Job Description
Our client is a fast-growing, multi-billion-dollar financial services company. It has grown quickly through acquisitions and keeps adding new business lines. This seat is the finance partner for two growth business units, one in real estate services and one in technology services. It’s a senior, hands-on individual contributor role on the enterprise FP&A team, with room to build a team of analysts later.
Run the rolling forecast, budget, and long-range plan for your business units
Build executive and board-ready financial packages
Model ROI, M&A, and other strategic projects
Partner with Data & Analytics on dashboards, new data sources, and KPI definitions
Work directly with senior leaders across operations, finance, and technology
Bachelor’s in finance, economics, accounting, or a related field
~7+ years of FP&A or related finance experience
~ Real estate industry experience (mortgage, title, brokerage, real estate services, or similar)
~ Advanced Excel and a planning tool like Adaptive, Anaplan, or Oracle EPM
~ BI tools like Power BI, Tableau, or Looker, and comfort with large data sets
~ MBA or master’s degree
Insurance, financial services, or multi-entity experience
Track record building FP&A processes in a fast-growth setting
Hybrid, 4 days a week in a downtown Chicago office
Base $170,000 to $200,000 plus annual bonus
Reports to the Senior Director of FP&A