FINANCIAL ANALYST (CHICAGO, IL)

Compass Group•Chicago, IL

About The Position

The Financial Analyst supports the Chartwells Higher Education finance team by updating and analyzing internal financial reports on a weekly and monthly basis, supporting forecasting and the annual budget process, and contributing to development of a data warehouse solution and related dashboards, including Power BI. The role prepares management reporting, consolidates weekly business owner reports and in-month projections, and provides timely, accurate financial reporting for individual projects. It also creates and maintains reports, spreadsheets, databases, and Power BI dashboards, and helps ensure data is accurately represented as it flows from enterprise data warehouses into dashboards.

Requirements

High proficiency in Excel.
Ability to read, analyze, and interpret financial reports and legal documents.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Strong communication, organization, and time management skills.

Nice To Haves

Three or more years of work experience preferred.
Bachelor’s degree from a four-year college or university in Accounting, Finance, Data & Analytics, or a related field.

Responsibilities

Prepare and analyze monthly management reports.
Consolidate, analyze, and distribute weekly Business Owner Reports.
Consolidate in-month projections through Anaplan.
Compile and analyze budgets and forecasts, monitor variances, identify trends, and consider what-if scenarios to suggest improvements to the Chartwells Finance Team.
Provide accurate and timely reporting on the financial activity of individual projects.
Create and design reports and spreadsheets.
Create and maintain a database to organize, collect, and upload data into required reporting formats.
Design, develop, and maintain Power BI dashboards for business reporting needs, including enhancing existing reports.
Understand the flow of data from enterprise data warehouses to Power BI dashboards and ensure accurate data representation.
Write SQL queries using joins, filters, and fundamental data transformations.