Lean Finance Specialist – Income Statement

Jobtailor; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking a seasoned finance professional to drive profitability and cost control in a Wind-based FP&A role. You will analyze P&L, connect GL data for accurate forecasting, and guide cross-functional teams in decision-making.

Responsibilities include leading small projects, developing performance metrics, and supporting weekly/monthly closes with clear stakeholder communication. Requires US work authorization and 5+ years experience in USA roles.

Qualifications

• Advanced experience in Finance & Income Statement for roles outside the USA.
• Bachelor's degree (or high school with experience) for non-USA roles.
• Bachelor's degree or high school with min 5 years experience for USA roles.
• Minimum 5 years of professional work experience for USA roles.
• Strong oral and written communication skills.
• Strong interpersonal and leadership skills.
• Ability to analyze and resolve problems.
• Ability to lead programs/projects.
• Ability to document, plan, market, and execute programs.
• Established project management skills.
• For U.S.-based positions, legally authorized to work in the United States.
• Successful completion of a drug screen, as applicable.

Responsibilities

• Track Orders, Backlog, Revenue, and Margin (CM) within Wind.
• Partner with P&L and functional leaders.
• Conduct analyses of key P&L lines and develop understanding of Income Statement KPIs.
• Develop knowledge of Data Requests, SAM Process, FP&A Masterfiles, and Profit Walks.
• Analyze performance and propose action plans to improve profitability and cost control.
• Support weekly pacing, closings, and monthly financial data reporting.
• Connect GL to the ledger to achieve accurate forecasting and pacing models.
• Solve problems and create or improve financial processes.
• Monitor development and support technical and analytical decision-making.
• Act as a resource for less experienced colleagues.
• Lead small, low-risk projects.
• Explain information and help team members reach consensus.
• Prioritize information for data analysis and make decisions using internal and limited external sources.

Skills

Advanced Finance Experience

Income Statement Analysis

Project Management Skills

Strong Communication Skills

Problem-Solving Ability

Leadership Skills

Interpersonal Skills

Oral Communication

Written Communication

Consensus Building

Education

Bachelor's degree from accredited university

High school diploma with relevant experience

Tools

Wind

FP&A Masterfiles

GL Ledger

Job description

• Track Orders, Backlog, Revenue, and Margin (CM) within Wind
• Partner with P&L and functional leaders
• Conduct analyses of key P&L lines and develop understanding of Income Statement KPIs
• Develop knowledge of Data Requests (DR), SAM (Sales and Margin) process, FP&A Masterfiles, and Profit Walks
• Analyze performance and propose action plans to improve profitability and cost control
• Support weekly pacing, closings, and monthly financial data reporting
• Connect GL to the ledger to achieve accurate forecasting and pacing models
• Solve problems and create or improve financial processes
• Monitor development and support technical and analytical decision-making
• Act as a resource for less experienced colleagues
• Lead small, low-risk projects
• Explain information and help team members reach consensus
• Prioritize information for data analysis and make decisions using internal and limited external sources

Requirements

• Advanced experience in Finance & Income Statement for roles outside the USA
• Knowledge level comparable to a Bachelor's degree from an accredited university or college, or a high school diploma with relevant experience, for roles outside the USA
• Bachelor's degree from an accredited university or college, or a high school diploma with minimum 5 years of experience, for roles in the USA
• Minimum 5 years of professional work experience for roles in the USA
• Strong oral and written communication skills
• Strong interpersonal and leadership skills
• Ability to analyze and resolve problems
• Ability to lead programs/projects
• Ability to document, plan, market, and execute programs
• Established project management skills
• For U.S.-based positions, legally authorized to work in the United States
• Successful completion of a drug screen, as applicable

Core Competencies

Demonstrates advanced financial analysis capabilities, including expertise in Income Statement KPIs, P&L management, and cost control strategies. Proven ability to lead projects, support financial reporting, and enhance decision-making processes through effective communication and problem-solving skills.

Highest-signal resume keywords

• Advanced Finance Experience
• Income Statement Analysis
• Project Management Skills
• Strong Communication Skills
• Problem-Solving Ability

Hard Skills

• Financial Analysis
• P&L Management
• Cost Control
• Data Analysis
• Forecasting
• Financial Reporting
• Analytical Decision-Making
• Program Execution
• Performance Monitoring
• Revenue Tracking

Soft Skills

• Leadership Skills
• Interpersonal Skills
• Oral Communication
• Written Communication
• Consensus Building

Industry Keywords

• Profit Walks
• Data Requests
• SAM Process
• Financial Processes
• U.S. Work Authorization

Tools & Technologies

• Wind
• FP&A Masterfiles
• GL Ledger