Lead Financial Analyst

Role Overview

This role is a key member of the Financial Planning & Analysis (FP&A) function, providing strategic financial insight, planning support, and decision-making guidance across the organization.

What You Will Do

The Lead Financial Analyst will play a critical role in budgeting, forecasting, financial modeling, reporting, profitability analysis, and process improvement initiatives.

Why It Might Be a Fit

This is an excellent opportunity for a finance professional seeking long-term career growth with a company that values professional development, leadership, and employee ownership.

Requirements

• Expert-level Microsoft Excel skills, including financial modeling, advanced formulas, and VBA/macros.
• Strong knowledge of financial planning, budgeting, forecasting, and financial analysis.
• Understanding of U.S. GAAP, accounting principles, and financial reporting requirements.
• Experience creating dashboards, reports, and analytical tools to support decision-making.
• Strong analytical and problem-solving skills with the ability to interpret complex financial data and identify meaningful trends.
• Ability to evaluate financial performance, identify risks and opportunities, and develop actionable recommendations.
• Excellent verbal, written, presentation, and interpersonal communication skills.
• Ability to effectively present financial information and recommendations to both financial and non-financial audiences.
• Strong attention to detail, organizational skills, and the ability to manage multiple priorities and deadlines.
• Experience collaborating across departments and building effective partnerships with stakeholders at all levels.
• Familiarity with databases, data structures, and querying information.
• Innovative mindset with a passion for continuous improvement, automation, and process optimization.
• Experience with Deltek, UKG, Power BI, Tableau, or similar business intelligence and ERP platforms is a plus.

Benefits

• Medical, dental, prescription and life insurance
• Long-term and short-term disability insurance
• Paid time off (PTO) and 8 company paid holidays (and Veteran’s Day for our veterans)
• Traditional and Roth 401(k) plans
• Employee Stock Ownership Plan (ESOP)
• Health Savings Account (HSA)
• Flexible spending accounts (FSA)
• Employee Assistance Plan

Tagged as: Excel, Financial Modeling, Forecasting, Power BI, Tableau