Financial Analysis Lead

Responsibilities

• Develops business case reports for special projects and initiatives (e.g. transactions, investments), and builds and maintains a project calendar with key dates and milestones.
• Develops and scrutinizes models for projects and initiatives, and implements frameworks to evaluate alternatives against the organization's business objectives.
• Leads the integration of relevant systems into the organization's financial planning processes (e.g. cost/expense management).
• Drives the use of advanced technologies and methodologies in financial planning, analysis, and reporting, actively participating in systems implementations and initiatives to drive finance transformation efforts.
• Champions the use of data to support and advance understanding of financial results and ensure insights are communicated in a clear and compelling manner to diverse audiences.
• Analyzes and identifies trends and plan variances to provide insightful and strategically useful information, solving complex problems in identifying and managing risk.
• Performs other duties as assigned.

• Education:
  
  Typically requires a 4 year degree in a relevant field, or equivalent combination of relevant education and experience.
• Experience:
  
  Typically requires 8 years of related experience.
• Knowledge, Skills and Abilities:
  • Financial Planning - Ability to analyze and evaluate financial plans, budgets, and forecasts to ensure effective resource allocation and support long-term organizational objectives. Skilled in leveraging financial data and predictive models to optimize expenditure, savings strategies, and investment decisions for improved financial performance.
  • Financial Analysis - Analyzes the financial statements and data to provide insights about the financial performance and position of the organization over time.
  • Financial Regulatory Reporting - Financial reporting is a standard accounting practice that uses financial statements to disclose a company's financial information and performance over a particular period, usually on an annual or quarterly basis.
  • Financial Modeling - Designing mathematical models and analyzing data to estimate the financial performance and value of a company or investment, involves analyzing historical financial data, projecting future scenarios, and measuring the variance between projections and actual performance.
  • Financial Research - The gathering, analysis and interpretation of financial data, information, and trends to gain insights and make informed decisions regarding investments, financial strategies, risk management, and other financial activities.
  • Documents Management - Creating, distributing, using, maintaining and disposition of recorded information maintained as evidence of business activities and transactions.
  • Financial Budgeting - Creating and managing a budget for an organization or a project, analyzing financial data, making informed decisions about resource allocation, and tracking expenses to ensure financial stability and growth.
  • Financial Forecasting - A financial forecast is an estimate of future financial outcomes for a company or project, usually applied in budgeting, capital budgeting and / or valuation. Depending on context the term may also refer to listed company (quarterly) earnings guidance.
  • Variance Analysis - Analyzing the difference between actuals and some predetermined measure such as a budget, plan or rolling forecast.
  • Regulatory Compliance - Ensuring an organization's adherence to laws, regulations, guidelines and specifications relevant to its business processes.