Lead Financial Analyst

Lead Financial Analyst Job Description Template

Our company is looking for a Lead Financial Analyst to join our team.


  • Provide training and supervision to assigned team; provide both informal and formal feedback for direct reports;
  • Develop Budget and Forecasts for the acquired business;
  • Develop pre-acquisition income statements needed for management reporting;
  • Track and report Acquisition Synergies;
  • Lead for the acquired company deferred revenue balances, conforming them to our process and recognition standards;
  • Responsible for acquired company financial statements, mapping and conforming the acquired reports;
  • Create and manage the acquired Cash Flow position and forecast;
  • Manage team members to ensure accurate and timely results are delivered;
  • Perform special projects and ad-hoc reporting as new business opportunities and challenges warrant;
  • Partner closely with our finance & accounting teams as well as cross-functional teams (tax, treasury, shared services, etc.) to leverage connectivity;
  • Research and gather data from a variety of systems/sources;
  • Support and continuously improve the financial planning and budget process;
  • Perform cost analyses, prepare budget reports and evaluate current financial trends;
  • Drive process improvement and policy development initiatives that impact the function;
  • Ability to work in a fast paced, collaborative, and constantly changing environment.


  • Must be able to manage time, projects, stress and conflict;
  • Must be able to bring tasks through to completion with minimal supervision;
  • 5+ years of relevant experience;
  • Demonstrated analytical and conceptual skills;
  • Relevant revenue, finance or accounting experience is essential. Revenue recognition in a POC environment is preferred;
  • Strong PC skills to include: spreadsheets, graphs, and presentations;
  • Minimum 8+ years combined experience in industry with construction and manufacturing experience preferred. Big Four industry experience is a plus;
  • Strong analytical skills;
  • Attend in house and outside training sessions;
  • Ability to travel up to 10%
  • Demonstrated ability to influence others not directly under individual supervision;
  • Bachelor s degree or higher (Finance preferred);
  • Demonstrated proficiency using MS Office, Oracle preferred;
  • Must be a highly motivated self starter;
  • Oracle and other ERP experience is a plus.