Financial Planning Associate Jobs in Park Ridge, IL

Industry/Sector

Not Applicable

Specialism

Finance

Management Level

Senior Associate

Job Description & Summary

At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals.
In enterprise performance management at PwC, you will focus on helping clients improve their financial performance and decision-making processes. You will analyse financial data, develop performance metrics and key performance indicators (KPIs), and design and implement performance management frameworks. You will be responsible for providing guidance on budgeting, forecasting, and financial planning processes to drive operational efficiency and achieve strategic objectives.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Respond effectively to the diverse perspectives, needs, and feelings of others.
Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
Use critical thinking to break down complex concepts.
Understand the broader objectives of your project or role and how your work fits into the overall strategy.
Develop a deeper understanding of the business context and how it is changing.
Use reflection to develop self awareness, enhance strengths and address development areas.
Interpret data to inform insights and recommendations.
Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the FP&A team, you will help clients transform their planning, forecasting, and performance management capabilities. You will support initiatives focused on redesigning FP&A processes and operating models, improving decision support, and enabling the deployment of modern planning, analytics, and AI-driven technologies.
As a Senior Associate, you will analyze complex business challenges, deliver high-quality client solutions, and support the execution of transformation programs across people, process, data, and technology. You will collaborate with cross-functional stakeholders, mentor junior team members, and build strong client relationships while developing deeper industry and functional expertise. This role offers
The Opportunity
to contribute to strategic finance transformation initiatives and help clients modernize the way finance supports the business through data, automation, and AI-enabled insights.
Responsibilities
Support clients in transforming FP&A capabilities, including planning, forecasting, reporting, and performance management processes
Assist in the design and implementation of future-state FP&A operating models, organizational structures, and governance frameworks
Collaborate with business and finance stakeholders to identify process improvement opportunities and deliver actionable recommendations
Support the deployment and optimization of finance technologies, planning platforms, analytics solutions, and AI-enabled capabilities
Help clients evaluate and apply AI and automation solutions to improve forecasting accuracy, reporting efficiency, and decision support
Analyze business and financial challenges, synthesize insights, and help develop strategic and operational solutions
Contribute to large-scale finance transformation and change management initiatives across people, process, data, and technology
Develop client-ready deliverables, presentations, and workshop materials with a high standard of quality and professionalism
Build and maintain strong client relationships while developing a deeper understanding of industry trends and business priorities
Mentor and support junior team members through collaboration, coaching, and knowledge sharing
Work effectively across cross-functional teams to deliver successful client outcomes in complex environments
What You Must Have
- Bachelor's Degree in Accounting or Finance
- 3 years of experience
What Sets You Apart
Master of Business Administration (MBA) or equivalent advanced degree preferred
Experience in FP&A transformation, finance operating model design, or performance management initiatives
Understanding of planning, forecasting, budgeting, and management reporting processes
Experience supporting the implementation or optimization of finance technologies, EPM platforms, or analytics solutions
Familiarity with AI, automation, and data-driven capabilities within finance and FP&A environments
Ability to analyze complex business problems and translate insights into actionable recommendations
Experience leveraging data visualization and business intelligence tools to support decision-making
Strong communication and presentation skills with the ability to engage effectively with client stakeholders
Experience working in cross-functional teams and managing multiple priorities in a client service environment
Demonstrated ability to build and maintain client relationships and contribute to team development and collaboration

Travel Requirements

Up to 60%

Job Posting End Date

August 28, 2026The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines