Overview In this FP&A role, you partner with specialty departments to drive budgeting, forecasting, and monthly financial reporting. You will deliver actionable insights, improve forecast accuracy, and enhance financial accountability across functions. Based in Grand Rapids, MI or Chicago, IL, you leverage modeling, dashboards, and reporting tools to inform decisions. You'll work with senior leaders to influence hiring, cost management, and long-range planning, shaping financial outcomes for the specialty units. This is a hands-on, cross-functional role in a fast-paced fintech environment with a clear impact on performance.
Compensation / Benefits- comprehensive medical, dental, vision
- life and disability insurance
- 401(k) with immediate vesting
- HSA and FSA options
- paid time off and holidays
- employee assistance program and wellness resources
Responsibilities- Lead annual budget, monthly forecast, and long-range planning for assigned specialty departments
- Perform variance analysis (actual-to-budget, actual-to-forecast, YoY) with executive commentary
- Partner with department leaders on headcount planning, hiring decisions, and expense management
- Identify and report on cost reduction initiatives and savings realization
- Develop financial models, dashboards, and reporting tools to support decision-making
- Support process improvements through automation and advanced planning analytics
Key requirements- Strong analytical, problem-solving, and decision-making skills with big-picture thinking
- Exceptional analytical and strategic mindset
- Effective written and verbal communication for detailed analysis and presentations
- Proactive, self-motivated, able to manage multiple priorities in a fast-paced environment
- Strong interpersonal skills with business, financial, and operational acumen
- Desire to continuously improve finance deliverables
- Ability to handle confidential data with discretion and professionalism
- Proven ability to influence and engage with senior stakeholders
- Positive, learn-fast, team-oriented attitude
- strong communication
- stakeholder influencing
- team collaboration
- Advanced Microsoft Excel
- PowerPoint
- Word
