Lead Financial Analyst - FP&A
Core
Lead Financial Analyst supporting forecasting, budgeting, variance analysis, and strategic decision support for the Bank and Broker-Dealer Solutions business unit.
Role type
Lead Financial Analyst (FP&A)
Builds
Financial models, management reporting packages, and strategic insights for business leaders.
Domain
Fintech / Financial Services
Deliverable
dashboards & analysis
Required skills
Financial forecasting, budgeting, variance analysis, financial modeling, data analysis, business case development, process improvement, cross-functional collaboration, executive reporting
Preferred skills
TM1, Oracle, Power BI
Responsibilities
Analyze financial and operational performance; prepare monthly/quarterly/annual management reporting; assist with forecasting and budgeting; provide variance and trend analysis; develop financial models; drive process improvement and standardization; prepare ad hoc analysis for senior leadership.
Seniority
Mid-Senior, hands-on IC