Lead Finance Job Description
Lead finance
provides counsel and leadership on future use of technology and business process improvements in the Non ERP Supply Chain and Finance areas.
Lead Finance Duties & Responsibilities
To write an effective lead finance job description, begin by listing detailed duties, responsibilities and expectations. We have included lead finance job description templates that you can modify and use.
Sample responsibilities for this position include:
Provide monthly forecasts that include entering actual expenditures, changing future costs for expenses, and creating the client’s requested Excel based reports
Coordinate month end close process liaising with other departments, locations and divisions nationally and internationally as appropriate
Take responsibility in driving process, system and control improvement initiatives
Learn and administer application settings including permissions, form creation, process definitions, notifications, reports
Provides proactive support in budget process, variance analysis and forecasting
Leverage your knowledge and network of contacts to help establish the required aftermarket systems, operating policies, processes and financial models for short term and long term success
Team Management, Performance reviews - Providing feedback, appraisals
Being a strategic Finance partner to the Brazil business
Leading, motivating and developing a team
Ensuring team skill sets and job roles evolve appropriately as the operation expands
Lead Finance Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Lead Finance
List any licenses or certifications required by the position: PMP, SAP, ACCA, MBA, CPA, FIRE, ITIL, CFA, MA, MS
Education for Lead Finance
Typically a job would require a certain level of education.
Employers hiring for the lead finance job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, Business, MBA, Economics, Business/Administration, Education, Management, Graduate, Information Technology
Skills for Lead Finance
Desired skills for lead finance include:
ERP environment
Proactively identify areas of concern to the Project Management team
Process
R2R processes like journal entries
Reconciliation
Finance and experience in a variety of Finance areas
ERP
Accounting principles
Microsoft office products
Excel
Desired experience for lead finance includes:
Developing and/or implementing Financial planning and analysis processes to ensure that the business is financially aware and responsible
Participating in the Commercial Leadership Team meetings ensuring financial performance is well understood, budgets and forecasts are appropriately challenged and commercial decisions reflect the financial reality
Being a strategic Finance partner to the Colombian business
Ensuring team skill sets and job roles evolve appropriately as the operation expand
Being a strategic Finance partner to the Mexico business
Consolidate invoices into funding request submissions in a timely manner to minimize gaps in funding
Lead Finance Examples
1
Lead Finance Job Description
Job Description Example
Our innovative and growing company is hiring for a lead finance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for lead finance
- Provide training for various functional areas and topics (such as the SOX Manager tool and process, account reconciliations and internal audits)
- Demonstrate broad set of principles and techniques, evaluate and analyze financial statements
- Effectively manages business risks
- Acts independently to uncover and resolve issues
- Implements initiatives in partnership with division leaders in support of the organization's strategic objectives
- Ensures compliance with established Accounting policies and procedures and NNSA regulations and helps ensure a sound internal controls environment
- Solves complex issues related to the interpretation and application of Accounting policies and procedures, and explores alternative solutions to improve company's financial reporting
- Uses financial reporting, customized as necessary and reasonable, to support financial requirements
- Uses financial modeling and accounting knowledge to help Division determine the most effective and efficient uses of available funding
- Advises Division Directors on the financial implications of strategies and tactics
Qualifications for lead finance
- Ensuring all finance processes are robust and the control environment is strong to meet Accounting, Tax and Management Reporting requirements
- Experience with SAP Business Planning and Consolidation for Microsoft is a plus
- 5-8 years of progressively responsible experience with Big 4 or regional public accounting firms, internal audit or government accounting with exposure to a manufacturing environment
- 8+ years of experience in an accounting or finance department within the Army or DoD
- Experience in working with legacy Army systems, including DTS, STANFINS, SOMARDS, RMT, RM Online, SARRS, PBUSE, SAMS, SAAS, and ULLS
- Knowledge of the use and application of internal control standards, including control environment, risk assessment, control activities, and monitoring
2
Lead Finance Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of lead finance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for lead finance
- Responsible for annual planning process the subsequent monthly financial forecasting and reporting
- Drive Process simplification wherever possible with new processes in place
- Review Account reconciliation periodically as prepared by shared services team and ensure good financial hygiene
- Support Field Finance Managers so that local and regional Presidents receive superior financial assistance
- Understand and document procedures of each Metro’s finance team
- Engages and effectively coaches to project and business leaders who are change sponsors
- Creates and manages sustainability plans to track adoption, utilization and proficiency of individual changes
- Champions Project Oryx Program Lead’s vision for product and service delivery
- Works with direct reports and peers to develop and implement strategies and goals
- Provides functional guidance for the service line teams
Qualifications for lead finance
- Leading, motivating and developing a small team including personnel from a Finance Outsource company
- Knowledge of federal financial management, federal acquisition regulations, and statement of budgetary resources
- Ability to comprehend financial requirements and determine the appropriate use of the government financial system to enter and analyze transactions and transactional data
- Experience with CDFM, CGFM, internal controls, audit readiness and preparedness, Sarbanes-Oxley, GAAS, GAAP, or FAR and DFAR
- BA or BS degree in Accounting or Finance preferred
- Advanced knowledge of SAP Financials preferred
3
Lead Finance Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of lead finance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for lead finance
- Work/partner with shared services team in China and ensure accurate accounting entries are made
- Effectively translate and support specific financial accounting & compliance guidelines (GAAP, local stat., tax rules, ) into practical business solutions
- Manage headcount billing and cost plus billing on a monthly basis, track and account for receipts
- Build the Annual Operating Plans for the site, review with multiple stakeholders and finalize the same
- Submission of monthly estimates, adhoc Risks/Opportunities submission based on HQ requests
- Prepare budgets at team level and track actual vs budget, report variance to gatekeepers
- Analyze avenues to save cost and at times find opportunities to spend for critical activities not forecasted for earlier
- Lead and co-ordinate for Statutory & Tax Audit with all required information and resolve audit queries
- Manage Treasury related activities by partnering with the China Treasury team
- Oversee AP and FA related activities carried out by shared services team in China
Qualifications for lead finance
- Excellent written and spoken English and Portuguese
- Align local processes to global processes
- Identify performance gaps, and work to develop and implement corrective actions
- Guarantee compliance with policies and procedures for assigned activities during the transition
- Minimum of 4 years of work experience in a finance role in an international environment
- Previous experience in change management, project management, consulting will be a plus
4
Lead Finance Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of lead finance. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for lead finance
- The Incumbent will be responsible for daily reconciliation and accounting of Sub Ledger Control Accounts for AECB & FSB Banks
- The incumbent will facilitate payments of third party vendors invoices for services used by the banks and also handle queries related to invoicing process
- Work with the other IT Business Process Functional Teams, Application Development Teams, and Technology Services Teams on complex integration requirements
- Be a visible contributor on IT Service Management process
- Lead the strategic aspects of the annual operating plan and budget process for the company
- Ownership for partial reporting and detailed analyses around business areas, specific for each Team across Americas, Europe, Middle East and Africa Asia region
- Leverage various reporting / database / models tools to detailed reporting all business financials
- Follow periodical trends on those reports to catch any outliers and report out to Lead Analysts
- Being key point of contact for business and finance partners (including Manufacturing Plants) to clarify on the respective area analytics
- Active participation in project focused on tools / processes / KPIs simplification
Qualifications for lead finance
- First experience in presenting findings or conclusions to (senior) leadership
- Fluent in written and spoken English, other European languages will be a plus
- Ability to travel up to 75% of working time (4 days a week)
- Proficiency in English, Ukrainian and/or Russian
- Good knowledge of SAP data and experience with SAP BR
- Prior experience of managing full cost base, including deployed payroll, desireable
5
Lead Finance Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of lead finance. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for lead finance
- The incumbent will support various audits performed on both the banks
- Understanding advanced, integrated business processes
- Working pro-actively with the business to understand their strategic direction and how to support the execution of their strategies most effectively
- Comprehending and performing challenging configuration tasks and testing
- To prepare and approve the budget, expenses of the business units and other expenses
- Lead scenario modelling efforts for the development and growth of the portfolio
- To lead and manage the preparation of the TSD NA’s bids and proposal financial and commercial content, ensuring a consistent quality, uniformity and timely delivery
- Manage the preparation of monthly forecast for bid and marketing expenses as well annual budget (SBP2) for these activities
- Perform lead role in units Trade Financed activities relating to new business
- Review bid requirements for the purposes of (1) identifying issues that need timely action and (2) Identify areas of commercial risk and opportunity
Qualifications for lead finance
- University degree in Organizational Development, Human Resources, Psychology or related discipline strongly preferred
- 3+ years of experience within Oracle finance applications
- 5-10 years of relevant working experience within consulting/Oracle/Finance applications implementation
- Experience working with larger implementation projects
- High cultural awareness to be able to manage, inspire and lead diverse teams
- Inclusive, proactive, result-oriented and customer-focused attitude