Finance Lead (Investments) — Strategic Modeling & Insights

Ledgent Technology; Lake Forest (CA); On-site; USD 57,000 - 81,000; Full time

Job summary

Ledgent Technology is seeking a Finance Lead (Investments) in Irvine, CA for a 6-month contract. The role focuses on building complex financial models, analyzing datasets, and delivering strategic insights to executive leadership.

The ideal candidate has 3-6 years in finance or related fields, with strong Power BI/Tableau skills and experience in forecasting, budgeting, and business planning. W-2 only; on-site in Irvine.

Qualifications

• 3-6 years of finance, consulting, or banking experience
• Advanced financial modeling and analytical skills
• Experience building and analyzing large datasets
• Ability to develop business insights and strategic recommendations
• Strong stakeholder management and executive presentation skills
• Experience partnering with cross-functional teams
• Power BI and/or Tableau experience
• Experience supporting business planning, forecasting, budgeting, or strategic initiatives
• Bachelor's degree in Finance, Accounting, Economics, Business, or related field

Responsibilities

• Provide financial analysis and strategic recommendations to business leaders
• Build complex financial models to evaluate business opportunities and risks
• Analyze business performance, trends, and operational metrics
• Partner with cross-functional teams to drive decision-making
• Develop dashboards and visualizations using Power BI/Tableau
• Support financial planning, forecasting, and ongoing business reviews
• Present findings and recommendations to senior leadership

Skills

Finance experience

Financial modeling

Data analysis

Strategic thinking

Stakeholder management

Cross-functional collaboration

Executive presentation

Business partnering

Education

Bachelor's degree in Finance, Accounting, Economics, Business

Tools

Power BI

Tableau

Job description

Ledgent Technology is seeking a Finance Lead (Investments) in Irvine, CA for a 6-month contract. The role focuses on building complex financial models, analyzing datasets, and delivering strategic insights to executive leadership.

The ideal candidate has 3-6 years in finance or related fields, with strong Power BI/Tableau skills and experience in forecasting, budgeting, and business planning. W-2 only; on-site in Irvine.