What are the responsibilities and job description for the Lead Financial Analyst position at ConnectPay Payroll Services?
We are seeking a highly analytical and strategic Lead Financial Analyst to build and strengthen the Financial Planning & Analysis (FP&A) function within our organization. This role will serve as a critical business partner across all departments, providing financial insights, decision support, and driving operational efficiencies.
Responsibilities:
- Lead and manage monthly corporate reporting and forecasting processes, as well as annual operating plan and long-range planning cycles.
- Analyze and assess the recurring revenue streams to identify trends, growth opportunities, and areas for optimization, ensuring accurate forecasting and long-term financial stability.
- Analyze drivers of financial performance, prepare financial metrics, and develop performance reports to inform decision-making.
- Provide support to stakeholders across the organization, with extensive support to COO and Operations leaders serving as a trusted financial advisor providing strategic insights and performance metrics to optimize business performance.
- Present regular updates to senior leadership on business status and key performance indicators.
- Support Executive leadership team (CEO/CFO/CIO/CTO), with ad-hoc financial analyses and requests.
- Spearhead initiatives to enhance, automate, and scale forecasting and reporting tools, processes, and methodologies.
- Prepare materials for executive and quarterly board presentations, monitor progress, and contribute to monthly and quarterly financial close activities.
- Develop and maintain forecasting infrastructure for the company's P&L & balance sheet, including functional analysis of cash activity,
- Design, develop, and maintain scalable Cube models to meet operational and ad hoc analytical needs.
- Ensure accurate integration, calculations, and reporting within Cube models.
Key Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 7 years of FP&A, corporate finance, or related experience in a fast-paced environment
- Strong financial modeling skills, including experience with three-statement modeling, scenario planning, and valuation techniques
- Advanced proficiency in Excel, financial planning tools (Adaptive Insights, Anaplan, Cube or similar), and ERP systems (SAP, Oracle, NetSuite, etc.)
- Experience with business intelligence tools (Power BI, Tableau, Looker) is a plus
- Excellent analytical skills, strong initiative and flexibility in analyzing results
- Project management experience
- Capable of managing large datasets of unstructured data
- Strong communication and stakeholder management skills, with the ability to distill complex financial concepts into actionable insights
- Ability to work autonomously and drive projects from conception to execution in a fast-moving environment
Other Key Qualifications:
- Excellent oral and written communication skills
- Meet aggressive deadlines with accurate and concise analyses
- Prioritize effectively to move multiple concurrent projects to completion
- Self-starter willing to promote change when necessary
- Fully own projects
