the largest in the company. Dress is business casual, and suits come out for client meetings.

The role:

The Senior Financial Analyst, Remote builds budgets, forecasts and monthly variance reports for operating leaders. This is an Excel-heavy role. We also use Adaptive Planning and Power BI.

Essential duties and responsibilities:

• Build and maintain the annual budget and quarterly forecast models.
• Update KPIs such as gross margin, CAC and revenue per employee.
• Develop dashboards in Power BI or Tableau for leadership.
• Reconcile forecast data with accounting after close.
• Present monthly results to operating leaders and explain key drivers.
• Model pricing changes, capital projects and new business cases.

Required qualifications:

• Clear written commentary for monthly reporting.
• Working knowledge of accounting and how the three statements connect.
• Familiar with an ERP such as NetSuite, SAP or Oracle.
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models.

Preferred:

• SQL for pulling your own data.
• Manufacturing cost analysis.
• Adaptive Planning, Anaplan or Planful experience.
• Power BI or Tableau.

Starting pay: $104,000 - $139,000 a year, depending on experience and certifications.

Compensation and benefits:

• Health, dental and vision coverage starting on day one.
• 401(k) with a 100% match up to 5%.
• 11 paid holidays.
• Short- and long-term disability.
• Annual bonus.
• Employee discount.
• Flexible spending account.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Chicago Advisors LLC.