Title: Lead Financial Analyst
Location: REMOTE or Hybrid in Dayton, OH, 45424,
Contract duration: 7 Months
(W2 CONTRACT ONLY | NO C2C | NO CORP-TO-CORP
Top Skills
Excel and Google sheets. We use both extensively
Month End Close – Review Results
Forecast vs Actual Results – Update Forecast
Key Responsibilities Strategic 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
Qualifications Leadership & Analytical Competencies
- 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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