Senior Financial Analyst

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Assist in the annual budgeting process and monthly forecasting cycles for designated clients.

• Take ownership of monthly variance analysis, elucidate result drivers, and propose action plans.

• Connect current forecasts to finalized forecasts by client and SMTM line.

• Conduct and review monthly account reconciliations, addressing discrepancies.

• Manage the team budget tracker ensuring accuracy and completeness.

• Follow up on weekly reports and examine variances prior to period close.

• Actualize client forecasts for period closures, contracts, change orders, scope adjustments, and resource reallocations.

• Assist in the monthly billing schedules for clients and intercompany transactions related to MSAs, SOWs, and change orders.

• Address ad hoc requests for finance and operations data analysis.

• Create specialized financial data and support budget preparation.

• Formulate, document, and implement finance policies and procedures.

• Develop and enhance complex Excel-based financial models and reporting tools.

• Collaborate with operational staff and senior leadership, presenting insights to non-financial audiences.

• Enhance reporting and planning processes utilizing D365, Adaptive, and Power BI.

• Leverage AI tools like Microsoft Copilot to automate reporting, variance commentary, data analysis, and reconciliations.

• Identify and integrate AI into budgeting, forecasting, and closing processes.

• Validate AI-generated outputs for accuracy and exercise judgment concerning data privacy.

• Show a commitment to diversity, equity, and inclusion.

⛳️ Requirements

• A Bachelor’s degree or equivalent education coupled with professional experience is required.

• Three to five years of experience in a finance role, ideally within an agency context.

• Comprehends clients’ businesses, objectives, and how Intouch can enhance their operations.

• Proficient in advanced Excel functionalities.

• Familiarity with client Master Service Agreements (MSAs), SOWs, and change orders.

• Knowledge of data analysis and forecasting techniques.

• Proficient in MS Office applications, particularly Excel and PowerPoint.

• Understanding of Generally Accepted Accounting Principles (GAAP).

• Experience with Dynamics 365, Adaptive Planning, or Power BI is advantageous.

• Strong attention to detail and adept problem-solving skills.

• Highly organized with the capacity to prioritize tasks effectively.

• Exceptional communication and interpersonal abilities.

• Ability to cultivate and sustain effective working relationships.

• Agency experience is preferred.

• Capability to work 40 hours per week, Monday through Friday.

🏝️ Benefits

• Competitive compensation and benefits package.

• Option for remote work.

• Reasonable accommodations for disabilities.

• Commitment to diversity, equity, and inclusion.

• Standard 40-hour workweek, Monday through Friday.

• No travel required.