Financial Analyst

Overview

This role supports corporate finance, accounting, and regulatory reporting across a technology business. The Financial Analyst prepares management reporting, analyzes operating performance, and maintains accurate financial data under US GAAP and SEC reporting requirements.

The position partners with accounting, FP&A, legal, and business teams to explain variances, strengthen SOX controls, and deliver timely analysis for close, forecasting, audits, and executive decision-making. This role is based in Chicago, IL and operates remotely.

Responsibilities

• Prepare monthly close analyses, account reconciliations, journal-entry support, and management reporting under US GAAP
• Analyze actuals against budget, forecast, and prior periods; explain material variances and document business drivers
• Build and maintain financial models, dashboards, and recurring reports using Excel, SQL, and BI tools such as Looker or Tableau
• Support SEC reporting and audit requests by preparing schedules, footnotes, tie-outs, and documentation for quarterly and annual filings
• Execute and test SOX controls, maintain control evidence, and coordinate remediation of identified deficiencies
• Partner with FP&A, accounting, legal, and operational teams to improve reporting processes, data quality, and forecasting accuracy
• Identify reporting risks and automate repeatable workflows using ERP, spreadsheet, and financial planning systems

Requirements

• 3-6 years of experience in financial analysis, corporate finance, accounting, public accounting, or a related field
• Bachelor’s degree in finance, accounting, economics, or a comparable discipline
• Working knowledge of US GAAP, SOX requirements, internal controls, and SEC reporting processes
• Advanced Excel skills, including financial modeling, pivot tables, Power Query, and complex formulas; SQL experience preferred
• Experience with ERP and financial systems such as NetSuite, Oracle, Workday, Anaplan, or similar platforms
• Strong analytical, documentation, and communication skills with the ability to present findings to finance and non-finance stakeholders

Preferred Qualifications

• CPA
• Public-company reporting experience
• SEC filing software
• Tableau or Looker experience
• Experience automating finance workflows

Location

Chicago, IL (remote work available)