Senior Lead Analyst - Accounting (FP&A and Accounting)
Core
Senior Lead supporting Budgeting, Forecasting, and Reporting for Principal Financial Group, focusing on complex financial analysis, process improvement, and team mentorship.
Role type
Senior Lead FP&A and Accounting Analyst
Builds
Annual budgets, rolling forecasts, financial models, variance analysis reports, and dashboards for management.
Domain
Financial Services / Accounting / FP&A
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Budgeting & Forecasting, Accounting Standards, Close Accounting, Financial Modeling, Variance Analysis, General Ledger Reconciliation, Balance Sheet Reconciliation, Process Automation, MS Office (Excel), Stakeholder Management
Preferred skills
AI technology application, Coaching & Mentoring, Team Leadership
Technologies
MS Office, Financial Applications
Responsibilities
Develop and manage annual budgets aligned with corporate goals; Prepare rolling forecasts by analyzing financial performance and business drivers; Conduct variance analysis (Actual vs Budgeted vs Forecast) and provide insights; Create financial models and scenario analyses; Prepare financial reports, dashboards, and presentations for management; Enhance budgeting and forecasting processes through automation; Reconcile financial transactions and reports; Assist and supervise team members; Coach and mentor junior team members.
Seniority
Senior, hands-on IC with mentorship responsibilities
