Lead Analyst Financial Modeling & Enterprise Performance Management

Overview

A leading organization in the Finance & Insurance sector is seeking a Lead Analyst specializing in Financial Modeling and Enterprise Performance Management (EPM). This role focuses on enhancing forecasting, budgeting, and financial planning processes that support strategic business decisions. The position involves collaboration with executive leadership and cross-functional teams to improve planning processes, financial discipline, controls, and resource allocation within a regulated financial services environment.

Location: Remote (U.S. based candidates only, no visa sponsorship available)

Compensation: $119,700 – $173,625 annually

Responsibilities

• Design, build, and maintain multi-year financial models across various channels and business units
• Support long-range planning, annual budgeting, and scenario analysis efforts
• Refine driver-based and predictive financial modeling approaches
• Ensure transparency and thorough documentation of key assumptions within financial models
• Collaborate with FP&A, IT, and implementation teams to enhance EPM solutions
• Contribute to automation improvements and performance optimization in the EPM environment
• Generate actionable insights from financial models to support decision-making

Qualifications

• 6 to 10+ years of experience in FP&A, strategic finance, or financial modeling
• Proven expertise in building and maintaining complex financial models
• Familiarity with EPM platforms, preferably Pigment
• Strong understanding of financial systems and data integration processes
• Ability to work independently and effectively collaborate across teams
• Excellent analytical, problem-solving, and communication skills
• Experience with project-based work or system implementations

Preferred Skills and Experience

• Experience with Pigment (EPM platform), SAP S/4HANA (ERP), and Workday (HCM)
• Proficiency in financial modeling and SQL databases
• Knowledge of Anaplan or similar EPM platforms
• Familiarity with multi-channel modeling tools and advanced analytics tools such as Power BI or Tableau
• Understanding of driver-based planning frameworks
• Experience with data integration tools (e.g., ETL tools like Informatica, Talend)
• Use of automation tools (e.g., RPA tools like UiPath) to improve modeling efficiency
• Comfortable with collaboration platforms such as Slack or Microsoft Teams

Benefits

• Medical, dental, vision, and life insurance coverage
• 401(k) retirement plan with company matching contributions
• Tuition reimbursement up to $5,250 annually
• Generous paid time off and holidays
• Paid volunteer time (16 hours per year)
• Paid parental leave and disability programs
• Access to inclusive Business Resource Groups for collaboration

The employer is an equal opportunity organization and encourages applications from candidates who may not meet every qualification but bring valuable experience to the team.