Lead Financial Planning & Analysis Analyst

Job Details:

Lead FP&A Analyst

In this role, you'll be a key player in financial planning, forecasting, and analyzing different financial scenarios. You'll work closely with both finance and business leaders, acting as a trusted advisor. Your main responsibilities will include:

• Leading financial projects: You'll head up initiatives that involve complex financial analysis, supporting various departments across the company.
• Complex analysis and modeling: You'll be responsible for detailed forecasting and financial modeling.
• Developing financial strategies: You'll contribute new ideas for how we approach financial planning and analysis.
• Evaluating profitability: You'll regularly review how profitable our products and distribution channels are.
• Sharing your expertise: You'll become the go-to person for financial, accounting, and regulatory matters, especially for complex client situations.
• Creating presentations: You'll prepare reports and presentations for senior leaders to keep them informed about our financial performance.
• Managing costing models: You'll take ownership of our company-wide channel and product costing models, ensuring they're accurate and continuously improved. You'll also help with client and product pricing.
• Responding to data requests: You'll handle requests for internal business data and trends, finding the right information and analyzing it to support our business strategy.
• Improving financial processes: You'll look for ways to make our financial services better for internal teams and implement any necessary changes.
• Supporting team growth: You'll help with the financial development and growth of your team.
• Special projects: You'll also work on various special projects as needed.

Who You Are

This role is a great fit for someone who:

• Thinks strategically: You can take financial data and turn it into clear, actionable plans.
• Communicate well: You're skilled at talking with senior leaders and building strong relationships across different departments.
• Enjoys problem-solving: You like tackling tough challenges and influencing positive outcomes.
• Leads initiatives: You have a proven history of leading projects that involve many different people and teams.
• Adapts to change: You thrive in a fast-paced, team-oriented environment and are comfortable navigating changes.
• Has financial expertise: You have a strong grasp of financial planning, forecasting, and scenario analysis.
• Values collaboration: You enjoy working with others to drive strategic decisions that benefit both clients and the company.
• Bonus points if you have: Experience in retail banking or cash and savings.

To apply, email [email protected] your resume.

Please add me on LinkedIn!

I look forward to connecting with you!

Boyd Kelly

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