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Sr Financial Analyst

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IRI

2021-12-03 13:34:16

Job location Chicago, Illinois, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Job Description

Senior Financial Analyst

This position's primary responsibility is to support assigned IRI's client vertical teams as part of IRI's Global Commercial Finance team in Chicago, IL. You will be the main point of contact for all day-to-day, bi-weekly, monthly, and annual Commercial Finance and financial planning and analysis ( FP&A) processes and activities. Reporting to the SVP Global Commercial Finance, you will support the Verticals Commercial teams in pipeline reviews, KPIs development and tracking and various ad-hoc analysis.

Responsibilities

  • Prepare scheduled reporting packages, analyses, and narratives to senior management with emphasis on identifying variance drivers and recommending corrective actions.
  • Track and maintain reporting on headcount, direct expenses, and key operational metrics
  • Maximize use of IRI financial systems ( Microsoft Dynamics CRM + Adaptive) to drive growth ( revenue pipeline review & forecast, recurring revenue streaming and booking accuracy)
  • Drive Annual Planning Process and Operating Reviews for supported teams
  • Drive the implementation and adoption of new CRM ( Microsoft Dynamics 365) with testing, requirements development, reviews, and analysis.
  • Assist vertical leaders and their teams with forecast, revenue, billing, and contract inquiries as needed.
  • Ad-hoc analysis and reporting
Qualifications
  • 4+ years of experience in Commercial Finance, FP&A, Accounting and/or Sales Operations.
  • Bachelor's degree in Finance, accounting or analytic major Required. Master's in finance or Accounting a Plus.
  • CRM experience with Microsoft Dynamics 365 Preferred, Implementation experience with Microsoft Dynamics 365 a Plus.
  • Experience in the Tech/Software industry ( with Recurring Revenues) a Plus.
  • Workday Adaptive software experience a Plus
  • Highly proficient in Excel ( Required)
Soft Skills
  • Superior analytic and quantitative abilities; Can leverage raw unorganized data into actionable insights
  • Must be a self-starter with the intellectual curiosity to be a problem solver
  • Experience in leveraging data and technology to provide insights and drive efficiency
  • Ability to influence leaders at all levels, present financial concepts to a non-financial audience
  • Ability to work autonomously in a fast-paced, entrepreneurial environment

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