Lead Financial Analyst

About the company:

Consultants are staffed across industries early on, then specialize after a few years. We write a lot: proposals, status reports, slide decks and final reports.

The position:

The Lead Financial Analyst builds budgets, forecasts and monthly variance reports for operating leaders. Joining the FP&A team in Greensboro, reporting to the FP&A Manager. On site, Greensboro.

Responsibilities:

• Present monthly results to operating leaders and explain key drivers
• Update KPIs such as gross margin, CAC and revenue per employee
• Support board deck preparation with charts and commentary
• Reconcile forecast data with accounting after close
• Build and maintain the annual budget and quarterly forecast models
• Develop dashboards in Power BI or Tableau for leadership
• Prepare monthly variance analysis against budget and prior year
• Improve forecasting processes and cut manual steps out of the model

Required qualifications:

• 8+ years of FP&A, corporate finance or public accounting experience
• Comfortable presenting to non-finance managers
• Familiar with an ERP such as NetSuite, SAP or Oracle
• Strong attention to detail in large models
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models

Also helpful:

• SaaS metrics experience (ARR, churn, LTV)
• SQL for pulling your own data

Perks and benefits:

$62,000-$85,000 per year

• Health insurance
• 401(k) with 4% match
• Three weeks of PTO to start
• Gym membership reimbursement
• Cell phone reimbursement
• Paid holidays

Chesapeake Advisory is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

We are unable to sponsor visas for this position.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Chesapeake Advisory.