Lead Financial Analysis-Statements & Allocations

About the role

The Lead Financial Analyst oversees, maintains, and continuously enhances the business intelligence, allocation logic, and driver-based methodologies within the PDAI financial allocation engine. This role requires a highly analytical, self-motivated individual who is comfortable operating across multiple organizations and engaging with leadership, including skip-level management.

Responsibilities

• Allocation & Driver Logic Ownership
• Develop, maintain, and enhance driver-based methodologies and the driver creation process, utilizing multiple systems and cross-functional teams.
• Translate business activities into quantifiable drivers, such as volume, usage, headcount, revenue, or cost-causation metrics, to support accurate allocations.
• Evaluate and refine driver logic to improve accuracy, transparency, and alignment with evolving business needs.
• Driver Governance & Controls
• Establish and maintain governance over driver inputs, including data sourcing, validation, and documentation.
• Partner with cross-functional teams to validate driver assumptions and ensure proper representation of business activities.
• Maintain clear documentation of driver logic, data sources, and calculation methodologies to support audits and reviews.
• Financial Integrity & Close Support
• Support month-end close by validating allocation outputs, including both rule execution and underlying driver inputs.
• Ensure financial integrity across outputs through monthly reconciliations, validations, and journal entries, where required.
• Budgeting, Forecasting & Scenario Analysis
• Support budgeting and forecasting processes using driver-based modeling techniques.
• Perform what-if and sensitivity analyses based on changes in key drivers.
• Partner with finance and business teams to assess the impact of operational changes on allocation outcomes.
• Reporting & Business Partnership
• Deliver standardized reporting and dashboards highlighting driver trends, allocation outcomes, and key variances.
• Act as the subject matter expert for allocation logic and driver methodologies for PDAI stakeholders.
• Communicate insights clearly to business partners, including the financial impact of driver changes.
• Process Improvement & Innovation
• Identify opportunities to automate driver ingestion, validation, and reporting processes.
• Continuously improve the efficiency, transparency, and scalability of allocation and driver processes.
• Recommend enhancements to business intelligence, data quality, and allocation frameworks.

Requirements

• 3+years of experience in financial or general large-scale data analysis.
• CPA or MBA preferred.
• Experience with Power BI, dashboard tools, and Agentic AI.
• Excellent written and verbal communication skills.
• Strong leadership skills.
• Experience with financial and accounting systems and/or interest in deepening Financial skillset.
• Advanced technical skills, including Oracle Cloud, SQL, Python, general data flow/systems understanding and metadata management.

Skills

• 3+years of experience in financial or general large-scale data analysis.
• CPA or MBA preferred.
• Experience with Power BI, dashboard tools, and Agentic AI.
• Excellent written and verbal communication skills.
• Strong leadership skills.
• Experience with financial and accounting systems and/or interest in deepening Financial skillset.
• Advanced technical skills, including Oracle Cloud, SQL, Python, general data flow/systems understanding and metadata management.

Qualifications

• Bachelor’s degree (BS/BA) desired.
• 5+ years of related experience.

Benefits

Our Lead Financial Analysis jobs earn between $118,800.00 - $178,200.00 USD Annual. Not to mention all the other amazing rewards that working at AT&T offers. Individual starting salary within this range may depend on geography, experience, expertise, and education/training.

Pay

$118,800.00 - $178,200.00 USD Annual

Schedule

Regular