Lead Financial Analyst

2 weeks ago


Raleigh, North Carolina, United States Pendo Full time
Team Overview

Pendo is seeking a Senior Financial Analyst to become a vital part of our Financial Planning and Analysis (FP&A) team.

In this capacity, you will collaborate closely with the FP&A team and finance leadership to equip Pendo's business executives with essential budgeting, forecasting, internal financial reporting, and specialized analyses.

This position will specifically support the Marketing, Human Resources, and Legal departments by delivering insights that guide budgeting and investment strategies.

Key Responsibilities


Engage with budget stakeholders to gain a comprehensive understanding of their business domains and utilize that insight to deliver analyses that influence strategic decisions.

Act as a financial authority in dialogues with budget owners, offering insights that aid in the formulation and execution of operational plans.

Develop financial models, reports, and analyses to bolster critical business decisions and strategic initiatives.
Assist in the preparation of monthly, quarterly, and annual forecasts at both the departmental and organizational levels.
Track key performance indicators, identifying trends and analyzing the causes of variances for stakeholders.
Conduct ad-hoc reporting and analysis as necessary.
Prepare and present financial updates to senior leadership.
Minimum Qualifications

Bachelor's Degree in Accounting, Finance, or Business Administration
Previous experience in FP&A, corporate finance, risk management, or a related field (preferably within a SaaS environment)
Exceptional presentation and stakeholder management abilities
Proficient understanding of GAAP principles
Preferred Qualifications

Excellent written and verbal communication skills, with a proven ability to convey insights effectively
Commitment to accuracy and precision; highly organized
Creative thinker, highly motivated, and self-driven
Strong time management skills with the capacity to prioritize tasks

Preferred Software Proficiency:
Advanced Excel or Google Sheets, Google Slides, Anaplan, and Workday
Compensation

The anticipated salary range for this role is as follows:

Raleigh, NC:
$80,000 - $100,000

New York, NY:
$84,000 - $105,000

#J-18808-Ljbffr

  • Raleigh, North Carolina, United States Vaco Full time

    Lead Financial Analyst Vaco is looking for a dedicated and skilled Lead Financial Analyst to enhance our financial operations. The Lead Financial Analyst will be tasked with a range of accounting responsibilities, such as generating financial reports, reconciling accounts, and ensuring adherence to accounting standards and regulations. The perfect candidate...


  • Raleigh, North Carolina, United States The Ladders Full time

    Position at The Ladders Lead Financial Analyst Are you prepared to join a company that recognizes that our collective achievements are a shared journey - your success is our success. Are you looking for avenues to learn, develop, and excel? The Ladders is a frontrunner in the Career Services and Job Placement sector. We manage multiple online platforms,...


  • Raleigh, North Carolina, United States Investors Title Insurance Company Full time

    Lead Financial AnalystInvestors Title Insurance CompanyMorrisville, NC (Remote/Hybrid)Investors Title is on the lookout for a Lead Financial Analyst to join our dynamic team focused on delivering comprehensive internal financial reporting, strategic budgeting, forecasting, and various analytical tasks. This position is crucial in overseeing the financial...


  • Raleigh, North Carolina, United States S&ME, Inc. Full time

    Job OverviewPosition: Lead Financial AnalystRequisition Number: Are you a seasoned financial professional looking for a rewarding opportunity with an employee-owned organization that values work-life balance and career advancement? S&ME, Inc. is seeking a motivated and committed full-time Lead Financial Analyst to become part of our Corporate Finance team at...


  • Raleigh, North Carolina, United States General Dynamics Information Technology Full time

    Job Overview:Type of Employment: RegularRequired Clearance Level: NoneClearance Level to Obtain: NoneSuitability Requirement: Public Trust/Other RequiredJob Category: Financial AnalysisEssential Skills: Account Reconciliations, Budgeting, Finance, Financial Analysis, ReconciliationsExperience: 8+ years of relevant experienceCitizenship Requirement:...


  • Raleigh, North Carolina, United States General Dynamics Information Technology Full time

    Job Overview:Type of Employment: RegularCurrent Clearance Level: NoneClearance Level Required: NoneSuitability Requirement: Public Trust/Other RequiredJob Category: Financial AnalysisKey Competencies: Account Reconciliations, Budgeting, Finance, Financial Analysis, ReconciliationsExperience: 8+ years in a related fieldCitizenship Requirement: NoPosition...


  • Raleigh, North Carolina, United States Laboratory Service Inc Full time

    Position Overview:Laboratory Service Inc is in search of a Lead Financial Analyst to enhance our Revenue Cycle Management Team.Key Responsibilities:1. Gather, organize, and analyze data from various systems to manage revenue entries, journal entries, and other financial transactions.2. Ensure all projects are reconciled with precision and completeness.3....


  • Raleigh, North Carolina, United States Pendo Full time

    Senior Financial AnalystPendo is on the lookout for a Senior Financial Analyst to become a vital part of the FP&A team. In this capacity, the selected candidate will work closely with the FP&A team and financial leadership to deliver insightful analyses for Pendo's business stakeholders, encompassing budgeting, forecasting, internal financial reporting, and...


  • Raleigh, North Carolina, United States Vaco Full time

    We are seeking a Lead Financial Analyst for a dynamic organization in the RTP region – this is a newly created role resulting from ongoing expansion. The organization promotes a healthy work-life balance and boasts an exceptional management team. Salary up to $110K.In this position, you will take charge of supervising and directing various accounting...


  • Raleigh, North Carolina, United States Remote Jobs Full time

    Industry Sector: Healthcare TechnologyWhy Explore This Opportunity:Competitive salary up to $95,000Potential for professional growth and advancement within the organizationRemote work flexibility available in the U.S. or CanadaEncouraging and cooperative work cultureOpportunity to engage at the forefront of technology and healthcare advancementsKey...


  • Raleigh, North Carolina, United States Vaco Full time

    We are seeking a Lead Financial Analyst for a dynamic organization that is experiencing significant growth. This is a newly created role that reflects our commitment to expanding our financial team. The organization promotes a balanced work-life environment and boasts an exceptional leadership team. Compensation is competitive, with a salary up to $110K.In...


  • Raleigh, North Carolina, United States Laboratory Service Inc Full time

    Position Overview:Laboratory Service Inc is in search of a Senior Financial Analyst to enhance our Revenue Cycle Management Team.Key Responsibilities:1. Gather, organize, and evaluate data from various systems to manage revenue entries, journal entries, and other financial operations.2. Ensure accurate and complete reconciliation of your assigned projects.3....


  • Raleigh, North Carolina, United States Laboratory Service Inc Full time

    Position Overview:Laboratory Service Inc is in search of a Senior Financial Analyst to enhance our Revenue Cycle Management Team.Key Responsibilities:1. Gather, organize, and evaluate data from various systems to manage revenue entries, journal entries, and other financial activities.2. Ensure that all assigned projects are reconciled with precision and...


  • Raleigh, North Carolina, United States Tiverton Advisors Full time

    Job OverviewCompany Overview:Tiverton Advisors is a dedicated investment firm specializing in the food and production agriculture sector. With over $2.0 billion in assets managed across various debt and equity strategies in the United States, our team merges extensive agricultural operational expertise with financial proficiency to deliver customized,...


  • Raleigh, North Carolina, United States Relevante Full time

    Job OverviewSalary: $130,000.00We are collaborating with a leading consulting firm specializing in the utility sector to identify a qualified Lead Financial Analyst. Below is a detailed overview of the role.Essential Qualifications for the Lead Financial Analyst:#1. A minimum of 10 years of experience in utility and rate analysis, including sectors such as...

  • Financial Analyst

    1 week ago


    Raleigh, North Carolina, United States Vaco Full time

    Job DescriptionTreasury AnalystVaco is seeking a highly skilled Treasury Analyst to join our team. As a Treasury Analyst, you will play a critical role in managing our company's cash flow and financial operations.Key Responsibilities:Cash Management: Reconcile general ledger entries and bank deposits for all bank accounts, ensuring accuracy and...


  • Raleigh, North Carolina, United States Piper Companies Full time

    Piper Companies is currently looking for a Senior Financial Analyst to become part of a prominent healthcare organization. The Senior Financial Analyst will play a crucial role in delivering precise and timely evaluations of essential financial operations across the organization. This position is a full-time (FTE) role based on-site.Key Responsibilities of...


  • Raleigh, North Carolina, United States Vaco Full time

    Senior Financial Analyst Vaco is collaborating with a prominent manufacturing firm in search of a Senior Financial Analyst to enhance their financial team. This position will focus on cost analysis and inventory oversight, delivering in-depth financial insights regarding business operations. The role encompasses leading financial cycles, performing...


  • Raleigh, North Carolina, United States Pendo Full time

    Senior Financial AnalystPendo is in search of a Senior Financial Analyst to become a vital member of the FP&A team. This position will involve close collaboration with the FP&A team and financial leadership to deliver comprehensive analyses for Pendo's business stakeholders, encompassing budgeting, forecasting, internal financial reporting, and various ad...


  • Raleigh, North Carolina, United States SPX FLOW, Inc. Full time

    Job OverviewThe Senior Financial Analyst role encompasses a diverse range of responsibilities, including support for financial forecasting and budgeting initiatives, conducting in-depth analyses of product lines and business unit (BU) performance, establishing standard reporting practices, and delivering critical insights to senior management. The ideal...