Senior Financial Analyst FP&A bei Savant Wealth Management
Savant Wealth Management · Chicago, Vereinigte Staaten Von Amerika · Hybrid
- Senior
- Optionales Büro in Chicago
Job Details
Job Location: Chicago IL Madison Ave - Chicago, IL
Position Type: Full Time
Salary Range: $110000.00 - $161000.00 Salary
Job Shift: Day
Who We Are
For nearly 40 years, Savant Wealth Management has served as a trusted advisor to individuals, families, and businesses seeking clarity and confidence in their financial lives. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support.
At the heart of our firm is a culture of lifelong learning, collaboration, and continuous improvement. Guided by our vision—to transform personal and financial dreams into goals, and goals into reality—and our mission—to build one million ideal futures for our clients, our team, and the communities we serve—we live our values of excellence, integrity, respect, growth, and servant leadership every day.
The Opportunity
As a Senior FP&A Analyst at Savant, you’ll be more than a financial analyst—you’ll be the primary owner and administrator of Workday Adaptive Planning, ensuring our system is configured, optimized, and leveraged to its fullest potential. Your work will sit at the core of how we budget, forecast, model, and plan for growth.
This is a unique opportunity to combine finance expertise, system leadership, and process innovation in a role that directly influences firm-wide strategy.
Key Responsibilities
Financial Planning & Analysis
- Develop and refine detailed financial models, forecasts, and budgets across income statement, balance sheet, cash flow, headcount, acquisitions, and capital planning.
- Prepare dashboards and reports that provide leaders with clear visibility into financial performance and trends.
- Support strategic decision-making with scenario analysis, sensitivity modeling, and business insights.
Workday Adaptive Planning System Administration
- Serve as primary Adaptive Planning administrator, leading all aspects of configuration, model building, rules, dimensions, and system optimization.
- Manage integrations with NetSuite, HRIS, CRM, and other source systems.
- Partner with external consultants and internal IT/Data teams to prioritize projects, ensure accuracy, and deliver results.
- Conduct audits, testing, and system upgrades while maintaining data integrity and ensuring optimal performance.
Training, Support, and Governance
- Train and support end users on Adaptive Planning functionality and best practices.
- Develop user guides, training materials, and documentation.
- Drive data governance practices to ensure accuracy, integrity, and security of financial data.
Process Improvement & Innovation
- Identify and implement opportunities for automation, efficiency, and improved workflows.
- Stay current on Adaptive Planning enhancements and industry best practices to keep Savant ahead of the curve.
What Makes This Role Stand Out
- You’ll be a system owner, not just a user—leading Adaptive Planning at a firm where your expertise is valued.
- You’ll work cross-functionally with Finance, Technology, Data, and senior leaders.
- Your models and reporting will directly shape strategy and decision-making.
- You’ll grow your technical and leadership skills in a learning-driven culture.
A couple things to note about our Senior FP&A Analyst position:
- Location: This position has the flexibility to work out of our Rockford, IL headquarters, our office in Lincolnshire, IL, or our Downtown Chicago office, located at 200. W. Madison Ave.
- Work Model: Initially we will expect more in-office time, but once you're fully up and running, we will discuss the potential for you to work in our hybrid model of 3 days in office and 2 from home.
- Typical Hours: Standard business hours with flexibility based on business needs. At month end and quarter end, some overtime may be required and can come closer to 50 hours weekly.
What We’re Looking For
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Bachelor’s degree in Finance, Accounting, Business, or related field.
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3+ years of primary administrator experience with Workday Adaptive Planning, including model building, rules, integrations, and system optimization.
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Strong FP&A background (budgeting, forecasting, financial modeling).
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Advanced Excel skills; experience with BI tools (PowerBI, Tableau, etc.).
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Knowledge of NetSuite or similar ERP; SQL/Python/ETL tools a plus.
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Excellent analytical, problem-solving, and communication skills.
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Ownership mindset—proactive, collaborative, and able to manage multiple priorities.
Why Join Us?
Our Vision: Transform personal and financial dreams into goals and goals into reality.
Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.
We are a team with distinct backgrounds and diverse views. We believe in collaboration, innovation, excellence, doing what’s right, and helping our team provide world-class service. Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our daily interactions with each other, our clients, and our communities.
The Perks:
At Savant, we are committed to supporting our employees' as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $110,000.00 - $161,00.00. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.
In addition to compensation. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our offering and the specific benefits available for this role can be discussed in detail during the hiring process.
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Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
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Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
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Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
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Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
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Vision Insurance: Keep your eyes healthy with our vision insurance plan.
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Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
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Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
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401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
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Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
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Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
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Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
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Employee Recognition: Enjoy monetary awards through our recognition program.
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Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
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Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
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Exclusive Discounts: Take advantage of various discount programs for additional savings.
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Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
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Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
Take your career to new heights, apply today!
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer.
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