Lead Financial Job Description
Lead Financial Duties & Responsibilities
To write an effective lead financial job description, begin by listing detailed duties, responsibilities and expectations. We have included lead financial job description templates that you can modify and use.
Sample responsibilities for this position include:
Lead Financial Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Lead Financial
List any licenses or certifications required by the position: CPA, CAC, PMP, CAAS, MBA, SOX, CMA, SAP, CFA, IRS
Education for Lead Financial
Typically a job would require a certain level of education.
Employers hiring for the lead financial 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 Lead Financial
Desired skills for lead financial include:
Desired experience for lead financial includes:
Lead Financial Examples
Lead Financial Job Description
- Prepares, analyzes and reviews quarterly forecasts, annual profit plans, three year financial plans and five year strategic plans for the consolidated corporation
- Partner with VPs, Directors and other senior leaders to provide financial recommendations
- Model, analyze and forecast metrics that drive budgeting, forecasting and business decisions
- Perform analytics and create reporting
- Proactively identify opportunities and initiate actions that will enhance operating profit through improved pricing, portfolio mix, processes or other commercial proposals
- Develop pricing strategy and design
- Implement pricing models that are consistent with that strategy
- Evaluate client trends and profitability in order to identify and capitalize on profitability improvement opportunities
- Effective framing and presentation skills on specific analytics/projects
- Addresses problems with moderate complexity
- The ideal candidate for the position is an accomplished accounting or finance professional with a minimum of 6 plus years of experience in providing financial, strategic, and operational analysis
- Bachelor’s degree in Finance, Statistics or Economics
- Sound analytical and statistical skills, ability to analyze complex models and metrics
- Challenges traditional way of doing things
- Self-motivated, takes initiative, possesses creative problem-solving skills and willingness to offer suggestions for improvement
- Exercises judgment in managing confidential/sensitive information
Lead Financial Job Description
- Deliver valuable and timely analysis to executives to support sound business decision making
- Drive business analysis, valuation and financial modeling support for business expansion, new product launches and other ad-hoc analysis
- Assist in the integration of newly acquired companies
- Control of Policies and Procedures, Internal Audit requirements
- Provide monthly business updates to the Climate Leadership Team
- Champion process improvement and implementation of best practices, including those non related to FP&A
- Influence of other functions outside of own business area
- Respond to strategic changes in the business impacting processes such as geographic expansion, drive continuous improvement changes
- Ensures that when changes to the system attributes are required solutions are scalable & compatible with the way the master is structured
- Produce required budget templates and documentation for the annual budget for various functional areas
- Ability to implement innovative approaches to presentation of analyses results through charts, graphs, and/or maps
- Good team lead
- Any Oracle/Hyperion Certification will be looked on favourably
- Minimum 1year of supervisory experience required
- Bachelor’s Degree in Finance or Financial Planning strongly preferred and weighted
- Professional designation of Certified Financial Planner (CFP), or Chartered Financial Analyst (CFA) or Retirement Income Certified Professional (RICP) or working towards one of these designations is strongly preferred
Lead Financial Job Description
- Monthly, quarterly, and annual close activities include variance analysis, bridge preparation, and management reporting
- Annual plan development and recurring forecasting
- Lead or participate in more complex financial analysis projects
- Develop and maintain financial models to support annual plan, recurring forecasts, and other business needs
- Prepare ad hoc and recurring reports as requested
- Lead or participate in strategic initiatives such as new software implementation or process development/improvement
- Manages large complex projects and coordinates the management of multiple related projects
- Identifies, assembles, assigns responsibilities and interfaces with all areas affected by the project including all key stakeholders and vendors
- Leads project review meetings, documents project status, creates and administers project plans, resolves issues and reports critical items including action plans to management
- Communicates with Project Management counterparts, customers and project stakeholders to ensure continued alignment with project objectives
- Bachelor's degree or equivalent (MBA preferred) or equivalent combination of education and experience
- Minimum of five to seven years related financial and business analysis experience and/or training
- Strong written and oral communication skills and be able to work effectively with all levels of operational personnel
- Demonstrated track record of success in achieving high-impact business results
- Excellent negotiating skills and ability to influence
- Advanced analytical skills should include a strong, proven ability to frame and analyze complex issues and problems
Lead Financial Job Description
- Support and assess capital investments, business development, due diligence, third-party deals, partnerships, business evaluation proposals
- Degree of change & uncertainty
- Understands the performance of Corporate departments’ respective cost centers in order to explain past financial results and to provide financial guidelines to improve financial results
- Reconciliation of liabilities (records) to assets (Mutual Fund Positions) -- Performs daily share balance reconciliation between the records of the recordkeeping system to those of the trust
- Cash Reconciliation and Money Movements- Perform daily cash reconciliations for the established demand deposit accounts (DDA's)
- Dividend Analysis and Postings- Acquire and post all dividend transactions to the recordkeeping system by the established time frames
- Analysis/Problem Solving - Possesses and applies knowledge of the completion of complex assignments
- Accounting Systems and Other Financial Control Applications - Possesses broad knowledge of many accounting systems, may recommend changes to currently used system to expedite problems
- Special Studies/Projects - Conducts studies which lead to development and/or recommendation of accounting methods and procedures
- Solve complex issues in a timely manner -- prioritization, focus and multitasking abilities are critical
- Detailed knowledge and/or experience with technology concepts and Software Development Life Cycle methodologies (e.g., Agile, Iterative, Waterfall)
- Strong leader with demonstrated sound business judgment
- Extensive experience with processes in Finance, Accounting or Controlling
- Base knowledge of corporate functional operations
- Strong analytical and problem-solving skills are required to understand and appropriately respond to a variety of business process issue
- Degree in Finance, Accounting or Business from a top university
Lead Financial Job Description
- Reviewing changes in patient estimate amounts and approving or rejecting those changes for the financial counselors in the field
- Reviewing financial assistance applications from the Financial Counselors in the field and ensuring all proper documentation was received
- Oversees the timely and accurate preparation of Service Provider's billing, including all invoices and supporting information associated with the Master Services Agreement
- Responsible for overseeing and leading all Financial Management processes
- Participates in financial planning functions
- Ensures that appropriate financial controls are in place
- Provides all financial reporting to Customer in accordance with the Master Services Agreement
- Manages an extended team that is responsible for the financial preparation of proposals and profit and loss statements using appropriate financial tools
- Performs analysis of revenue, cost and gross profit for Projects
- Maintains good audit posture through use of approved tools, processes and evaluation methodologies
- A Master’s degree in Finance, Accounting, Audit or a similar background (cand.merc., cand.merc.aud
- Management experience – both in direct staff management project management
- Exposure from working with external relations (auditors, banks )
- Bachelor’s degree in Accounting, Accounting Information Systems or Finance
- Proficiency in both Accounting & Auditing to assess the financial process implications of business strategies, monitor and ensure compliance with financial policies & procedures, ensuring the accuracy of financial data within end-to-end business processes
- Proven ability to manage large-scale, complex change efforts and projects, including the design, development, and implementation of innovative business capabilities intended to achieve strategic direction