Planning & Expense Management Consultant I- (HYBRID in CHICAGO)

Allstate • Chicago, IL

2d • $53,500 - $84,625 • Hybrid

About The Position

Join a collaborative, high-performing team where your analytical expertise helps drive smarter business decisions. We're seeking a detail-oriented and tech-savvy Financial Analyst to support expense planning, forecasting, reporting, and analysis for our Marketing organization. This is an excellent opportunity for someone who enjoys working with data, leveraging technology and AI to improve processes, and partnering with business leaders to influence decision-making.
One of the greatest strengths of this team is its stability and culture. The core team has worked together for many years, creating an environment built on collaboration, knowledge-sharing, and mutual support. Team members are encouraged to learn new skills, contribute ideas, and take on new challenges while working alongside experienced professionals who are invested in each other's success.

Requirements

• 2+ years of experience in financial analysis, expense management, accounting support, budgeting, forecasting, or a related field.
• Strong proficiency in Microsoft Excel (primary tool used in this role).
• Strong analytical and problem-solving skills with the ability to interpret financial data and identify trends.
• Understanding of basic financial concepts and reporting.
• Experience using technology to improve processes and drive efficiencies.
• Ability and willingness to leverage AI tools, including Microsoft Copilot, as part of daily analysis and workflow optimization.
• Strong organizational skills with the ability to manage multiple priorities.
• Excellent verbal and written communication skills.
• Adaptable, curious, and proactive approach to learning and problem solving.
• MUST RESIDE in the CHICAGOLAND AREA.
• Expectation to come on site to the Northbrook, Illinois campus one day per week.

Nice To Haves

• Experience with budgeting, forecasting, and expense tracking processes.
• Familiarity with database tools such as Quickbase (training provided).
• Knowledge of SAP or other enterprise financial systems (training provided).
• Experience creating reports and dashboards using tools such as Power BI.
• Basic understanding of accounting principles, including debits, credits, balance sheets, and financial statements.

Responsibilities

• Prepare and maintain expense models used for budgeting, forecasting, and financial reporting.
• Analyze monthly expense results against plan, forecast, and prior-year performance.
• Create and distribute monthly expense reports and provide insights to budget owners and leadership.
• Partner with business stakeholders to answer questions related to expenses, forecasts, budgets, and financial performance.
• Perform account reconciliations and support monthly accounting entries.
• Assist in the development and execution of annual operating plans.
• Support vendor billing reconciliation activities with key media and production partners.
• Maintain and enhance expense management databases and reporting tools.
• Leverage technology, automation, and AI tools, including Microsoft Copilot, to streamline workflows, improve analysis, and increase operational efficiency.
• Contribute to a culture of data-driven and fact-based decision making by identifying trends, risks, and opportunities within financial results.
• Assist with the development and reporting of SMART goals and key performance metrics.

Benefits

• Compensation offered for this role is 53,500.00 - 84,625.00 annually and is based on experience and qualifications.
• Allstate provides a comprehensive technology setup, including a laptop, monitors, headset, keyboard, and mouse.
• Employees eligible to work from home also receive a monthly connectivity reimbursement to help offset internet costs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed