36350 | Senior Associate, Financial Planning
Chicago, Illinois
Direct Hire
Added - 09/27/24
Accounting/Finance
Senior Associate, FP&A- $120,000+ DOE
Our client, a global leader in regenerative infrastructure, is looking for a Senior Associate, Financial Planning to join their growing team in Chicago! In this role, you'll be responsible for supporting financial planning, budget forecasting, and managing the financial performance of operating assets across the U.S. and Canada. You’ll prepare financial reports, collaborate with cross-functional teams, and be at the forefront of ensuring compliance with renewable energy regulations.
Why This Opportunity Stands Out
Above market compensation package
Hybrid work environment
Enviromental mission driven business
Responsibilities:
Lead business planning and develop financial forecasts, budgets, and reports
Provide key financial insights to senior management and tax equity investors
Optimize the financial performance of renewable energy assets across the U.S. and Canada
Collaborate with our power marketing team to ensure RTO/ISO compliance
Assess and manage financial risks related to energy marketing and trading.
Requirements:
BA/BS in Finance, Economics, Accounting, Mathematics, or related discipline
5+ years of experience in finance, accounting, or asset management, ideally within renewable energy, power, or fossil fuel industries
Deep understanding of, financial planning, budgeting, and risk management
Strong technical skills and know-how of US GAAP and IFRRS.
36336 | Senior Associate Financial Planning & Asset Management
Chicago, Illinois
Direct Hire
Added - 09/20/24
Accounting/Finance
Role – Senior FP&A Analyst
Location: Chicago - Hybrid
Compensation: $115,000 - $125,000 + Bonus
About the Role
As a Senior FP&A Analyst, you will be responsible for supporting and managing the development of budgets, forecasts, financial planning, and preparing regular performance reporting and variance analysis to key stakeholders.
Job Description
Manage the preparation of monthly, quarterly, and annual financial reporting. This will include all forecasting and variance analysis of actual to budget and forecast to budget.
Lead role in the preparation of the business planning, including preparing and maintaining budgets and forecast, five-year business plans, tax plan, annual operating plan, and monthly and quarterly reviews.
Prepare all monthly reporting packages including key financial metrics and key performance indicators to senior management.
Manage, monitor, and, working with our business lines, optimize the financial performance of the operating assets in the US and Canada. Preparation of annual budgets for tax equity investors and lenders, and monitoring cash and GAAP performance to budget.
Act as Finance representative with our Operation & Maintenance group in identifying and managing operating issues that affect project performance.
Lead the implementation of a risk management program for energy marketing and trading activities across our renewable energy operating portfolio.
Assess initial and ongoing creditworthiness of counterparties, establish credit lines with counterparties, ensure appropriate bilateral collateral and credit support arrangements are in place with counterparties and RTO/ISOs, and oversee daily margin calls.
Lead and participate on cross-functional project teams as needed.
Requirements
5+ years of experience in a corporate environment
Experience in the renewable energy, power, or fossil fuel industry.
Comprehensive understanding of finance and accountancy principles, including US GAAP and IFRS and strategic planning.
Ability to drive the budget process and design budget assumptions, timing deliverables within the prescribed timeframe.
Ability to identify areas of financial risk and develop contingency plans.
Experience in managing risk insurance programs, and in-depth knowledge of property, casualty, and energy trading risk management programs.
Demonstrated ability of strong analytical skills and attention to detail.
Strong written and verbal communication and presentation skills.
Strong interpersonal skills and the ability to interact with all staff throughout the Company and work as a team player.
#LI-TK1
36333 | Senior Associate Financial Planning & Asset Management
Chicago, Illinois
Direct Hire
Added - 09/20/24
Accounting/Finance
Role – Senior Associate Financial Planning & Asset Management
Hybrid | Up to $125k + Bonus
Job Description:
We have an exciting opportunity for an experienced Senior Associate, Financial Planning and Asset Management to be based at our clients US headquarters in Chicago, IL. This position, reporting to the US and Canada Senior Manager, Financial Planning and Asset Management, is responsible for supporting and managing the development of, financial plans, budget, and forecasts and preparing regular performance reporting and variance analysis to key stakeholders, tax equity investors and management. It will also interact with various businesses lines on the monitoring of development pipeline/forecasting, operating assets planning and construction planning.
Job Description
Manage the preparation of monthly, quarterly, and annual financial reporting. This will include all forecasting and variance analysis of actual to budget and forecast to budget.
Lead role in the preparation of the business planning, including preparing and maintaining budgets and forecast, five-year business plans, tax plan, annual operating plan, and monthly and quarterly reviews.
Prepare all monthly reporting packages including key financial metrics and key performance indicators to senior management.
Manage, monitor, and, working with our business lines, optimize the financial performance of the operating assets in the US and Canada. Preparation of annual budgets for tax equity investors and lenders, and monitoring cash and GAAP performance to budget.
Collaborate with our Power Marketing group to ensure RTO/ISO compliance.
Act as Finance representative with our Operation & Maintenance group in identifying and managing operating issues that affect project performance.
Lead the implementation of a risk management program for energy marketing and trading activities across our renewable energy operating portfolio.
Assess initial and ongoing creditworthiness of counterparties, establish credit lines with counterparties, ensure appropriate bilateral collateral and credit support arrangements are in place with counterparties and RTO/ISOs, and oversee daily margin calls.
Lead and participate on cross-functional project teams as needed.
Required Skills and Competencies
BA/BS in Finance, Economics, Accounting, Mathematics, or related discipline or equivalent.
5 or more years of progressive professional finance/ accounting experience (budgeting, forecasting, and planning) in a corporate environment, preferably within the fossil fuel, renewable energy and/or power industry.
Must have a comprehensive understanding of finance and accountancy principles, including US GAAP and IFRS and strategic planning.
Ability to drive the budget process and design budget assumptions, timing deliverables within the prescribed timeframe.
Ability to identify areas of financial risk and develop contingency plans.
Solid credit analytical skills and understanding of energy-related agreements (ISDAs, EEIs, PPAs) and underlying collateral including parent guarantees and letters of credit. Understanding exposure calculations (MTM, PFE), trading instruments, and hedging.
Experience in managing risk insurance programs, and in-depth knowledge of property, casualty, and energy trading risk management programs.
Demonstrated ability of strong analytical skills and attention to detail.
Strong written and verbal communication and presentation skills.
Strong interpersonal skills and the ability to interact with all staff throughout the Company and work as a team player.
#LI-GM1
36205 | Financial Analyst
Tinley Park, Illinois
Direct Hire
Added - 08/23/24
Accounting/Finance
Financial Analyst- Hybrid
Our client, a fast-growing private equity-backed organization in the industrial services industry, is seeking a Financial Analyst to join their corporate Finance team. This role offers the opportunity to work closely with senior leadership and make a significant impact on the company's financial strategy and operations.
Responsibilities:
Analyze business and financial data to identify trends and growth opportunities.
Develop and maintain financial models to support key organizational decisions.
Support the annual budgeting process, including reforecasts and segment-specific financial planning.
Prepare and present consolidated financial reports, including P&L statements, KPIs, and other performance metrics, to organizational leaders.
Analyze industry trends and provide actionable recommendations.
Evaluate capital expenditures and manage depreciation analysis.
Create automated reporting and forecasting tools to enhance data efficiency.
Provide financial support and insights to field teams, operations, and sales departments.
Conduct ad hoc financial analyses as needed.
Requirements:
Bachelor’s degree in Finance or a related field is required
3+ years of experience in accounting, finance, consulting, or investment banking.
Strong verbal and written communication skills.
Solid understanding of GAAP and financial principles.
Proven ability to analyze, consolidate, and interpret large datasets, with a keen interest in understanding business drivers.
Prior experience in the industrial, transportation, or logistics services sectors is preferred
#PERMIL2024
35811 | Director Finance, Supply Chain Internal Plant Operations
Springdale, Arkansas
Direct Hire
Added - 08/19/24
Accounting/Finance
Role – Director Finance, Supply Chain Internal Plant Operations
*In-office (Springdale, Arkansas HQ), possible flex*
Job Description:
The Director of Finance for Supply Chain Internal Plant Operations is a critical leader within the Supply Chain Finance Team, responsible for overseeing financial activities across 10-12 plants and managing a team of up to 35 employees. Reporting to the Vice President of Operations, this role involves extensive collaboration with Business Unit Operations and Finance Teams to provide crucial costing analysis, supporting strategic decision-making within the commercial team. The position requires exceptional communication skills and the ability to foster effective partnerships across a matrixed organization. The Director will balance meeting financial commitments with developing strategies for long-term growth, overseeing plant-level finance and accounting activities, and ensuring value-added business partnering with the Operations team.
Key Responsibilities:
Team Leadership and Collaboration:
Lead and develop a team of 10-12 direct reports and a total team of 35.
Foster a collaborative "One Team" approach with individual business units to drive productivity and long-term initiatives.
Build strong relationships with Plant Controllers to enhance productivity and operational improvements.
Financial Planning and Analysis:
Oversee weekly, monthly, and quarterly financial reporting and analysis, comparing results against projections and budgets.
Provide strategic oversight for network optimization, capital deployment, and capacity planning.
Enhance the capital planning process and improve cash investment/return analytics.
Business Partnering:
Act as a business partner to the Vice President of Operations, advocating for the needs of the Business Teams to meet financial commitments.
Support innovation initiatives to ensure viable go-to-market strategies and sustainable business models.
Collaborate with Finance teams to reduce non-value-added work, focusing on activities that provide insight and impact.
Strategic Oversight:
Identify and execute cost productivity opportunities.
Lead monthly and quarterly forecasting processes in collaboration with business teams.
Monitor and communicate performance across key metrics, providing guidance on financial scenarios and forecasts.
Requirements:
Education and Certifications:
Undergraduate degree in Finance or Accounting.
Experience:
Minimum of 15 years of relevant experience.
Skills:
Proficiency in Microsoft Office, especially Excel; knowledge of SAP is beneficial.
Strong communication skills, capable of engaging at all organizational levels.
Supervisory Experience:
Experience managing 10-12 direct reports and an overall team of 35.
Travel:
Willingness to travel up to 50%.
Location:
Based at Springdale, AR Headquarters.
35981 | Senior Financial Reporting Analyst
Northbrook, Illinois
Direct Hire
Added - 08/19/24
Accounting/Finance
Role – Sr. Financial Reporting Analyst
*Hybrid (3 days a week on-site)*
Job Summary:
The Senior Financial Reporting Analyst will play a crucial role in the accounting and reporting functions for complex areas. This position is instrumental in determining the appropriate accounting treatment for significant and unusual transactions. The role offers an excellent opportunity for problem-solving, recommending solutions, and driving process changes as company continues to grow and evolve.
Job Description:
The Senior Financial Reporting Analyst will be essential in managing accounting and reporting for diverse accounting areas. This role will be a key player in determining the appropriate accounting treatment for significant and unusual transactions. It offers the chance to solve problems, recommend solutions, and drive process improvements as company develops.
Job Responsibilities:
Serve as the primary contact and subject matter expert for a specific technical accounting area within the financial reporting group, such as stock compensation, EPS, leases, asset retirement obligations, revenue recognition, pensions and post-retirement benefits, or natural gas derivatives. This includes preparing related journal entries, reconciliations, and 10Q and 10K disclosures.
Participate in preparing financial statements and disclosures for external issuance, ensuring compliance with SEC and FASB accounting and reporting requirements.
Assist with other technical accounting areas and reporting functions, which may include benefit plan audits, asset fair value testing, supporting the Investor Relations team (including accounting reviews of quarterly earnings releases, investor presentations, and call scripts), and other accounting-related projects as needed.
Act as a technical accounting resource in reviewing and evaluating extraordinary and atypical business transactions, or new SEC rules and accounting standards updates, to determine the appropriate accounting and external reporting treatment.
Qualifications:
Bachelor’s Degree in Accounting.
CPA certification or active CPA candidate.
Strong technical knowledge of U.S. GAAP and internal controls over financial reporting.
At least 5 years of progressively responsible accounting experience in private industry, with experience in technical accounting and/or financial reporting. Public accounting experience is preferred.
Knowledge of FASB and SEC rules and regulations, with the ability to apply business and financial concepts.
Proficiency in Microsoft Office applications. Experience with Workiva and SAP is a plus.
#LI-GM1
32280 | Manager, FP&A
Chicago
Contract
Added - 08/13/24
Accounting/Finance
Brilliant Financial Staffing has been engaged in the search for a Manager FP&A for one of our clients in the financial services industry, located in Chicago, IL. The Manager FP&A will be responsible for budgeting, forecasting, modeling, financial analysis, and accounting responsibility that are focused on supporting the financial operations, valuation, and gross margin analysis. Our client is looking to hire immediately and has opted to open this position on a contract to hire basis. Qualified candidates will be considered immediately and begin the interview process.
RESPONSIBILITIES
Participate in lean initiatives and improvement programs across the various operating functions adopting a hands-on approach.
Drives objectives within the team and responsible for maintaining the periodic goals to meet the year end objectives
Develops and/or assists in developing budgets, reporting, and forecasting of expense and capital projects, guide corporate functions and business teams in the budget process
Manage and monitor Income Statements and consolidations for supported businesses and corporate functions. Drive actionable information and advice to corporate and business teams. Evaluate financial outcomes of various decision alternatives; advise on key business planning assumptions, identify, and quantify risks and/or opportunities
Translate content needed for senior level presentations; ensure content provided meets requirements; assist in preparation of presentations for senior management
Provide ad-hoc analysis and financial modeling support to the corporate function and business leader
Implement standardized processes and utilize various reporting tools to provide efficient and transparency financial analysis
Ability to develop recommendations/solutions to problems encountered in day-to-day work.
Support close process and project reporting
Supports financial integration activities
Assist in preparation of presentations for senior management
Seek out ways to continuously improve processes; support project analysis and input on business cases and provide additional support across corporate
Provide direction and leadership to analysts across FP&A team
Other duties may be assigned
QUALIFICATIONS
Bachelor's degree in Business, Accounting, Finance or a related field or local equivalent with an advanced degree preferred
Minimum 5-8 years of Finance & Accounting experience
Insurance experience a plus but not required.
Demonstrate effective financial, strategic, and executive leadership. She or he will appreciate the rigorous, analytical requirements of a public company, and have exposure to build the requisite infrastructure to support those needs within the business
Ability to plan, organize, prioritize work, and handle multiple projects and deadlines in a complex business environment
Strong skills in Microsoft Excel, Word, and PowerPoint. Tableau and Workday G/L and Adaptive experience a plus but not required.
Strong knowledge of Excel including Pivot Tables, VLOOKUPs and formulas
Strong knowledge of financial statements (income statements, balance sheets and cash flows).
Ability to work through shifting priorities and deadlines
Strong modeling skills
Strong interpersonal and communication skills, both written and oral with the ability to communicate complex business information to a range of non-finance audiences.
Strong analytical, problem-solving, and computer skills
Advanced proficiency in Microsoft Office Tools, specifically Excel, comfortable with pivot tables and lookups, and Power Point required
Experience with a major ERP System (Oracle, SAP, Net Suite, etc.)