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Financial Analyst

Company: Paylocity
Location: Schaumburg
Posted on: June 8, 2021

Job Description:



Don't just land a job. Launch your future.

Our all-in-one software platform gives HR pros a way to easily manage daily tasks in payroll, benefits, talent, and workforce management.

But what makes us different is that our technology is backed by a culture that cares. We care about our team members, clients, and partners - because people matter most. And people have always been at the heart of our business.

Since our founding in 1997, this is the thing that's stayed the same, from our employees to the millions of users nationwide that access our platform. We pride ourselves on partnering with our clients to build the workplace they and their employees crave.

Let's go forward together.

Position Overview:

The Financial Analyst will be a key member of the growing Financial Planning & Analysis team at Paylocity with responsibilities including financial modeling, annual budgeting and other required finance-related duties for a publicly traded company.

Location: Schaumburg, IL

Reports To: Manager, FP&A


The below represents some of the primary responsibilities of the position. Other duties may be assigned as needed.

  • Perform financial analysis to evaluate the operating performance of key business units. Identify areas that require further investigation.
  • Assist in the annual budgeting process for various business units
  • Maintain, update and identify financial metrics and ratios to assist management in the evaluation of business performance
  • Develop professional relationships with various departments within the Company through monthly and quarterly meetings as well as ongoing communication
  • Support the earnings release process, including the preparation of financial statement forecasts for the investment community
  • Prepare financial analyses that support monthly and quarterly close. Identify areas that require further investigation.
  • Identify routine financial analysis process improvement opportunities
  • Perform other ad hoc financial analyses


  • Bachelor's degree required with focus in Accounting or Finance preferred; other quantitative-focused majors may be considered
  • 1-5 years of relevant experience

Preferred Skills:

  • Intermediate/advanced Excel skills desired

Soft Skills:

As of 4/6/2021 this job excludes CO applicants

Our journey forward.

Paylocity strives to create an organizational culture where every employee has a voice, feels truly welcome, appreciated, and free to be themselves, and is empowered and enabled to do their best work. A strong commitment to diversity, equity, and inclusion is critical to creating such a culture.

We've made great strides to support diversity, equity, and inclusion. That being said, we realize there's still room for improvement. Our current focus is on the following initiatives:

  • Education & Awareness
  • Client Community
  • Company Representation
  • Advocacy & Support
  • Fairness & Equality
  • PCTY Gives

Want to learn more, click here to access our DEI flipbook.

This job description has been written to provide an accurate reflection of the current job and to include the general nature of work performed. It is not designed to contain a comprehensive detailed inventory of all duties, responsibilities, and qualifications required of the employees assigned to the job. Management reserves the right to revise the job or require that other or different tasks be performed when circumstances change.

Keywords: Paylocity, Schaumburg , Financial Analyst, Other , Schaumburg, Illinois

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