Sr. Financial Analyst - FP&A and Treasury (Hybrid - Chicagoland Area)

Posted 11 Days Ago
Mokena, IL
In-Office
Senior level
Consumer Web • eCommerce • Healthtech • Logistics
Connecting the world with life sustaining medical equipment while building the most-trusted, technology-driven platform.
The Role
The Sr. Financial Analyst will own financial reporting and forecasting, develop strategic models, support acquisitions, track KPIs, and present insights to stakeholders.
Summary Generated by Built In

About AA Medical

AA Medical is a provider of sustainable solutions to both the new and resale medical device equipment markets. AA Medical was founded in 2012 to help doctors and surgeons around the world access high quality pre-owned medical equipment at an affordable price. We are proud to consistently connect the world with life sustaining medical equipment and are constantly working towards even more growth.

AA Medical offers a variety of benefits to ensure that our employees feel supported and valued. Here’s a summary of what we offer:

  • Unlimited PTO for exempt employees, so you can take the time you need to recharge and enjoy life outside of work.
  • 9 observed holidays to spend time with loved ones and celebrate important occasions.
  • 4 floating holidays.
  • Medical coverage with HSA and PPO options, so you can choose the plan that works best for you.
  • FSA and HSA accounts, as well as dependent care FSA, to help you save on healthcare and dependent care expenses.
  • Discounts on pet insurance to keep your furry friends healthy.
  • Delta Dental and Delta Vision insurance offerings.
  • Short term and long term disability coverage through Principal, to provide financial protection in case of unexpected events.
  • EAP (employee assistance program) through Principal, to provide confidential support and resources for personal and work-related challenges.
  • Pet friendly office in Mokena, to make your furry friends feel welcome and at home.
  • 4% 401(k) company match after 30 days

About the role

We are seeking a highly motivated and self-starting Sr. Financial Analyst - FP&A and Treasury to join our team in the Chicagoland area. This is a hybrid role, offering a mix of in-office collaboration and remote flexibility.


This is a high-visibility role at a private equity-backed company, reporting directly to the company’s CFO with weekly report-outs to the executive team.


What Sets this Opportunity Apart

  • A key leadership role in a rapidly scaling, private equity-backed organization driving sustained growth.
  • Direct influence on financial strategy and executive decision-making during a transformative growth period.
  • Opportunity to build and scale a FP&A function with full financial statement reporting ownership. We value people with balance sheet and cash flow experience.
  • Empowered to take initiative, drive meaningful change, and make a lasting impact on the organization and team as you shape and influence the company’s trajectory.
  • Collaborative, high-performance team culture with significant opportunities for professional growth and advancement.

Key Responsibilities

  • End-to-end ownership and delivery of financial reports, forecasts, and dashboards
  • Derive original insights from financial data and trends to support decision making across the business
  • Develop models to evaluate business performance and strategic initiatives, and drive understanding of their underlying operational drivers
  • Support the integration of acquisitions, including aligning financial reporting structures, consolidating financial data, and identifying synergy opportunities
  • Partner with cross-functional teams to define and track meaningful KPIs that align with business objectives
  • Contribute to the annual budgeting and planning process
  • Present insights and recommendations clearly to both finance and non-finance stakeholders

Skills & Competencies

  • Builder: Experience with establishing repeatable processes, structures, and contributing to a team that drives excellence.
  • Listener First: Approachable and collaborative, fostering understanding and respect.
  • Trust: Understand that there is a significant amount of trust that will be placed in this role and that trust needs to be earned.
  • Adept at establishing cross-functional relationships and building trust through accurate analyses. Steers discussions and the company’s actions through quantitative rationale.
  • Strong analytical and problem-solving abilities. Ability to follow the data and be comfortable seeking out answers to first time questions. Demonstrated ability to identify problems and opportunities proactively, not just analyze assigned datasets.
  • High attention to detail and accuracy in financial operations.
  • Exceptional organizational and time management skills, with the ability to meet deadlines consistently.
  • Excellent written and verbal communication skills, capable of conveying complex financial data clearly and simplistically.
  • Experienced in ERP implementation and optimization. (e.g., NetSuite, SAP)
  • Familiarity with data visualization tools (e.g., Power BI, Tableau)
  • Experience supporting M&A transactions or post-acquisition integration is a plus

Work Environment

  • Hybrid: 1–3 days per week in the Mokena office
  • Collaborative, high-performance team culture with opportunities for professional growth

Top Skills

Erp Implementation
NetSuite
Power BI
SAP
Tableau
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The Company
HQ: Mokena, IL
55 Employees
Year Founded: 2010

What We Do

For over ten years, AA Medical Store has consistently exceeded expectations by delivering a white glove experience and high quality equipment customers can count on. As host to one of the largest varied inventories with competitive pricing, we can be your trusted source for minimally invasive surgical equipment.

Connecting the world with life-changing medical equipment.

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