Who we are:
Strongpoint Partners is a fast-growing, tech-enabled financial services platform that provides third-party retirement administration (“TPA”), recordkeeping, and integrated payroll and HR technology solutions for small and medium businesses. Strongpoint’s suite of services prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group, Retirement Planners and Administrators, Pension Financial Services, Pollard & Associates, Carlson Quinn, SI GROUP, and Retirement Planning Consulting Group, Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertiserequired to make retirement work for everyone.
Strongpoint has been recognized among the Inc. 5000 list of America’s fastest-growing private companies in 2024!Strongpoint Partners is seeking a highly skilled and motivated Senior Financial Analyst to join our Finance team, reporting to the Manager of FP&A. As a member of the team, you will be focused on financial reporting, forecasting, and ad hoc financial analysis across Strongpoint. The ideal candidate is a well-rounded performer who is highly analytical, thrives in a fast-paced work environment, and embraces a collaborative work style. This is a highly visible role which will work closely with Finance leadership and cross-functional business partners.
**This is a hybrid opportunity in the Chicago area with 2-3 days per week in our Downtown Chicago office.**
What you'll do:
- Prepare monthly reporting packages providing value-added insights for business partners that have a direct impact on driving business decisions
- Optimize the monthly financial forecast to support strategic decision-making
- Assist in the annual budget cycle, partnering with multiple departments and business units to build a detailed, consolidated annual financial plan
- Provide support for ad hoc requests that help provide a deeper understanding of the business
- Partner with Accounting team to continuously improve GL structure and reporting
- Consolidate, report, and analyze financial KPIs
- Support the financial integration of new partners that join Strongpoint, including developing detailed revenue accrual processes
- Utilize technology to drive improvement to financial reporting and forecasting processes
- Work independently with little direct supervision as well as within a team environment
Who you are:
- 3+ years of experience in financial planning & analysis or similar experience
- Bachelor's Degree in Finance, Economics or Accounting
- Advanced Microsoft Excel and PowerPoint skills
- Desire to take ownership of projects and ideas, while being able to identify gaps and other areas of improvement
- Strong communication skills with the ability to communicate effectively with non-Finance business partners
- Ability to adapt in a dynamic and ever-changing environment
- Diligence and attention to detail
- Vena or similar FP&A software experience
- Sage Intacct experience is a plus
- CPA is a plus!
Our Value-Driven Employee Experience:
- Flexible Workplace
- Competitive PTO
- Inclusive Environment
- Development Opportunities
- Comprehensive Benefits
- Workplace Perks
