Lead Financial Analyst

Overview

This role is a senior individual contributor position focused on complex financial analysis, accounting research, internal financial reporting, and strategic business support. The successful candidate will provide financial insights that influence business decisions, lead initiatives to improve financial processes and reporting, and serve as a trusted advisor to Finance leadership and business partners.

This position is work-from-home with occasional planned travel to the Southfield, Michigan office may be required. Team members are also permitted to work from the Southfield, Michigan office if requested.

Responsibilities

• Independently manage high-impact projects and drive enhancements to financial reporting, controls, and analytics.
• Serve as the functional lead for assigned accounting and financial reporting processes, including:
  • Prioritizing and assigning team workloads
  • Reviewing complex key analyses and deliverables
  • Providing mentorship and technical direction
  • Partnering with the Accounting Manager to ensure high-quality, timely results
• Review and/or prepare analytic explanations for general ledger account and financial statement line item variances by scheduled deadlines, ensuring explanations are clear, concise, and accurate.
• Review monthly general ledger journal entries for accuracy by scheduled deadlines, including:
  • Ensuring adequate supporting documentation for journal entries
  • Researching, interpreting, and implementing appropriate accounting policies and procedures for new products/services or changes to existing products/services
  • Evaluating accounting implications of strategic initiatives and business decisions and providing recommendations and guidance to stakeholders
• Review complex monthly general ledger account reconciliations for accuracy and compliance by scheduled deadlines; ensure adequate supporting documentation for reconciling items.
• Prepare and maintain accurate monthly internal financial reports and ensure they are prepared and distributed by scheduled deadlines.
• Partner with business leaders to understand performance drivers and provide financial insights to support informed decision-making.
• Ensure internal controls in areas of responsibility are designed and operating effectively by:
  • Maintaining accurate written policies, written procedures, flowcharts, and internal controls
  • Completing quarterly self-assessments by scheduled deadlines
  • Leading initiatives to strengthen controls, reduce risk, improve efficiency, and automate manual processes
• Ensure accurate financial statement supporting schedules are prepared by scheduled deadlines.
• Lead complex projects and cross-functional initiatives with Finance, Accounting, Engineering, and Operations partners.
• Provide guidance, coaching, and subject matter expertise to analysts and team members.

Requirements

• Bachelor’s Degree in Accounting
• Minimum 8 years of related finance and accounting experience
• Demonstrated experience leading complex projects, initiatives, or workstreams
• Experience researching accounting issues and interpreting U.S. GAAP
• Experience writing financial analytics for executive-level users
• Experience designing and implementing process improvements
• Proficiency with MS Excel

Preferred Qualifications

• Master’s Degree in Accounting or Finance
• Certified Public Accountant or equivalent (i.e., Chartered Accountant)
• Experience influencing strategic decisions through financial modeling and business case development
• Experience in the Insurance and/or Financial Services industries
• Accounting experience from a large national or regional CPA firm
• Proficiency with MS Access

Compensation & Benefits

• Targeted compensation: $112,873 - $131,685 base salary + annual bonus plan.
• Benefits package including 401(K) match, adoption assistance, parental leave, tuition reimbursement, comprehensive medical/dental/vision, and additional benefits.

Location

• Work-from-home; occasional planned travel to the Southfield, Michigan office may be required.
• This position is permitted to work at the Southfield, Michigan office if requested by the team member.

Work Authorization

• This position is not currently open to individuals who require sponsorship now or in the future to work legally for this employer (for example, H-1b / H-4 or F-1 OPT visa holders).