Lead financial planning, forecasting, actuals analysis, and operational KPI reporting to support strategic decisions and optimize resource allocation across technology organizations. Advise stakeholders, improve financial systems and processes, oversee financial governance and SOX compliance, and review month-end close journal entries.
Lead Financial Analyst
Key ResponsibilitiesStrategic Business Partnership & Financial Leadership
Operational Performance & KPI Architecture: Lead the strategy, development, and refinement of operational metrics reporting across tech organizations to drive strategic decision-making and business alignment
Integrated FP&A Management: Direct multi-quarter financial planning, forecasting, and actuals analysis, delivering strategic insights that optimize resource allocation
Process Transformation & Automation: Proactively identify, design, and implement value-add enhancements across financial systems, forecasting workflows, and operational processes
Strategic Advisory: Serve as a trusted advisor to stakeholders, delivering proactive financial analysis, and strategic recommendations
Oversight & Accounting Controls: Maintain high-level oversight of financial governance and SOX compliance
Supervising month-end close processes: Review key journal entries for month end close and recommend corrective actions
Executive Communication: Exceptional interpersonal and storytelling skills, with a proven ability to distill complex financial datasets into clear, actionable executive-level insights.
Strategic Ownership: Demonstrated track record of driving cross-functional initiatives, establishing governance, and holding business leaders accountable for financial targets.
Problem Solving & Critical Thinking: Advanced capability in root-cause analysis, strategic planning, and financial modeling.
Required Experience & Education
Education: Bachelor’s degree in Finance, Accounting, or a related quantitative field (Masters or Certification Preferred).
Experience:5–8+ years of progressive experience in corporate FP&A or finance (equivalent to Senior / Principal / Lead Financial Analyst levels).
Technical Mastery: Advanced proficiency in financial modeling using Excel and Google Sheets, including complex macro/formula usage, scenario planning, and data integration.
Preferred Experience
Tech Organization Support: Background supporting enterprise software engineering, IT infrastructure, and complex business systems organizations.
Business Intelligence & Data Visualization: Hands-on experience scaling BI tools and enterprise dashboards (e.g., Power BI, Tableau, Domo) to automate reporting and analytics.
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