Financial Analyst FP&A bei Savant Wealth Management
Savant Wealth Management · Rockford, Vereinigte Staaten Von Amerika · Hybrid
- Professional
- Optionales Büro in Rockford
Job Details
Job Location: Rockford IL Headquarters - Rockford, IL
Position Type: Full Time
Salary Range: $86000.00 - $125500.00 Salary/year
Job Shift: Day
See Beyond the Numbers. Shape the Story. Drive What’s Next.
At Savant Wealth Management, we don’t just analyze numbers — we interpret what they mean for the future. As part of our dynamic Corporate Finance team, you’ll be at the center of decision-making that fuels growth, innovation, and opportunity across the firm.
If you’re energized by uncovering insights, crafting financial stories that inform strategy, and partnering with leaders to move the business forward, this is your chance to make an impact where it counts.
What You’ll Do
As a Financial Analyst, FP&A, you’ll serve as a trusted resource to senior leadership, providing critical financial insight and analysis that helps shape the direction of the business. No two days look the same — you’ll flex your analytical muscle, collaborate cross-functionally, and learn from some of the best in the industry.
Your days may include:
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Preparing clear, data-driven reports and performance dashboards that guide strategic decision-making.
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Partnering with senior analysts and finance leaders on board-level reporting and financial modeling.
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Supporting incentive plan calculations, forecasting, and accruals with precision and transparency.
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Maintaining and enhancing financial reporting systems, building predictive analytics, and working with large, complex datasets.
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Contributing to annual budgeting, multi-year forecasting, and scenario planning.
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Supporting acquisition integrations, earnout analyses, and post-close results.
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Assisting with cost allocation analysis across business units to uncover trends and opportunities.
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Collaborating with the Controller, CFO, and Executive Management on special projects and ad hoc analysis that influence strategic priorities.
This is more than an analyst role — it’s a launchpad for growth in corporate finance. You’ll gain visibility across the organization and help tell the financial story behind every major business decision.
A couple things to note about our FP&A Analyst position:
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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.
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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.
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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 You Bring
- Bachelor’s degree in Finance, Accounting, or a related field (CFA, CPA, or MBA preferred).
- 2+ years of progressive FP&A or Financial Analyst experience — ideally within financial services, investments, or a fast-paced professional services firm.
- Mastery of Excel and comfort working with large datasets.
- Experience building and working with financial models and performance reports.
- Familiarity with enterprise-level FP&A tools (Workday Adaptive Planning or Microsoft Dynamics GP is a plus).
- A curious, self-starting mindset — you don’t wait to be told what to analyze; you spot opportunities and dive in.
- Strong communication and relationship-building skills, with the ability to translate financial insights into business impact.
- Impeccable attention to detail and a drive for accuracy in everything you do.
Why Join Us?
For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere—“to be wise”—reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. 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—one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.
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.
Our Values: Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership
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 $86,000 - $125,500. 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.
We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The benefits available for this role can be discussed in detail during the hiring process.
- Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
- Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
- Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
- Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
- Vision Insurance: Keep your eyes healthy with our vision insurance plan.
- Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
- Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
- 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
- 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.
- 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
- 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.
- Employee Recognition: Enjoy monetary awards through our recognition program.
- Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
- Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
- Exclusive Discounts: Take advantage of various discount programs for additional savings.
- Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
- Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
Ready to turn insights into impact?
Apply today and help shape the financial future of Savant Wealth Management.
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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