Financial Lead Job Description
Financial Lead Duties & Responsibilities
To write an effective financial lead job description, begin by listing detailed duties, responsibilities and expectations. We have included financial lead job description templates that you can modify and use.
Sample responsibilities for this position include:
Financial Lead Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Lead
List any licenses or certifications required by the position: CPA, CAC, PMP, CAAS, MBA, SOX, CMA, SAP, CFA, IRS
Education for Financial Lead
Typically a job would require a certain level of education.
Employers hiring for the financial lead job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, Education, Economics, MBA, Business/Administration, Technical, Engineering, Science
Skills for Financial Lead
Desired skills for financial lead include:
Desired experience for financial lead includes:
Financial Lead Examples
Financial Lead Job Description
- Provide ad hoc financial support to FP&A director and senior finance leadership and/or participate in special projects as required, such as long term planning, resource allocation, strategic development projects, corporate requests, presentations to management
- Support Chicago, Detroit and Minneapolis office leadership team and other key customers by performing analysis and effectively communicating key takeaways and recommendations on key performance metrics
- Own and manage initiatives from start to finish
- Prepare financial reports and analysis to support business objectives
- Act as a thought partner for local partner group to help lead business forward on multiple dimensions
- Act as finance liaison for functional managers
- Prepare materials/content on key financial metrics and present to local partner group as required
- Build financial system expertise, local development of financial applications, policies and procedures to ensure financial integrity and controls
- Own the development and management of the income statement and B/S for The Climate Corporation
- Lead and partner with the business in the development of Long-Range Plans for specific business lines, Budget and forecast management
- Ability to pass U-4 verification
- Develop detailed understanding of legal entity structure and purpose, IFRS versus USGAAP Accounting differences management reporting views in order to provide the appropriate reporting results
- Audit Requests – Fulfil all requests from internal and external auditors and be able to provide proper support and analysis
- Compilation of monthly financials (P&L, B/S, Free Cash Flow, Indirect Spend, ) and first level analysis for monthly reviews by Finance & Operational Leaders
- Bachelor's in Finance, Accounting, Economics, or Business
- 5+ years relevant work experience ideal
Financial Lead Job Description
- Communicate with management at the Organization, subsidiaries, affiliates, other third parties, as to project status and completion deadlines
- Included in this process will be communication with management at the organization, subsidiaries, affiliates, other third parties, as to project status and completion deadlines
- Perform variance analysis on a monthly basis to generate reports for management
- Oversee cash flow management and forecasting process
- Strong communication to effectively partner with all levels in the organization external clients
- Prepare all FP&A presentation material for Executive Reviews, BOD, Budget Reviews, Investor site
- Build annual project budgets/plans and forecasts around portfolio strategic initiatives and project plans
- Provide business partnership to the PMO and project managers
- Manage overall project portfolio budget, including labor cost and capital expenditures
- Develop, implement and deploy a global set of KPI’s and metrics that accurately articulate business performance for past, present and forecasted future business
- Experience in professional services environment a plus
- Ability to successfully interact with all levels of management and staff
- Deep understanding of Finance/Procurement GSM
- Sound understanding of merger integration processes
- Sound understanding of business operations
- Strong experience developing Board of Director level documents Investor Relations related communication
Financial Lead Job Description
- Resolves project issues through direct action or escalation when appropriate
- Collaborates with project team to create and maintain project documentation based on requirements development
- Analyze operational and financial data, investigate variances, identify business drivers, and evaluate their impact on planned objectives
- Manage accounting and planning for the regional warranty expense
- Lead all internal controls processes for the regional headquarters ledgers such as action closure from audits, Design Self Assessments (DSAs), and system access reviews
- Drives program accounting practices across the Vehicle Group regions and product lines
- Leads the preparation and analysis of the 5 year strategic plan, annual operating budgets and capital budgets
- Leads the consolidation of the quarterly financial forecasts (and outlooks) including comparisons to prior forecasts, the financial plan and prior year results
- Facilitate month end close process including preparation of journal entries, analysis of monthly variances to forecast/plan, and preparation of bridges
- Review monthly financial results and business metrics and proactively work with Global Controls Product Development to improve actual financial results consistent with operating plan commitments and objectives
- Engaged team of employees
- Extensive experience managing business unit P&Ls
- Strong communicator with proven ability to synthesize mountains of data into clear, direct and actionable senior executive materials
- 3+ years of Finance experience, specifically revenue and cost accounting experience a plus
- Experience with ERP software is required
- Lead the Hyperion Financial Management Built teams globally to run concentric sessions on the best practices, delivery mechanism, implementing inbound & outbound queues
Financial Lead Job Description
- Effectively run team meetings and cross functional initiatives -- following up and following through to drive results
- Assist in coaching and development of the associates on the team
- Must be able to develop, build and maintain strong positive relationships with team members in multiple locations
- Identify internal and external training tools to address competency gaps
- Communicate with management, staff members and associates regarding employee training needs
- Organize, develop or source specific training tools to meets training needs
- Map out training plans for individual employees or mass group of employees
- Provide feedback to management
- Interact with the field to ensure patient starts and treatment finishes are addressed prior to the patient finishing their course of treatments
- Implement new processes with the assistance of the Senior Manager
- Ability to communicate effectively and develop business partnerships with both finance and non-finance customers
- Agility – Ability to perform in ambiguous situations often with incomplete information
- Ability to work well both independently and as a team
- Possess extreme attention to detail and produce accurate work
- At least 3 years of demonstrable FP&A experience
- 7 to 10 years of demonstrable experience FP&A experience
Financial Lead Job Description
- Acts as an integral part of the management reporting process, reviewing invoices, charges, and budget performance, and bringing key financial issues, variances and discrepancies to the attention of Customer and Service Provider and recommends corrective action
- Presents financials to Project team and finance and business managers
- Establishing business partnering relationships with key business contacts, working closely with clients to define financial and operational metrics, analytics, reporting and advisory services in support of business objectives, planning and executive review
- Establishing and executing financial controls and accounting procedures
- Delivering relevant financial and operational reporting packages, including business performance / results and variance analysis for expense, headcount and capital in a timely and consistent manner
- Establishing annual operating and capital budgets, monthly financial outlooks and long-range plans in line with corporate objectives
- Overseeing and monitoring monthly close, meeting all monthly deadlines on a consistent basis
- Managing monthly account reconciliation process for departmental accruals and related balance sheet accounts
- Preparing financial and operational dashboards and other presentations for Executive Management, both on a regularly scheduled and ad hoc basis
- Identifying, communicating, and managing financial risks and opportunities
- Demonstrated ability to achieve business results in an environment of ambiguity, conflict, and constantly changing business needs
- Must have ability to lead, influence, manage, collaborate and build relationships with individuals across the organization and achieve results through those who are not direct reports
- Must be able to communicate highly detailed and technical financial information in a concise and understandable way to all levels of the organization
- Must be results-oriented, a consistent top performer in meeting or exceeding goals, and proficient in decision-making and implementing viable solutions based upon sound judgment, analysis and knowledge/experience
- Masters degree in Accounting, Finance a plus
- Extensive knowledge of financial functions and healthcare industry