Lead Financial Analyst

This position will be responsible for all aspects of budget planning, forecasting and month end close analysis related to Retail commissions.  This includes ATT Retail, Authorized Retail and Apple. Clients can include the President of Retail and anyone within the support chain. This includes VP of Finance supporting Retail.

Overall Purpose: Responsible for conducting and documenting more complex financial analysis projects, works on problems of diverse scope including the analysis of financial reports, trend, and opportunities.

Key Roles and Responsibilities: Evaluates and makes recommendations relating to business opportunities, investments, financial regulations, and similar financial projects or programs. Gathers, interprets, and evaluates financial information. Responsible for the analysis and interpretation of financial and other data. Develops recommendations to achieve the organizations financial objectives. Determines financial consequences of alternative methods, plans and strategies. Evaluates financial performance including cost or budget administration. Performs complex data modeling and financial analysis.

Job Contribution: Uses professional concepts and company objectives to resolve complex issues in effective ways. Works on complex issues where analysis of situations or data requires an in- depth evaluation of variable factors.

Education: Typically a bachelors degree or equivalent combination of education and experience.

Experience: Typically requires 5-7 years experience.

Supervisory: No.


Principal Functional Skills / Competencies associated with this Title:

  • Accounting
  • Budget Management
  • Business Acumen
  • Effective Presentations
  • Financial Analysis
  • Financial and Accounting Systems
  • Financial Forecasting and Modeling
  • Financial Record Keeping
  • Financial Reporting
  • Generally Accepted Accounting Principles (GAAP)
  • Institutional Finance
  • Managing Expenses and Finances

Note: Additional skills / competencies may be added to this specific requisition. During the application process, you will be asked to provide your proficiency and experience with all the skills / competencies associated with the requisition.