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Financial Analyst IV -610347
Ref No.: 18-06073
Location: Riverwoods, Illinois
Financial Analyst IV
Riverwoods, IL
9 Months


The digital future has arrived and the tax and accounting professions are changing rapidly. Professionals today have different needs, expectations and capabilities. In addition to accuracy, they need greater mobility, simplicity and speed. These needs place a premium on access to active intelligence, agile systems and integrated workflow solutions — in short "Best in Process” solutions.

As a Senior Financial Analyst, Research & Learning, you will report directly to the Senior Manager of Finance and will function as a business partner to the Research and Learning Sales organization. You will work on various financial planning and analysis tasks, including month-end close, monthly management reporting, annual budget, forecasting, financial modeling, and other analysis, as needed. You will also help identify and drive efficient processes for budgeting and forecasting of expenses, and operational reporting.

Key Responsibilities:

  • Actively participate in the month-end, quarter-end, and year-end closing activities:
    • Process necessary journal entries and accrual transactions.
    • Analyze financial results and identify the primary drivers of the variances to forecast, plan and prior periods.
  • Provide proactive insightful financial analytic business support for the Research & Learning Sales organization:
    • Development of annual budget and identifying cost and sales expectations along with supporting strategic and tactical plans.
    • Complete analysis of monthly results, including variance explanations.
    • Prepare and complete monthly reporting requirements.
    • Identify risks and opportunities and bring these to the attention of senior leadership teams in a timely manner and make recommendations for appropriate actions.
  • Provide weekly sales and revenue reporting.
  • Build queries from data warehouses extracting useful data for ongoing value-added reporting.
  • Provide ad-hoc financial reporting and decision support as requested.
  • Drive continuous process improvements and best practices to enhance the effectiveness and efficiency of the planning and reporting processes.


Minimum Qualifications:
  • Bachelor's degree in Accounting or Finance.
  • 4 or more years of financial planning, analysis, budgeting and forecasting experience with business unit and/or corporate experience.

Preferred Qualifications:
  • MBA or similar advanced degree.
  • Excellent analytical skills, strong attention to detail and ability to multitask.
  • Strong written and verbal communications skills.
  • Function as an integral part of a team and build positive relationships and credibility
  • Ability to work effectively under tight deadlines and work extra hours during peak workload times if necessary.
  • Self-starter with the ability to meet deadlines, handle multiple priorities and perform job responsibilities accurately while working in a fast-paced and vibrant environment.
  • Ability to organize and analyze large volumes of data, perform data reconciliations and summarize for executive review.
  • Ability to make timely decisions and draw appropriate conclusions from analysis of the business and financial information available.
  • Excellent computer skills required, including a high degree of demonstrated Excel expertise and experience with SAP, Business Warehouse (BW), and planning reporting software such as Hyperion and Infor (GEAC).
  • Proactively seeks out ways to add value and efficiencies through continuous improvement efforts.
  • Ability to work independently, with minimal supervision, under tight deadlines.
  • Proven successes in working across cross-functionally and are effective in a matrix organization.
Excellent interpersonal and communication skills with a demonstrated ability to interact within all levels of the organization.