Lead Financial Analyst - job 2 of 6

Job Summary

A company is looking for a Lead, Financial Analyst.

Key Responsibilities

• Partner cross-functionally with business stakeholders to enhance organizational efficiency and strategic alignment
• Manage the company's budget and drive quarterly and annual planning processes
• Conduct financial analyses and oversee financial planning systems while supporting investor relations

Required Qualifications

• Over 5 years of relevant experience in investment banking, private equity, FP&A, or related fields
• Strong financial modeling and forecasting experience, particularly in SaaS business models
• Experience in running annual budgeting processes and developing rolling forecasts
• Proficiency in SaaS accounting, Excel, PowerPoint, and Salesforce
• Ability to create cross-functional clarity through KPI reporting