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Financial Planning & Analysis Manager

United States, Chicago · Job Posted June 09, 2026
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Job Responsibility

  • Direct company-wide planning activities, including annual budgets, periodic forecasts, and longer-term financial outlooks across several business areas
  • Build and refine financial models that support scenario planning, operating decisions, cash management, and growth strategy evaluation
  • Manage rolling cash projections and liquidity analysis to help leadership monitor working capital needs and capital allocation priorities
  • Analyze revenue, margins, and overall business performance to identify trends, risks, and opportunities for improved profitability
  • Collaborate with operational and executive stakeholders to define meaningful performance indicators and track results against business objectives
  • Prepare clear and decision-ready reporting materials for executives, lenders, investors, and board-level audiences
  • Contribute financial leadership to strategic efforts such as acquisitions, business expansion, investment planning, and pricing evaluation
  • Support transaction-related work by assisting with due diligence, valuation assessment, deal modeling, and post-close performance review
  • Recommend and implement enhancements to forecasting methods, reporting quality, and finance processes to improve accuracy and efficiency

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or a related discipline
  • At least 7 years of progressive experience in FP&A, strategic finance, corporate finance, corporate development, transaction advisory, consulting, investment banking, or a comparable field
  • Demonstrated strength in financial modeling, budgeting, forecasting, and performance analysis
  • Experience partnering with business leaders and senior executives to influence operational and financial decision-making
  • Advanced Excel capability and proficiency in turning detailed data into practical, actionable insights
  • Solid understanding of cash flow planning, profitability evaluation, and key business performance measures
  • Strong communication and presentation skills with the ability to build effective cross-functional relationships

Nice to have

Experience with M&A, due diligence, multi-entity operations, private equity-backed environments, or Power BI is highly valued

What we offer

  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan

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