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

Jobot; Providence (RI); Hybrid; USD 95,000 - 130,000; Full time

Benefits offered by this job

Top tier benefits

Vacation / time off

401K / match

HSA match

Hybrid

Bonus 10-20%

Growth opportunities

Job summary

Jobot is seeking a Lead Financial Analyst specializing in FP&A and IT Finance for a hybrid role in Providence, RI. The position offers $95,000–$130,000 per year, a strong bonus potential, and a comprehensive benefits package.

The ideal candidate has at least 3 years of FP&A experience, advanced Excel and PowerBI skills, and a track record of building financial models, budgeting, and forecasting to support strategic initiatives.

Qualifications

• 3+ years FP&A experience, lead role preferred.
• Strong Excel skills with pivot tables and lookups.
• Experience in budgeting, forecasting, and financial modeling.
• Ability to translate data into actionable business insights.

Responsibilities

• Lead the annual budgeting and quarterly forecasting processes with accuracy and timeliness.
• Conduct variance analysis and identify key drivers for leadership.
• Develop and maintain financial models for strategic initiatives, capital investments, and potential M&A.
• Drive the design and delivery of FP&A KPIs and senior management reporting.
• Leverage Excel and PowerBI to analyze large datasets and present findings clearly.
• Collaborate with cross-functional teams to translate business needs into financial plans.
• Continually improve FP&A processes and systems for efficiency.

Skills

FP&A

Advanced Excel

PowerBI

Financial modeling

Budgeting

Forecasting

Variance analysis

KPI development

Communication skills

Leadership

Education

Bachelor's degree in Finance or related field

MBA (preferred)

Tools

Excel

PowerBI

Job description

Job Details

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

This Jobot Job is hosted by: Joseph Sipocz

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.

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