Lead Financial Analyst

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.