Lead Financial Analyst

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. The Lead Financial Analyst will own monthly management reporting, support budgeting and forecasting, develop complex financial models, and play a key role in pricing strategy, M&A analysis, three-statement modeling, and operational KPI reporting.

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.

Qualifications & Skills:

• 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