Lead Financial Analysis-Statements & Allocations

This position requires office presence of a minimum of 5 days per week and is only located in the location(s) posted. No relocation is offered. Overview

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.

This position is responsible for the design, governance, and execution of underlying expense and revenue drivers used in the financial allocation process. The role ensures alignment with financial controls, transparency, and business intent, and plays a critical part in supporting financial close, budgeting, and strategic planning processes while driving continuous process improvement and automation.

• 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.

• Ensure allocation drivers are well-defined, consistently applied, and traceable to source systems.

• Evaluate and refine driver logic to improve accuracy, transparency, and alignment with evolving business needs.

• 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.

• 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.

• 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.

• 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.

• 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.

• Leverage knowledge of financial systems and close processes.

• Conduct complex analyses, ad hoc requests, and special projects with minimal supervision.

• Build and maintain strong cross-functional relationships and influence decision-making through data-driven insights.

• 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.

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

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Our Lead Financial Analysis jobs earn between $ - $ USD Annual. Not to mention all the other amazing rewards that working at AT&T offers. Individual starting salary…