Role Overview
The Lead Financial Analyst is the finance business partner across product lines, owning forecasting, budgeting, and project performance analysis. The role builds AI-enabled reporting and analytics that turn project, operational, and system data into clear, decision-ready insight for leadership and business owners.
What You Will Do
Forecasting and budgeting, project-level forecasting, financial project management, finance business partner, month-end close and variance analysis, intelligent reporting and analytics, process improvements.
Why It Might Be a Fit
The role requires a solid grasp of US GAAP revenue recognition, experience applying AI tools, and hands-on ERP experience with GL, department, and subsidiary structures.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 7–10 years of experience in FP&A, preferably including project-based financial management (EPC, construction, or long-term contracts).
- Proven experience owning financial statements (P&L, Cash Flow).
- Advanced data modeling and dashboarding of driver-based models with structured, auditable design.
- Advanced experience applying AI tools (e.g., Claude, ChatGPT) to financial analysis, reporting, and workflow automation.
- Proven experience developing and implementing business processes.
- Hands-on ERP experience (NetSuite preferred) with GL, department, and subsidiary structures.
- Solid grasp of US GAAP revenue recognition, including percent-of-completion for long-term contracts.
- Clear written and verbal communication; able to present findings to executives concisely.
Benefits
- Generous time off and holiday policy
- Remote flexibility
- Flexible time off
- Comprehensive benefits package
- Career progression
- 401k match
- Stock options
- Home office set up allowance
To apply for this job please visit jobs.workable.com.
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