Lead Financial Analyst

Jobtailor; Chicago (IL); On-site; USD 120,000 - 160,000; Full time

Job summary

Jobtailor in the United States seeks a senior FP&A leader to drive forecasting, budgeting, and performance tracking in line with corporate strategy. You will partner with executives to assess revenue growth, costs, staffing, and investments, while evaluating ROI on initiatives.

The role requires deep financial modeling, Excel mastery, and strong cross-functional leadership to translate data into strategic guidance for investors and internal stakeholders.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field from a top-tier undergraduate program
• 5+ years of progressive FP&A or valuation experience
• Strong focus on end-to-end P&L management and strategic business support
• Advanced proficiency in Excel and financial modeling
• Deep understanding of integrated financial statements and scenario analysis
• Ability to own complex financial initiatives and manage multiple high-impact projects under tight deadlines
• Cross-functional leadership experience translating complex financial data into actionable insights
• Ability to simplify ambiguity into structured financial frameworks and influence stakeholders with data-driven recommendations
• Experience with Vena Solutions and Workday Finance strongly preferred
• FP&A or valuation experience strongly preferred
• Eligible to work in the United States; visa sponsorship unavailable

Responsibilities

• Lead financial planning and analysis, including forecasting, budgeting, and performance tracking aligned with corporate strategy
• Partner with leadership to assess product revenue and growth, cost structure, staffing, and operational investments
• Support capital allocation decisions by evaluating return on investment for products, partnerships, and technology initiatives
• Conduct scenario modeling and long-term planning for pricing strategy, credit risk appetite, and market expansion
• Analyze portfolio trends, customer behavior, and market dynamics to deliver actionable business insights
• Develop strategic materials communicating performance, priorities, and market position to internal stakeholders and external investors

Skills

FP&A leadership

P&L management

Scenario analysis

Excel proficiency

Financial modeling

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

Vena Solutions

Workday Finance

Job description

• Lead financial planning and analysis, including forecasting, budgeting, and performance tracking aligned with corporate strategy
• Partner with leadership to assess product revenue and growth, cost structure, staffing, and operational investments
• Support capital allocation decisions by evaluating return on investment for products, partnerships, and technology initiatives
• Conduct scenario modeling and long-term planning for pricing strategy, credit risk appetite, and market expansion
• Analyze portfolio trends, customer behavior, and market dynamics to deliver actionable business insights
• Develop strategic materials communicating performance, priorities, and market position to internal stakeholders and external investors

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field from a top-tier undergraduate program
• 5+ years of progressive FP&A or valuation experience
• Strong focus on end-to-end P&L management and strategic business support
• Advanced proficiency in Excel and financial modeling
• Deep understanding of integrated financial statements and scenario analysis
• Ability to own complex financial initiatives and manage multiple high-impact projects under tight deadlines
• Cross-functional leadership experience translating complex financial data into actionable insights
• Ability to simplify ambiguity into structured financial frameworks and influence stakeholders with data-driven recommendations
• Experience with Vena Solutions and Workday Finance strongly preferred
• FP&A or valuation experience strongly preferred
• Eligible to work in the United States; visa sponsorship unavailable

Core Competencies

Demonstrates expertise in financial planning and analysis, including forecasting, budgeting, and performance tracking, while effectively communicating insights to stakeholders. Proficient in managing complex financial initiatives and translating data into strategic recommendations.

Highest-signal resume keywords

• Financial Planning And Analysis (FP&A)
• Advanced Excel Proficiency
• P&L Management
• Scenario Analysis
• Cross-Functional Leadership

ATS Optimization Keywords

Hard Skills

• Financial Modeling
• Integrated Financial Statements
• Budgeting
• Forecasting
• Performance Tracking

Soft Skills

• Data-Driven Recommendations
• Stakeholder Influence
• Project Management

Industry Keywords

• Capital Allocation
• Market Dynamics
• Customer Behavior
• Strategic Business Support
• Return On Investment

Tools & Technologies

• Vena Solutions
• Workday Finance