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Lead Financial Analyst

2 months ago

Lewisville, Texas, United States Everest Search Partners Full time
Job Overview

SUMMARY: The Lead Financial Analyst will play a pivotal role in supporting the Finance and Accounting division by providing precise, timely, and high-quality financial insights. The ideal candidate will possess extensive knowledge of the organization's financial systems, enabling them to extract and interpret data for monthly, quarterly, and annual financial reporting as well as period-end closing activities.

Key Responsibilities:

  • Ensure the integrity of financial data utilized for reporting purposes.
  • Take ownership of the reporting process for critical financial metrics that inform operational decisions.
  • Offer comprehensive financial data assistance to essential stakeholders within the finance department.
  • Enhance and contribute to the establishment of an analytics framework, ensuring that financial dashboards are consistently updated with accurate and relevant information.
  • Deliver exceptional support during month-end closures, forecasting, planning cycles, and ad-hoc reporting requests.
  • Identify and analyze the implications of system-related issues.
  • Develop and maintain procedural documentation while safeguarding the accuracy of data within the company's financial systems.
  • Conduct working capital assessments and promote operational efficiencies through the analysis of key productivity and efficiency indicators.
  • Engage in software upgrades, including design, implementation, functional testing, and data validation to guarantee high-quality solutions.

Qualifications:

  • Bachelor's degree in Accounting, Finance, or Information Systems.
  • A minimum of 3 years of experience in Finance and/or Financial Systems.
  • In-depth understanding of accounting principles, financial planning, and reporting.
  • Familiarity with analytical and reporting tools is advantageous.
  • Self-motivated learner with strong problem-solving and time management capabilities.
  • Exceptional verbal and written communication skills.
  • Strong interpersonal abilities to foster mutual understanding of business requirements and collaborative solutions.
  • Capacity to manage multiple tasks and prioritize effectively while adapting to changing circumstances.
  • Proficient in Microsoft Office applications.