Lead Analyst-FP&A

Who we are: BAL is a team of brilliant people who change lives through elite immigration work and collaborative innovation. We pursue the exceptional in all that we do, but never at the expense of our values. There’s no denying our work is demanding, both in volume and pace, but we’re up for the challenge. We love the balance of hard work and fun – so, you’ll see us in jeans as we shatter glass ceilings and conventional stereotypes.

BAL employees feel valued, rewarded, and respected. We seek opportunities to be of service to others and our communities. We are committed to your growth and development, and want to set you up for success here at BAL and beyond.

Who you are: You are looking for work that has a purpose. You aren’t afraid to roll up your sleeves and get stuff done. You learn quickly. You move fast. You embrace challenge and detail as well as creative thinking. You believe you have something unique to contribute and you aren’t afraid to raise your hand. You understand that powering human achievement is ultimately about impacting a real person.

You are looking for a place to grow and an environment where everyone has a spot and is genuinely welcome.

We’re better together: A bright, driven person like you and an industry-leading powerhouse like BAL? It’s a perfect combination! We truly want to see you succeed here and become an integral part of our mission to provide an experience that makes a positive difference in people’s lives. Come be a part of something special, where you can have an impact and be valued just for being you!

In addition to competitive pay, a discretionary annual bonus, and a supportive, team oriented culture, we offer an outstanding benefits package that includes medical, dental, vision, disability, and life insurance, sick time, unlimited vacation, and 401(k) with company match.

OVERVIEW
:

We are seeking a forward-thinking Finance Manager to lead the modernization of our finance function through AI-driven automation while serving as a key strategic partner to senior leadership. In this role, you will identify, design, and implement AI and automation solutions that streamline finance processes, improve accuracy, and enable the team to focus on higher-value analysis. You will also support the organization's most important strategic initiatives, including mergers and acquisitions, by building robust financial models, conducting valuation and scenario analysis, and supporting due diligence and integration planning.

A core part of this role is translating complex financial information into clear, compelling narratives for decision-makers. You will own the development of executive presentations, including materials for the Finance Committee and Executive Committee, and ensure that leadership has timely, insightful, and well-structured information to guide strategic decisions. The ideal candidate combines strong financial acumen and modeling expertise with a passion for emerging technology, exceptional communication skills, and the ability to operate confidently at the executive level.

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PRIMARY RESPONSIBILITIES:

• Drive AI automation of financial processes, forecasts, and reporting, leveraging Databricks and Claude to modernize and scale finance workflows.
• Partner closely with Legal and Operations teams to build financial models that frame ambiguous business questions into structured analysis to support firm initiatives, and present output directly to senior leadership.
• Develop financial models to support Revenue, SG&A, Cash Flow, Working Capital, and Capital Investments.
• Lead M&A financial analysis and execution, including financial due diligence, deal modeling, synergy…