Lead Financial Analyst

Overview

This role is for an experienced and analytical Lead Finance Analyst supporting financial reporting and analytics. The position is available either in Palo Alto, CA or remotely within the United States.

Responsibilities

• Prepare, analyze, and maintain weekly/monthly financial reports, management reports, and performance dashboards.
• Conduct financial analysis to identify trends, variances, risks, and opportunities.
• Use advanced Microsoft Excel functions, including 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

Base pay ranges (annual):

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

For all other states, geographic cost of labor is used to develop market-driven ranges, so each location may have a different range.

Benefits include:

• Paid time off
• Health and welfare insurance
• 401(k) to eligible employees

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.

Equal Opportunity

The employer is an 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.