Financial Analysis Lead

Description

The role is responsible for developing business case reports and maintaining project timelines, creating and evaluating financial models, and integrating systems into the organization’s financial planning framework. It drives the adoption of advanced technologies for finance transformation, promotes data‑driven insights, and analyzes trends and variances to manage risk. Additional duties may be assigned as needed.

• Develops business case reports for special projects and initiatives (e.g. transactions, investments), and builds and maintains a project calendar with key dates and milestones.
• Develops and scrutinizes models for projects and initiatives, and implements frameworks to evaluate alternatives against the organization's business objectives.
• Leads the integration of relevant systems into the organization's financial planning processes (e.g. cost/expense management).
• Drives the use of advanced technologies and methodologies in financial planning, analysis, and reporting, actively participating in systems implementations and initiatives to drive finance transformation efforts.
• Champions the use of data to support and advance understanding of financial results and ensure insights are communicated in a clear and compelling manner to diverse audiences.
• Analyzes and identifies trends and plan variances to provide insightful and strategically useful information, solving complex problems in identifying and managing risk.
• Financial Analysis - Analyzes the financial statements and data to provide insights about the financial performance and position of the organization over time.
• Financial Regulatory Reporting - Financial reporting is a standard accounting practice that uses financial statements to disclose a company's financial information and performance over a particular period, usually on an annual or quarterly basis.
• Financial Modeling - Designing mathematical models and analyzing data to estimate the financial performance and value of a company or investment, involves analyzing historical financial data, projecting future scenarios, and measuring the variance between projections and actual performance.
• Financial Research - The gathering, analysis and interpretation of financial data, information, and trends to gain insights and make informed decisions regarding investments, financial strategies, risk management, and other financial activities.
• Documents Management - Creating, distributing, using, maintaining and disposition of recorded information maintained as evidence of business activities and transactions.
• Financial Budgeting - Creating and managing a budget for an organization or a project, analyzing financial data, making informed decisions about resource allocation, and tracking expenses to ensure financial stability and growth.
• Variance Analysis - Analyzing the difference between actuals and some predetermined measure such as a budget, plan or rolling forecast.
• Regulatory Compliance - Ensuring an organization's adherence to laws, regulations, guidelines and specifications relevant to its business processes.

Requirements

Candidates typically hold a four‑year degree in a relevant discipline or an equivalent mix of education and experience, and bring about eight years of related professional experience. Required expertise includes financial planning, analysis, regulatory reporting, modeling, research, document management, budgeting, forecasting, variance analysis, and regulatory compliance. Strong analytical and communication skills are essential for translating complex financial information to diverse audiences.

• Typically requires a 4 year degree in a relevant field, or equivalent combination of relevant education and experience.
• Typically requires 8 years of related experience.
• Financial Planning - Ability to analyze and evaluate financial plans, budgets, and forecasts to ensure effective resource allocation and support long-term organizational objectives. Skilled in leveraging financial data and predictive models to optimize expenditure, savings strategies, and investment decisions for improved financial performance.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance