Lead Financial Analyst Job Description
Lead financial analyst
provides financial analysis to technology teams to ensure achievement of financial targets, which includes budgeting, forecasting, variance analysis, identification of risk, opportunities, and underlying cost drivers.
Lead Financial Analyst Duties & Responsibilities
To write an effective lead financial analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included lead financial analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Excellent computer skills in general, especially Excel
Development of financial modeling to evaluate the accounts cost base relative to the Plan of Record, Budget and Forecast expectations
Manage financial impacts within the accounts – including HP employees, contractors, 3rd party contracts, and hardware and software procurement
Prepare close package for DM P&L, explaining the variances to forecasts and prior year
Tracks and reports on key operational metrics, including highlighting risks and opportunities for mitigation
Provide value add standard and ad hoc reporting to identify and quantify profitable opportunities to meet or exceed financial targets
Partner with cross-functional teams across EA (e.g., Accounting, Studios and Other Marketing groups outside of IPO to assess financial impact, understand and anticipate cause and effect relationship to the business)
Continue to improve and streamline processes
Adopt values in personal work behaviors, decision-making, contributions and interpersonal interactions
Identify and pursue implementation of improvements within team and workstream processes
Lead Financial Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Lead Financial Analyst
List any licenses or certifications required by the position: CPA, PMP, PM, CMA, CFA, MBA, CBAP, CBIP, SOX, PMI
Education for Lead Financial Analyst
Typically a job would require a certain level of education.
Employers hiring for the lead financial analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, Economics, Education, MBA, Technical, Business/Administration, Engineering, Science
Skills for Lead Financial Analyst
Desired skills for lead financial analyst include:
Generally Accepted Accounting Principles
FASB requirements
Common business and cost drivers
Deep-dive analysis
Financial statement analysis
Excel
Tableau
SQL
Similar tools
Financial analysis and principles of economics of financial and cost accounting
Desired experience for lead financial analyst includes:
Be able to work and lead in a highly-matrixed organization
High level of travel requirement during transition
Requires strong finance and/or analytical skills - applying understanding of economics & accounting for various investment assets
Customer-oriented, with sound communication skills
Financial accounting & reporting for investments
Makes recommendations, develops and implements solutions with measurable results
Lead Financial Analyst Examples
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Lead Financial Analyst Job Description
Job Description Example
Our growing company is looking to fill the role of lead financial analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for lead financial analyst
- Partners with cross-functional teams in identifying cost efficiencies for the business and evaluating cost management vs
- Drives financial modeling improvements in planning and forecasting to enhance process efficiency, support new initiatives, and to accurately capture changing business economics and structure
- Partners with offshore team to complete various
- Maintaining the integrity of the database used to record the cost baseline and costs incurred
- Preparing a reconciliation between submissions and actuals, forecasts and budgets
- Preparation of routine monthly reports for the projects
- Creating additional reports to facilitate analysis of the data received
- Tracks costs incurred by projects and provide inputs to forecast and budgets for the programmes
- Maintain a cost baseline (based on Budget 2016) of high integrity
- Collect additional data as requested to 'fill out' the baseline while keeping the integrity of the original numbers
Qualifications for lead financial analyst
- Supply financial figures to the project management teams for their planning
- Prepares periodic management reports, showing actual progress made against both interim and whole-programme targets/forecasts
- Prepares forecasts and analyses trends in sales, finance, general business conditions and other related areas
- Assists other financial analysts in complex financial analysis
- Undertakes ad hoc tasks, projects and analysis upon request Under limited supervision, prepares financial and business related analyses and research
- Develops and recommends business policies, conducts special financial and business related studies and cooperates with other departments in preparing analyses
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Lead Financial Analyst Job Description
Job Description Example
Our company is looking to fill the role of lead financial analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for lead financial analyst
- R&D Project Planning and Execution Strategy development
- Lead POC for Development IPT deliverables, briefings, contracts and QA
- Review and provide R&D input to the financial metrics
- Coordinate budget development efforts for R&D programs
- Prepare Resource Sponsor and Congressional Staffer briefings
- Prepare R&D Program Impact Statements and responses to External stakeholder (NC, OSD, Cong) Q&As and Budget Inquiries
- R&D POM/PR Issue Paper and Briefing materials preparation
- R&D EVM Analysis
- Coordinates Dev IPT RMP analyses and ensures communication between the IPTs during RMP development
- Execution/Outyear spend plan creation and maintenance
Qualifications for lead financial analyst
- Manage expectations of Country Controllers, ensuring adherence to the standard structures in place
- Be the accountable individual to manage content effectiveness of the Country Balance Sheet Reviews, alongside ensuring resolution of action items
- Draw correlations between the P&L and Balance Sheet sides and drive triangulations to provide analytical insights to the Controllers
- Engage periodically with the Controllers and with partner organizations to understand country specifics and incorporate them into analysis performed
- Be involved and as required, drive efforts to support country specific initiatives to enhance cash flow and minimize risks associated with Country balances
- Influence multiple organizations within a broad scope, typically interacting with directors and Vice President (VP)
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Lead Financial Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of lead financial analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for lead financial analyst
- Analyze HWT R&D EVM metrics
- HWT R&D RMP Controls/Analysis
- Preparation of HWT R&D budget exhibits, backup materials and supplemental information
- Contract Mod preparation
- Creates financial databases and spreadsheets, and generates various financial reports as required
- Produces financial models and financial statements, applies forecasting techniques, and evaluates performance against budget submissions
- Makes recommendations to improve the financial performance of the PMS404
- Develop an understanding of the Banks’ business models and familiarity with services provided by the internal affiliate technology organization, familiarity with active technology programs and their impact to each of the Banks
- Prepare materials and present financial results, including comparison of actuals vs
- Works and communicates effectively with other departments to ensure business needs are met and issues are resolved for the success of the company
Qualifications for lead financial analyst
- Provide End to end support to the Country Controllers, across all element of Legal, Statutory and Tax, including Balance Sheet Reviews, Internal/ External audits and compliance initiatives
- Work with process teams to deliver quality analysis on Balance Sheet movements, on a periodic basis
- Identify opportunities for process improvement and policy development
- A minimum of 3 years hands-on experience within the General Ledger module within ERP systems
- Minimum of six (6) years' related experience in financial analysis and budgeting
- Bachelor's degree in Science, Engineering, Finance, or a technical related field
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Lead Financial Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for a lead financial analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for lead financial analyst
- Provide financial leadership and support for the Product Development Process (PDP) including providing financial review, supporting PDP Phase Gate exit reviews and project “post mortem” reviews after project completion
- Coordinate the preparation, review and approval of CAR’s through Global Controls senior management
- Review and understand BT&S finance policies for fixed assets, software capitalization, , and ensure accounting is being performed in a manner that is consistent with established policy
- Support R&D Tax Credit analysis per Corporate requirements
- Communication and presentation of financial results with the ability to tell the “story” vs
- Prepare Monthly Forecast of Profit & Loss Statement, , the President’s Operating Report (POR)
- To do a prelim Corporate SGA review and coordinate with General Accounting in order to close items for adjustment within the month
- Ensures accurate revenue forecast by analysing headcount forecasts through the Revenue Model and Sales & Operations Planning
- To do a preliminary Corporate SGA review and coordinate with General Accounting in order to close items for adjustment within the month
- Provides accurate and timely feedback on discrepancies and unreasonable and unsupported financial conditions / situations
Qualifications for lead financial analyst
- At least seven years of experience in financial analysis/accounting
- Strong financial modeling capability
- Proactively identification of areas for improvement
- Systems and process development that delivers financial information with integrity, utility and is internal customer centric with meaningful impact
- Bachelor’s degree and/or studying towards advanced degree
- A minimum of 4-6 years of finance-related experience, Bachelor's degree
5
Lead Financial Analyst Job Description
Job Description Example
Our company is growing rapidly and is hiring for a lead financial analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for lead financial analyst
- Training/mentoring of Financial Controlling Analysts who are new to role
- Reviewing the work of Financial Controlling Analysts
- Gathers and analyzes current data to aid in
- Provides broad analytical support to assigned operating group(s) and acts as a liaison between Finance and other operational departments
- Analyzes and interprets financial results, comparing actual performance to prior periods, budgets, and forecasts
- Designs and prepares ad hoc and standard management reporting
- Independently constructs moderate to complex financial models to analyze the impact of current and proposed company initiatives
- Leads the forecasting and budgeting processes for assigned operating group(s)
- Organizes and analyzes large quantities of data and performs data reconciliations to ensure accuracy of work products
- Partners with IT to develop and maintain integrity of financial systems used for analysis
Qualifications for lead financial analyst
- Bachelor’s degree in Business/Finance/Economics
- Bachelor’s degree required, with 7-10 years of financial planning and analysis and business decision support experience
- Master’s degree a plus with 4 – 8 years financial planning and analysis and business decision support experience
- In-depth knowledge and application of financial analysis principles, concepts and standards
- Previous experience in project finance support is a plus
- Experience as a Financial Analyst ideally supporting a finance or sales organization