Resume and JobRESUME AND JOB
Robert Half logo

Lead Financial Analyst - Careers at Robert Half

Robert Half

Lead Financial Analyst - Careers at Robert Half

full-timePosted: Feb 4, 2026

Job Description

Lead Financial Analyst - Transform Your Career with Robert Half

Are you a seasoned financial professional feeling stuck or bored in your current role? Discover an exciting opportunity at a prestigious high-end investment firm in Wood Dale, Illinois. Robert Half is proud to partner with this innovative organization seeking a Lead Financial Analyst to drive financial excellence. This hybrid position offers a competitive salary range of $120,000-$130,000, top-tier benefits, and unmatched work-from-home flexibility that sets it apart from competitors.

About the Role

In this highly visible leadership position, you'll provide critical insights into total company financial performance, outlook, and strategic planning. As Lead Financial Analyst, you'll analyze business unit performance, collaborate with finance leaders across the organization, and optimize processes to deliver superior results. This role is perfect for a proactive analyst who thrives in dynamic environments, enjoys building relationships with senior executives, and excels at translating complex data into actionable strategies. Join a firm known for above-market compensation, comprehensive benefits including medical, vision, dental, life, and disability insurance, and unique perks that enhance work-life balance.

Key Responsibilities

Your impact will be immediate and far-reaching. Key duties include:

  • Conducting in-depth monthly and quarterly analysis of business unit performance, identifying critical drivers and trends to inform decision-making.
  • Leading monthly forecasting and annual budgeting processes, establishing timelines, and coordinating with cross-functional teams to ensure timely deliverables.
  • Fostering strong relationships with Group VPs of Finance, business unit controllers, and corporate staff to align on financial goals.
  • Overseeing month- and quarter-end close processes, tracking results, and delivering clear communications to senior leadership.
  • Maintaining and upgrading financial reporting systems and tools, collaborating with IT on enhancements for efficiency.
  • Building sophisticated financial models for debt offerings, long-term projections, and interactions with rating agencies.
  • Evaluating and championing process improvements, such as Robotic Process Automation (RPA), to streamline operations.
  • Monitoring the company's internal control environment, providing expert recommendations for enhancements and best practices.
  • Taking ownership of special projects, including acquisition analysis, Board presentations, and strategic initiatives as directed.

These responsibilities position you at the heart of the organization's financial strategy, offering visibility and growth potential.

Required Qualifications

To succeed, you'll bring:

  • A Bachelor's degree in Finance, Accounting, Business, or a related field; MBA or CPA preferred.
  • 5-7+ years of progressive experience in financial analysis, ideally within investment firms or high-growth companies.
  • Expert-level proficiency in Microsoft Excel, financial modeling, and ERP systems (e.g., SAP, Oracle).
  • Demonstrated expertise in forecasting, budgeting, variance analysis, and month-end closes.
  • Strong knowledge of internal controls, SOX compliance, and process automation tools.
  • Exceptional interpersonal skills for collaborating with executives and cross-functional teams.
  • Proven track record in special projects like M&A analysis or executive presentations.
  • Ability to thrive in a hybrid environment with excellent analytical and problem-solving abilities.

If you possess these qualifications, this role will challenge and reward you in ways your current job cannot.

Why Join Us?

This isn't just a job—it's a career-defining opportunity. Enjoy above-market pay, hybrid flexibility, and benefits that include full medical, vision, dental, life, and disability coverage. The firm's unique perks, combined with a collaborative culture, make it a top choice for finance professionals in Wood Dale, IL. Robert Half streamlines your application: send your resume to john.sadofsky@roberthalf.c0m today. Elevate your career with cutting-edge financial challenges, professional growth, and a supportive team. Keywords: Lead Financial Analyst jobs Wood Dale IL, finance careers Chicago area, hybrid finance roles, investment firm analyst positions.

(Word count: 812)

Locations

  • Wood Dale, Illinois, United States

Salary

120,000 - 130,000 USD / yearly

Estimated Salary Rangehigh confidence

120,000 - 130,000 USD / yearly

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Financial Analysisintermediate
  • Business Unit Performance Analysisintermediate
  • Forecasting and Budgetingintermediate
  • Financial Reportingintermediate
  • Month-End Close Processesintermediate
  • Financial Modelingintermediate
  • Internal Controlsintermediate
  • Process Improvementintermediate
  • Cross-Functional Collaborationintermediate
  • Excel and Financial Systemsintermediate

Required Qualifications

  • Bachelor's degree in Finance, Accounting, or related field (experience)
  • 5+ years of progressive financial analysis experience (experience)
  • Advanced proficiency in Excel and financial modeling tools (experience)
  • Experience with forecasting, budgeting, and variance analysis (experience)
  • Strong understanding of internal controls and process optimization (experience)
  • Proven ability to lead month-end and quarter-end closes (experience)
  • Excellent communication skills for senior leadership interactions (experience)
  • Experience in investment firms or high-growth environments preferred (experience)

Responsibilities

  • Analyze business unit performance monthly and quarterly, focusing on critical drivers
  • Support monthly forecasting and annual budgeting, coordinating timelines and deliverables
  • Build relationships with Group VPs of Finance, controllers, and corporate staff
  • Lead month and quarter-end close processes, communicating results to senior leadership
  • Maintain and enhance financial reporting systems, partnering with IT
  • Develop financial models for debt offerings, projections, and rating agencies
  • Assess and implement process improvements like Robotic Process Automation
  • Monitor internal control environment and recommend enhancements
  • Handle special projects including acquisition analysis and Board presentations

Benefits

  • general: Competitive salary range of $120,000 - $130,000
  • general: Comprehensive medical, vision, dental insurance
  • general: Life and disability insurance coverage
  • general: Hybrid work model with work-from-home flexibility
  • general: Above-market pay rates
  • general: Top-tier health benefits
  • general: Unique perks not offered by competitors

Target Your Resume for "Lead Financial Analyst - Careers at Robert Half" , Robert Half

Get personalized recommendations to optimize your resume specifically for Lead Financial Analyst - Careers at Robert Half. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Lead Financial Analyst - Careers at Robert Half" , Robert Half

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

Robert Half CareersJobs in Wood Dale, ILFinancial AnalystHybrid Finance JobsInvestment Firm CareersFinanceAccountingAdmin

Answer 10 quick questions to check your fit for Lead Financial Analyst - Careers at Robert Half @ Robert Half.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.

Robert Half logo

Lead Financial Analyst - Careers at Robert Half

Robert Half

Lead Financial Analyst - Careers at Robert Half

full-timePosted: Feb 4, 2026

Job Description

Lead Financial Analyst - Transform Your Career with Robert Half

Are you a seasoned financial professional feeling stuck or bored in your current role? Discover an exciting opportunity at a prestigious high-end investment firm in Wood Dale, Illinois. Robert Half is proud to partner with this innovative organization seeking a Lead Financial Analyst to drive financial excellence. This hybrid position offers a competitive salary range of $120,000-$130,000, top-tier benefits, and unmatched work-from-home flexibility that sets it apart from competitors.

About the Role

In this highly visible leadership position, you'll provide critical insights into total company financial performance, outlook, and strategic planning. As Lead Financial Analyst, you'll analyze business unit performance, collaborate with finance leaders across the organization, and optimize processes to deliver superior results. This role is perfect for a proactive analyst who thrives in dynamic environments, enjoys building relationships with senior executives, and excels at translating complex data into actionable strategies. Join a firm known for above-market compensation, comprehensive benefits including medical, vision, dental, life, and disability insurance, and unique perks that enhance work-life balance.

Key Responsibilities

Your impact will be immediate and far-reaching. Key duties include:

  • Conducting in-depth monthly and quarterly analysis of business unit performance, identifying critical drivers and trends to inform decision-making.
  • Leading monthly forecasting and annual budgeting processes, establishing timelines, and coordinating with cross-functional teams to ensure timely deliverables.
  • Fostering strong relationships with Group VPs of Finance, business unit controllers, and corporate staff to align on financial goals.
  • Overseeing month- and quarter-end close processes, tracking results, and delivering clear communications to senior leadership.
  • Maintaining and upgrading financial reporting systems and tools, collaborating with IT on enhancements for efficiency.
  • Building sophisticated financial models for debt offerings, long-term projections, and interactions with rating agencies.
  • Evaluating and championing process improvements, such as Robotic Process Automation (RPA), to streamline operations.
  • Monitoring the company's internal control environment, providing expert recommendations for enhancements and best practices.
  • Taking ownership of special projects, including acquisition analysis, Board presentations, and strategic initiatives as directed.

These responsibilities position you at the heart of the organization's financial strategy, offering visibility and growth potential.

Required Qualifications

To succeed, you'll bring:

  • A Bachelor's degree in Finance, Accounting, Business, or a related field; MBA or CPA preferred.
  • 5-7+ years of progressive experience in financial analysis, ideally within investment firms or high-growth companies.
  • Expert-level proficiency in Microsoft Excel, financial modeling, and ERP systems (e.g., SAP, Oracle).
  • Demonstrated expertise in forecasting, budgeting, variance analysis, and month-end closes.
  • Strong knowledge of internal controls, SOX compliance, and process automation tools.
  • Exceptional interpersonal skills for collaborating with executives and cross-functional teams.
  • Proven track record in special projects like M&A analysis or executive presentations.
  • Ability to thrive in a hybrid environment with excellent analytical and problem-solving abilities.

If you possess these qualifications, this role will challenge and reward you in ways your current job cannot.

Why Join Us?

This isn't just a job—it's a career-defining opportunity. Enjoy above-market pay, hybrid flexibility, and benefits that include full medical, vision, dental, life, and disability coverage. The firm's unique perks, combined with a collaborative culture, make it a top choice for finance professionals in Wood Dale, IL. Robert Half streamlines your application: send your resume to john.sadofsky@roberthalf.c0m today. Elevate your career with cutting-edge financial challenges, professional growth, and a supportive team. Keywords: Lead Financial Analyst jobs Wood Dale IL, finance careers Chicago area, hybrid finance roles, investment firm analyst positions.

(Word count: 812)

Locations

  • Wood Dale, Illinois, United States

Salary

120,000 - 130,000 USD / yearly

Estimated Salary Rangehigh confidence

120,000 - 130,000 USD / yearly

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Financial Analysisintermediate
  • Business Unit Performance Analysisintermediate
  • Forecasting and Budgetingintermediate
  • Financial Reportingintermediate
  • Month-End Close Processesintermediate
  • Financial Modelingintermediate
  • Internal Controlsintermediate
  • Process Improvementintermediate
  • Cross-Functional Collaborationintermediate
  • Excel and Financial Systemsintermediate

Required Qualifications

  • Bachelor's degree in Finance, Accounting, or related field (experience)
  • 5+ years of progressive financial analysis experience (experience)
  • Advanced proficiency in Excel and financial modeling tools (experience)
  • Experience with forecasting, budgeting, and variance analysis (experience)
  • Strong understanding of internal controls and process optimization (experience)
  • Proven ability to lead month-end and quarter-end closes (experience)
  • Excellent communication skills for senior leadership interactions (experience)
  • Experience in investment firms or high-growth environments preferred (experience)

Responsibilities

  • Analyze business unit performance monthly and quarterly, focusing on critical drivers
  • Support monthly forecasting and annual budgeting, coordinating timelines and deliverables
  • Build relationships with Group VPs of Finance, controllers, and corporate staff
  • Lead month and quarter-end close processes, communicating results to senior leadership
  • Maintain and enhance financial reporting systems, partnering with IT
  • Develop financial models for debt offerings, projections, and rating agencies
  • Assess and implement process improvements like Robotic Process Automation
  • Monitor internal control environment and recommend enhancements
  • Handle special projects including acquisition analysis and Board presentations

Benefits

  • general: Competitive salary range of $120,000 - $130,000
  • general: Comprehensive medical, vision, dental insurance
  • general: Life and disability insurance coverage
  • general: Hybrid work model with work-from-home flexibility
  • general: Above-market pay rates
  • general: Top-tier health benefits
  • general: Unique perks not offered by competitors

Target Your Resume for "Lead Financial Analyst - Careers at Robert Half" , Robert Half

Get personalized recommendations to optimize your resume specifically for Lead Financial Analyst - Careers at Robert Half. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Lead Financial Analyst - Careers at Robert Half" , Robert Half

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

Robert Half CareersJobs in Wood Dale, ILFinancial AnalystHybrid Finance JobsInvestment Firm CareersFinanceAccountingAdmin

Answer 10 quick questions to check your fit for Lead Financial Analyst - Careers at Robert Half @ Robert Half.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.