Financial Analyst Lead

FIS Global•Milwaukee, WI

About The Position

As a Financial Analyst Lead, you’ll have your finger on the financial pulse of the entire organization. Working with a diverse team, you’ll be responsible to develop, interpret, and implement financial concepts for financial planning and control. This role will support our FP&A Consolidations for the Banking Segment.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
3–5+ years of progressive experience in financial planning & analysis, forecasting, budgeting, or related finance roles.
Strong expertise in financial modeling, forecasting methodologies, variance analysis, and scenario planning.
Proven ability to translate complex financial data into clear insights and actionable recommendations for senior leaders.
Advanced proficiency in Excel, including complex formulas, pivot tables, and financial models.
Proficiency generating and maintaining Dashboards in tools such as PowerBI, Tableau, Qlikview, or similar.
Experience leading or supporting annual budget cycles, monthly forecasting, and long‑range planning processes.
Strong business partnership skills with the ability to collaborate effectively with product, operations, and non‑finance stakeholders.
Excellent communication and presentation skills, with the ability to convey financial results to both technical and non‑technical audiences.
High attention to detail, strong analytical thinking, and the ability to manage multiple priorities in a fast‑paced environment.
Self‑motivated, proactive, and comfortable working with ambiguity while driving continuous improvement in FP&A processes and reporting.

Nice To Haves

MBA, CPA, CFA, or similar advanced credential preferred.
Experience with financial planning systems (e.g., Hyperion, Anaplan, Adaptive, SAP, Oracle, or similar) preferred.

Responsibilities

Consolidate financials for Banking Divisions under the segment providing critical support for Finance Executives and the business leadership teams.
Guide the finance team with processes and procedures to generate consistent output of financial deliverables.
Lead the processes for the periodic forecast, the annual budget, and long-range plan, establish timelines, assumptions, and methodologies in collaboration with cross-functional stakeholders.
Perform trend analysis and scenario planning related to demand fluctuations, input cost changes, pricing, and operational efficiencies.
Track risk and opportunities for the businesses forecast and plans to ensure that the leaders know what actions need to be taken and by when to hit the annual plan.
Develop models leveraging large datasets to create new insights into the business
Prepare clear, concise management reporting and executive-ready presentations that summarize financial performance, forecasts, and key business insights.
Continuously improve FP&A processes, models, and reporting to increase accuracy, transparency, and efficiency.
Demonstrate urgency to respond to business issues utilizing skills and knowledge of financial organizations and systems.
Develop and maintain detailed financial models to assess current performance and project future results under various business and operational scenarios.
Analyze monthly financial results, comparing actuals to budget and forecast, identifying key variances, risks, and opportunities, and recommending corrective actions.