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The Lead Financial Analyst serves as a key technical and analytical contributor within the Strategic Finance team, strengthening modeling capabilities, sharpening financial insights, and supporting efficient planning across the organization. This role enhances long-range planning, capital investment analysis, and forecasting by building robust financial models, improving data accessibility, and delivering clear, actionable insights that inform strategic and operational decisions. The analyst will contribute to ongoing enhancements of financial systems and tools, including preparation for future implementations of NetSuite and Anaplan, and help improve how financial performance, operational data, and long-term outcomes are connected and communicated.
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
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
Nice to have:
Hands-on, analytical orientation with a strong attention to detail and data integrity
Structured problem-solving approach and comfort challenging assumptions constructively
Strong business curiosity and interest in improving how financial insights are delivered
Collaborative mindset with the ability to partner effectively across functions
Continuous improvement orientation with interest in modernizing financial tools and processes