Financial Analyst

BCD•Chicago, IL

9d•$70,000 - $80,000•Hybrid

About The Position

This Finance Analyst role supports a key Financial Services client in a highly regulated, accuracy-focused environment where financial tracking, compliance, and clear reporting are essential. The role involves managing event budgets and billing, forecasting, and month-end close to ensure a portfolio of meetings and events runs smoothly. It is an opportunity for someone who enjoys problem-solving, process improvement, and collaborating with teams to achieve results.

Requirements

Ability to work in a highly regulated, detail-oriented environment where accuracy, confidentiality, and strong financial controls are essential.
Proficiency in managing billing, reconciliation, accounts payable and receivable processes, and event-related expenses with a sharp eye for detail.
Skill in analyzing financial and operational data to spot trends, improve efficiency, and support data-driven decision-making.
Ability to partner with internal teams, clients, and vendors to resolve discrepancies and keep reporting and payment processes on track.
Capacity to balance multiple deadlines, shifting priorities, and month-end activities while staying organized and solution-focused.
Confidence using Microsoft Office Suite to support reporting, tracking, and financial analysis.
Strong organizational skills and the ability to coordinate across multiple resources and stakeholders.
Excellent written and verbal communication skills paired with a proactive, customer-service mindset.

Nice To Haves

5–7 years of experience in a similar finance or analyst role.
Experience reviewing hotel, venue, and travel-related invoices against contracts and event specifications.

Responsibilities

Support a key Financial Services client in a highly regulated, accuracy-focused environment.
Manage financial tracking, compliance, and clear reporting.
Oversee event budgets and billing.
Handle forecasting and month-end close activities.
Ensure a busy portfolio of meetings and events runs smoothly.
Analyze financial and operational data to identify trends and improve efficiency.
Partner with internal teams, clients, and vendors to resolve discrepancies and maintain reporting and payment processes.
Manage billing, reconciliation, accounts payable and receivable processes, and event-related expenses.
Review hotel, venue, and travel-related invoices against contracts and event specifications.