Financial Analyst, ISG Offerings

Lenovo•Morrisville, NC

About The Position

The Financial Analyst will support the ISG Offerings Group’s financial planning and analysis, including developing investment cases and modeling product profit and loss for new product introductions. The role partners with Research and Development, Operations, Commercial Group, Geographies, and Supply Chain; analyzes product-level financial performance and return on investment; and monitors industry trends and peer financial performance to inform business leaders about the competitive landscape. The position also supports the financial integration of Infinidat following its acquisition by helping align financial processes, reporting structures, and planning assumptions with Lenovo’s corporate frameworks. It tracks synergy realization, integration milestones, and post-acquisition financial risks. The analyst drives improvements in investment-case preparation and financial forecasting using AI-assisted tools and applies data analytics to provide business and financial insights for stakeholder decision-making. The role is based in Morrisville, North Carolina. Lenovo describes itself as a global technology company with US$83 billion in revenue, serving customers in 180 markets.

Requirements

  • Bachelor’s degree.
  • At least 5 years of experience in financial planning and analysis; the basic requirements also specify at least 5 years of finance/accounting experience.
  • Solid accounting knowledge.
  • Proficiency in some or all of the following: advanced Microsoft Excel formulas, pivot tables, and Power Query; Power BI dashboard development, DAX, and data modeling; SQL for data extraction and analysis; data visualization and storytelling; AI and Generative AI tools such as Copilot, ChatGPT, and AI-enabled analytics tools; and automation using Power Automate, Power Query, Python, R, or similar analytics languages.
  • Understanding of data management concepts, data quality, and governance.
  • Intellectual curiosity and a continuous-learning mindset.
  • Strong communication and presentation skills.
  • Ability to work in a global, matrixed environment.

Nice To Haves

  • Background in the IT industry.

Responsibilities

  • Support the Offerings Group in developing investment cases and modeling product P&Ls for new product introductions, partnering with R&D, Operations, Commercial Group, Geographies, and Supply Chain.
  • Analyze product-level financial performance and ROI and provide recommendations to stakeholders.
  • Monitor industry data and trends and peer financial performance; provide business leaders with timely analyses of the competitive landscape.
  • Facilitate financial integration of Infinidat into the Group’s financial and management frameworks.
  • Help Lenovo Finance functions align financial processes, reporting structures, and planning assumptions with corporate standards.
  • Track post-acquisition synergy realization, integration milestones, and financial risks.
  • Improve investment-case preparation and financial forecasting processes using AI-assisted tools.
  • Use data analytics to provide business and financial insights that support stakeholder decision-making.
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