Industry: Marketing / Promotional Products
Location: Near North Chicago Suburbs (hybrid office and work-from- home)
Position Title: Senior Financial Analyst
Position Type: Direct Hire (employee) OR Contract Consultant (possibly contract-to-hire)
Position Summary:
This is a new position and the first true financial analysis position (there is a large accounting team). Company will hire as soon as the right candidate is identified. The position will report directly to the CFO with a dotted line to the CEO. This is a high visibility role with significant opportunity for impact on the company’s ongoing development and growth.
Scope of Position (limited detail as role will evolve around selected candidate’s skills and experience):
- Excel Expert: The C-Suite includes Excel experts, and the SFA will be responsible to operate and develop advanced Excel files and templates. Expertise requirements go far beyond pivot tables and lookups, including the maintenance and creation of complex linked financial statements (balance sheet, income statement, statement of cash flow). Excel will also be leveraged for creation, maintenance and analysis of budgets and forecasts utilizing advanced Excel modeling skills.
- PowerBI Expert: A primary responsibility of the new SFA will be leveraging PowerBI to provide high impact visualizations of financial statements and related financial information. Currently, data is downloaded from the company’s ERP software into Excel, and limited use of PowerBI is utilized to create visualizations from Excel files. For future state, the SFA is expected to leverage PowerBI to extract data directly from the company’s ERP software to create critical visualizations.
- Financial Analysis: This is first and foremost an SFA position and not an accounting position. The SFA will liaise with the large accounting team and is expected to understand all 3 standard financial statements (balance sheet, income statement, statement of cash flow).
- Budgeting and Forecasting: SFA will play a lead role in creating and maintaining budgets and forecasts on a monthly, quarterly and annual basis. While the 2025 budget (fiscal 12/31 year-end) has been approved, the SFA will have an integral part in calculating and analyzing existing KPIs and in development new KPIs to assist drive critical business decisions.
- Financial Reporting: In addition to involvement in the creation and analysis of financial statements and reports, the SFA will “own” the quarterly Board reporting package including presenting financial information to the Board. The financial reporting package will leverage PowerBI for effective visualization for communication to C-Suite and Board. Automation between ERP and PowerBI is an expected development in the financial reporting function.
For immediate consideration, email your resume in Word format to Cameron Wall at cameronwall@ifgus.com.