Senior Financial Analyst – Corporate FP&A

1 hour ago

🌽 Illinois – Remote

Although this job is listed in Illinois, this company may be open to hiring remote in other states.

💵 $110k - $125k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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HALO Branded Solutions

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B2B • Retail • Enterprise

HALO Branded Solutions is a company specializing in branded merchandise and promotional products to enhance brand engagement and recognition. They offer a variety of services including custom kitting, company stores, holiday gifting, and creating employee welcome kits. In addition, HALO provides solutions for employee recognition and incentives through tailored programs that align with company cultures. The company also focuses on creating brand ambassadors through company uniforms and branded apparel. HALO serves a wide range of industries by providing creative services, technology solutions, and logistics support to capture and maintain the attention of clients and employees. Their commitment to sustainability and impactful experiences is central to their operations.

1001 - 5000 employees

🤝 B2B

🛒 Retail

🏢 Enterprise

💰 Private Equity Round on 2016-01

📋 Description

• Lead preparation, consolidation, and delivery of monthly, quarterly, and annual financial reporting packages for senior leadership • Develop and maintain dashboards, KPIs, and automated reporting solutions to support strategic decision-making • Conduct financial analysis, trend review, variance explanations, and business performance insights across revenue, expenses, margins, and key operational drivers • Partner with Accounting to support the monthly close process, ensuring accurate and timely financial data • Support creation of Board-level reports, including narratives, visualizations, and scenario summaries • Support annual planning, forecasting, and long-range planning cycles • Build and enhance financial models to evaluate business performance, investment decisions, and strategic initiatives • Provide scenario analysis, sensitivity analysis, and ad-hoc financial modeling to assist leadership in business planning • Serve as the primary systems owner for the Planful platform • Manage user access, roles, security, and workflow configuration • Oversee model structures, metadata, hierarchies, and integration with ERP/HRIS/BI tools • Maintain and enhance system logic, templates, reports, dashboards, and forecasting structures • Troubleshoot data issues, coordinate with IT and Planful support, and implement best practices • Lead system upgrades, new module rollouts, and training for finance and business users

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field required (MBA, CPA, or CFA a plus) • 5+ years of experience in FP&A, business finance, or analytics group, with prior experience administering a performance management platform (ideally Planful) • Advanced Excel skills, including complex formulas, modeling, and automation techniques (Power Query, PivotTables, Macros preferred) • Strong proficiency in PowerPoint for executive-ready presentations and data visualization • Experience with data tools such as Power BI and Tableau to build automated reporting and dashboards • Working knowledge of ERP and planning systems (SAP, Oracle, Workday, Adaptive Insights, or Anaplan)

🏖️ Benefits

• nationwide coverage for Medical, Dental, Vision, Life, and Disability insurance • additional Voluntary Benefits • 401(k) Retirement Savings Plan • Health Savings Accounts (HSA) • Flexible Spending Accounts (FSA)