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Archdiocese of Chicago · 3 weeks ago

Senior Financial Planning Analyst

Greater Chicago Area

Full-time

Hybrid

Senior Level

$86K/yr - $100K/yr

5+ years exp

The Archdiocese of Chicago is seeking a Senior Financial Planning Analyst to support their financial operations. This role involves managing the annual budgeting process, financial performance reporting, and initiatives to streamline the FP&A function.

CommunitiesEventsNon ProfitReligion

Hiring Manager

Shannon Diaz

Responsibilities

Develop deep understanding of the underlying operations and drivers for the budgets

Lead and manage the annual budgeting process including, guidelines, systems and tools, change tracking, and review and approval

Lead and manage the long-range planning process including, guidelines, systems and tools, change tracking, and review and approval

Manage and operate the management reporting and analysis process, including reports and variance analysis, trend analysis, corresponding systems and tools, and review process with operating management for the major/moderate operation(s) supported

Work with the operations supported to develop appropriate plans to manage financial issues and opportunities and achieve budgets

Leverage the budgeting and management reporting processes to drive accountability and financial control and help ensure the APC operation supported meets financial targets

Participates in the operation of enterprise-wide FP&A processes (e.g., annual budgeting) and enterprise-wise infrastructure (e.g., OneStream)

Identify, design and develop opportunities to improve FP&A processes and systems, maximizing the use of automation

Supports initiatives to streamline, automate, and properly control the FP&A function

Supports goal setting and achievement process

No formal supervisory responsibility

Travel (0 – 10%) to attend meetings at other AoC locations in the Chicago metropolitan area including - the Archbishop Quigley & Meyer Centers in Chicago, USML in Mundelein, IL, PRMMA in Hillside, IL, etc. (dependent on support roles assigned to each Sr. Analyst)

Qualification

FP&A experienceFinancial analysisFinancial accountingCPAMBAMicrosoft OfficeLawson G/LHyperion/OneStreamDetail orientationEthicsInterpersonal skillsInitiative-takingCross-functional coordinationIntegrity

Required

5+ years of experience in financial accounting and reporting and/or FP&A

Undergraduate degree in Finance/Accounting, with a preference for advanced degrees in accounting, finance or business

CPA and/or MBA are desirable

Strong experience in FP&A, with demonstrated business acumen and financial analysis capabilities

Initiative-taking-ability to assume independence and suggest opportunities for continual improvement

Ability to synthesize data and information into key messages, implications and recommended actions

Strong interpersonal skills-ability to build confidence and trust

Comfortable with high change environments and turnaround environments

Strong ability to set priorities in a complex environment while meeting priority goals and objectives

Cross-functional consensus-building and coordination ability, particularly with non-Finance functions

Strong detail orientation and willingness to engage in detail as necessary, without sacrificing the overall perspective

Major/moderate project experience

Demonstrated high integrity and ethics in all operations and responsibilities

Affinity for mission-driven, not-for-profit organizations and a commitment to serving the Catholic Church in the Chicago area. Must demonstrate understanding, respect and support for Catholic Church teaching, mission and values