Lead Financial Analyst

Access Data Consulting Corporation; Dayton (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

Access Data Consulting Corporation seeks a Senior FP&A Analyst to lead strategic planning, forecasting, and financial governance. You will own multi-quarter budgeting, actuals analysis, and KPI reporting, partnering with technology and finance leaders to drive value.

The role emphasizes analytics, executive storytelling, and SOX compliance with a hands-on approach to month-end close. The ideal candidate has 5–8+ years in corporate FP&A, advanced Excel/Google Sheets skills, and experience

Qualifications

• Education and experience aligned with corporate FP&A leadership requirements.
• 5–8+ years progressive FP&A or finance experience at senior levels.
• Strong financial modeling skills including macros and scenario planning.

Responsibilities

• Lead month-end close and financial reporting oversight across multiple business units
• Develop and manage multi-quarter FP&A plans, forecasts, and actuals analysis
• Drive KPI architecture and operational metrics reporting
• Advise stakeholders with proactive financial insights and recommendations
• Ensure SOX controls and governance over finances
• Supervise month-end close processes and review key journal entries

Skills

Executive Communication

Strategic Ownership

Problem Solving & Critical Thinking

Education

Bachelor’s degree in Finance or Accounting

Tools

Excel & Google Sheets

Job description

Key Responsibilities Strategic Business Partnership & Financial Leadership

Month end close, fixed assets, accruals, department spend, actual vs forecast, flux analysis, accounting and finance analyst role. 25% journal entries, 75% transactions, meetings, stakeholders, and forecasting. (Need help while Senior person is out almost Controller)

• Operational Performance & KPI Architecture: Lead the strategy, development, and refinement of operational metrics reporting across tech organizations to drive strategic decision-making and business alignment


• Integrated FP&A Management: Direct multi-quarter financial planning, forecasting, and actuals analysis, delivering strategic insights that optimize resource allocation


• Process Transformation & Automation: Proactively identify, design, and implement value-add enhancements across financial systems, forecasting workflows, and operational processes


• Strategic Advisory: Serve as a trusted advisor to stakeholders, delivering proactive financial analysis, and strategic recommendations


• Oversight & Accounting Controls: Maintain high-level oversight of financial governance and SOX compliance


• Supervising month-end close processes: Review key journal entries for month end close and recommend corrective actions

Qualifications Leadership & Analytical Competencies

• Executive Communication: Exceptional interpersonal and storytelling skills, with a proven ability to distill complex financial datasets into clear, actionable executive-level insights.


• Strategic Ownership: Demonstrated track record of driving cross-functional initiatives, establishing governance, and holding business leaders accountable for financial targets.


• Problem Solving & Critical Thinking: Advanced capability in root-cause analysis, strategic planning, and financial modeling.

Required Experience & Education

• Education: Bachelor’s degree in Finance, Accounting, or a related quantitative field (Masters or Certification Preferred).


• Experience: 5-8+ years of progressive experience in corporate FP&A or finance (equivalent to Senior / Principal / Lead Financial Analyst levels).


• Technical Mastery: Advanced proficiency in financial modeling using Excel and Google Sheets, including complex macro/formula usage, scenario planning, and data integration.

Preferred Experience

• Tech Organization Support: Background supporting enterprise software engineering, IT infrastructure, and complex business systems organizations.


• Business Intelligence & Data Visualization: Hands-on experience scaling BI tools and enterprise dashboards (e.g., Power BI, Tableau, Domo) to automate reporting and analytics.