Demo

Senior Financial Analyst

Buckingham Search
Chicago, IL Full Time
POSTED ON 3/28/2025
AVAILABLE BEFORE 4/26/2025

The Senior Analyst role is responsible for developing and implementing treasury strategies aligned with the organization's overall financial objectives. The Senior Analyst will lead the team’s financial modeling and be responsible for creating, maintaining, and analyzing large data and financial models to support business decisions.


Responsibilities:

  • Develop and maintain complex financial models to forecast company performance
  • Analyze historical financial data to identify trends, patterns, and key drivers affecting performance
  • Provide recommendations based on financial modeling and scenario analysis to support business decisions
  • Assist in M&A analysis, due diligence, and other corporate finance activities
  • Ability to translate data insights into actionable business strategies
  • Develop and maintain the company’s debt model, which is important incorporating into the businesses’ budgeting and cash planning needs
  • Run monthly cash meetings to review cash position
  • Oversee the treasury cash forecasting process by working closely with various business units to analyze and consolidate forecasts
  • Establish and maintain constructive working relationships with key stakeholders to stay informed of potential impacts to cash
  • Lead the Corporate FP&A teams 3-statement modeling for forecasting and budgeting planning
  • Consolidates the annual budget plan by incorporating guidance received on validated assumptions; assist in preparation of related presentation/deliverables to senior leadership
  • Continuously improve accuracy by aligning with key drivers and identifying variance root causes
  • Assist with creation of analytical tools and models to drive revenue/expense management and efficient processes



Qualifications:

  • Bachelor’s degree in accounting or finance required
  • Experience as a data scientist or background with computer science preferred
  • Extensive financial modeling experience
  • Knowledge of accounting principles, financial statements, and corporate finance principles
  • MBA, CPA, CFA, CTP preferred
  • 4-6 years of experience in FP&A, Treasury, Commercial Banking, or Financial Consulting preferred
  • Outstanding quantitative skills, including advanced MS Excel abilities required
  • Experience building financial models for M&A, New Products, and Financial Statements required
  • Experience using data analytics in day-to-day job responsibilities preferred
  • Familiarity with ERP Financial Systems experience preferred

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