Senior Financial Analyst

Support Retail Profit & Loss (P&L) reporting and analytics for commercial FP&A in a Deerfield, IL onsite role.

Responsibilities

• Support Commercial Financial Planning & Analysis (FP&A) for Retail Profit & Loss (P&L), including recurring forecasting, budgeting, monthly financial close, variance analysis, and performance reporting.
• Prepare and analyze financial results, including Daily Sales forecasts and reporting, scorecards, and other recurring financial reports to track business performance.
• Analyze actual results versus forecasts, budgets, and prior periods; identify and investigate variances; communicate key business drivers, trends, and financial insights to leadership.
• Develop and maintain financial reports, analytical tools, and reporting processes to improve efficiency, consistency, and accuracy while maintaining appropriate controls.
• Reconcile financial results across multiple source systems and reporting views to ensure data accuracy, consistency, and integrity.
• Perform ad hoc financial analysis to evaluate business performance, support decisions, and respond to evolving business needs.
• Partner cross-functionally with Finance, Merchandising, and other stakeholders to understand drivers, validate financial results, and translate complex information into clear, actionable insights.
• Support continuous improvement initiatives by identifying and helping implement process enhancements for reporting, analysis, and decision support.
• Independently own and manage recurring reporting and financial processes, ensuring deliverables are accurate and on time; proactively identify opportunities to streamline, automate, and improve processes.
• Manage multiple priorities during close and forecasting cycles; proactively communicate risks, issues, and timing changes.
• Build complex financial models for management decision-making, including new product development, product portfolio analysis, profitability of opportunities, capital investments, revenue models, profit margin analysis, and impact of regulatory changes.
• Define financial requirements for new products and features; analyze and summarize the division’s financial statements, expenses, and records.
• Perform moderate to complex analysis by researching and identifying needs, designing and implementing applications/tools to support reporting and analysis, running scenarios, and interpreting financial impact.
• Measure financial results against budget and forecast; assist in developing long-range financial plans and analyze operating results continuously.
• May assist with annual budget development; create and maintain detailed budgeting templates; assess analytical tools and data availability and build new programs to incorporate multiple lines of data into models for deeper analysis.
• Where standard tools are insufficient, utilize SAS to model and analyze statistical impact.
• Review monthly operating results for assigned business units; identify trends and variances; work with other departments on account reconciliation.
• Provide information and assistance to management regarding expenditures, purchases, and other operating costs.
• As requested, answer complex RFP questions for new business and client renewals; ensure data integrity and accuracy of RFP information.
• Provide ad hoc analysis and forecasts for internal management teams and external customers.
• Provide guidance and training to associate analysts and analysts on financial modeling, data extraction techniques, budget considerations, and best practices for pulling and refining data; explain how assumptions can impact other programs/projects.

Requirements

• Bachelor’s degree and at least 1 year of experience in an analytical role in finance, accounting, business management, quantitative analysis, or economics; or High School Diploma/GED with 4 years in an analytical role in the same areas.
• Experience with financial analysis, financial modeling, profitability analysis and/or auditing techniques.
• Ability to prioritize, organize, track details, and meet aggressive deadlines across multiple projects with varying completion dates.
• Experience analyzing and reporting data to identify issues, trends, or exceptions and drive improvement.
• Intermediate-level skills in Microsoft PowerPoint (e.g., applying themes, formatting spacing, inserting pictures, changing layouts/themes, adding transitions, customizing slide numbers, changing chart style, formatting fonts).
• Intermediate-level skills in Microsoft Word (e.g., inserting headers, page breaks, page numbers, tables; adjusting table columns).
• Intermediate-level skills in Microsoft Excel (e.g., using SUM, setting borders, column widths, inserting charts, text wrap, sorting, headers/footers, print scaling).
• Willingness to travel up to 10% of the time for business purposes (within and out of state).

Technologies

• Microsoft PowerPoint
• Microsoft Word
• Microsoft Excel
• SAS
• Anaplan
• SAP

Preferred Qualifications

• Master’s Degree or MBA.
• Experience in FP&A, including forecasting, budgeting, financial reporting, and variance analysis.
• Experience supporting P&L management, financial close activities, Daily Sales reporting, scorecards, or recurring financial reporting processes.
• Strong attention to detail, accuracy, data integrity, and financial controls.
• Ability to learn, manage, and independently execute recurring processes while meeting deadlines and delivering consistently.
• Strong analytical and problem-solving skills, including reconciling results across multiple systems and investigating discrepancies to identify drivers.
• Ability to simplify, standardize, and improve reporting processes and analytical tools.
• Strong communication and cross-functional collaboration, translating financial results into actionable insights for partners and leadership.
• Advanced proficiency in Excel, including working with large datasets, developing financial models and reporting tools, and analyzing/reconciling financial information.
• Experience with financial planning and reporting systems such as Anaplan, SAP, or similar tools.

Location and Salary

• Location: Deerfield, IL (onsite)
• Salary: USD 65,000 per year