Lead Financial Analyst

2 weeks ago


Westborough, Massachusetts, United States Planet Professional Full time

Principal Financial Consultant

Direct Hire

Hybrid Work Environment

Essential Qualifications:

Bachelor's degree and over 7 years of relevant experience

Expertise in Financial Planning & Analysis (forecasting, modeling, variance analysis, etc.)

Experience in Business Partnering

Proficient in Advanced Excel, PowerPoint, and familiarity with ERP systems

Background in a larger, matrixed organization (corporate, business unit, or divisional)

Position Overview:

The Principal Financial Consultant will deliver comprehensive financial support to management throughout the organization. This role is pivotal as a financial partner to project teams, providing essential financial and business insights on various initiatives. The individual will be expected to collaborate across functions to generate monthly closing schedules and analyses, assist with month-end deliverables, perform budgeting and forecasting tasks, and manage any assigned ad hoc projects.

Key Responsibilities:

  • Collaborate with functional areas to develop and implement effective business unit reporting and analysis.
  • Conduct monthly performance reviews with department heads.
  • Capture forward-looking financial projections.
  • Offer budgeting and forecasting support to business unit leaders, providing financial guidance and analytical tools for informed decision-making.
  • Work alongside managers to provide analytical tools that enable functional areas to assess and select between tactical options, define success measures and related target metrics, and deliver thorough variance reporting.
  • Act as a strong business partner to project teams by offering financial expertise and insights to facilitate decision-making.
  • Create analytical tools to support the needs of project teams.
  • Monitor project financial progress and collaborate closely with project managers to ensure adherence to budgetary constraints and communicate significant deviations to management promptly.
  • Oversee capital-related tasks, including monthly capital reporting and quarterly budget/forecast capital consolidation and reporting for the assigned business unit.
  • Coordinate with controllers and other functional leads to ensure spending aligns with budgetary expectations.
  • Provide tools for capital stakeholders to facilitate easy input and review processes.
  • Take responsibility for reconciling depreciation expenses between financial systems.
  • Support team initiatives and foster knowledge sharing among team members.
  • Provide ad hoc analytical support as required.
  • Perform all other essential duties as assigned.

Required Qualifications:

  • Bachelor's degree in Finance or Accounting.
  • A minimum of 7 years of progressive experience in business planning and financial analysis.
  • Strong proficiency in Excel and ERP software.
  • Ability to produce highly accurate work with attention to detail.

Preferred Qualifications:

  • Excellent oral and written communication skills.
  • Previous experience presenting financial information to senior executives.
  • High level of motivation, commitment, and a proactive approach.
  • Team-oriented mindset.
  • Ability to manage multiple tasks effectively.
  • Experience with Power BI is highly desirable.


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