Lead Financial Analyst

Primary Details

Time Type:
Full time Worker Type:
Employee

The purpose of this role is to lead financial and budget analyses by evaluating complex financial data, utilizing data to perform trend analysis, forecasting investment conditions and collaborating with key stakeholders to influence investment decision-making.

• Location:
  
  Sun Prairie, Wisconsin
• Work Arrangement:
  This role is hybrid, where you will be expected to be in the office 2-3 days per week.
• The salary range for this role is: $100,000 - $150,000

• Deliver accurate financial reporting metrics by analyzing financial data, performing complex data entry, verifying accuracy and collaborating with senior leadership as needed
• Deliver effective decision-making by analyzing complex financial information, forecasting business, industry and economic conditions and presenting implications and innovative solutions to senior management
• Optimize individual and department efficiency by identifying information sources, testing financial analysis models and gathering reference information to ensure business growth and development
• Develop knowledgeable recommendations that assist senior leadership in decision making by serving as a functional and technical expert and analyzing financial performance to align budget guidelines and strategies with business requirements
• Implement team member development by assisting with integration of new associates, sharing knowledge, resolving questions and providing recommendations on best practices within area of responsibility to support the achievement of business objectives
• Collaborate with key stakeholders to identify and utilize investment opportunities by interpreting financial investment data, performing trend analysis, evaluating economic influences and identifying potential risks
• Provide personalized and quality service by communicating with internal customers to address financial and budget practice questions, issues and concerns and ensure understanding of program components
• Drive continuous improvement by reviewing team financial analyses, evaluating gaps and communicating feedback to ensure accurate research, implementing best practices and delivering sound reports

• Bachelor's Degree or equivalent combination of education and work experience

• Adaptability
• Critical Thinking
• Data Management
• Detail-Oriented
• Financial Data Reporting
• Financial Forecasting
• Financial Management
• Financial Regulation
• Intentional collaboration
• Managing performance
• Personal Initiative Process Improvements
• Research Analysis
• Risk Management
• Stakeholder Management

• Financial Planning & Analysis (FP&A)
• Professional experience in a finance role
• Increasing levels of responsibility
• Advanced working knowledge of Microsoft Excel and Power Point
• Advanced working knowledge of budget financial analysis and financial modeling
• Applied working knowledge of operational efficiency principles and best practices
• In‑depth knowledge of financial operations
• Working knowledge of Microsoft Office Suite

The salary range for this role is provided above. This is the national range for the listed location(s). The salary offer will be decided based on the role's complexity, its location, and the candidate’s professional background, including their education and experience. Beyond the base salary, regular full‑time and part‑time employees will also be eligible for QBE’s annual discretionary bonus plan based on business and individual performance.

• Hybrid Working – a mix of working from home and in the office
• 22 weeks of paid leave for family growth, with 12 weeks available to all parents on a gender‑equal basis
• Competitive 401(k) program with company match up to 8%
• Well‑being program including holistic wellbeing coaching, gym membership, confidential counselling, financial and legal advice
• Tuition Reimbursement for professional certifications and continuing education
• Employee Network and Community – QBE actively supports six Employee Networks and offers many ways to give back to your community

To learn more about our benefits, please visit our Benefits page.

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