Lead Financial Analyst

Job Description

What does a great Lead Financial Analyst do?

The Lead Financial Analyst will perform non-complex and complex financial analyses, liaise with C-Level executives on budgeting and forecasting, aid decision support & investment optimization, and assist in the creation of Executive and Board level presentations.

As a Lead Financial Analyst, you can look forward to:

Consolidate and report monthly, quarterly & annual financial performance including monthly variances against forecast & budget, opportunities & risks and operational metrics

Perform moderate to complex financial analysis on results and forecasts

Manage the consolidation of submissions for month/quarter-end results and forecast updates in a timely manner and prepare a brief written variance analysis for executive review

Update, develop and maintain financial reports and operational review materials to be used by the executive management team for making strategic decisions

Support decision-making processes, by providing forward-looking analysis and insights including “what if” scenario analyses

Partner with key functional leaders to drive alignment and accountability for relevant financial assumptions, plans, trade-off decisions, ultimately resulting in performance.

Deliver accurate financial results, including comprehensive analysis of key expenses during the budget, forecast and close processes

Create C-level presentations and assist with the coordination of the long-range plan, annual budget, and monthly full-year forecast updates

Drive enhancements to business unit FP&A capabilities and processes

Develop standardized approaches and identify opportunities to automate leveraging tools that allow for increased, efficient planning and analysis capabilities

Preferred Skills, Experience, and Education:

Bachelor’s degree in finance, accounting, economics or equivalent field; CPA or Master’s degree a plus

Minimum of five years of professional experience in a Corporate Finance/FP&A capacity

Fintech/Software (SaaS) industry related experience

Strong written and oral communication skills

Strong analytical, quantitative, and Excel skills

Ability to make decisions based on precedent and solve problems using sound judgment, experience and data gathered through research

Demonstrated self-starter with the ability to work in a fast-paced, challenging and changing environment

Ability to communicate effectively, verbally and in writing, with senior leaders and other business partners

Experience with Netsuite and Power BI a strong plus

Travel required: 0-10%

About InvestCloud

Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs.

The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location.

Salary range: $120,000 - $140,000

InvestCloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

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Full-time