FP&A Specialist in Chicago, Illinois at Evention LLC

The FP&A Associate Specialist plays a critical role in supporting the financial planning, analysis, and reporting functions of the organization. Reporting directly to the Vice President, Finance, this position partners with business units and leadership to deliver actionable financial insights, drive budgeting and forecasting processes, and support strategic decision-making. The ideal candidate brings strong analytical capabilities, exceptional Excel and financial modeling skills, and a passion for translating data into meaningful business narratives.

Key Responsibilities:

Financial Planning & Forecasting

• Support the annual budgeting process, working cross-functionally with department heads to consolidate and review submissions.
• Develop and maintain rolling forecasts, identifying variances and communicating drivers to senior leadership.
• Build and maintain dynamic financial models to support scenario analysis and long-range planning.

Reporting & Analysis

• Prepare monthly, quarterly, and annual financial reports including P&L, balance sheet, and cash flow analysis.
• Conduct variance analysis (actual vs. budget vs. prior year) and present findings with clear, concise commentary.
• Develop and maintain management dashboards and KPI reporting to monitor business performance.
• Assist in the preparation of board and executive presentations, synthesizing complex financial data into executive-ready materials.

Business Partnership

• Act as a finance business partner for assigned departments, providing financial guidance and decision support.
• Collaborate with Accounting to ensure alignment between management reporting and GAAP financial statements.
• Support ad hoc financial analyses and special projects as directed by the VP, Finance.

Process Improvement

• Identify opportunities to streamline and automate FP&A processes and reporting workflows.
• Contribute to the evaluation and implementation of financial systems and tools.

What We Offer:

• Base Salary: $100,000 annually.
• Annual performance-based bonus eligibility.
• Medical, Dental, Vision, STD, LTD, Life, 401K with matching.
• Generous paid time off and company holidays.
• Opportunities for professional growth and continuing education support.
• Collaborative and dynamic work environment with great coworkers.

Qualifications:

Required

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3–7 years of progressive experience in FP&A, corporate finance, investment banking, or management consulting.
• Advanced proficiency in Microsoft Excel (financial modeling, pivot tables, complex formulas); experience with PowerPoint.
• Strong understanding of financial statements (P&L, balance sheet, cash flow) and GAAP principles.
• Demonstrated ability to manage multiple priorities and deliver high-quality work under tight deadlines.
• Exceptional verbal and written communication skills, with the ability to present financial information clearly to non-finance audiences.

Preferred

• MBA or CFA designation (or progress toward), or equivalent advanced coursework.
• Experience with ERP systems (e.g., NetSuite, SAP, Oracle) and financial planning tools (e.g., Adaptive Insights, Anaplan, Hyperion).
• Experience with data visualization tools such as Tableau or Power BI.
• Prior experience in a high-growth or public company environment.
• Good working knowledge of Salesforce (SFDC), including reporting and pipeline visibility.

Core Competencies:

• Analytical Thinking: Ability to synthesize complex data sets into clear, actionable insights.
• Attention to Detail: Commitment to accuracy in financial modeling and reporting.
• Collaboration: Strong cross-functional partnership skills and a team-first mindset.
• Communication: Confidence presenting financial information to senior stakeholders.
• Intellectual Curiosity: Proactively explores root causes and asks the right questions.
• Adaptability: Thrives in a fast-paced environment with evolving priorities.
• AI Fluency & Tool Adoption: Actively leverages AI tools to enhance financial analysis, accelerate reporting workflows, and surface insights more efficiently. Demonstrates curiosity and sound judgment in identifying where AI can augment, not replace, rigorous financial thinking, and stays current as the toolset evolves.