Strategic Financial Planning – Analytics Associate

This is a fully remote position, open to applicants in Illinois, +1 more state.

📋 Description

• Assist private equity-backed portfolio companies by executing strategic FP&A initiatives.

• Enable proactive decision-making through the use of forecasting models.

• Create value through data and analytics during transactions and transitions.

• Develop essential financial and operational reporting alongside strategic analyses.

• Design and implement effective reporting and forecasting models and analyses.

• Collaborate with company management, including C-suite executives, as well as private equity deal and operational teams.

• Plan, manage, and carry out client engagements effectively.

• Create and execute actionable plans to meet expectations.

• Consistently communicate results to key stakeholders and the Project Lead.

• Execute budgeting and forecasting tasks.

• Conduct financial and operational reporting.

• Perform profitability analysis.

• Develop efficient business processes.

• Manage and analyze data.

⛳️ Requirements

• Bachelor’s degree required.

• Minimum of 1 year of relevant experience.

• Capacity to work effectively in a team environment.

• Strong verbal and written communication skills across all organizational levels, both internally and externally.

• Proficient in applicable technologies.

• Willingness to travel based on client and business requirements.

• 1–3 years of experience in consulting/advisory with a focus on finance effectiveness, strategy and operations, analytics, performance improvement, or technology, or corporate FP&A or Sales/Ops Finance Analyst experience.

• Intermediate understanding of BI tools or data analytics.

• Solid knowledge of finance/accounting principles, including the mechanics of financial statements.

• Ability to present and support finance concepts, including financial statement analysis, financial ratio application, and budgeting/forecasting.

• Advanced proficiency in Excel.

• Strong business acumen.

🏝️ Benefits

• Full-time permanent employment.

• Proven track record for maximum bonus payouts.

• Potential for increased compensation when the practice surpasses annual financial goals.

• Merit-based promotions and career advancement opportunities.

• Significant professional development opportunities.

• Remote/virtual work flexibility from anywhere in the U.S.

• Autonomy with predictable week-to-week scheduling.

• Lower travel requirements compared to industry standards.

• Flexibility in work hours, allowing for enjoyment of evenings and weekends.

• Opportunity to disconnect for holidays and personal time off.

• Regular compensation increases.

• Substantial bonuses paid even during uncertain periods.

• Career development supporting future roles such as Controller, CFO, strategic M&A advisor, or private equity finance operating partner.