Lead Analyst - Financial Planning & Analysis

Role Overview:

As the Lead Analyst - Financial Planning and Analysis, you will be at the forefront of driving strategic financial decisions for our organization. Your day-to-day will involve crafting insightful financial models, conducting in-depth variance analysis, and collaborating with cross-functional teams to develop comprehensive budgets and forecasts. You will work closely with senior management, providing them with the financial intelligence needed to make informed decisions. Your work will directly impact the company's profitability, growth, and overall financial health, ensuring we remain competitive and achieve our strategic objectives.

Key Responsibilities:

- Develop and maintain complex financial models to support strategic initiatives, providing accurate projections and scenario analysis for senior management.

- Lead the annual budgeting process, collaborating with department heads to create realistic and achievable financial plans that align with company goals.

- Conduct in-depth variance analysis, identifying key drivers of performance and providing actionable insights to improve profitability and efficiency for all departments.

- Prepare and present monthly financial reports, highlighting key trends, risks, and opportunities to senior management, enabling data-driven decision-making.

- Utilize Power BI to create interactive dashboards and visualizations, providing stakeholders with real-time access to critical financial data and performance metrics.

- Drive continuous improvement in financial planning and analysis processes, identifying opportunities to streamline workflows and enhance accuracy for the finance team.

- Support the development of long-range financial plans, ensuring alignment with the company's strategic vision and providing a roadmap for sustainable growth for the organization.

Required Skillset:

- Demonstrated expertise in financial planning, budgeting, forecasting, and variance analysis.

- Proven ability to build and maintain complex financial models using advanced Excel techniques.

- Strong proficiency in Power BI, including the ability to create interactive dashboards and visualizations.

- Excellent analytical and problem-solving skills, with the ability to translate complex data into actionable insights.

- Exceptional communication and presentation skills, with the ability to effectively communicate financial information to both technical and non-technical audiences.

- A Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or relevant professional certification (e.g., CFA, CPA) is preferred.

- Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.

- Possess 6-14 years of relevant experience in financial planning and analysis.