Lead Financial Analyst - FP&A and IT Finance (Hybrid)

Jobot; Allentown (Lehigh County); Hybrid; USD 95,000 - 130,000; Full time

Benefits offered by this job

Top tier benefits

Good vacation / time off package

401K / match

HSA match

Hybrid

10-20% bonus

Tons of growth

Job summary

Jobot is seeking a Lead Financial Analyst specializing in FP&A and IT Finance for a hybrid role based in Providence, RI. The position offers $95,000-$130,000 annually, with a 10-20% bonus potential and strong benefits in a growth-focused utility company.

The ideal candidate has at least 3 years of FP&A experience, advanced Excel and Power BI skills, and the ability to lead budgeting, forecasting, and KPI delivery while collaborating with cross-functional teams.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA preferred).
• At least 3 years FP&A experience, ideally in a lead role.
• Advanced Excel with pivot tables, lookups, and complex formulas.
• Experience in financial modeling, budgeting, and forecasting.
• Strong variance analysis and KPI development.
• Proficient in Power BI or similar BI tools.
• Excellent communication and ability to present to non-financial audiences.
• Strong organizational skills and ability to manage multiple projects.

Responsibilities

• Lead annual budgeting and quarterly forecasting processes.
• Conduct variance analysis and provide actionable insights to leadership.
• Develop and maintain financial models for strategic initiatives and M&A.
• Design and deliver financial KPIs with regular updates to senior management.
• Leverage Excel and Power BI to analyze large datasets and present findings.
• Collaborate with cross-functional teams to translate business needs into financial plans.
• Continually improve FP&A processes and systems.

Skills

Advanced Excel

Budgeting & Forecasting

Variance analysis

Analytical thinking

Cross-functional collaboration

Presentation to leadership

Power BI familiarity

Education

Bachelor's degree in Finance/Accounting/Economics (MBA preferred)

Tools

PowerBI

Job description

Job details

Lead Financial Analyst - FP&A and IT Finance (Hybrid) / $$$ / GREAT Bonus / great benefits / growth opportunity / Utility Industry preferred

Salary: $95,000 - $130,000 per year

A bit about us

A leading U.S. energy company focused on providing electricity and natural gas safely, reliably, and affordably to millions of customers in the U.S. while working to provide an outstanding service experience for our customers, consistently ranking among the best in the U.S.

This role is Hybrid, and we are looking to hire talent in Providence, RI to be onsite 2 days per week. The ideal candidate will have at least 3 years of FP&A experience and be in a Senior or Lead position right now.

Why join us

• Top tier benefits
• Good vacation / time off package
• 401K / match
• HSA match
• Hybrid
• 10-20% bonus
• Tons of growth

Responsibilities

• 1. Lead the annual budgeting and quarterly forecasting processes, ensuring accuracy, timeliness, and alignment with strategic objectives.
• 2. Conduct regular variance analysis, identifying key drivers and providing actionable insights to leadership.
• 3. Develop and maintain complex financial models to support decision-making around strategic initiatives, capital investments, and potential mergers and acquisitions.
• 4. Drive the design and delivery of financial KPIs, providing regular updates to senior management.
• 5. Leverage advanced Excel skills and tools like PowerBI to analyze large datasets, identify trends, and present findings in a clear, concise manner.
• 6. Collaborate with cross-functional teams to understand business needs and translate them into financial plans.
• 7. Continually improve FP&A processes and systems to enhance efficiency and effectiveness.

Qualifications

• 1. A Bachelor's degree in Finance, Accounting, Economics, or related field. An MBA is preferred.
• 2. A minimum of 3 years of experience in financial planning and analysis (FP&A), ideally in a lead role.
• 3. Advanced Excel skills, including pivot tables, lookups, and complex formulas.
• 4. Proficiency in financial modeling, budgeting, and forecasting.
• 5. Strong experience in variance analysis and KPI development.
• 6. Proficiency in PowerBI or similar business intelligence tools.
• 7. Exceptional analytical and problem-solving skills, with the ability to translate complex financial data into actionable business insights.
• 8. Excellent communication skills, with the ability to present financial information and concepts to non-financial audiences.
• 9. Strong organizational skills, with the ability to manage multiple projects simultaneously and meet tight deadlines.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.