Financial Analyst FP&A

Savant•Chicago, IL

2d•$90,000 - $130,000•Hybrid

About The Position

Savant Wealth Management is seeking an experienced Financial Analyst, FP&A, to join its Corporate Finance team. The role provides financial analysis and business support across departments and senior leadership, working across finance, data, technology, and business strategy. The analyst will contribute to budgeting, forecasting, financial modeling, Power BI reporting, business intelligence, process improvement, and strategic analysis. The position is based at Savant’s Rockford, Lincolnshire, or Downtown Chicago office. Initially, more in-office time is expected; after onboarding, there may be an opportunity to work in a hybrid model of three days in the office and two days from home. Hours are standard business hours, with flexibility based on business needs and some additional hours potentially required around month-end and quarter-end. The expected base salary range is $90,000–$130,000 annually, with possible additional incentive compensation based on responsibilities and performance.

Requirements

Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field, or an equivalent combination of education and relevant professional experience.
Professional experience in Financial Planning & Analysis (FP&A), including budgeting, forecasting, and financial modeling.
Strong financial analysis skills, including the ability to interpret results, identify trends, and communicate insights to non-finance audiences.
Advanced Microsoft Excel proficiency, including complex formulas, pivot tables, and financial modeling.
Hands-on experience building reports and dashboards in Microsoft Power BI.
Excellent analytical and problem-solving skills with strong attention to detail.
Strong communication and interpersonal skills, with the ability to collaborate across functions and organizational levels.
Ability to work independently and manage multiple priorities in a fast-paced environment.
Authorization to work for any employer in the United States; the employer is unable to sponsor or take over sponsorship of an employment visa.

Nice To Haves

Experience in wealth management, asset management, banking, investments, or financial services.
Experience with an FP&A or planning system such as Workday Adaptive Planning.
Experience with ERP or accounting systems.
Exposure to SQL or Python.
Experience improving or automating financial reporting, analytical, or planning processes.

Responsibilities

Develop and maintain financial models, forecasts, and budgets, including headcount, income statement, balance sheet, cash flow, and capital planning.
Analyze actual financial results against budgets, forecasts, and prior periods, identifying drivers, trends, and opportunities.
Build and maintain Power BI dashboards and financial reports to improve visibility into performance and key metrics.
Use advanced Excel capabilities to analyze large and complex datasets and develop financial models.
Prepare clear, data-driven analyses and presentations for functional leaders, executives, committees, and the board.
Partner with FP&A, Accounting, Data, Technology, and other teams across the firm.
Improve and automate financial planning, analysis, and reporting processes.
Maintain accurate, consistent, and well-documented reporting and data sources.
Explore ways emerging technology, including AI, can improve financial processes, efficiency, and analytical capabilities.

Benefits

Medical, dental, and vision coverage with multiple plan options.
Health Savings Account (HSA) or Flexible Spending Account (FSA).
Company-paid life insurance, AD&D, and disability coverage.
401(k) with company match, with Roth and Traditional options.
Team-based incentive opportunities and recognition programs.
Generous paid time off and paid holidays.
Annual Savantiversary day.
Summer Hours with shorter work weeks during the summer.
Parental leave, personal leave, and other life-event support.
Employee Assistance Program (EAP).
Wellness reimbursements.
Flexible “Dress for Your Day” approach.
Potential additional incentive compensation based on responsibilities and performance.