Manager Financial Planning & Analysis - Field - Hybrid

Summit LLC•Warrenville, IL

5d•$120,000 - $140,000•Hybrid

About The Position

The Manager, FP&A supports the company’s annual budget and quarterly forecast and partners with the Charter and Real Estate teams. The role performs regular and ad-hoc reporting to facilitate decision-making across the company. It is highly visible, involves significant exposure to the executive team, and offers a growth opportunity for an experienced finance professional.

Requirements

Bachelor’s degree in accounting or finance.
Three to five years of finance experience, primarily in a corporate finance environment.
Strong commitment to providing excellent client service.
Ability to work under rigorous time constraints and manage multiple tasks.
Demonstrated financial modeling and analysis experience.
Proactive, professional demeanor and strong interpersonal skills.
Ability to produce high-quality results with attention to detail.
Ability to interface efficiently with all levels of management and explain complex problems clearly and concisely.
Demonstrated analytical skills and business acumen, including solving challenging problems with creative, data-driven solutions.
Expert knowledge of MS Excel and advanced knowledge of MS Word and MS PowerPoint.
Significant financial experience using financial or ERP systems, including Essbase.

Nice To Haves

CPA, CFA, or MBA.

Responsibilities

Contribute to the annual budget process by producing the company-level budget roll-up and bridging consolidated results to sense-check the overall budget.
Support the VP of Finance in creating the annual five-year plan.
Analyze monthly results against forecast, budget, and prior year; identify variance drivers and prepare commentary.
Lead and support budgeting, forecasting, and monthly results for the Charter and Real Estate teams.
Assist field finance with monthly review packages.
Diagnose and implement process improvements to improve financial forecast quality.
Develop analytics to identify root causes of performance trends and translate findings into clear, actionable insights for different audiences.
Interact with accounting and other corporate departments and serve as the Finance liaison.
Work with the AR team and field finance on collection of outstanding balances.
Manage large projects or processes with limited oversight from the manager.
Build financial and scenario-based models to support decision-making.