Financial Analyst

Job Description

Financial Analyst | Convergint

The Tone:
This is a full-time, hybrid role at Convergint, located in Hoffman Estates, IL. Convergint is a 7,185-person organization with over 20 years of proven growth, dedicated to being its customers’ best service provider globally. This Financial Analyst position is crucial for supporting the monthly financial close process, financial reporting, budgeting, and forecasting, ensuring the accuracy and integrity of financial data across the organization. The role provides meaningful insights to support critical business decisions and thrives on continuous improvement and collaboration.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, Hoffman Estates, IL

• Team: Financial Planning & Analysis team, reporting to the Manager of Financial Planning & Analysis.
• Mission: Ensure the accuracy and integrity of financial data while providing meaningful insights to support business decisions.
• Tech Stack: ERP systems, reporting systems, Microsoft Excel, Power Pivots, Power Query, financial reporting tools, data queries, EPM solutions, CPM/consolidation tools, SQL reporting.

What You’ll Actually Do
• Data Analysis: Extract, transform, validate, and analyze financial data from multiple ERP systems, databases, and reporting applications to support financial reporting and decision-making.
• Process Improvement: Identify opportunities to automate manual processes, streamline workflows, and improve financial reporting through technology and continuous process improvement initiatives.
• Data Integrity: Research, investigate, and resolve data discrepancies by partnering with Accounting and Regional Finance Directors to identify root causes and implement sustainable solutions.
• System Support: Assist in the implementation, testing, and optimization of new ERP and EPM solutions, helping ensure data integrity, reporting accuracy, and successful user adoption.
• Financial Processes: Support the monthly financial close process, annual budgeting, and forecasting processes for the global organization.

The Must-Haves
• Background: Bachelor’s degree in accounting, finance, or a related field.
• Experience: Minimum 2+ years in financial planning & analysis, accounting, or a related finance field.
• Skills: Advanced proficiency in Microsoft Excel, including experience with Power Pivots, Power Query, complex formulas, and data analysis techniques; ability to extract, manipulate, and analyze large, complex datasets from multiple systems while ensuring data accuracy and integrity; strong understanding of financial statements, general ledger concepts, and accounting principles; excellent written and verbal communication skills, including the ability to translate financial information into clear, actionable insights for non-financial stakeholders; strong analytical and problem-solving skills with the ability to investigate issues, identify root causes, and develop practical solutions.
• Bonus: CPA or CMA designation (or progress toward certification); experience with financial reporting systems, CPM/consolidation tools, or SQL reporting.