Job Location : Chicago,IL, USA
Need Someone from Investment Financial OR Investment BANKING , Wealth Management.
SOMEONE has Experience Financial Forecasting , Sales Commissions.
Need Citizen or Green Card
ONSITE ROLE - There is a Possibility of HYBRID
LOCATION : CHICAGO, IL
Vice President of Financial Planning & Analysis (FP&A)
We are seeking a strategic and results-driven Vice President of Financial Planning & Analysis (FP&A) to lead financial planning, forecasting, and analysis, contributing to the achievement of strong business outcomes. This role will work closely with the Director of FP&A and the CFO to deliver actionable financial insights and support the organization's long-term objectives. The ideal candidate is a self-starter with a curious and proactive mindset, strong business acumen, and a passion for uncovering insights that drive decision-making.
Key Responsibilities: Lead and support the annual budgeting and forecasting processes, ensuring alignment with the company's strategic priorities. Collaborate with business units to gather data for financial forecasts and budgets, ensuring accuracy and comprehensiveness in financial planning. Prepare and present monthly financial reports and dashboards to leadership, highlighting key performance indicators, trends, and actionable insights. Perform variance analysis to compare actual results against budgets and forecasts, providing recommendations to senior leadership. Analyze financial performance, identifying risks and opportunities for improvement. Drive process improvement initiatives to enhance reporting capabilities and streamline key deliverables. Support strategic projects and initiatives by providing in-depth financial analysis and insights to executive leadership.
Position Requirements: Bachelor's degree in Finance, Accounting, or a related field. 5-8 years of progressive experience in FP&A, finance, public accounting, or management accounting.
Experience in financial services is a plus.
Advanced proficiency in Microsoft Excel and PowerPoint, including pivot tables, complex/nested formulas, and data visualization tools like Power BI.
Familiarity with data analysis tools such as SQL, Power BI, or Tableau.
Experience with ERP financial systems, such as Oracle Hyperion or PBCS. Strong financial and quantitative skills, with the ability to manage complex data sets and identify meaningful trends.
Proven ability to critically analyze data and provide actionable insights and recommendations to drive business decisions.
Self-motivated with strong time-management and prioritization skills to handle multiple tasks effectively.
Exceptional communication and interpersonal skills, capable of building strong relationships across departments. Adaptability to thrive in a dynamic, fast-paced environment with evolving priorities. Results-oriented, a collaborative problem solver, and an effective team player who performs well under pressure. A demonstrated eagerness to learn, contribute, and share knowledge within the organization.
This role offers an excellent opportunity for a forward-thinking finance professional to play a pivotal role in shaping and supporting the financial strategy of the firm.