Lead Financial Analyst

Overview

This role leads financial analysis and operational performance measurement to support strategic decision-making across technology organizations. Responsibilities span FP&A leadership, KPI architecture, process transformation, executive advisory, and governance including SOX compliance.

Responsibilities

• Operational performance & KPI architecture: Lead the strategy, development, and refinement of operational metrics reporting across tech organizations to drive strategic decision-making and business alignment.
• Integrated FP&A management: Direct multi-quarter financial planning, forecasting, and actuals analysis, delivering strategic insights to optimize resource allocation.
• Process transformation & automation: Identify, design, and implement value-add enhancements across financial systems, forecasting workflows, and operational processes.
• Strategic advisory: Act as a trusted advisor to stakeholders by providing proactive financial analysis and strategic recommendations.
• Oversight & accounting controls: Maintain high-level oversight of financial governance and SOX compliance.
• Month-end close oversight: Review key journal entries for month-end close and recommend corrective actions.
• Executive communication: Distill complex financial datasets into clear, actionable executive-level insights.

Requirements

• Education: Bachelor’s degree in Finance, Accounting, or a related quantitative field (Masters or Certification Preferred).
• Experience: 5–8+ years of progressive experience in corporate FP&A or finance (equivalent to Senior / Principal / Lead Financial Analyst levels).
• Leadership & strategic ownership: Proven ability to drive cross-functional initiatives, establish governance, and hold business leaders accountable for financial targets.
• Problem solving & critical thinking: Advanced root-cause analysis, strategic planning, and financial modeling skills.
• Technical mastery: Advanced proficiency in financial modeling using Excel and Google Sheets, including complex macro/formula usage, scenario planning, and data integration.

Preferred Qualifications

• Tech organization support: Background supporting enterprise software engineering, IT infrastructure, and complex business systems organizations.
• Business intelligence & data visualization: Hands-on experience scaling BI tools and enterprise dashboards (e.g., Power BI, Tableau, Domo) to automate reporting and analytics.

Compensation & Benefits

• Compensation details not provided.

Location

• Flexible work from home options available.