Financial Analyst FP&A

Chicago IL Madison Ave - Chicago, IL 60606

• Salary Range: $100,000.00 - $150,000.00 Salary/year
• Position Type: Full Time
• Job Shift: Day

• 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.

• 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

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field, or an equivalent combination of education and relevant professional experience.
• Professional experience in Financial Planning & Analysis (FP&A), including budgeting, forecasting, and financial modeling.
• Strong financial analysis skills with the ability to interpret results, identify trends, and communicate insights to non-finance audiences.
• Advanced Microsoft Excel proficiency, including complex formulas, pivot tables, and financial modeling.
• Hands-on experience building reports and dashboards in Microsoft Power BI.
• Excellent analytical and problem-solving skills with strong attention to detail.
• Strong communication and interpersonal skills with the ability to collaborate across functions and levels of an organization.
• Ability to work independently and successfully manage multiple priorities in a fast-paced environment.

• Experience in wealth management, asset management, banking, investments, or financial services
• Experience with an FP&A or planning system such as Workday Adaptive Planning
• Experience with ERP or accounting systems
• Exposure to SQL or Python
• Experience improving or automating financial reporting, analytical, or planning processes.

You're analytical, curious, and comfortable digging into the details, but you don't want to spend your career simply maintaining someone else's model.
You enjoy moving between a financial model, a large dataset, a Power BI dashboard, and a conversation with the business about what the numbers actually mean.
When you see something manual, repetitive, or inefficient, you naturally start thinking about how it could be better.

And most importantly, you understand that great FP&A isn't simply about reporting the numbers. It's about connecting the numbers to the business and helping people make better decisions.

• Collaborative, integrated model across advisory, tax, and planning services with no silos
• Friendly, relationship-focused culture where teamwork and helping others are celebrated
• Growth-oriented organization offering long-term career development opportunities
• Values-driven firm grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
• Majority employee-owned organization, giving team members a shared stake in our success
• Opportunity to build meaningful relationships with clients and become a trusted part of their financial journey

• Medical, dental, and vision coverage with multiple plan options
• Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Company-paid life insurance, AD&D, and disability coverage

• 401(k) with company match (Roth and Traditional options)
• Team-based incentive opportunities and recognition programs

• Generous paid time off plus paid holidays
• Annual Savantiversary day
• Summer Hours (shorter work weeks during the summer)
• Parental leave, personal leave, and other life-event support

• Employee Assistance Program (EAP)
• Wellness reimbursements
• Flexible "Dress for Your Day" approach