Lead Financial Analyst

Description This•Boston, MA

About The Position

As a Sr./Lead Financial Analyst on the Expense Planning team within USRM FP&A, you will play a key role in supporting the expense planning and forecasting process for the organization. In this role, you will partner closely with the USRM Finance Function leadership team to produce budgets and other key expense metrics, develop and regularly update financial forecasts, and inform key decisions to ensure USRM is achieving overall strategic goals. Analysts in this role will have the opportunity to independently own key components of the expense planning process.

Requirements

Bachelor`s degree required
Minimum of 3-5 years of finance experience
Excellent analytical, decision making and problem-solving skills with the ability to adapt to changing conditions while achieving results
Must possess strong interpersonal skills to promote discussion while fostering collaboration within the team and with other areas of the organization
Effectively negotiates project direction and communicates to a variety of audiences and levels of the organization to ensure alignment with project goals and schedules
Ability to lead meetings and make presentations to increasingly larger audiences
Attention to detail in a fast-paced work environment, and the ability to manage and prioritize multiple projects simultaneously to drive results
Advanced Excel skills

Nice To Haves

CPA or Advanced Degree in Accounting, Finance or Business preferred
familiarity with Anaplan and one or more BI tools (e.g. Power BI) preferred
Is proactive in identifying trends, risks, and opportunities, including ways to close gaps to expense targets, drive incremental savings, and improve forecast accuracy.
Is comfortable challenging the status quo to drive better outcomes.
Utilizes AI in daily work and embraces emerging tools to improve efficiency, insights, and outcomes
Works independently with stakeholders to develop forecasts, analyze trends, and communicate insights to senior leaders

Responsibilities

Supports the quarterly forecasting and annual planning process for the Finance organization and its processes (credit card fees, charge-offs), ensuring timely completion of deliverables and escalating issues for resolution
Develops ad hoc and on-going financial forecasts and models that assist leadership in making decisions, effectively communicating trends and outcomes to management
Partners with stakeholders to incorporate key trends and expectations into the current year forecast, proactively identifying opportunities to close gaps to expense targets and drive incremental savings
Works closely with the Results & Insights team to understand monthly results trends and incorporate them into forward-looking forecasts
Continually assesses the business value and efficiency of the work performed, making suggestions for improvements and collaborating with others in implementing them.
Oversees budgeting system (Anaplan), coordinating enhancements and assisting in resolving production problems.
Leads or actively participates in increasingly complex department projects and continuous improvement activities such as Plan Vision and the incorporation of AI into core work.
Fosters the development of teammates by sharing expertise and experience through training or reviewing their work. May provide feedback on performance.