CDW Finance Supervisor, Planning in Chicago, Illinois

Job Description

The Supervisor of Financial Planning reviews and prepares the financial analysis regarding the financial and operational performance of the company or assigned segment. This role assembles work schedules, builds data files and readies systems for annual process. The Supervisor prepares and reviews projected financial statements including income statement, capital expenditures, coworker count and ratio analyses. As well, this role ensures financial statements are accurately and appropriately stated.

Key Areas of Responsibility

  • Coordinates all planning with departments, review of departmental plans and supervision of planning staff in the process. This may include sales, expense, capital, and coworker count plans.

  • Anticipates data requirements and builds financial planning database to support plan analysis. Automates and improves financial planning processes.

  • Determines process schedule and assigns responsibility for all financial statement components.

  • Participates in monthly close activities by reviewing departmental statements to ensure the correct classification of expenses. Works with Department heads to determine appropriate accrual balances.

  • Mentors a team of Financial Analysts.

  • Senior level presentations.


  • Produce and analyze various financial and metrics reports for senior management.

  • Interactively collaborate with internal stakeholders to enhance overall metrics reporting and processes.

  • Supervise special analysis to ensure information is correctly classified and appropriately stated. Reviews commentary for accurate conclusions. Discusses implications with senior management.

  • Provide routine feedback on performance of direct reports and develops analytical, business and system skills for team.

  • Qualifications*

Minimum Qualifications

  • Bachelor’s Degree in Accounting or Finance.

  • 6 years of financial analysis experience

Other Required Qualifications

  • Strong organizational and analytical skills with critical attention to detail.

  • Solid understanding of financial concepts with demonstrated ability to apply them in a business analysis situation.

  • Demonstrated ability to build rapport and maintain productive working relationships cross-functionally.

  • Excellent written and verbal communication skills with the ability to effectively interact with all stakeholders including senior leadership.

  • Proficient in Microsoft Office applications.

  • History of balancing competing priorities with the ability to adapt to the changing needs of the business while meeting deadlines.

  • Track record in mentoring and coaching others.

Preferred Qualifications

  • MBA

  • CPA

CDW is an equal opportunity employer. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, veteran status, or other characteristics protected by law.

Finance Supervisor, Planning IL-Chicago 17000879