Lead Financial Analyst Job Description Template
Our company is looking for a Lead Financial Analyst to join our team.
Responsibilities:
- 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.
Requirements:
- 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.