Financial Analyst at Monarch Collective in Chicago, IL

Summary: Monarch Collective is a Vacation Rental Management platform focused on growth through M&A and operational improvements. The Financial Analyst will drive financial strategy and performance for operating brands, with responsibilities including financial modeling, forecasting, and delivering insights to support business leaders. Responsibilities: - Own and maintain financial models for portfolio brands, collaborating closely with general managers to develop detailed, forward-looking financial forecasts and scenarios, leveraging AI-assisted tools to accelerate model development and scenario analysis - Analyze actual financial performance against budget and prior periods, presenting insights to business leaders and partnering with them to identify opportunities for improvement - Conduct in-depth, data-driven analyses to address key business questions, evaluate investment opportunities, and support strategic priorities - Streamline processes for collecting, analyzing, and reporting on key performance indicators (KPIs) to enhance decision-making across portfolio companies, including identifying opportunities to automate reporting and analysis using AI tools - Support the development and monitoring of annual budgets and long-term financial plans for assigned brands, ensuring alignment with corporate objectives - Support the financial integration of newly acquired brands, including standing up reporting frameworks, aligning chart of accounts, and onboarding new sites into corporate financial systems - Track and analyze cash flow trends across portfolio companies, projecting future needs and identifying optimization opportunities - Summarize financial performance by preparing high-level reports and dashboards for leadership, highlighting trends, risks, and opportunities, using a combination of traditional BI tools and AI-generated reporting - Monitor industry trends and competitive benchmarks to provide context for financial performance and inform strategic recommendations - Contribute to special projects — such as scenario planning, profitability analysis, or investor reporting — to support Monarch Collective’s growth strategy Required Qualifications: - Bachelor's Degree in Finance, Accounting, Economics, Mathematics, or a related field, or equivalent analytical experience - 1-3 years of relevant work experience - Advanced proficiency in Microsoft Excel (e.g., financial modeling, data visualization) - Eagerness to learn and adopt AI-assisted tools (e.g., Claude, large language models) to accelerate analysis and reporting workflows. Prior experience is not required, but curiosity and willingness to experiment are essential - Familiarity with SQL or willingness to learn query-based data tools - Strong analytical mindset with a demonstrated ability to translate data into actionable business insights - Self-directed and resourceful; comfortable navigating ambiguity, asking good questions, and taking ownership of problems end-to-end - Proven ability to manage multiple work streams and deliver results under tight timelines with high attention to detail Preferred Qualifications: - Experience with Looker, Snowflake, Oracle NetSuite, or Python is a plus - Exposure to M&A integration or post-acquisition financial onboarding is a plus Required Skills: Financial modeling, Data visualization, Microsoft Excel, SQL, Looker, Snowflake, Oracle NetSuite, Python, Financial forecasting, Variance analysis, Budgeting, M&A integration, Post-acquisition financial onboarding, Self-direction, Resourcefulness, High agency, Intellectual curiosity Benefits: Flexible paid time off, Paid sick leave, Paid Holidays, Medical/dental/vision insurance, 401(k)