Senior Financial Analyst - Hybrid- Chicago, IL

CDW•Chicago, IL

1d•Hybrid

About The Position

CDW is seeking an experienced FP&A Senior Financial Analyst to join their dynamic and forward-thinking Finance organization. This role is a key contributor responsible for analyzing and presenting financial performance across various business functions. The position involves building financial models to support leadership in making informed financial decisions, providing insightful recommendations, and identifying process improvements. This role partners closely with senior leadership within Finance and Sales and offers an excellent opportunity to make a significant impact on the organization's growth and success.

Requirements

Bachelor’s degree and 3+ years of financial analyst/accounting/finance experience
Excellent verbal and written communication skills with the ability to interact effectively with internal and external stakeholders, including senior leadership.
Develop comprehensive financial forecasts, annual budgets, and long-term strategic plans, visualizing data to enhance clarity and understanding.
Develop key performance indicators (KPIs), and operational metrics for the services business, and use data visualization techniques to provide clear and actionable insights and recommendations to the executive team.
Collaborate with cross-functional teams to ensure alignment of financial goals with overall business objectives.
Complete monthly and quarterly financial reporting, variance analysis, and performance tracking against targets, using data visualization dashboards to facilitate better decision making.
Automate and improve financial planning and forecasting processes.
Demonstrated strong knowledge of finance concepts, principles, and practices, with the ability to apply them.
Strong analytical skills.
Demonstrated organization and planning skills with critical attention to detail.
Demonstrated time management skills with the ability to meet deadlines.
Proficient in Microsoft Office applications with solid experience in Excel.
Demonstrated ability to effectively present data to stakeholders for a comprehensive scenario understanding.
Track record of identifying process improvements and making appropriate recommendations.
Understanding of accounting concepts.

Nice To Haves

Working knowledge of financial software such as PeopleSoft, Essbase, Hyperion, Power Bi and Workday is a plus

Responsibilities

Partner with leadership as a strategic advisor, delivering actionable analysis grounded in financial stewardship.
Proactively provide timely, insightful, actionable, and accurate financial reporting, analysis, and recommendations to key areas in the organization.
Develop annual plans supporting various shared services groups, ensuring alignment with overall corporate goals.
Build operational financial reports tailored to the specific needs of the business.
Provide documentation for financial schedules to ensure transparency and accountability.
Build successful partnerships with key internal customers and cross-functional teams.
Prepare analysis to support corporate projects and initiatives, contributing to strategic decision-making.
Identify and recommend process improvements in reporting and analysis for continuous enhancement.
Perform monthly reviews of departmental financial performance vs. plan and prior year, collaborating with department heads and Finance leadership to enhance understanding.
Utilize financial models to provide valuable insights on performance targets.
Automate and improve financial planning processes for increased efficiency.
Provide financial analysis support for key capital projects.
Continue to build successful partnerships with key internal customers and cross-functional teams.