Lead Financial Analyst
About The Position
This role performs financial and business research and analysis, including preparing forecasts and analyzing financial reports, records, and trends. It develops and maintains spreadsheets and databases to support analysis and reporting, and conducts and documents financial analysis projects. The position serves as a project lead for special departmental projects, coordinating activities and communicating project status and deadlines with management and other relevant parties. The role analyzes financial and statistical data, evaluates results, explains variances, and makes recommendations concerning reserves, assets, expenditures, and business outcomes. It prepares reports, presentations, graphs, and charts and communicates findings to all levels of management. The position is office-based. For employees residing within 50 miles of Pittsburgh, Camp Hill, Buffalo, or Wilmington, the work arrangement is hybrid, with in-office work Tuesday through Thursday.
Requirements
- Bachelor’s degree, or relevant experience and/or education as determined by the company in lieu of a bachelor’s degree.
- 7–10 years of related progressive experience in accounting and/or finance, including experience leading projects of varying size and complexity.
- Experience with computer applications, including MS Excel.
- Strong written and oral communication skills.
- Strong relationship-building skills.
- Client-focused approach and strong business acumen.
- Self-starter with the ability to work independently and as part of a team under pressure.
- Ability to think strategically and act proactively to build trust and confidence with business units.
- Strong innovative problem-solving capabilities.
Nice To Haves
- Experience in budgeting and/or financial planning and analysis (FP&A).
- Experience with Hyperion or Smart View software.
- Executive presentation experience.
Responsibilities
- Conduct financial and business analysis and research, including preparing forecasts and analyzing financial trends, reports, and records.
- Analyze, evaluate, and interpret financial and statistical data; explain variances and recommend actions concerning reserves, assets, and expenditures.
- Develop and document business policies and conduct special financial and business studies, coordinating with other departments as needed.
- Develop and maintain spreadsheets and databases to facilitate analysis and reporting.
- Use computer systems and software to input, retrieve, or display accounting information and prepare reports, graphs, and charts.
- Lead and document financial analysis projects, including gathering data, analyzing findings, calculating results, preparing ad hoc reports, and distributing results.
- Coordinate project activities to ensure progress and completion within established timeframes; communicate project status and deadlines to management and other parties.
- Present summaries of financial results and trends to all levels of management.
- Advise management of expected outcomes and recommend ways to improve results.
- Independently pursue problem solving and document recommendations for management.
- Coordinate with other departments, locations, divisions, and outside agencies to resolve problems.
- Perform other duties as assigned or requested.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
