Lead Financial Analyst

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com.

We are seeking a dynamic and detail-oriented Lead Financial Analyst to join our team. In this role, you will be a critical business partner to the executive team, responsible for delivering insightful financial analysis and reporting, and supporting decision-making processes. You will oversee ad hoc financial reporting, articulate key risks and opportunities in forecasts, and collaborate with senior leadership to effectively manage EBITDA. This is a high-impact role, requiring a mix of analytical rigor and the ability to communicate complex financial concepts clearly to non-financial executives.

Key Responsibilities:

• Ad Hoc Financial Reporting:
  Prepare and present customized financial reports for executives, highlighting key metrics and insights that drive business performance.

• Forecasting & Financial Planning:
  Work closely with executives to develop accurate financial forecasts. Monitor key financial performance indicators and adjust forecasts based on emerging trends, market conditions, and operational changes.

• Risk & Opportunity Analysis:
  Identify and articulate risks and opportunities impacting financial forecasts and performance. Proactively communicate findings to leadership and suggest action plans.

• EBITDA Management:
  Collaborate with senior leadership to manage and optimize EBITDA. Provide in-depth analysis on cost structures, revenue streams, and operational efficiencies.

• Strategic Financial Support:
  Partner with business units to support key strategic initiatives, including capital investments, cost management, and growth opportunities, ensuring financial outcomes align with organizational goals.

• Financial Insights & Recommendations:
  Develop actionable insights and recommendations based on financial analysis to drive decision-making and business performance improvements.

• Cross-functional Collaboration:
  Work alongside other departments (e.g., accounting, operations, and sales) to gather data, align on business objectives, and ensure financial goals are met.

• Executive Presentation:
  Present financial findings and forecasts to senior executives, translating complex data into understandable insights that facilitate strategic decision-making.

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).

• 5+ years of experience in financial analysis, with at least 2 years in a leadership or lead analyst role.

• Strong understanding of financial forecasting, budgeting, and financial reporting processes.

• Advanced proficiency in Excel, financial modeling, and reporting software (e.g., Power BI, Tableau).

• Proven ability to work collaboratively with executives and senior leadership.

• Exceptional communication skills, both written and verbal, with the ability to simplify complex financial data for non-financial stakeholders.

• Strong attention to detail, organizational skills, and the ability to prioritize in a fast-paced environment.

• Experience in managing EBITDA and contributing to profitability improvement strategies.

All your information will be kept confidential according to EEO guidelines.

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** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

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At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.