Lead Financial Analyst

Overview

This role involves performing accounting, financial reporting, and analysis functions. The position requires applying financial analysis knowledge and judgment to diverse and complex activities.

Responsibilities

• Extract financial data from various accounting and information systems to perform analyses.
• Analyze financial data and define relevant information; interpret data to determine past financial performance and/or project financial results.
• Determine appropriate methodologies to prepare information for use by others.
• May manage staff to achieve performance standards; develop, motivate, mentor, and train staff while ensuring appropriate customer service attitudes.
• Provide leadership and direction to others.
• Exhibit a thorough understanding of business and analysis concepts.
• Support client reporting needs including client performance and compensation; perform client analysis and trend reporting.
• Participate in monthly accounting processes to ensure accuracy and completeness of financial records.
• Recommend process changes to improve efficiency.
• Utilize a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending, and results analysis.
• Collaborate effectively with other departments/divisions to resolve business issues.
• Solve complex problems creatively; exercise significant initiative and independent judgment; make varied decisions; plan, conduct, and supervise assignments; review progress and evaluate results.
• Exhibit leadership skills; mentor employees across teams; may manage the workload of others.
• Ensure adherence to the organization's framework of internal controls.

Qualifications

• Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
• Minimum of 8 years of experience with a degree.
• Advanced computer skills.

Preferred Qualifications

• At least 1 year of supervisory experience.
• Solid knowledge of accounting/financial areas such as investments, insurance products, or premiums.
• Effective oral and written communication skills.
• Ability to handle multiple projects and willingness to take on new projects.
• Customer service approach and highly analytical.
• Ability to work effectively both individually and within a team.
• Strong organizational and prioritization skills.
• Effective judgment and timely resolution of employee issues.

Working Conditions

• Office environment.
• Fast-paced, deadline-driven office setting.
• Occasional travel may be required.

Compensation & Benefits

• Salary range: $97,000.00 - $129,000.00 annually. This is a good faith estimate; actual starting pay depends on qualifications, experience, geography, work location designation (in-office, hybrid, remote), and operational needs.
• Salary may vary above or below the stated range as permitted by applicable law.
• Position is typically eligible for an annual bonus based on the company bonus plan and individual performance, at the organization's discretion.

Additional Information

• This job description is not a contract of employment nor a guarantee of specific job responsibilities.
• The organization may change, add, remove, or revoke terms of this job description at its discretion.
• Managers may assign other duties as needed.
• Employees or applicants requiring accommodations to perform job functions should contact the applicable HR Business Partner to evaluate accommodation requests.