Lead Financial Analyst - Remote (PST or CST)

About the role

Join an insurance firm as a Lead Financial Analyst on a remote basis. This role requires someone who started their career in audit / public accounting and then progressed to corporate FP&A.

Responsibilities

• Lead core FP&A processes and monthly financial analysis, ensuring the integrity of financial results through validating assumptions, reconciling outputs, identifying anomalies, and applying strong accounting and finance principles.
• Own the annual operating expense planning and forecasting processes, including allocation methodologies, trend analysis and development of deep expertise in underlying financial drivers and details.
• Influence without direct authority to lead complex initiatives from concept through execution, create structure in ambiguous situations, and ensure critical deliverables and milestones remain on track.
• Identify and implement process improvements that increase efficiency, consistency, and reporting quality.

Requirements

• Early experience in audit / public accounting essential.
• Experience leading complex financial processes, managing multiple workstreams, maintaining momentum, and communicating status effectively.
• Clear and concise communication skills with experience preparing executive-level analyses, presentations, and recommendations.
• Financial services or insurance industry experience.
• CPA, CFA, and/or experience leveraging or implementing Workday, Power BI, Tableau, Adaptive Planning, Hyperion, or similar reporting and planning tools preferred.