Lead Financial Analyst

Overview

The organization is seeking an experienced and analytical Lead Finance Analyst with at least 8 years of experience in financial reporting and analytics, strong technical proficiency in Microsoft Excel, and the ability to translate financial data into meaningful insights for management.

This role can be based in Palo Alto, CA, or remotely in the US.

Responsibilities

• Prepare, analyze, and maintain weekly/monthly financial reports, management reports, and performance dashboards.
• Conduct financial analysis to identify trends, variances, risks, and opportunities.
• Utilize advanced Excel functions, macros, pivot tables, and charts to analyze and present financial data.
• Support monthly, quarterly, and annual financial reporting processes.
• Prepare financial presentations and communicate key insights to management and business stakeholders.
• Partner with cross-functional teams to gather, validate, and analyze financial information.
• Identify opportunities to improve reporting accuracy, efficiency, and automation.
• Ensure financial data is accurate, timely, and presented in a clear and actionable manner.
• Take ownership of assigned financial analysis and reporting projects from start to finish.

Requirements

• Must be a US Citizen or permanent resident.
• Bachelor’s degree in Finance, Business Administration, Accounting, Economics, or a related field.
• Minimum of 8 years of professional experience in financial reporting and financial analytics.
• Experience in Microsoft Excel (macros, pivot tables, nested formulas).
• Ability to manage multiple priorities and meet deadlines in a remote work environment.

Preferred Qualifications

• Excellent written and verbal communication skills.
• Strong analytical, problem-solving, and attention-to-detail skills.
• Strong presentation skills, with the ability to clearly communicate financial insights to management and stakeholders.
• Comfortable preparing, reviewing, and presenting management reporting.
• Preferred time zone: CST.

Compensation & Benefits

This position is incentive eligible with a target based on contribution, company performance, and/or individual results achieved; the specific incentive plan and target amount will be determined based on the role and breadth of contributions.

Base pay ranges by location:

• Colorado: $97,000.00 - $161,000.00 annually.
• New Jersey: $97,000.00 - $161,000.00 annually.
• Delaware: $97,000.00 - $161,000.00 annually.
• Washington, DC metropolitan area: $107,000.00 - $178,000.00 annually.
• California: $111,000.00 - $185,000.00 annually.

For all other states, geographic cost of labor is used as an input to develop market-driven ranges, and each location where the organization hires may have a different range.

Benefits include paid time off, health and welfare insurance, and 401(k) to eligible employees.

Location

• Palo Alto, CA, or remote in the US.

Additional Information

• The application window is three days from the date the job is posted and will remain posted until a qualified candidate has been identified for hire. If reposted regardless of reason, it will remain posted three days from the date of reposting and will remain reposted until a qualified candidate has been identified for hire.
• The posting date can be found on the organization’s career page at the top of each job posting.

Equal opportunity/affirmative action employer: All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.