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49 Financial Jobs in Elgin, IL (NOW HIRING)

Job Summary Medline Industries is seeking a Senior Financial Analyst to support Division 49 - EVS and Division 50 - Textiles at our Northfield, IL headquarters. This role will report to the Senior ...

Principal Financial Analyst As a Principal Financial Analyst working in our Consumer Deposits ... San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance ...

Principal Financial Analyst In this role, you will work on our Consumer Checking business, playing ... San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance ...

Senior Financial Analyst

Chicago, IL

$88K - $109K/yr

Senior Financial Analyst As a Senior Financial Analyst, you will work for a company that invests in ... San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance ...

New

Financial Advisor

Downers Grove, IL · On-site

$45K - $60K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...

Financial Advisor

Chicago, IL · On-site

$45K - $60K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...

Financial Advisor

Downers Grove, IL · On-site

$45K - $60K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...

Financial Advisor

Chicago, IL · On-site

$45K - $60K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...

Be Seen First

We do more than just provide financial solutions; we help people achieve a better future. Through inspirational individuals and personal connection, we are improving the financial outcomes for ...

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49 Financial information

What is 49 Financial?

49 Financial is a financial services firm that provides financial planning, investment management, and insurance solutions. They focus on helping individuals and families achieve their financial goals through personalized strategies and education. The company often caters to young professionals and recent graduates, guiding them through financial decisions like budgeting, retirement planning, and debt management. Their advisors work to simplify complex financial topics and create long-term plans for clients.

What are the key skills and qualifications needed to thrive as a financial advisor?

To thrive as a Financial Advisor, you need a strong background in finance, investment principles, and financial planning, typically supported by a relevant degree and certifications such as a CFP or Series 7 license. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential for efficient client service. Outstanding interpersonal skills, active listening, and the ability to build trust help advisors stand out in client relationships. These skills and qualifications are crucial for providing sound financial advice, retaining clients, and ensuring compliance in an ever-changing financial landscape.

What are some common challenges faced by financial advisors at 49 Financial, and how are they typically addressed?

Financial Advisors at 49 Financial often encounter challenges such as building a client base from scratch and staying updated with constantly changing financial regulations. The company typically supports advisors through comprehensive training, ongoing mentorship, and access to robust CRM tools that streamline client management. Team collaboration and regular strategy sessions also help advisors share best practices and overcome common obstacles together, fostering both professional growth and client success.

What is the difference between 49 Financial vs 49 Financial Advisor?

Aspect49 Financial49 Financial Advisor
CertificationsTypically requires Series 7, Series 66, or similar licensesRequires similar licenses, plus CFP certification often preferred
Work EnvironmentOffice-based, client meetings, financial planningClient-facing, personalized financial advice, meetings
Industry UsageUsed broadly for financial firms and institutionsSpecific role within firms, focusing on client advisory services

49 Financial and 49 Financial Advisor roles both involve financial services, but the advisor position emphasizes direct client interaction and personalized financial planning, often requiring additional certifications like CFP. The main difference lies in the focus: 49 Financial is broader, while 49 Financial Advisor is specialized in client advisory services.

What are popular job titles related to 49 Financial jobs in Elgin, IL?

For 49 Financial jobs in Elgin, IL, the most frequently searched job titles are:

What job categories do people searching 49 Financial jobs in Elgin, IL look for?

The top searched job categories for 49 Financial jobs in Elgin, IL are:

What cities near Elgin, IL are hiring for 49 Financial jobs?

Cities near Elgin, IL with the most 49 Financial job openings:

Senior Financial Analyst

Medline

Northfield, IL

$85K - $128K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 19 days ago


Medline Industries rating

7.6

Company rating: 7.6 out of 10

Based on 251 frontline employees who took The Breakroom Quiz

231st of 545 rated manufacturers


Job description

Job Summary

Medline Industries is seeking a Senior Financial Analyst to support Division 49 - EVS and Division 50 - Textiles at our Northfield, IL headquarters. This role will report to the Senior Manager, Finance and serve as a key finance partner to divisional leadership.
The Senior Financial Analyst will operate with a high degree of autonomy, owning financial analysis, planning, and forecasting activities while translating complex data into actionable insights. This role plays a critical part in supporting strategic decisionmaking, improving financial performance, and partnering closely with business leaders.

Job Description

Job Responsibilities:

  • Own and analyze monthly financial results, trends, and key performance metrics across the full P&L (sales, AGM, customer drivers, adjustments, etc.).

  • Partner directly with Division Presidents and senior leaders to communicate results, key drivers, risks, and opportunities.

  • Review and analyze expenses and operating statements, including COGS, product costs, and overhead.

  • Ensure accuracy and completeness of internal financial statements prior to publication.

  • Lead preparation of the annual budget, quarterly forecasts, and longrange plans, incorporating business assumptions and scenario analysis.

  • Perform ROI analysis, scenario modeling, and adhoc financial analysis to support pricing decisions, investments, and strategic initiatives.

  • Lead and facilitate monthly and quarterly financial reviews, as well as crossfunctional financial projects.

  • Mentor and provide guidance to Analysts, Associate Analysts, and Project Managers, helping elevate analytical rigor and financial acumen across the team.

Minimum Job Requirements:

Education

  • High school diploma

Work Experience

  • At least 3 years of financial planning, reporting, and analysis experience.

Additional

  • Advanced Microsoft Excel skills (including PowerPivot, PowerQuery, pivot tables, financial modeling)

  • Experience with PowerBI and Fabric

  • Experience working with an ERP system - SAP experience is a plus.

Preferred Job Qualifications

  • Experience partnering with operations or commercial teams in a matrixed environment.

  • Experience supporting multiple divisions or product lines.

  • Prior experience leading or supporting executivelevel financial reviews.

Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

The anticipated salary range for this position:

$85,000.00 - $128,000.00 Annual

The actual salary will vary based on applicant's location, education, experience, skills, and abilities. This role is bonus and/or incentive eligible. Medline will not pay less than the applicable minimum wage or salary threshold.

Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average. For roles where employees work less than 30 hours per week, benefits include 401(k) contributions, paid time off, as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp. For a more comprehensive list of our benefits please click here.

We're dedicated to creating a Medline where everyone feels they belong and can grow their career. We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best. Explore our Belonging pagehere.

Medline Industries, LP is an equal opportunity employer. Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.


What Medline Industries employees say

Pay

Benefits

Hours and flexibility

Workplace

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About Medline

Sourced by ZipRecruiter

Medline Industries, LP is the leading nationwide supplier of medical, surgical and pharmaceutical products to hospitals, nursing homes, HME providers, surgery centers, physician offices and home care/hospice settings.

Industry

Medical equipment and supplies manufacturing

Company size

10,000+ Employees

Headquarters location

Winnetka, IL, US

Year founded

1966