Senior Financial Planning and Analysis Analyst

Senior Financial Planning and Analysis (FP&A) Analyst

Location: Chicago, Illinois, USA
Work Arrangement: Hybrid (3 days in office, up to 2 days remote)
Job Type: Full-time
Salary: $88,000–$110,000 USD per year
Additional Compensation: Eligible for a discretionary annual bonus.

Job Description:

WHO WE ARE

We are PEAK6, a leading investment firm, using technology to find a better way of doing things. The company’s first tech-based solution was developed in 1997 to optimize options trading, and over the past two decades, the same formula has been used across a range of industries, asset classes, and business stages to consistently deliver superior results. Today, PEAK6 seeks transformational opportunities to provide capital and strategic support to entrepreneurs and forward-thinking businesses. PEAK6’s core brands include PEAK6 Capital Management, PEAK6 Strategic Capital, Apex Fintech Solutions, FOCUS, We Insure, Evil Geniuses, Poker Power, Zogo, and Bruce Markets.

ABOUT THIS ROLE

We are currently seeking a Sr. FP&A Analyst for our Shared Service Organization to deliver business insight and drive improvement of all FP&A functions for PEAK6 and its subsidiary entities.  This individual will report directly to PEAK6’s FP&A Manager.  Ideal candidates will demonstrate the ability to assess, analyze and present financial data to help drive business decisions and to improve cross-business reporting and budgeting processes.  They will possess superior analytical, modeling and communication skills. 

Responsibilities:

• Collaborate with business leaders and senior management to prepare monthly/quarterly reporting packages that drive business decisions
• Monitor and analyze monthly financial results. Identify relevant trends and key drivers of budget variances. Advise senior leadership of opportunities and risk impacting the organization.
• Provide value-added analytical management reporting, including ad hoc requests, to help provide the organization with a deeper understanding of cost changes and help identify additional efficiency opportunities.
• Develop annual budget(s) and financial forecasts which will drive appropriate and timely decision making; create and maintain detailed budgeting templates
• Continuously improve and automate financial management processes and analytical tools needed to deliver reporting and budgeting
• Drive cross-business standardization for all FP&A processes
• Build and enhance financial models to evaluate new business and revenue opportunities, and expense reduction initiatives
• Assist in the development and enhancement of internal cost allocation methodologies
• Develop credibility and build partnerships with key contacts across the organization to facilitate efficiency, knowledge sharing, and opportunities for process improvement
• Manipulate large data sets to summarize for management reporting, determine results, or reveal trends

Requirements:

• Bachelor degree in Accounting, Finance or related degree
• 3-5 years of relevant experience in Accounting and Finance/FP&A
• Strong Microsoft Excel and PowerPoint skills
• NetSuite experience is a plus
• Adaptive Insights experience is a plus
• Strong grasp of income statement, balance sheet, and cash flow financial statements along with the ability to analyze financial results and assess financial impacts of business decisions.
• Strong written, verbal communication and presentation skills; must be able to convey information to all levels of the organization in a clear, focused, and concise manner
• A tech forward approach to managing day to day tasks – we love to automate and make things more efficient and so should you!
• The ability to navigate ambiguity – you won’t know everything and that’s ok! But the ability to research and use your resources is key.
• 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 every-changing environment – we are in high growth mode and move quickly to achieve business goals.
• Experience in planning, coordinating, and executing multiple work streams simultaneously
• Strong desire to learn new things and grow within your profession
• The desire to partner and collaborate with various teams across the organization.
• All of our team members have these traits. You should, too.
  • Collaboration               
  • Grit
  • Adaptability                  
  • Ownership

OUR REWARDS

We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week.

Base pay offered may vary depending on job-related knowledge, skills, experience, and office location. This position also may be eligible for a discretionary annual bonus in addition to a range of health & wellness benefits, enhancing your overall compensation package.

Base Salary Range

$88,000-$110,000

PEAK6 is proud to be an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

PEAK6 is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hr@peak6.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.