Analyst of FP&A

Job Description

FP&A Analyst | TalentAlly

The Tone:
This is a full-time role at HCC/CCI, located in the Greater Chicago Area. The company is a privately-held enterprise with over a century of legacy, managing business, philanthropic, and family interests on behalf of a multi-generational family. The role is critical in providing comprehensive financial reporting, forecasting, valuation, and benchmarking across all asset classes, directly empowering strategic decision-making for Crown family leadership, trustees, and individual account holders. This position contributes to a workplace culture built on integrity, collaboration, and dedication, supporting the company’s long-term strategic approach and financial success.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Greater Chicago Area
• Pay: $72000–$79000 yearly
• Team: Part of the FP&A team, supporting Crown family leadership, independent trustees, and investment stakeholders.
• Mission: To empower strategic decision-making for all asset classes across the enterprise by providing essential financial reporting, forecasting, valuation, and benchmarking.
• Tech Stack: Power BI, Tableau, Excel, PowerPoint, SQL, Oracle, SAP

What You’ll Actually Do
• Enterprise Reporting: Partner with FP&A team members to develop annual and quarterly Enterprise Reporting and cash forecasting for the entire Crown enterprise.
• Stakeholder Support: Contribute to the FP&A Customer Service model by aggregating, analyzing, and reporting investment data for key stakeholders including Treasury, Accounting, Family Services, Trustees, and Investment Teams.
• Performance Benchmarking: Implement and monitor benchmarking processes to enable consistent reporting across the enterprise and facilitate comparative performance analysis against industry standards.
• Strategic Analysis: Develop performance projections, conduct investment analysis, and define asset allocation parameters to inform and support strategic decision-making.
• Technology Implementation: Utilize and apply technology to implement standardized reporting across the enterprise and collaborate on the development and maintenance of the FP&A Investment Database, SQL queries, and PowerBI visualizations.

The Must-Haves
• Background: A Bachelor’s degree in Finance, Accounting, Business Analytics, Management Information Systems (MIS), or another related business discipline, providing a foundational understanding of corporate finance principles.
• Experience: 0-3 years of professional experience in corporate finance, financial services, investments, or a related field, demonstrating proficiency in business intelligence tools such as Power BI and Tableau, alongside essential office applications like Excel and PowerPoint.
• Skills: Strong verbal and written communication abilities coupled with a keen attention to detail; the capacity to work effectively both independently and within collaborative teams across complex environments; the aptitude to understand issues, determine root causes, identify risk implications, and provide clear recommendations; and solid financial analysis skills including benchmarking and assessing financial and operating metrics.
• Bonus: Professional certifications or licenses such as CPA, CFA, or Series 79 are a plus, as is prior experience working with direct database connections or Enterprise Resource Planning (ERP) systems like SQL, Oracle, or SAP.