Lead Financial Analyst

Overview

This role oversees the organization’s financial planning and analysis functions. The Lead, Financial Planning and Analytics leads a team providing strategic financial insights, forecasting, budgeting, and performance analysis to support business decisions. You will partner with senior leadership to help ensure financial health and success through timely, accurate, and actionable financial information.

Responsibilities

Strategic Financial Planning

• Lead the annual budgeting and forecasting process, including long-term financial planning.
• Provide detailed analysis of financial performance against budgets and forecasts, identifying areas of concern and opportunity.
• Develop and manage financial models and scenarios to support business strategies.

Reporting & Analysis

• Produce monthly, quarterly, and annual financial reports and variance analyses for senior leadership and stakeholders.
• Interpret financial data and provide actionable insights to support business decisions and optimize performance.
• Monitor key financial and operational metrics and drive improvements where necessary.

Team Leadership & Development

• Lead and mentor a team of financial analysts, fostering a collaborative and high-performance work environment.
• Ensure the team has the necessary skills, tools, and resources to deliver high-quality financial analysis.
• Oversee team workflows, ensuring adherence to deadlines and quality standards.

Business Partnership & Communication

• Collaborate with cross-functional teams (e.g., Operations, Sales, Marketing) to understand business drivers and provide financial insights.
• Present financial results and insights to senior management, explaining complex financial data clearly.
• Support strategic decision-making through financial evaluations, scenario analyses, and recommendations.

Process Improvement

• Drive continuous improvements in financial planning processes and tools.
• Identify opportunities for automation and streamlining of financial reporting and analysis.
• Ensure compliance with financial policies, procedures, and internal controls.

Ad Hoc Analysis & Projects

• Lead special projects, financial modeling, and data analysis as needed by the business.
• Support mergers, acquisitions, investments, or other strategic initiatives with financial due diligence and analysis.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• MBA or CPA is preferred.
• 8+ years of experience in financial planning and analysis, with at least 3 years in a leadership role.
• Experience in forecasting, budgeting, and financial reporting in a corporate environment.
• Strong background in financial modeling, scenario analysis, and business performance evaluation.
• Experience with ERP systems (e.g., SAP, Oracle, etc.) and financial reporting tools (e.g., Hyperion, Tableau).
• Excellent leadership and team management skills.
• Strong analytical and problem-solving skills with a data-driven approach.
• Advanced proficiency in Excel, financial modeling, and reporting software.
• Ability to work in a fast-paced, dynamic environment and manage multiple priorities.
• Strong verbal and written communication skills, including presenting financial data to non-financial stakeholders.
• High attention to detail with a focus on accuracy and timeliness.
• Knowledge of financial regulations and compliance standards.

Preferred Qualifications

• Retail industry-specific experience.
• Familiarity with data visualization tools such as Power BI or Tableau.

Compensation & Benefits

• Salary Range: $100,100.00 - $166,100.00
• Hourly or Salary Range will be reflected above.

Pay ranges may differ in other areas and could vary based on regulatory minimum wage requirements and factors including position, location, level of experience, and applicable state or local minimum wage laws.

Location

Not specified in the provided description.

Equal Opportunity & Fair Chance

Qualified applications with arrest or conviction records will be considered in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

The employer is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or any other protected classification.