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Lead Financial Analyst

RUSS HADICK & ASSOCIATES INC Dayton, Ohio, United States · $166K–$181K/yr

6 h ago
Remote financial-analyst Senior (5-10 yrs) Full-time United States
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About the role

Lead financial planning, forecasting, actuals analysis, and operational KPI reporting to support strategic decisions and optimize resource allocation across technology organizations. Advise stakeholders, improve financial systems and processes, oversee financial governance and SOX compliance, and review month-end close journal entries.

What they look for

Financial Planning And Analysis Financial Modeling Financial Forecasting Operational Metrics KPI Reporting Strategic Decision-Making Resource Allocation Process Automation Financial Systems Financial Governance SOX Compliance Month-End Close Journal Entry Review Root-Cause Analysis Executive Communication Cross-Functional Leadership

Requirements

A bachelor’s degree in Finance, Accounting, or a related quantitative field is required, with a master’s degree or certification preferred, along with 5–8+ years of progressive corporate FP&A or finance experience. Candidates should have advanced Excel and Google Sheets modeling skills, strong executive communication and strategic leadership capabilities, and preferably experience supporting technology organizations and BI tools such as Power BI, Tableau, or Domo.

Full description

Lead Financial Analyst

 

Key ResponsibilitiesStrategic 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

 

QualificationsLeadership & 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.

Flexible work from home options available.

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