Senior Financial Planning Analyst

Job Location: 
North Central Illinois, IL

I am looking for a Senior Financial Planning Analyst in the Financial Services Industry, 6 years of experience. Great opportunity with one of our clients, a fee only RIA with over 5 billion in assets in North Central Illinois. Provides the opportunity to work remote a few days a week.  


Leading role in the preparation of the annual budget

Review of work performed by the accounting staff

Work closely with senior management as well as organizations outside the company.

Resolve accounting issues and discrepancies

Explaining accounting transactions

Update and maintain computerized financial reporting and analysis systems.

Participate in the development and preparation of reports and financial statements.

Provide management with various reports, either monthly or ad-hoc, to assist with strategic and financial decision-making.

Provide cost allocation analysis for locations and operational units; identify and recommend related improvements to allocation rules, methodology, and general ledger structure.



6 or more years in an investment services firm

CPA preferred or other advance designation in the financial services area.

Strong problem solving and analytical skills.

Bachelor’s Degree in Accounting

Recruiter Name: 
Byron Vargas
Recruiter Phone: 
(262) 886-8000 ext. 260
Banking & Financial Services

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