Financial Planning & Analysis Manager

Company: Robert Half
Location: Chicago
Posted on: February 18, 2026

Job Description:

Job Description Job Description The salary range for this position is $150,000-$200,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to john.sadofsky@roberthalf.c0m Want to be with a company that will ensure you get to enjoy your time off? You don't have to be a 'people person' to want to work for a company that prioritize cultivating a healthy work environment for their employees while emphasizing the importance of a work-life balance. Job Responsibilities: Support the financial planning, reporting, and budgeting processes across the company's portfolio of businesses Partner with key business leads to lead the budget, planning, and forecast formulation and execution Generate monthly, quarterly and yearly reporting insights by gathering and analyzing data as well as actuals/projection variances Identify relevant trends and key variance drivers. Advise leadership of opportunities and risk impacting the firm Identify process improvements to reduce process cycle times, improve financial forecast quality, and enhance information provided to leadership for business decisions Develop credibility and build partnerships with the accounting team and other key stakeholders across the company to facilitate efficiency, knowledge sharing, and opportunities for process improvement Requirements: Bachelor's degree in accounting, finance, or related acumen. 7 years of financial planning and analysis experience within the financial services space. Ability to collect, clean, and interpret large data sets across multiple systems to provide insightful analysis. Experience in planning, coordinating, and executing multiple work streams simultaneously. Strong grasp of income sheet, balance sheet, and cash flow financial statements interactions. Ability to analyze financial results and assess financial impacts of business decisions. Experience working within a G/L system, Microsoft Dynamics preferred. Advanced Excel knowledge and skills (including Power Query) PowerPoint; SQL and/or Python a plus. Excellent communication skills, both written and verbal. A tech forward approach to managing day to day tasks – we love to automate and make things more efficient and so should you! Strong problem solver with the ability to navigate ambiguity and leverage your resources. The desire to take ownership of projects and ideas, while being able to identify gaps and other areas of improvement. The ability to adapt to a dynamic and ever-changing environment – we are in high growth mode and move quickly to achieve business goals. To apply to this hybrid role please send your resume to john.sadofsky@roberthalf.c0m. Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.

Keywords: Robert Half, Arlington Heights , Financial Planning & Analysis Manager, Accounting, Auditing , Chicago, Illinois