7 дней назад
Senior Financial Analyst
95 275 - 139 742$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Financial Analyst (FP&A): Managing planning, reporting, budgeting, and forecasting for Morningstar’s Direct Platform products with an accent on revenue and expense management, variance analysis, and financial reporting. Focus on presenting results to senior management, improving FP&A processes, and supporting cross-functional business projects.
Location: Chicago, United States; hybrid work with four days in the office each week
Total cash compensation: $95,275–$139,741.66 annually, including base salary and target incentive.
Company
provides financial information, research, analytics, and investment-related products and services.
What you will do
- Own financial planning, reporting, and budgeting for products within the Direct Platform group.
- Partner with business and sales stakeholders on budgets, forecasts, and planning execution.
- Lead monthly reporting by analyzing actuals, projections, and variances and providing business insights.
- Manage salary target levels with HR and business leaders for supported products.
- Present monthly financial results to group heads and maintain internal reporting packages.
- Support ad hoc analysis, special projects, and cross-functional process improvements with global colleagues.
Requirements
- Five years of experience in financial planning and analysis or accounting-related roles.
- Bachelor’s degree required; CPA or MBA is a plus.
- Excellent communication, analytical, problem-solving, relationship-building, and teamwork skills.
- Strong Microsoft Excel and PowerPoint skills.
- Knowledge of Hyperion and Oracle is preferred.
- Ability to work in the Chicago office four days per week under the hybrid model.
Culture & Benefits
- 100% 401(k) match up to 6% of salary and potential stock ownership.
- Medical, dental, and vision coverage with potential premium discounts and HSA contributions.
- Trust-based time off, paid sabbatical, family caregiving leave, and parental leave.
- Leadership coaching, formal mentorship, tuition reimbursement, and an annual flex stipend.
- Life, short-term disability, and long-term disability insurance.
- Employee resource groups, charitable matching, volunteering programs, and paid volunteer days.
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