Sr. Analyst, Financial Planning & Analysis - Banking / Financial Services
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
Location: Chicago, IL; hybrid arrangement with at least 3 days per week onsite at the Chicago office
Salary: $95,000β$115,000 annually, plus potential incentive compensation.
Company
is a relationship-oriented bank providing financial services and supporting clients through banking and financial planning operations.
What you will do
- Prepare monthly and quarterly financial reports, Board reports, earnings memos, and analyses for the US Region.
- Support consolidated forecasting, planning, capital planning, and risk-weighted asset analysis.
- Conduct expense analysis and serve as an expense subject matter expert.
- Prepare executive-level presentations and financial analysis for the US Region CFO.
- Review competitor results, identify industry trends, and benchmark company performance.
- Handle ad hoc reporting requests for senior finance managers, Corporate Treasury, Risk, and cross-border stakeholders.
Requirements
- 5+ years of experience in financial planning or financial reporting, preferably in banking.
- Advanced analytical skills and strong MS Excel knowledge, including lookups, pivot tables, and large data sets.
- Ability to prepare executive-level PowerPoint presentations that clearly communicate financial and business performance.
- Experience with Essbase; Tableau or Power BI experience is preferred but not required.
- Understanding of banking fundamentals, including balance sheets and profit and loss statements.
- Must be legally eligible to work at the specified location; visa sponsorship is not offered.
Culture & Benefits
- Hybrid work arrangement with flexibility to manage work activities across onsite and remote days.
- Medical, dental, vision, health savings account, life insurance, disability, and other insurance plans.
- Paid sick leave, parental leave, vacation, holidays, and 401(k).
- Floating vacation days when occasional weekend work is required during quarter-end reporting.
- Incentive pay, banking benefits, wellbeing support, recognition programs, and professional development opportunities.
Hiring process
- May include an attribute-based assessment and skills tests such as simulation, coding, or MS Office testing.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β