Manager, Financial Planning & Analysis

Summit School Services LLC

. Support the annual budget and quarterly forecast for the company .

Posted 11/4/2026full-timeWarrenville • Illinois • United StatesMid-LevelSenior💰 $120,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial modeling and analysis, with a strong focus on budget management, forecasting, and variance analysis. Proficient in utilizing advanced Excel and ERP systems to drive data-driven decision-making and process improvements.

Highest-signal resume keywords

Financial Modeling/AnalysisBudget ManagementVariance AnalysisAdvanced Excel ProficiencyCorporate Finance Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingBudgetingForecastingVariance AnalysisData Analysis

Soft Skills

Interpersonal SkillsAttention to DetailClient Service ExcellenceProblem SolvingTime Management

Tools & Technologies

MS ExcelMS WordMS PowerPointEssbase

Certifications & Qualifications

CPACFAMBA

Industry Keywords

Corporate FinanceFinancial ForecastingPerformance TrendsProcess ImprovementsFinancial Reporting

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Support the annual budget and quarterly forecast for the company
Produce the roll-up of the Company level budget and bridge consolidated results to sense check the overall budget
Support the VP of Finance on creation of the annual five-year plan
Analyze monthly results against forecast, budget, and prior year; identify variance drivers and prepare commentary
Lead and support budget, forecast, and monthly results for the Charter and Real Estate teams
Assist field finance with monthly review packages
Diagnose and implement process improvements to improve financial forecast quality
Develop analytics to uncover root causes of performance trends and translate analysis into actionable insights
Interact daily with accounting and other corporate departments and serve as the Finance liaison
Work with the AR team and field finance on collection of outstanding balances
Manage large projects or processes with limited oversight
Build financial, scenario-based models to support decision making

Requirements

What you’ll need

Bachelor’s degree in accounting or finance required
CPA, CFA, or MBA desired
A minimum of three to five years finance experience, primarily in a corporate finance environment
Strong commitment to providing excellence in client service
Ability to work under rigorous time constraints and manage multiple tasks
Demonstrated financial modeling/analysis experience
Proactive, professional demeanor with strong interpersonal skills
Demonstrated ability of producing high quality results with an emphasis on attention to detail
Ability to interface efficiently with all levels of management and provide clear, concise explanations of complex problems to management
Demonstrated analytical skills and business acumen solving tough problems with creative data driven solutions
Expert knowledge of MS Excel and advanced knowledge of MS Word and MS PowerPoint
Significant financial experience using financial/ERP systems, including Essbase

Benefits

Comp & perks

Medical coverage
Dental coverage
Vision coverage
Basic life insurance coverage
Holiday pay
PTO accrual
Retirement savings plan enrollment