FP&A Analyst

CC Industries is a Chicago-based company that manages business, philanthropic, and family interests. The FP&A Analyst will be responsible for developing financial reporting, forecasting, valuation, and benchmarking for the Crown enterprise, supporting strategic decision making across various asset classes.

Responsibilities

• Partner with FP&A team members in the development of annual and quarterly Enterprise Reporting and cash forecasting
• Contributes to FP&A Customer Service model in supporting stakeholders with investment data aggregation, analysis, and reporting. Stakeholders include Treasury, Accounting, Family Services Department, Trustees, and Investment Teams
• Serve as a point of contact for a variety of investment and family office stakeholders, addressing inquiries, concerns, and providing exceptional customer service
• Implement and monitor benchmarking processes to enable consistent reporting across the enterprise and comparative performance vs. industry standards. Develop performance projections, investment analysis, and asset allocation parameters
• Utilize technology to implement standardized reporting across the enterprise
• Collaborate with team members, FP&A in the development and maintenance of FP&A Investment Database, related tables, SQL queries, and PowerBI visualizations
• Develop ad-hoc reports, requests, presentations, board materials, etc. to support strategic decision making and initiatives (both independently driven projects and part of collaborative team projects)
• Willing and able to travel up to 10% of the time

Skills

• Bachelor's degree in Finance, Accounting, Business Analytics, MIS, or other related business degree
• 0-3 Years of experience with a background in corporate finance, financial services, investments or related discipline
• Experience in business intelligence tools (e.g., Power BI, Tableau) and Excel, PowerPoint, etc
• Possess strong verbal and written communication skills and attention to detail
• Comfortable working both independently and in teams across complex environments
• Ability to understand issues, determine root causes, risk implications, and provide recommendations
• Capability to connect with peers and other stakeholders to develop strong working relationships
• Solid financial analysis skills including benchmarking, financial and operating metrics
• CPA, CFA, Series 79, or other financial certifications a plus
• Experience working with direct database connections / ERP systems a plus (e.g., SQL, Oracle, SAP, etc.)

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