FP&A Analyst
CC Industries is a Chicago-based company that manages business, philanthropic, and family interests. The FP&A Analyst will be responsible for developing financial reporting, forecasting, valuation, and benchmarking for the Crown enterprise, supporting strategic decision making across various asset classes.
Responsibilities
- Partner with FP&A team members in the development of annual and quarterly Enterprise Reporting and cash forecasting
- Contributes to FP&A Customer Service model in supporting stakeholders with investment data aggregation, analysis, and reporting. Stakeholders include Treasury, Accounting, Family Services Department, Trustees, and Investment Teams
- Serve as a point of contact for a variety of investment and family office stakeholders, addressing inquiries, concerns, and providing exceptional customer service
- Implement and monitor benchmarking processes to enable consistent reporting across the enterprise and comparative performance vs. industry standards. Develop performance projections, investment analysis, and asset allocation parameters
- Utilize technology to implement standardized reporting across the enterprise
- Collaborate with team members, FP&A in the development and maintenance of FP&A Investment Database, related tables, SQL queries, and PowerBI visualizations
- Develop ad-hoc reports, requests, presentations, board materials, etc. to support strategic decision making and initiatives (both independently driven projects and part of collaborative team projects)
- Willing and able to travel up to 10% of the time
Skills
- Bachelor's degree in Finance, Accounting, Business Analytics, MIS, or other related business degree
- 0-3 Years of experience with a background in corporate finance, financial services, investments or related discipline
- Experience in business intelligence tools (e.g., Power BI, Tableau) and Excel, PowerPoint, etc
- Possess strong verbal and written communication skills and attention to detail
- Comfortable working both independently and in teams across complex environments
- Ability to understand issues, determine root causes, risk implications, and provide recommendations
- Capability to connect with peers and other stakeholders to develop strong working relationships
- Solid financial analysis skills including benchmarking, financial and operating metrics
- CPA, CFA, Series 79, or other financial certifications a plus
- Experience working with direct database connections / ERP systems a plus (e.g., SQL, Oracle, SAP, etc.)
Company Overview