Lead Financial Analyst
Core
Build dynamic financial models, manage rolling forecasts, and provide data-driven insights to leadership and the CFO to optimize margins and support strategic decision-making.
Role type
Senior Lead Financial Analyst (Corporate Finance & FP&A)
Builds
Consolidated 3-statement rolling forecasts, long-term financial plans, and strategic transaction analyses
Domain
Technology, Media, and Communications
Deliverable
production ML models | dashboards & analysis
Required skills
Complex 3-statement financial modeling, Valuation frameworks, AI-driven forecasting tools, Enterprise Performance Management (EPM), Advanced Excel, Strategic financial planning, M&A analysis, Working capital management
Preferred skills
MBA or Master of Science in Finance, Investment banking background, Management consulting experience, Corporate development experience, Private equity experience
Technologies
OneStream, SmartView, Essbase, Google Suite (Sheets, Slides)
Responsibilities
Develop and maintain consolidated 3-statement rolling forecasts and long-term financial plans; Partner with department heads to evaluate operational drivers and optimize working capital; Present weekly forecast updates and quarterly financial performance analyses to Finance leadership, the CFO, and the Board; Execute dynamic financial modeling and ad hoc transaction analyses including M&A evaluations; Leverage AI-driven forecasting and analytics tools to streamline modeling and accelerate reporting
Seniority
Senior, hands-on IC