Lead Financial Analyst
Job in
Durham, Durham County, North Carolina, 27703, USA
Listed on 2026-07-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Compliance, Corporate Finance -
Accounting
Financial Analyst, Financial Reporting, Financial Compliance
Job Description & How to Apply Below
Responsibilities
- Lead key financial processes and expense categories, helping solve complex business challenges through forecasting, planning, and financial modeling across areas such as profitability, liquidity, and operating expenses
- Gather business requirements, translate data into meaningful insights, and influence decision-making at the VP and SVP level
- Provide mentorship and guidance to junior analysts while helping manage workflow and priorities
- Deliver advanced analytics, improve reporting capabilities, and identify opportunities to leverage emerging technologies for more efficient and effective financial processes
- Anticipate opportunities to tackle the most complex and/or unique business problems, providing proactive financial solutions with holistic and forward‑looking perspectives to enable better decision making by senior management
- Consistently interact with senior management becoming their trusted advisor on all financial issues
- Bachelor's degree in Business, Accounting, Finance, Economics; OR a related field
- 8 years financial/accounting analysis experience to include 2 years leading strategic financial/accounting opportunities
- Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA or CFA designation, and 6 years of financial / accounting analysis experience to include 1 year leading strategic financial/accounting opportunities
- Subject-matter-expert knowledge of data analysis and relevant technical accounting/finance acumen required
- Subject-matter-expert level of business acumen in the areas of the financial services operations, finance/accounting industry practices and emerging trends required
- Experience communicating complex financial/accounting topics to a variety of audiences
- Experience using financial/accounting technologies and proposing recommendations for improvements
- Experience using Microsoft Office Excel for significant financial data analysis and reporting
- Working knowledge of GAAP
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