Senior Financial Analyst
Chicago, IL - USA
Job Summary
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Team Overview
The Financial Services FP&A team owns full P&L management across the Financial Services portfolio including Consumer Lending Card & Banking Mortgage and Auto. The team partners closely with business leaders to manage forecasting financial planning reporting performance analysis and strategic decision support. Through actionable insights and financial leadership the team helps drive business performance and provides leadership with visibility into key risks opportunities and growth drivers. This role reports to Financial Planning & Analysis Manager This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week.Role Overview and Core Responsibilities
- Serve as the primary Finance business partner supporting the Consumer Lending organization and lead forecasting planning and financial management activities.
- Own monthly quarterly and annual forecast submissions while partnering closely with business and strategy teams to align financial expectations and business objectives.
- Lead month-end close support activities partnering with Accounting teams to understand financial results variances and key performance trends.
- Analyze revenue drivers including customer performance volume trends forecasting assumptions risks and opportunities to support business decision-making.
- Prepare executive reporting packages board materials financial commentary and presentations for senior leadership audiences.
- Develop maintain and enhance financial models forecasting tools reporting templates and business performance dashboards.
- Collaborate across Finance Strategy Sales Accounting Billing and business leadership teams to provide actionable financial insights.
- Support ad hoc financial analyses scenario modeling business reviews and strategic initiatives.
- Drive process improvements that increase forecast accuracy reporting quality operational efficiency and financial transparency.
Required Knowledge and Experiences
- 4 years of experience in Financial Planning & Analysis (FP&A) Corporate Finance Commercial Finance Revenue Finance or related financial analysis roles.
- Experience supporting forecasting budgeting financial planning and performance reporting processes.
- Experience partnering with Accounting teams and supporting month-end close activities.
- Strong understanding of financial modeling variance analysis forecasting methodologies and revenue driver analysis.
- Experience preparing executive-level presentations board materials and financial commentary for senior leadership.
- Strong business partnership communication and stakeholder management skills with the ability to influence cross-functional teams.
- Ability to manage multiple priorities while maintaining a high level of accuracy and attention to detail.
Required Technical Skills
- Advanced Microsoft Excel skills including financial modeling scenario analysis forecasting large dataset manipulation and reporting automation.
- Advanced Microsoft PowerPoint skills with the ability to develop executive presentations financial reporting materials and board documentation.
- Strong analytical and data interpretation skills with the ability to reconcile information from multiple data sources and translate findings into business insights.
- Experience with financial planning ERP reporting or business intelligence platforms such as OneStream Tableau Power BI PeopleSoft Salesforce Alteryx or similar tools.
- Strong reporting financial analysis and business performance management capabilities.
Were also looking for the preferred skills below. Whether you are proficient or could use some brushing up were happy to support your career development and growth in:
- Consumer Lending Banking Credit Services or broader Financial Services industry experience.
- Experience supporting executive leadership teams and presenting financial information to senior stakeholders.
- Exposure to board reporting and executive communications.
- Process improvement and reporting automation initiatives.
- Experience collaborating across multiple Finance functions and business units.
Benefits that support every part of your life:
At TransUnion we design benefits to help youfeel well do well and plan wellfrom day one.
For Your Health: Enjoyday-one eligibilityfor medical dental and vision coverage plus supplemental plan options. Spousal domestic partner and other eligible dependent coverage is available on select plans. Choose taxadvantagedHSAandFSAaccounts to make everyday care more affordable.
For Your Protection: Weve got your back withcompanypaid basic life and AD&D optionalvoluntary life and AD&Dfor you and your family andshort and longterm disability. You can also opt into alegal planpet insurance andtravel accident coverage.
For Your Family: Fromadoption assistance and fertility planning coveragetocaregiver support were here for every chapter. AccessDependent Care FSA for possibility of an employer match a andup to 12 weeks of paid parental leavewith eligibility for a thoughtful gradual return.
For Your Future: Build toward whats next with our401(k) with employer matchandEmployee Stock Purchase Plan (ESPP). Tapfinancial wellness resourcescareer coaching and optionallongterm care insuranceto plan confidently.
For You: Grow and recharge withtuition reimbursementflexible time off for exempt employees or paid time off for nonexempt employees up to 12 paid holidays per year commuter benefits employeediscountscharitable gift matching andpaid volunteer time off plus corporate volunteer events that make it easy to give back.
For Your Wellness: Access24/7 supportincluding professionaltherapycoaching and emotional wellbeing programs alongside guided meditation and resources that supportphysical mental social and financial wellness.
We are committed to being a place where diversity is not only present it is embraced. As an equal opportunity employer all qualified applicants will receive consideration for employment without regard to race color religion sex national origin age disability status veteran status genetic information marital status citizenship status sexual orientation gender identity or any other characteristic protected by law. Additionally in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans Readjustment Assistance Act of 1974 TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnions Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting .
Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law including the Los Angeles County Fair Chance Ordinance for Employers the San Francisco Fair Chance Ordinance Fair Chance Initiative for Hiring Ordinance and the California Fair Chance Act.
TransUnion complies with all applicable immigration laws and regulations. The Company does not presently provide employer support or sponsorship for an immigration-related employment benefit for this position. Applicants must be authorized to work in the United States on a full-time basis without the need for employer support or sponsorship now or in the future.
Adherence to Company policies sound judgment and trustworthiness working safely communicating respectfully and safeguarding business operations confidential and proprietary information and the Companys reputation are also essential expectations of this position.
TransUnion Overview:
At TransUnion we encourage and are committed to creating a real positive impact and shared sense of purpose within our Workforce for Good which empowers our people to grow innovate and contribute to a better future for our communities and customers. We strive to build an environment where our associates are in the drivers seat of their professional development while having access to help along the way. We recognize that success comes when our associates thrive both professionally and personally; thats why we prioritize work/life flexibility and offer resources for our teams across the globe to collaborate and drive excellence.
Be a part of our Workforce for Good youll work with great people pioneering products and cutting-edge technology.
TransUnions Internal Job Title:
AF Sr Analyst I Financial Planning & AnalysisCompany:
TransUnion LLCRequired Experience:
Senior IC
About Company
Company Overview TransUnion is a leading global risk and information solutions provider. Our mission is to help people worldwide access opportunities that lead to a higher quality of life. We accomplish this by delivering solutions that help organizations optimize their risk-based dec ... View more