Robert Half
Sr. Financial Analyst Job at Robert Half in Oak Brook
Robert Half, Oak Brook, IL, US
Job Description
Job Description
We are offering an exciting opportunity for a Sr. Financial Analyst located in OAK BROOK, Illinois. The successful candidate will play a crucial role in providing financial decision support, maintaining strong partnerships with the Sales & Marketing team, and ensuring financial compliance and accuracy.
Responsibilities:
• Accurate and efficient processing of customer credit applications
• Keeping customer credit records up-to-date and accurate
• Proactively addressing customer inquiries and issues
• Constant monitoring of customer accounts and taking appropriate action
• Participate in Sales & Marketing meetings, providing financial insights and decision support
• Conduct regular reviews of financial performance and forecasts to ensure accuracy and compliance
• Deliver financial aspects of the monthly S& OP process, ensuring all judgements and estimates are properly booked/accrued
• Identify and address gaps in processes, preparing and communicating periodic analysis around Business Unit performance and budgets/forecasts
• Drive annual budgeting and monthly forecasting processes for the Commercial Business Unit, ensuring alignment with strategic direction and compliance with planning calendar timelines
• Collaborate with product managers on their budgets/forecasts, providing analysis around price, mix, promotions, returns, warranty, and other related metrics/trends
• Support the Commercial Business Unit's New Product Development projects by creating and maintaining financial business cases, tracking project costs, and documenting project risks and opportunities
• Develop and maintain business process documentation, driving continuous improvement and acting as the first line of support for finance front end users
• Comply with health and safety guidelines and rules, ensuring compliance across their teams
• Safeguard company reputation by keeping information confidential
• Continually update knowledge by attending educational workshops, reading publications, establishing personal networks, and participating in societies
• Contribute to the team's success by accomplishing related results and participating in projects as needed• Must hold a minimum of 1 year experience as a Sr. Financial Analyst or in a similar role.
• Proficiency in Business Systems is required.
• Experience with Confluence is essential.
• Must demonstrate knowledge and application of CRM.
• Familiarity with Crystal Reports is a must.
• Knowledge of Data Mining Techniques is required.
• Experience with the software "About Time" is necessary.
• Must be proficient in various Accounting Functions.
• Auditing skills are required.
• Knowledge of Budget Processes is essential.
• Must be experienced in Capital Management.
• Proficiency in Microsoft Excel is required.
• Experience with SAP is necessary.
• Knowledge and use of SAP ERP is a prerequisite.
Responsibilities:
• Accurate and efficient processing of customer credit applications
• Keeping customer credit records up-to-date and accurate
• Proactively addressing customer inquiries and issues
• Constant monitoring of customer accounts and taking appropriate action
• Participate in Sales & Marketing meetings, providing financial insights and decision support
• Conduct regular reviews of financial performance and forecasts to ensure accuracy and compliance
• Deliver financial aspects of the monthly S& OP process, ensuring all judgements and estimates are properly booked/accrued
• Identify and address gaps in processes, preparing and communicating periodic analysis around Business Unit performance and budgets/forecasts
• Drive annual budgeting and monthly forecasting processes for the Commercial Business Unit, ensuring alignment with strategic direction and compliance with planning calendar timelines
• Collaborate with product managers on their budgets/forecasts, providing analysis around price, mix, promotions, returns, warranty, and other related metrics/trends
• Support the Commercial Business Unit's New Product Development projects by creating and maintaining financial business cases, tracking project costs, and documenting project risks and opportunities
• Develop and maintain business process documentation, driving continuous improvement and acting as the first line of support for finance front end users
• Comply with health and safety guidelines and rules, ensuring compliance across their teams
• Safeguard company reputation by keeping information confidential
• Continually update knowledge by attending educational workshops, reading publications, establishing personal networks, and participating in societies
• Contribute to the team's success by accomplishing related results and participating in projects as needed• Must hold a minimum of 1 year experience as a Sr. Financial Analyst or in a similar role.
• Proficiency in Business Systems is required.
• Experience with Confluence is essential.
• Must demonstrate knowledge and application of CRM.
• Familiarity with Crystal Reports is a must.
• Knowledge of Data Mining Techniques is required.
• Experience with the software "About Time" is necessary.
• Must be proficient in various Accounting Functions.
• Auditing skills are required.
• Knowledge of Budget Processes is essential.
• Must be experienced in Capital Management.
• Proficiency in Microsoft Excel is required.
• Experience with SAP is necessary.
• Knowledge and use of SAP ERP is a prerequisite.