Lead Financial Analyst, FP&A
Core
Partner with the RFS management team to provide insights for sound business decisions through detailed FP&A reporting, analytics, and strategic planning.
Role type
Lead Financial Analyst (FP&A)
Builds
Monthly/annual budgets, multi-year strategic plans, variance analysis reports, and management dashboards.
Domain
Financial Services / Regulatory Fund Solutions
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial modeling, Variance analysis, Budgeting & forecasting, Scenario planning, Revenue tracking, Expense management, Profitability analysis, Data manipulation (large datasets), Process improvement
Preferred skills
Strategic decision support, Client contract analysis, Sales pipeline review, Margin expansion strategies
Technologies
Excel (V/X-Lookup, SUMIFS, Pivot Tables), IBM Cognos, Anaplan, PowerBI, ERP systems
Responsibilities
Provide timely financial and variance analysis for monthly actuals, forecasts, and annual budgets; Partner with Financial Accounting for month-end close; Build relationships with business partners to analyze financial performance and risks; Track product revenue, volume/price trends, and sales pipeline; Monitor contract end dates and client losses; Manage expenses and headcount; Analyze product profitability and pursue margin expansion; Implement process improvement initiatives across FP&A.
Seniority
Mid-Senior, hands-on IC