Lead Financial Analyst-can be remote in OH

Our client, a major firm, is seeking a Lead Financial Analyst for their Dayton, OH location.

The person can be remote but would have to be in office 2-3 times within the 7 months duration of the role.

Rate: 80-86/hr W2 dependent on experience

Responsibilities:

Key Responsibilities Strategic Business Partnership & Financial Leadership

• Operational Performance & KPI Architecture: Lead the strategy, development, and refinement of operational metrics reporting across tech organizations to drive strategic decision-making and business alignment
• Integrated FP&A Management: Direct multi-quarter financial planning, forecasting, and actuals analysis, delivering strategic insights that optimize resource allocation
• Process Transformation & Automation: Proactively identify, design, and implement value-add enhancements across financial systems, forecasting workflows, and operational processes
• Strategic Advisory: Serve as a trusted advisor to stakeholders, delivering proactive financial analysis, and strategic recommendations
• Oversight & Accounting Controls: Maintain high-level oversight of financial governance and SOX compliance
• Supervising month-end close processes : Review key journal entries for month end close and recommend corrective actions

Qualifications Leadership & Analytical Competencies

• Executive Communication: Exceptional interpersonal and storytelling skills, with a proven ability to distill complex financial datasets into clear, actionable executive-level insights.
• Strategic Ownership: Demonstrated track record of driving cross-functional initiatives, establishing governance, and holding business leaders accountable for financial targets.
• Problem Solving & Critical Thinking: Advanced capability in root-cause analysis, strategic planning, and financial modeling.

Requirements:

Top Skills

Excel and Google sheets. We use both extensively

Month End Close – Review Results

Forecast vs Actual Results – Update Forecast

Manager would like to meet the candidate and give them laptop/equipment in person and they are expected to be in office time beyond that to only be necessary for once a Quarter training and planning (possibly 2-3 times at most during the duration).

5-8 years experience

Required Experience & Education

• Education: Bachelor's degree in Finance, Accounting, or a related quantitative field (Masters or Certification Preferred).
• Experience: 5–8+ years of progressive experience in corporate FP&A or finance (equivalent to Senior / Principal / Lead Financial Analyst levels).
• Technical Mastery: Advanced proficiency in financial modeling using Excel and Google Sheets, including complex macro/formula usage, scenario planning, and data integration.

Preferred Experience

• Tech Organization Support: Background supporting enterprise software engineering, IT infrastructure, and complex business systems organizations.
• Business Intelligence & Data Visualization: Hands-on experience scaling BI tools and enterprise dashboards (e.g., Power BI, Tableau, Domo) to automate reporting and analytics.

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Equal Employment Opportunity

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Fair Chance Employment

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates : Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.