Lead Financial Analyst

Summary

Join insightsoftware as a Lead Financial Analyst and become a critical business partner to the executive team. You will deliver insightful financial analysis and reporting, support decision-making, oversee ad hoc financial reporting, articulate key risks and opportunities in forecasts, and collaborate with senior leadership to manage EBITDA. This high-impact role demands analytical rigor and clear communication of complex financial concepts to non-financial executives. You will prepare and present customized financial reports, develop accurate financial forecasts, identify and articulate financial risks and opportunities, collaborate on EBITDA management and optimization, support strategic initiatives, and develop actionable insights and recommendations. The role involves cross-functional collaboration and executive presentations.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred)
• 5+ years of experience in financial analysis, with at least 2 years in a leadership or lead analyst role
• Strong understanding of financial forecasting, budgeting, and financial reporting processes
• Advanced proficiency in Excel, financial modeling, and reporting software (e.g., Power BI, Tableau)
• Proven ability to work collaboratively with executives and senior leadership
• Exceptional communication skills, both written and verbal, with the ability to simplify complex financial data for non-financial stakeholders
• Strong attention to detail, organizational skills, and the ability to prioritize in a fast-paced environment
• Experience in managing EBITDA and contributing to profitability improvement strategies

Responsibilities

• Prepare and present customized financial reports for executives, highlighting key metrics and insights that drive business performance
• Work closely with executives to develop accurate financial forecasts. Monitor key financial performance indicators and adjust forecasts based on emerging trends, market conditions, and operational changes
• Identify and articulate risks and opportunities impacting financial forecasts and performance. Proactively communicate findings to leadership and suggest action plans
• Collaborate with senior leadership to manage and optimize EBITDA. Provide in-depth analysis on cost structures, revenue streams, and operational efficiencies
• Partner with business units to support key strategic initiatives, including capital investments, cost management, and growth opportunities, ensuring financial outcomes align with organizational goals
• Develop actionable insights and recommendations based on financial analysis to drive decision-making and business performance improvements
• Work alongside other departments (e.g., accounting, operations, and sales) to gather data, align on business objectives, and ensure financial goals are met
• Present financial findings and forecasts to senior executives, translating complex data into understandable insights that facilitate strategic decision-making