Lead Financial Analyst

Lead Financial Analyst

The Lead Financial Analyst supports the Moen U.S. Water Quality business and serves as the primary finance partner to the Water Quality General Manager and Filtration Leadership Team, including Product Management and Marketing. This role influences high?quality decision support and actionable insights to drive profitable growth. The Lead Financial Analyst owns full financial modeling for sales, programs, standard cost of goods sold (COGS), operating expenses, and new product development (NPD), with full P&L and balance sheet ownership for the business. The role reports into the Moen Senior Finance Director.

Location: Deerfield, IL - Hybrid (Flexibility to work from home Mondays and Fridays)

Responsibilities:

Strategic Finance & Business Partnership

• Serve as the primary finance partner to the Water Quality General Manager and leadership team, providing strategic guidance to support growth and performance.
• Own the Water Quality income statement and balance sheet, with full accountability for forecasting, annual planning, and financial reporting including monthly close and forecasting cycles including AOP and 5 year Outlook.
• Provide ongoing financial analysis and decision support to enable achievement of business objectives.

Financial Planning, Forecasting & Reporting

• Lead monthly forecast, AOP, and reporting processes, while delivering clear, actionable insights to leadership.
• Partner with cross?functional teams to ensure forecasts are accurate, complete, and aligned to business assumptions.
• Support ad hoc financial analysis and special projects, often involving short turnarounds and complex, high?visibility scenarios.

New Product Development & Investment Analytics

• Own financial modeling for New Product Development initiatives in Water Filtration.
• Lead discounted cash flow (DCF) modeling, incorporating inputs from Product Management, Marketing, Supply Chain, and other key partners.
• Appropriately challenge assumptions, present financials in Stage Gate reviews, and apply learnings from post?launch performance reviews to future investment decisions.
• Provide scenario analysis and margin analytics to evaluate tradeoffs and risks.

Process Improvement & Analytics

• Drive continuous improvement across financial processes to increase efficiency, accuracy, and speed to insight.
• Enhance reporting and analytics to improve visibility into performance and enable faster, more data?driven decisions.
• Develop and maintain scenario modeling capabilities to support margin optimization and strategic planning.

Cross?Functional & Systems Partnership

• Partner with Channel Marketing (ASM) to support forecast population, program load, and reporting.
• Work across systems including SAP and Anaplan for forecasting and reporting, with connectivity to QuickBooks for DTC and related reporting needs.
• Translate complex financial data into clear, meaningful insights and presentations for leadership audiences.
• Provide additional financial analysis or project support as needed.

Qualifications

Required Qualifications:

• Bachelor's degree in Finance, Accounting, or a related field required; Master's degree preferred.
• 7+ years of experience in finance, accounting, or a related field required. 10+ years of experience preferred.
• 2+ years of commercial finance experience required.
• Experience supporting high?growth businesses preferred.

Preferred Qualifications:

Business & Technical Skills

• Strong financial analysis and modeling skills, with demonstrated ability to support strategic decision?making.
• Experience supporting a direct?to?consumer (DTC) brand preferred, including familiarity with DTC?specific metrics such as Customer Acquisition Cost (CAC), Lifetime Value (LTV), and Return on Ad Spend (ROAS).
• Working knowledge of SAP and enterprise forecasting/reporting tools such as Anaplan and EPBCS/Hyperion; experience with QuickBooks and Greenhouse systems a plus.
• Advanced proficiency in Excel modeling, data management, and financial storytelling through presentations.

Leadership & Ways of Working

• Proven ability to operate effectively in fast?paced, ambiguous environments with minimal supervision.
• Strong problem?solving and analytical skills, with the confidence to challenge assumptions constructively.
• Demonstrated success partnering with cross?functional teams and influencing stakeholders at all levels.
• Excellent communication skills, with the ability to present complex financial information to diverse and senior audiences.
• Highly motivated self?starter with strong business acumen and a deep understanding of business fundamentals.
• Team?oriented collaborator with a strong sense of ownership and accountability.
• Proficient in Microsoft Office applications (Excel, Outlook, Word, PowerPoint).
• Willingness to embrace AI and adopt new ways of applying technology to day?to?day work