Senior Finance Systems & Reporting Analyst

We’re working with a highly respected investment organization that is adding a Senior Finance Systems & Reporting Analyst to its team. This role sits at the intersection of finance, technology, analytics and investment accounting , with meaningful exposure to senior leadership and cross-functional teams.

You’ll support reporting and analysis tied to investment portfolios and financial performance , while helping improve the systems, data and processes behind that reporting. It’s a great opportunity for someone who understands accounting and financial data but also enjoys the technology and analytical side of finance.

Why this role stands out:

• Build and enhance financial reporting and data models
• Analyze complex financial and investment data and turn it into actionable insights
• Support forecasting and performance analysis
• Automate and improve existing reporting processes
• Partner with Accounting, Finance, Technology and other teams

And the perks are worth talking about:

• Competitive compensation and bonus potential
• Excellent benefits package
• Generous time off and paid holidays
• Strong retirement benefits
• Hybrid work environment

What we’re looking for:

• Bachelor’s degree in Accounting or Finance required
• 4+ years of relevant finance, accounting, reporting or analytical experience
• Understanding of financial statements, accounting and financial metrics
• Advanced Excel skills , including formulas, Power Query and modeling
• Power BI or similar reporting/analytics experience is a plus
• Investment, fund or financial services experience is helpful

If you’re looking for a role that combines finance + technology + analytics + investment reporting , offers visibility with leadership, and gives you room to grow, I’d love to connect.

Please send your resume to marla@genevasearch.com or here on LinkedIn for consideration.

Must be eligible to work in the United States without sponsorship now or in the future.

Only candidates that currently reside in the Chicagoland will be considered

Seniority level: Mid-Senior level

Employment type: Full-time

Industries: Financial Services