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Lead Financial Analyst

2 months ago

Austin, Texas, United States augmentjobs Full time
Job Overview

Position Title: Lead Financial Analyst

Role Summary: The Lead Financial Analyst is essential in delivering financial analysis and strategic insights that enhance organizational performance. This position requires the examination of financial data, the creation of comprehensive reports, and collaboration with various departments to facilitate informed business decisions. The Lead Financial Analyst will also oversee budgeting, forecasting, and financial modeling to ensure the organization achieves its financial targets.

Key Responsibilities:

  • Evaluate financial data to uncover trends, discrepancies, and potential areas for cost reduction and revenue enhancement.
  • Compile and present in-depth financial reports, encompassing forecasts, budgets, and variance analyses.
  • Construct financial models to aid in business planning, decision-making, and strategic projects.
  • Work alongside business units to deliver financial insights and suggestions that support organizational objectives.
  • Track and report on critical financial indicators, offering actionable insights to senior leadership.
  • Assist in formulating annual budgets and periodic forecasts, ensuring precision and alignment with business goals.
  • Support the month-end and year-end closing processes by reviewing financial statements and ensuring data accuracy.
  • Remain updated on industry trends, economic changes, and best practices to improve financial analysis and reporting.

Required Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, or a related discipline; CFA or CPA certification is advantageous.
  • 4+ years of experience in financial analysis, with a solid grasp of financial modeling, forecasting, and budgeting.
  • Advanced skills in financial analysis tools and software, including Excel, financial modeling, and ERP systems.
  • Strong analytical and problem-solving abilities, with meticulous attention to detail.
  • Exceptional communication and presentation skills, capable of conveying complex financial data to non-financial audiences.
  • Demonstrated experience in collaborating with cross-functional teams and influencing decision-making processes.
  • Awareness of industry trends, economic factors, and best practices in financial analysis.