Lead Financial Analyst Job at Robert Half (Wood Dale)

Lead Financial Analyst

About the Team: Finance’s mission is to help support Shopify’s growth over the l...

Location

Salary:

Not provided

Shopify

Expiration Date

Until further notice

Requirements

Proven track record of driving significant impact in complex and ambiguous business situations
R&D finance background working with engineering teams on general FP&A activities
Familiarity with cloud infrastructure and AI chips, models, and APIs
Strong communication skills–ability to distill complex, technical topics into concise, understandable terms
Significant experience in financial modeling and strategic business planning
Strong understanding of SQL and Python, with the ability to write complex queries, perform data extraction and manipulation, and maintain data integrity
Genuine enthusiasm for AI, tinkering with new tools, and exploring innovative solutions, and an excellent ability to mentor and teach the same
A growth mindset, a builder’s mentality and a proven history of effective execution
The ability to thrive in a fast-moving, ambiguous work environment and to navigate through change
Track record of strong performance in data science, management consulting, investment banking, FP&A, or a related field

Job Responsibility

Working with the business to gain a deep understanding of Shopify’s AI priorities, investment requirements, and value
Being a strategic partner across R&D and Product providing financial support to decision-making and reporting outcomes
Supporting forecasting and reporting cycles
Gathering information from business partners to inform financial plans, developing actionable management reporting including dashboards and KPIs, and overseeing monthly variance analysis and operating reviews to track business success
Identifying and tracking cost drivers and outcomes–unit economics, value-oriented spend management
Assessing risks and opportunities across the investment space and raising to decision-makers through strong communication skills
Building robust financial models that drive business decisions
Staying updated on emerging AI technologies, and identifying opportunities to automate repetitive manual tasks using tools like SQL, Python and AI to improve FP&A workflows

Lead Financial Analyst

A high-End Investment firm is seeking a Lead Financial Analyst. This is a highly...

Location

United States , Wood Dale

Salary:

120000.00 - 130000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Accountability
Building relationships and partnerships
Building confidence & integrity
Business Savvy
Strategic Management
Change of Direction

Job Responsibility

Analyze business unit performance on a monthly and quarterly basis focusing on critical business drivers
Support monthly forecasting and annual budgeting efforts, setting timelines and coordinating with team members to define deliverables
Establish a relationship with Group VPs of Finance, business unit controllers and corporate staff
Lead month and quarter end close processes, tracking and communicating financial results to senior leadership
Maintain financial reporting systems and tools, partnering with IT to suggest and implement system enhancements
Develop various financial models such as debt offerings, financial projections and rating agencies
Assess applicability and lead adoption of improvements and enhancements on existing processes (e.g. Robotic Process Automation)
Monitor and assess the Company's internal control environment
Special projects as assigned or directed such as acquisition analysis, Board presentations, etc.

What we offer

medical, vision, dental, life, and disability insurance
above market pay-rates
top-tier health benefits
plenty of work from home flexibility

Fulltime

Lead Financial Analyst

This is a highly visible role provides information and conducts analysis on tota...

Location

United States , Wood Dale

Salary:

120000.00 - 130000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Accountability
Building relationships and partnerships
Building confidence & integrity
Business Savvy
Strategic Management
Change of Direction

Job Responsibility

Analyze business unit performance on a monthly and quarterly basis focusing on critical business drivers
Support monthly forecasting and annual budgeting efforts, setting timelines and coordinating with team members to define deliverables
Establish a relationship with Group VPs of Finance, business unit controllers and corporate staff
Lead month and quarter end close processes, tracking and communicating financial results to senior leadership
Maintain financial reporting systems and tools, partnering with IT to suggest and implement system enhancements
Develop various financial models such as debt offerings, financial projections and rating agencies
Assess applicability and lead adoption of improvements and enhancements on existing processes (e.g. Robotic Process Automation)
Monitor and assess the Company's internal control environment. Provide recommendations for enhancements and best practices
Special projects as assigned or directed such as acquisition analysis, Board presentations, etc.

What we offer

medical
vision
dental
life
disability insurance
above market pay-rates
top-tier health benefits
plenty of work from home flexibility
other unique perks
401(k) plan

Fulltime

Lead Financial Analyst

We are seeking a Lead Financial Analyst to be the FP&A business partner to the S...

Location

United States

Salary:

120700.00 - 146970.00 USD / Year

OutSystems

Expiration Date

Until further notice

Requirements

6+ years experience in FP&A or Sales Operations, specifically within a SaaS or high-growth Tech environment
Proficient in ERP Systems and Business Intelligence Tools
Expert Google Sheets skills (complex modeling, data manipulation, and visualization)
Proficiency in Workday and Salesforce
Specialized Knowledge: Proven experience in Capacity Modeling (converting sales targets into hiring requirements) and managing headcount-heavy budgets
Analytical Rigor: Ability to bridge the gap between "Sales activity" and "Financial reality" by using data to justify or challenge hiring requests
Strong presence when presenting to Sales Leadership
ability to explain the financial impact of attrition and hiring delays

Job Responsibility

Sales Capacity: Build and maintain sophisticated models to track sales capacity. Analyze headcount and productivity trends to ensure coverage meets revenue targets
Pigment Implementation: Support the upcoming implementation of Pigment for the FP&A team. You will help migrate our legacy sales models and headcount tracking into Pigment to drive better automation and scale
Headcount & OpEx Management: Act as the "source of truth" for all Sales headcount. Manage the end-to-end lifecycle of sales hiring, ensuring all roles align with the budget and strategic priorities
Strategic Business Partnership: Partner closely with Sales Ops and HR to monitor attrition, hiring velocity, and "Time to Productivity." Provide Sales Leadership with data-driven insights if hiring lags pose a risk to the 2026 plan
Budgeting & Forecasting: Own the Sales OpEx budget. Lead the quarterly forecasting process for sales compensation, travel, and programs, ensuring accurate commission and expense projections

Fulltime

Lead Financial Analyst

Specialist insurance company Beazley is seeking a Lead Financial Analyst within ...

Location

United Kingdom , London

Salary:

Not provided

Social Value Portal Ltd

Expiration Date

Until further notice

Requirements

Experienced qualified accountant (ACA/ACCA/CIMA)
Experience of the insurance market, preferably Lloyd’s
Experience of planning roles within complex insurance organisations and knowledge of accounting policies adopted
Experience using and developing the capabilities of EPM planning Tools (such as Workday Adaptive) is preferred but not essential
Coaching & leadership skills
Stakeholder management and relationship building
Customer focus
Understanding of controls frameworks including documentation
Experience of a deadline driven environment
Strong written and verbal communication skills

Job Responsibility

Lead a team focused on group short term (annual) planning on GAAP basis
Manage accurate and timely delivery of group planning and forecasting deliverables, analytics, and scenarios
Ultimate ownership of all global 1 year GAAP P&L planning submissions produced on a regional statutory and regulatory basis
Challenge stakeholders on their outputs (timeliness and quality)
Ensure close collaboration with the IFRS 17 planning and strategic planning team
Review and enhance the current global planning capability and offering
Participate on projects
Ensure that all employees have the knowledge and skills necessary to perform effectively
Work with the Head of Financial Planning and their management team to foster a culture
Ownership of GAAP consolidation accounting across all budgets and forecasts

What we offer

Competitive salary and discretionary bonus
Commuting reimbursement
Free in-office lunch
Excellent parental leave
Financial physical and mental wellbeing contributions

Fulltime

Lead Financial Analyst

The Lead Financial Analyst serves as a key technical and analytical contributor ...

Location

United States , Washington

Salary:

102000.00 - 112000.00 USD / Year

Great Minds

Expiration Date

Until further notice

Requirements

7+ years of progressive FP&A experience, ideally including early career accounting experience
Demonstrated experience building complex, driver-based financial and operational models
Strong understanding of forecasting, budgeting, variance analysis, and KPI development
Advanced Excel proficiency, including PowerQuery, PowerPivot, and disciplined model structuring
Experience supporting capital planning, investment analysis, or multi-year financial planning
Familiarity with ERP, FP&A, and business intelligence tools such as NetSuite, Anaplan, PowerBI, Tableau, Adaptive, or similar platforms
Ability to translate large volumes of financial and operational data into clear, decision-ready insights
Strong written and verbal communication skills with the ability to explain complex concepts clearly
Bachelor’s Degree

Job Responsibility

Build and maintain complex, driver-based financial models that support forecasting, multi-year planning, scenario analysis, and investment or business case evaluation
Translate market insights, operational drivers, and performance trends into clear financial insights that inform strategic and operational planning discussions
Support financial evaluation of business cases and capital investments by modeling returns, cost structures, risks, sensitivities, and long-term value implications
Support capital budgeting processes through financial analysis, project tracking, and linkage of results to broader financial plans
Improve the efficiency and accuracy of forecasting and planning by streamlining workflows, strengthening model architecture, and reducing manual effort through automation and smart tooling
Leverage strong analytical and data skills, including advanced Excel, data transformation tools, and familiarity with BI outputs, to deliver meaningful insights and performance reporting
Identify leading indicators, emerging risks, and performance gaps, and surface findings and recommendations that support informed decision-making
Provide high-quality FP&A partnership by pressure-testing assumptions, identifying value drivers, and helping decision makers understand financial risks, trade-offs, and constraints
Participate in the design, testing, and rollout of financial systems and planning tools, contributing to model validation and supporting alignment of workflows and data structures with business needs
Create intuitive visualizations and reporting that help stakeholders quickly understand trends, outcomes, and key decision points

Fulltime

Financial & Controlling Analyst / Senior Financial & Controlling Analyst

We’re looking for a Financial & Controlling Analyst / Senior Financial & Control...

Location

Brazil

Salary:

Not provided

InPlanet

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or a related field
3-5 years of proven experience in controlling, accounting, or financial reporting roles
Deep understanding of Brazilian accounting standards, IFRS, and multi-entity consolidation
Strong command of Excel/Google Sheets and experience with financial systems
Familiarity with Accounting, Compliance, Treasury (AP & AR), and FP&A
Advanced English communication skills
Excellent organizational and project management abilities
Collaborative, proactive, curious, and eager to learn
Goes above and beyond with a strong sense of ownership and accountability
Hard-working and hands-on

Job Responsibility

Ensure accurate and timely accounting and tax records following Brazilian GAAP and IFRS
Support financial consolidation across multiple entities and geographies
Drive or support the month-end and year-end closing processes
Support the Finance team in corporate finance, strategy, and investor relations
Ensure strong internal controls and help mitigate financial and operational risks
Coordinate compliance with local and international tax and accounting standards
Support treasury operations, including Accounts Payable (AP), Accounts Receivable (AR), and cash flow planning
Partner with FP&A to align operational and financial insights
Manage with external auditors and advisors during audits and reviews
Identify and lead process improvements to make our systems more reliable, efficient, and scalable

What we offer

Home Office Budget
Personal development budget
Language Programme Monthly Allowance
40 days annual leave
The opportunity to be autonomous, make a huge difference and belong to a vision
Occasional off-sites in Brazil
Laptop to fuel your productivity

Lead Financial Analyst, Technology

As part of the Ops & Tech Finance Business Management team, the Lead Financial A...

Location

United States , Saint Petersburg

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Minimum of a Bachelor’s degree in Business, Finance, Accounting or related degree and five (5) years of relevant experience or a combination of education, training and experience is preferred
Financial Services experience highly preferred
Background partnering with an IT organization is highly preferred
Knowledge of: Financial Analysis, data, and metrics
Knowledge of: Project Management and methodologies
Knowledge of: Generally accepted accounting principles (GAAP)
Knowledge of: Time tracking systems (preferably ServiceNow)
Skill in: Preparing financial management reports
Skill in: Reviewing, interpreting, and analyzing financial information
Skill in: Using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and dashboards

Job Responsibility

Oversee administrative deliverables for assigned Technology Operational team(s) or area
Functions as a liaison between Technology administrative groups and operational teams
Manages the annual budget process and plays a lead role in coordination with IT Finance
Produces and presents monthly expense and staffing review packages to multiple levels of area leadership
Partners with the resource management team for new staffing requests, onboarding, and time tracking purposes
Assumes leadership role in purchasing requests (i.e. working with procurement, vendor requirements, navigating the approval process)
Works closely with Project Management to provide guidance and assistance with project charter creation and review
Partners with assigned senior leaders in assigned operational groups to create and manage specific business metrics
Performs other duties and responsibilities as assigned

Fulltime

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Lead Financial Analyst

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