Demo

Lead Financial Analyst

Envision Staffing Solutions
Boca Raton, FL Full Time
POSTED ON 2/17/2025
AVAILABLE BEFORE 5/16/2025

Job Description

Job Description

Our Client is a dynamic and rapidly growing restoration, construction, and roofing company dedicated to serving our commercial clients and becoming an extension of their risk and asset management teams. They are seeking a highly skilled Lead Financial Analyst to join their team.

The Lead Financial Analyst will have a critical role in preparing monthly, quarterly, and annual financial reporting packages, conducting comprehensive analyses, managing special projects, and supporting month-end close activities.

What You'll Be Doing :

  • Lead the development of monthly, quarterly, and annual financial reporting packages, including comprehensive analysis and special project support, while also assisting with month-end close processes.
  • Prepare monthly and annual financial statements with supporting schedules, conducting variance analysis on financial results.
  • Conduct ad-hoc business and financial analyses, leveraging various databases and collaborating with operational teams to support senior management in decision-making and strategy. This may involve analyzing and summarizing large data sets.
  • Review financial reports and records, providing recommendations regarding reserves, assets, and expenditures.
  • Assist in the preparation and finalization of monthly forecasts and annual budgets, including related schedules and presentations.
  • Develop financial models to enhance planning and forecasting efficiency, support new initiatives, and accurately reflect evolving business economics and structures.
  • Assist in preparing support schedules for the annual audit and tax compliance.
  • Contribute to special accounting projects as assigned.
  • Identify opportunities for process improvements and participate in implementing solutions.

Experience You Bring to the table :

  • Must be a team player who can also work independently.
  • Experience in trend analysis and forecasting, requiring strong critical thinking skills.
  • Solid understanding of GAAP and fundamental accounting principles.
  • Advanced proficiency in Microsoft Office, particularly Excel, Outlook, and Word.
  • Expertise in Excel for data compilation and analysis, including pivot tables and complex formulas.
  • Proficiency in Planful, Hyperion, or similar EPM software.
  • Ability to maintain strict confidentiality.
  • Strong collaboration skills with the ability to engage effectively with employees at all levels.
  • Capable of exercising discretion and independent judgment in assigned responsibilities.
  • Highly detail-oriented with a strong focus on accuracy, able to perform well under pressure in a fast-paced environment, manage multiple shifting priorities, and meet deadlines.
  • Self-motivated with strong analytical and problem-solving abilities.
  • Excellent organizational, communication, and interpersonal skills.
  • Process improvement mindset with a willingness to challenge existing procedures.
  • Proven ability to deliver outstanding customer service to a diverse range of stakeholders and a keen interest in learning business operations.
  • Bachelor’s degree in Finance or Accounting with 5-7 years of experience in a finance or accounting role.
  • If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Lead Financial Analyst?

    Sign up to receive alerts about other jobs on the Lead Financial Analyst career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $115,392 - $147,123
    Income Estimation: 
    $153,719 - $192,342
    Income Estimation: 
    $115,392 - $147,123
    Income Estimation: 
    $153,719 - $192,342
    Income Estimation: 
    $63,474 - $77,545
    Income Estimation: 
    $75,004 - $94,003
    Income Estimation: 
    $75,004 - $94,003
    Income Estimation: 
    $95,426 - $117,847
    Income Estimation: 
    $95,426 - $117,847
    Income Estimation: 
    $115,392 - $147,123
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Envision Staffing Solutions

    Envision Staffing Solutions
    Hired Organization Address Santa Clara, CA Full Time
    Our global manufacturing client is seeking a Manufacturing Plant Site Manager for a location in the San Francisco Bay ar...
    Envision Staffing Solutions
    Hired Organization Address Hayward, CA Full Time
    Our global manufacturing client is seeking a Manufacturing Plant Site Manager for a location in the San Francisco Bay ar...
    Envision Staffing Solutions
    Hired Organization Address San Mateo, CA Full Time
    Our global manufacturing client is seeking a Manufacturing Plant Site Manager for a location in the San Francisco Bay ar...
    Envision Staffing Solutions
    Hired Organization Address Fort Lauderdale, FL Full Time
    Our client is a $100m Company who is owned by a Fortune 500 Company. They are seeking a Customer Service Representative ...

    Not the job you're looking for? Here are some other Lead Financial Analyst jobs in the Boca Raton, FL area that may be a better fit.

    Financial Analyst

    SNI Financial, Boynton, FL

    Lead Financial Analyst

    Blue Team LLC, Boca Raton, FL

    AI Assistant is available now!

    Feel free to start your new journey!