The Role
The Financial Analysis Lead develops business case reports, oversees financial planning processes, and utilizes advanced technologies for financial analysis and reporting, providing insights into financial performance and risks.
Summary Generated by Built In
Job Summary & ResponsibilitiesDuties and Responsibilities
Education
- Develops business case reports for special projects and initiatives (e.g. transactions, investments), and builds and maintains a project calendar with key dates and milestones.
- Develops and scrutinizes models for projects and initiatives, and implements frameworks to evaluate alternatives against the organization's business objectives.
- Leads the integration of relevant systems into the organization's financial planning processes (e.g. cost/expense management).
- Drives the use of advanced technologies and methodologies in financial planning, analysis, and reporting, actively participating in systems implementations and initiatives to drive finance transformation efforts.
- Champions the use of data to support and advance understanding of financial results and ensure insights are communicated in a clear and compelling manner to diverse audiences.
- Analyzes and identifies trends and plan variances to provide insightful and strategically useful information, solving complex problems in identifying and managing risk.
- Performs other duties as assigned.
Education
- Typically requires a 4 year degree in a relevant field, or equivalent combination of relevant education and experience.
- Typically requires 8 years of related experience.
- Financial Planning - Ability to analyze and evaluate financial plans, budgets, and forecasts to ensure effective resource allocation and support long-term organizational objectives. Skilled in leveraging financial data and predictive models to optimize expenditure, savings strategies, and investment decisions for improved financial performance.
- Financial Analysis - Analyzes the financial statements and data to provide insights about the financial performance and position of the organization over time.
- Financial Regulatory Reporting - Financial reporting is a standard accounting practice that uses financial statements to disclose a company's financial information and performance over a particular period, usually on an annual or quarterly basis.
- Financial Modeling - Designing mathematical models and analyzing data to estimate the financial performance and value of a company or investment, involves analyzing historical financial data, projecting future scenarios, and measuring the variance between projections and actual performance.
- Financial Research - The gathering, analysis and interpretation of financial data, information, and trends to gain insights and make informed decisions regarding investments, financial strategies, risk management, and other financial activities.
- Documents Management - Creating, distributing, using, maintaining and disposition of recorded information maintained as evidence of business activities and transactions.
- Financial Budgeting - Creating and managing a budget for an organization or a project, analyzing financial data, making informed decisions about resource allocation, and tracking expenses to ensure financial stability and growth.
- Financial Forecasting - A financial forecast is an estimate of future financial outcomes for a company or project, usually applied in budgeting, capital budgeting and / or valuation. Depending on context the term may also refer to listed company (quarterly) earnings guidance.
- Variance Analysis - Analyzing the difference between actuals and some predetermined measure such as a budget, plan or rolling forecast.
- Regulatory Compliance - Ensuring an organization's adherence to laws, regulations, guidelines and specifications relevant to its business processes.
Top Skills
Budgeting
Data Analysis
Financial Modeling
Financial Planning
Forecasting
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The Company
What We Do
We deliver energy for a better world. Through the combined strength of our assets in North America, we’re dedicated to building the energy systems of the future.
