Lead Financial Analyst

Technical Mastery: Advanced proficiency in financial modeling using Excel and Google Sheets, including complex macro/formula usage, scenario planning, and data integration. Integrated FP&A Management: Direct multi-quarter financial planning, forecasting, and actuals analysis, delivering strategic insights that optimize resource allocation.

Title: Lead Financial Analyst

Location: REMOTE or Hybrid in Dayton, OH, 45424, 

Contract duration: 7 Months

(W2 CONTRACT ONLY | NO C2C | NO CORP-TO-CORP

Top Skills

Excel and Google sheets. We use both extensively

Month End Close – Review Results

Forecast vs Actual Results – Update Forecast

Key Responsibilities Strategic Business Partnership & Financial Leadership

• Operational Performance & KPI Architecture: Lead the strategy, development, and refinement of operational metrics reporting across tech organizations to drive strategic decision-making and business alignment
• Integrated FP&A Management: Direct multi-quarter financial planning, forecasting, and actuals analysis, delivering strategic insights that optimize resource allocation
• Process Transformation & Automation: Proactively identify, design, and implement value-add enhancements across financial systems, forecasting workflows, and operational processes
• Strategic Advisory: Serve as a trusted advisor to stakeholders, delivering proactive financial analysis, and strategic recommendations
• Oversight & Accounting Controls: Maintain high-level oversight of financial governance and SOX compliance
• Supervising month-end close processes: Review key journal entries for month end close and recommend corrective actions

 

Qualifications Leadership & Analytical Competencies

• Executive Communication: Exceptional interpersonal and storytelling skills, with a proven ability to distill complex financial datasets into clear, actionable executive-level insights.
• Strategic Ownership: Demonstrated track record of driving cross-functional initiatives, establishing governance, and holding business leaders accountable for financial targets.
• Problem Solving & Critical Thinking: Advanced capability in root-cause analysis, strategic planning, and financial modeling.

 

 

Required Experience & Education

• Education: Bachelor’s degree in Finance, Accounting, or a related quantitative field (Masters or Certification Preferred).
• Experience: 5–8+ years of progressive experience in corporate FP&A or finance (equivalent to Senior / Principal / Lead Financial Analyst levels).
• Technical Mastery: Advanced proficiency in financial modeling using Excel and Google Sheets, including complex macro/formula usage, scenario planning, and data integration.

 

Preferred Experience

• Tech Organization Support: Background supporting enterprise software engineering, IT infrastructure, and complex business systems organizations.
• Business Intelligence & Data Visualization: Hands-on experience scaling BI tools and enterprise dashboards (e.g., Power BI, Tableau, Domo) to automate reporting and analytics.

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