Financial Planning and Analysis Analyst

Financial Planning and Analysis (FP&A) Analyst

Amplify HR is a rapidly growing, accredited & national PEO. We provide comprehensive HR & Benefit solutions for small to midsize organizations across all 50 states.

Headquartered in Chicago, we are a dynamic team who is building something great. Amplify’s Management team has won Inc. 5,000 fastest growing companies 6 times and were Ernst and Young Entrepreneurs of the Year semi-finalist. This is a growth company looking for people who want to build a long-term career with significant opportunities for advancement.

As a Professional Employer Organization, Amplify HR Management is committed to operating with the highest ethics and honesty and in compliance with the laws of the state(s) and nation in which we conduct business. Every owner and employee shall manage the affairs of Amplify HR Management in an honest, trustworthy and ethical manner to benefit clients and worksite employees.

As a team member at Amplify, we know that you will take pride in being an important part of our team. Amplify is looking for talent who live our values and support our vision and mission to join our team!

We are seeking a highly skilled and motivated Financial Planning & Analysis (FP&A) Analyst to join our growing team. This role is essential in providing insightful financial analysis, supporting strategic decision-making, and ensuring the company’s financial health through accurate forecasting, budgeting and reporting. The FP&A role will be a hybrid role which will require being in the Chicago office three days a week.

Duties/Responsibilities:

• Build, maintain, and enhance complex financial models in Excel to support forecasting, budgeting, and long-term planning.
• Gather and analyze financial data to prepare insightful reports for leadership and stakeholders, ensuring data-driven decision-making.
• Utilize tools such as Power BI, Tableau, or SQL to create dynamic dashboards and reports that visualize key performance indicators (KPIs) and trends.
• Assist in the development of annual budgets, forecasts, and variance analysis, providing actionable insights into financial performance.
• Conduct scenario and sensitivity analyses to evaluate the financial impact of potential business decisions.
• Identify opportunities to streamline and automate financial processes, leveraging technology to increase efficiency and accuracy.
• Other duties as assigned.

Qualifications and Requirements:

• Bachelor’s degree in business or data analytics.
• 2-5 years of hands-on experience with complex financial models.
• Advanced Excel skills, including financial modeling, data analysis, pivot tables, and complex formulas.
• Strong analytical and problem-solving skills with the ability to interpret financial data and translate it into actionable insights.
• Proficiency with business intelligence tools such as Power BI, Tableau, and SQL. Experience integrating data from multiple sources is a plus.
• Excellent written and verbal communication skills, with the ability to present financial data and analyses clearly to non-financial stakeholders.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.

Job Type: Full-time

Pay: $80,000.00 - $95,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Accounting: 1 year (Preferred)
• Microsoft Excel: 1 year (Preferred)
• Financial planning: 1 year (Preferred)

Ability to Commute:

• Northbrook, IL 60062 (Preferred)

Ability to Relocate:

• Northbrook, IL 60062: Relocate before starting work (Preferred)

Work Location: Hybrid remote in Northbrook, IL 60062

Salary : $80,000 - $95,000