Financial Planning and Analysis Analyst
Job Description
Quest Food Management Services LLC is seeking an FP&A Analyst to support financial performance and strategic decision-making in a hands-on, onsite role in Lombard, IL. This position reports to the CFO and focuses on forecasting, modeling, and performance analysis, partnering closely with operations and sales teams to turn data into actionable insights. The salary range is USD 67,000 - 77,000 per year, with a 2+ years baseline of relevant experience.
What you can expect
In this role, you will produce recurring and ad-hoc financial reporting, analyze variances and trends, and build models that support budgeting, forecasting, and long-term planning. You will also help keep financial visibility strong by improving databases and dashboards, using financial systems and reporting tools to enhance how insights are delivered across the organization.
Responsibilities
- Prepare, analyze, and manage weekly, monthly, quarterly, and annual financial reports.
- Provide commentary on financial performance, including variances, trends, and underlying drivers.
- Develop and maintain financial models supporting strategic initiatives and business plans.
- Support the annual budget process and periodic forecasts.
- Monitor key financial metrics and performance indicators and communicate results to stakeholders.
- Partner with department heads to understand budget variances and recommend corrective actions.
- Support strategic initiatives and long-term planning through financial analyses and projections.
- Perform ad-hoc financial analysis to support business decisions and investment opportunities.
- Create, maintain, and improve financial databases and dashboards.
- Use financial systems and software to build models and enhance reporting capabilities.
- Collaborate with accounting, operations, and sales to gather inputs, build forecasts, and refine assumptions.
- Build strong working relationships to become a trusted financial partner across the organization.
Requirements
- Bachelor’s degree in Finance, Accounting, Business, or a related field.
- Minimum 2-4 years of experience in financial analysis or a similar role.
- Expertise in financial modeling, forecasting, and data analysis.
- Strong proficiency with Excel and financial software applications (including ERP systems, Power BI, Datarails, etc.).
- Excellent analytical, organizational, and problem-solving skills.
- Strong verbal and written communication skills, with the ability to clearly explain complex financial information.
- Experience in store or unit location industries is a plus.
Skills and competencies
- Analytical Thinking: interpret complex financial data and derive actionable conclusions.
- Attention to Detail: ensure accuracy and completeness in reporting and analysis.
- Initiative: identify improvements and process efficiencies.
- Team Collaboration: work effectively with cross-functional teams.
Tools and technologies
- Excel
- ERP systems
- Power BI
- Datarails