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Financial Analyst

Confidential Client•Retail
Entry LevelFull-timeOn-Site$79,121
Mundelein, Illinois
19 Hours Ago

Confidential Client is hiring two Financial Analyst roles based in New York City: a Financial Project Analyst managing capital and strategic project budgets exceeding $50 million, and a Revenue Financial Analyst focused on analyzing business performance and revenue for HFDF General Retail. Both positions involve detailed financial analysis, reporting, and collaboration with multiple teams to support business decision-making and improve financial controls and data accuracy.

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Description

About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Luxury Jewelry Design, Manufacturing & Retail (including cruise retail concessions).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.


Position Overview

Confidential Client is hiring two Financial Analyst roles based in Mundelein, IL (onsite, five days per week). Both positions provide hands-on FP&A experience and cross-functional exposure in a retail-focused environment supporting luxury jewelry and cruise retail operations. During the application process, please indicate which role you are interested in: Financial Project Analyst or Revenue Financial Analyst.


Role A — Financial Project Analyst (Confidential Client)

The Financial Project Analyst helps manage a portfolio of capital and strategic projects (portfolio > $50M annually). This role reports to the Vice President of Financial Planning & Analysis and partners with budget owners, project managers, vendors, and AP to maintain control of project spending and improve project financial processes.

  • Responsibilities

  • Track project budgets, commitments, actuals and forecasts across a portfolio of capital and strategic projects

  • Investigate variances and escalate emerging risks or funding gaps to budget owners and finance leadership

  • Prepare regular project spending reports showing milestones, remaining budget and forecasted needs

  • Collaborate with project managers and budget owners to keep forecasts current and explain financial impacts of changes

  • Review project invoices against contracts, POs and approved budgets; coordinate with Accounts Payable to resolve discrepancies

  • Respond to vendor inquiries on invoice status, payment timing and commitments

  • Identify opportunities to strengthen reporting and financial controls; recommend practical process improvements

  • Report to the Vice President of Financial Planning & Analysis with frequent visibility into project spending and risks

  • Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, Business Administration or related field

  • 2–3 years’ experience in FP&A, financial analysis, accounting, project coordination or similar

  • Advanced Microsoft Excel skills and demonstrable analytical ability

  • Experience with budgets, financial reporting, invoice processing and vendor interactions


Role B — Revenue Financial Analyst (Confidential Client — HFDF General Retail)

The Revenue Financial Analyst focuses on revenue, KPIs and business performance for HFDF General Retail. You will turn financial and operational data into clear insights and recommendations to improve retail performance.

  • Responsibilities

  • Produce weekly, monthly and quarterly reports on revenue and business performance

  • Track KPIs and explain drivers behind trends to stakeholders

  • Analyze revenue and performance to highlight risks, opportunities and actionable recommendations

  • Support budget, forecast and business review cycles by building and maintaining financial models, performing variance analysis and preparing presentations

  • Work cross-functionally with Finance, Planning, Buying, Cruise Retail and other teams to translate data into actions

  • Investigate reporting discrepancies and work with technical/business teams to resolve root causes

  • Improve data accuracy and reporting processes to increase business confidence in metrics

  • Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Statistics or related field

  • Entry-level — no prior professional experience required; 2–3 years relevant experience is ideal

  • Strong Excel and financial analysis skills; ability to work with large datasets, reconcile results and summarize findings clearly

  • Experience with financial reporting, retail analytics, budgeting or revenue analysis via work, internships or projects

  • Ability to translate quantitative findings into concise presentations and recommendations


Preferred Qualifications (Both Roles)

  • Exposure to Power BI, SQL, ERP/POS reporting or Microsoft Dynamics 365
  • Familiarity with retail metrics: sales, AUR, gross margin, inventory and promotional performance

Core Competencies (Both Roles)

  • Analytical curiosity and attention to data accuracy
  • Clear written and verbal communication; ability to present to non-financial stakeholders
  • Cross-functional collaboration and ability to prioritize recurring deadlines
  • Critical thinking and proactive recommendations to improve processes and controls

Compensation & Work Authorization

  • Salary range: $67,000 – $95,000 annually (good-faith estimate; actual pay may vary based on experience and qualifications)
  • These positions are onsite in Mundelein, IL and require valid U.S. work authorization at the time of application; Confidential Client is not able to sponsor visas.

Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.

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