Financial Analyst FP&A
Posted Updated 4
views
Description
Turn Financial Data Into Business Impact
You know FP&A. You’ve built budgets and forecasts, analyzed performance, created dashboards, and turned complex financial data into insights leaders can actually use. Now, you’re looking for an opportunity where you can do more with that experience.
At Savant Wealth Management, we’re looking for an experienced Financial Analyst, FP&A to join our Corporate Finance team and work at the intersection of finance, data, technology, and business strategy.
This is an especially exciting opportunity for someone with experience in wealth management, asset management, banking, investments, or broader financial services who wants exposure beyond traditional FP&A.
You won’t be limited to one narrow area. You’ll contribute across budgeting, forecasting, financial modeling, Power BI reporting, business intelligence, process improvement, and strategic analysis while partnering with teams and leaders across the firm. The position is designed to provide financial analysis and business support across departments and senior leadership.
What You'll Do
As a Financial Analyst, FP&A, you'll help turn financial information into meaningful business insights and support decision-making across Savant.
You can expect to:
-
Develop and maintain financial models, forecasts, and budgets, including headcount, income statement, balance sheet, cash flow, and capital planning.
-
Analyze actual financial results against budget, forecast, and prior periods, identifying key drivers, trends, and opportunities.
-
Build and maintain Power BI dashboards and financial reports that increase visibility into performance and key metrics.
-
Use advanced Excel capabilities to analyze large and complex datasets and develop financial models.
-
Prepare clear, data-driven analyses and presentations for functional leaders, executives, committees, and the board.
-
Partner across FP&A, Accounting, Data, Technology, and other areas of Savant.
-
Help improve and automate financial planning, analysis, and reporting processes.
-
Maintain accurate, consistent, and well-documented reporting and data sources.
-
Explore ways emerging technology, including AI, can improve financial processes, efficiency, and analytical capabilities.
A Few Things to Know
-
Location: This position has flexibility to work from Savant's Rockford, IL; Lincolnshire, IL; or Downtown Chicago office.
-
Work Model: Initially, more in-office time is expected. Once fully up and running, there may be an opportunity to move into Savant's hybrid model of three days in office and two days from home.
-
Hours: Standard business hours with flexibility based on business needs. Some additional hours may be required around month-end and quarter-end