Beyond Finance Looking for FP&A Associate at Chicago, IL Full Time

At Beyond Finance, we’ve made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, supportive user-centric technology, and customized financial solutions, we’ve helped over 300,000 clients on their path to a debt-free life.

While we’re proud of what we’ve already accomplished (over $2 billion in resolved debt), we’re searching for new collaborators to help us get to the next level! If you’re looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.

About The Role

The FP&A Associate – Financial Modeling at Beyond will be part of the corporate FP&A team and provide modeling support for financial and operational forecasts, strategic planning, business analysis and annual budgeting. This individual will also play a hands-on role in developing and implementing financial modeling processes and tools.

The FP&A team works cross-functionally with other teams within the organization to consolidate financial information and develop projections and analyses. Our team works in a fast-paced, collaborative and demanding environment and we are looking for a self-motivated candidate who has a “no excuses / get the job done” mentality.

The ideal candidate will be highly analytical and skilled at communicating complex financial concepts to, and developing working relationships with, Executive Leadership and all levels, functions, and operations of the company.

What You’ll Do

• Own, build and improve the framework of the operating, forecast, and scenario based financial models
• Build financial models in Excel based on historical financial and operating data
• Ensure model accuracy while enhancing model quality
• Recommend and implement model process improvement measures
• Conduct scenario analysis based on strategic business decisions to access profitability and financial business risks
• Analyze and identify data required to support financial models
• Facilitate the process for accurate and complete updates of financial models each reporting period
• Perform monthly variance analysis against financial models
• Assist with identification and design of a FP&A reporting tool for the budget, forecast, and other financial models
• Provide financial and strategic support to senior management and the owners, including preparing investor presentations, financial presentations, and other projects.
• Meet with division leads to discuss monthly variances and any organizational changes that may affect financials.

What We Look For

• High potential individual, able to rise within the Finance organization.
• Excellent analytical and problem-solving skills.
• Strong verbal, quantitative, and written communication skills required.
• High standards of accuracy and precision; strong attention to detail; highly organized.
• Ability to work effectively under tight time constraints, and multi-task on various projects.
• Desire to learn the operations and strategy, and ability to question the status quo.

Required Education And Experience

• Bachelor’s degree in Finance, Economics, or other highly quantitative field
• 2-3 years of experience in Investment Banking, Corporate Finance or up to 5 years of experience in FP&A building and maintaining complex financial models
• Excellent Excel and data skills
• Experience working for a PE-backed firm a plus
• Experience with structured ERP systems (NetSuite, etc.) a plus.
• Knowledge of reporting in BI systems (Looker, etc.) and SQL/database structures a plus
• Understanding of, and ability to build, projection curves

Why Join Us?

For Eligible Full-time Employees, We Offer

While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us.

• Considerable employer contributions for health, dental, and vision programs
• Generous PTO, paid holidays, and paid parental leave
• 401(k) matching program
• Merit advancement opportunities
• Career development & training

And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.

Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.