Lead Financial Analyst

Overview In this Lead Financial Analyst role, you will drive strategic financial analysis, forecasting, and performance evaluation to support profitability and customer retention. You will partner with Finance and cross-functional teams to build robust models, generate actionable insights, and present findings to senior leadership. The position focuses on optimizing spend, identifying opportunities, and guiding decision-making in a customer-focused organization. This is an opportunity to shape financial strategy and accelerate business impact through data-driven analysis. ResponsibilitiesAnalyze financial and business data to evaluate trends and inform strategic decisionsBuild and maintain financial models to project performance and profitabilityDevelop forecasts, reporting, and analyses in partnership with Finance and other teamsSupport initiatives to improve customer loyalty, reduce churn, and increase customer lifetime valueLead key business initiatives from concept to execution with cross-functional alignmentSupport AI/ML-driven initiatives to identify opportunities, optimize spend, and improve operationsTranslate complex data into actionable recommendations for the businessPrepare presentations and insights for VP/SVP-level stakeholders Key requirementsBachelor's degree in Finance, Accounting, Economics, Business, Analytics, or related field5+ years of experience in financial analysis, FP&A, strategy, analytics, or related fieldStrong experience with financial modeling, forecasting, and performance analysisAdvanced Excel skills for complex financial modelsWorking knowledge of SQL and data extraction from large datasetsExperience with Tableau or similar BI toolsStrong analytical and problem-solving abilitiesStrong project management and organizational skillsAbility to collaborate across Finance and cross-functional teamsstrong communication with senior leadershipcross-functional collaborationproblem-solving mindsetfinancial modelingforecastingSQL