Role Overview
The Lead Finance Specialist is a senior member of the FP&A team, responsible for delivering high-quality financial analysis, supporting Bank-wide planning and budgeting, and strengthening the organization’s ability to use data effectively in decision-making.
What You Will Do
Conducts complex financial analysis, interprets results, and develops insights that guide strategic and operational decisions. Develops effective AI prompts to improve the quality, clarity, and relevance of outputs from AI-enabled analytical tools.
Why It Might Be a Fit
Success in this role requires strong finance and accounting knowledge, the ability to communicate clearly, and comfort using modern analytical tools that enhance FP&A processes.
Requirements
- Bachelor’s degree in accounting, finance, economics, or a related field
- Master’s degree preferred
- At least 8 years of experience in financial analysis, forecasting, and the use of financial systems
- Strong understanding of cost and expense management, financial statements, accounting, and budgeting/forecasting methods
- Excellent written and verbal communication skills
- Strong analytical, problem-solving, and project management capabilities
- Ability to work independently and manage multiple priorities
- Understanding of how to apply modern analytics features—including AI-enhanced tools—to improve and deliver proactive business insights
- Ability to develop effective AI prompts to improve the quality, clarity, and relevance of outputs from AI-enabled analytical tools
- Experience with data modeling, data analysis, databases and working with structured datasets
- Proficiency with visualization and reporting tools such as Tableau or Power BI
- Familiarity with tools that support process automation and basic scripting or analytics (e.g., SQL, Python, agent building or similar)
- Strong understanding of data governance principles, including data quality and responsible data use
To apply for this job please visit rb.wd5.myworkdayjobs.com.
Follow us on social media