Portfolio Analyst, FP&A

Rewards Network

. Translate complex data into actionable customer insights that improve customer value, retention, and experience .

Posted 10/14/2026full-timeChicago • Illinois • United StatesJuniorMid-Level💰 $75,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis and data analytics, with a strong focus on modeling, forecasting, and optimizing customer value and retention. Proficient in managing large datasets and collaborating cross-functionally to align financial strategies with business objectives.

Highest-signal resume keywords

Financial AnalysisData AnalyticsModeling and AnalysisMicrosoft ExcelSQL

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingData ManagementData IntegrationData PreprocessingExploratory Data AnalysisScenario AnalysisSensitivity AnalysisRevenue Management StrategiesForecasting AccuracyClient Retention

Soft Skills

Excellent Communication SkillsCollaborationProblem-Solving

Tools & Technologies

Microsoft Office SuitePower QueryPower BIPython

Certifications & Qualifications

Data Analytics CertificationBusiness Analytics Certification

Industry Keywords

Customer InsightsRevenue OptimizationBilling FluctuationsClient PerformanceRestaurant Clients

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Translate complex data into actionable customer insights that improve customer value, retention, and experience
Conduct detailed customer-data analysis to assess performance, identify trends, and optimize revenue and client retention across the portfolio
Investigate billing and revenue fluctuations and unusual activity, partnering with relevant teams to develop and implement solutions
Develop and maintain financial models to proactively manage customer accounts from revenue and billing perspectives
Identify risks and opportunities to better serve restaurant clients
Perform scenario and sensitivity analyses to evaluate the financial impact of revenue-management strategies
Automate and continuously improve models to improve forecasting accuracy and decision-making
Collaborate with product, partner, technology, and customer-facing teams to gather data and customer insights
Communicate client-performance insights to key stakeholders, highlighting drivers and solutions
Prepare ad hoc analyses, reports, and business insights to support informed decisions

Requirements

What you’ll need

Bachelor’s in Business Administration, Accounting, Finance, or Computer Science
2–5 years of experience in financial analysis, data analytics, or corporate finance
Strong skill and interest in modeling and analysis, with a demonstrated history of success in both
Advanced proficiency in Microsoft Office Suite, especially Excel, Power Query, and Power BI; SQL and Python preferred
Strong understanding of data management and structuring
Ability to manage large datasets, including data integration, data preprocessing, and exploratory data analysis
Excellent written and verbal communication skills
Ability to collaborate cross-functionally and align financial plans with business objectives
Certification in Data or Business Analytics preferred

Benefits

Comp & perks

Competitive Paid Time Off and company holidays
Generous dining reimbursement when you dine with our restaurant clients
401(k) plan with a company match
Two medical plan options: Standard PPO or High Deductible Health Plan (HSA with company match for HDHP participants)
Partnership with Rx n Go, offering certain prescriptions for free
Dental plan options and a vision plan
Flexible Spending Accounts and a pre-tax commuter benefit program
Accident, Critical Illness, and Hospital Indemnity Insurance Plans
Short Term and Long Term disability
Company-paid life insurance and AD&D insurance, supplemental employee, spouse, and child life insurance
Employee Life Assistance Program
Hybrid working space in state-of-the-art downtown office near Metra and Ogilvie train stations