Senior Financial Analyst - Customer Finance

Kforce Inc

Job Summary

Kforce is seeking a Senior Financial Analyst - Customer Finance in Chicago, IL, to provide strategic insights and financial analysis to support sales. This role focuses on customer profitability, trade spend, and forecasting, requiring collaboration across Sales, RGM, and Trade Finance. The position involves analyzing performance, leading financial modeling, managing budgeting, improving reports, and presenting insights to senior leadership, all within a supportive company environment with a competitive salary and benefits.

Must Have

  • Analyze customer/channel performance and trade spend
  • Lead forecasting and financial modeling for customer portfolios
  • Manage SG&A budgeting and month-end close
  • Build and refine reports; drive process improvements
  • Present insights to senior leadership
  • Bachelor's degree in Finance, Accounting, or Business
  • 5-7 years of experience
  • CPG experience REQUIRED
  • Strong Excel skills
  • Excellent communication and data storytelling

Good to Have

  • Tableau skills
  • Oracle skills
  • Essbase skills

Perks & Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • HSA
  • FSA
  • 401(k)
  • Life insurance
  • Disability insurance
  • ADD insurance
  • Paid time off (for salaried personnel)

Job Description

Kforce has a client in Chicago, IL that is seeking a Senior Financial Analyst - Customer Finance to support sales with strategic insights and financial analysis. This role focuses on customer profitability, trade spend, and forecasting, while collaborating across Sales, RGM, and Trade Finance. This client offers salary and benefits package, great company environment.

Duties

  • Analyze customer/channel performance and trade spend
  • Lead forecasting and financial modeling for customer portfolios
  • Manage SG&A budgeting and month-end close
  • Build and refine reports; drive process improvements
  • Present insights to senior leadership

Requirements

  • Bachelor's degree in Finance, Accounting, or Business
  • 5-7 years of experience; CPG experience REQUIRED
  • Strong Excel skills; Tableau, Oracle, Essbase a plus
  • Excellent communication and data storytelling
  • Travel: ~10% required

9 Skills Required For This Role

Excel Communication Oracle Financial Data Analysis Forecasting Budgeting Game Texts Storytelling Tableau Accounting

Similar Jobs