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Lead Financial Analyst, Financial Planning & Analysis - Digital Banking

Jobtailor

Serve as primary FP&A partner for a digital retail P&L with significant annual revenue scale Analyze present and future financial performance to inform growth, investment, and pricing decisions Develop annual budgets, rolling forecasts, and long‑range plans aligned to growth targets Track monthly revenue and expenses; analyze variances and recommend corrective actions Partner with product, development, and professional services leaders on cost management Model business cases for new products, partnerships, and revenue initiatives Conduct economic and financial research on returns, depreciation, and capital requirements Prepare executive‑level reports highlighting insights, risks, and opportunities Establish timelines and methodologies for budgeting and forecasting across departments Requirements Bachelor’s degree in finance, accounting, economics, or equivalent practical experience Typically requires 7+ years of financial planning, analysis or related experience Advanced financial modeling, forecasting, and variance analysis skills Experience supporting complex P&Ls in technology, financial services, or SaaS environments Strong analytical skills translating data into clear business insights and recommendations Proven ability to partner with senior leaders and cross‑functional stakeholders Advanced proficiency with financial systems and data analysis tools Clear, concise communication skills for executive and non‑financial audiences Hard Skills financial modeling forecasting variance analysis budgeting financial analysis economic research capital requirements cost management business case modeling data analysis Soft Skills analytical skills communication skills collaboration stakeholder management insight generation problem‑solving strategic thinking presentation skills leadership adaptability Certifications & Qualifications Bachelor’s degree in finance Bachelor’s degree in accounting Bachelor’s degree in economics CFA CPA CMA MBA Financial Planning Certification Chartered Financial Analyst Certified Management Accountant #J-18808-Ljbffr Jobtailor

Vacancy posted more than 2 months ago

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