Financial Planning & Analysis Manager

apartmentRobert Half placeElk Grove Village calendar_month 

We are offering an opportunity for a Financial Planning & Analysis Manager to be part of our team, based in ELK GROVE VILLAGE, Illinois. The role involves in-depth financial planning, analysis, and reporting in a dynamic environment. You will be working closely with various levels of management to develop and maintain business models, coordinate reports, and analyze market behavior.

Responsibilities:
  • Develop and maintain various data metrics, including monthly KPIs and business models.
  • Produce and support reports/dashboards for different levels of management.
  • Coordinate, develop, and update policies and procedures over the financial data reporting process.
  • Conduct in-depth financial, cost, margin, and profitability analysis using accurate company and marketing data.
  • Perform trend analysis and evaluate sales and margin performance to identify potential risk areas.
  • Develop and/or coordinate Power BI reports and dashboards.
  • Develop and maintain a three-statement projection model for analysis of strategic input options.
  • Conduct detailed revenue analytics to measure and monitor progress on the company’s various market strategies.
  • Perform price/volume/mix analysis to validate forecasts by product, customer, and geography.
  • Actively evaluate sales and margin performance to identify potential risk areas. • Possess a minimum of 5 years of experience in financial planning and analysis
  • Proven expertise in Mergers & Acquisitions (M& A)
  • Demonstrable experience in Private Equity
  • Have advanced knowledge of financial forecasting and diagnosis, corporate finance, and information analysis
  • Proficient in spreadsheets, databases, MS Office, and financial software applications
  • Strong presentation, reporting, and leadership skills
  • Outstanding communication and interpersonal abilities
  • Hold a professional certification such as CFA/CPA or similar will be considered a plus
  • Bachelor's or Master's degree in Finance, Accounting or Economics. Advanced degree is a plus
  • Ability to strategize and solve problems
  • Strong leadership and organizational skills.
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