Overview
This role is responsible for core forecasting, budgeting, management reporting, variance analysis, and performance-management activities for assigned business areas, while contributing to company-wide planning and strategic initiatives.
Responsibilities
- Own end-to-end forecasting, budgeting, reporting, and analysis for assigned functions or business areas, ensuring accurate, timely, and decision-ready deliverables.
- Prepare and present monthly and quarterly management reporting, including performance commentary, KPI trends, risks, opportunities, and updated outlooks.
- Partner with Accounting during month-end, quarter-end, and annual close processes to analyze results, explain variances, and maintain alignment between actuals and forecasts.
- Build trusted relationships with functional leaders to establish operating plans, define and track KPIs, evaluate performance, and support strategic objectives.
- Translate complex financial and technical concepts into concise recommendations for finance and non-finance stakeholders, including senior leadership.
- Create and enhance dashboards, management reports, and data visualizations that improve visibility into trends and performance.
- Continuously improve FP&A processes by standardizing deliverables, strengthening controls, automating recurring reporting, and improving model scalability and data integrity.
- Lead ad hoc strategic projects, market research, scenario analyses, and comparable-company or industry analyses as business needs arise.
- Mentor, coach, and review the work of analysts; establish clear expectations and support the team’s technical and professional development.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field, or equivalent professional experience, required.
- Five to seven years of progressive experience in FP&A, corporate finance, investment banking, management consulting, or a related analytical field.
- Prior experience leading significant workstreams, reviewing analytical deliverables, or mentoring team members required; direct people-management experience preferred.
- Advanced Microsoft Excel and PowerPoint skills required.
- Ability to independently manage multiple priorities and complex projects in a fast-paced, evolving environment.
- Strong financial and quantitative skills, including financial statement analysis, forecasting, budgeting, variance analysis, and three-statement modeling.
- Demonstrated ability to synthesize large or complex data sets into actionable insights and influence decisions through fact-based analysis.
- Excellent written, verbal, and presentation skills, with the ability to tailor messages to executive, operational, and technical audiences.
- Strong business partnership skills and a track record of building credibility across functions and organizational levels.
- High degree of ownership, initiative, intellectual curiosity, and accountability for both results and process improvement.
- Meticulous attention to detail, sound judgment, and a consistent focus on accuracy and data integrity.
Preferred Qualifications
- Experience in retail, consumer products, wholesale, distribution, or a similarly complex operating environment.
- CPA, CFA, MBA, or other relevant advanced credential.
- Experience with Power BI, SQL, or other database and data-visualization tools; experience building dashboards and understanding underlying data structures.
- Experience with OneStream or a comparable enterprise performance-management platform.
- Preference for candidates located in the Eastern or Central time zones and/or the greater Chicago area.
Compensation & Benefits
- Salary: $125k - $150K (based on experience)
- Monday–Friday (standard business hours), Full-Time, Exempt
- Remote opportunity
- Benefits begin 0–90 days after hire and include:
- Vacation, Personal, and Sick time
- Medical, Dental, Vision, Life Insurance, and Disability coverage
- Flexible Spending Accounts
- 401(k) plan
- Additional perks include discounts on brand-name apparel and employee events.
Location & Working Environment
This position operates in a professional office environment and may be structured as on-site, remote, or hybrid depending on business needs. This role requires the use of standard office equipment and collaboration with internal teams.
Equal Opportunity
This employer is an equal opportunity employer and participates in E-Verify. This job offer is contingent upon the completion of a satisfactory background check. The employer will provide the federal government with your Form I-9 information to confirm you are authorized to work in the U.S.