Financial Lead Job Description
Financial lead
provides solutions to problems presented by staff and recommends changes to accounting system, methods or procedures to management, utilizing knowledge of accounting principles and practices.
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:
On a daily basis, review, analyze and process Requests for Authorization (RFAs) in the RFA System in accordance with the Company’s Delegation of Authority for assigned Groups and/or Corporate Functions
Evaluate and assess completed analyses requiring application of financial concepts and/or tools (e.g., NPV, IRR, Discounted Cash Flow, economic analysis)
Deploy training & best practices to build field capabilities & drive RFA efficiencies
Maintain RFA System master data, security access
Perform financial planning, budgeting, forecasting and analysis, including comparison of financial estimates vs
Work on cost out initiatives (cash generation, regionalization, productivity, ) driving business direction and strategy
Support the monthly closing and rolling forecast processes
Prepare and communicate insightful analysis for monthly operating reviews
Leading team efforts which includes scheduling and planning for auditors’ development
Mentor teammates and provide training to internal customers
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:
Excel
SAP
SAP and EPM
Financial principles
Hyperion and Business Objects
Practices & procedures and general accounting practices & principles
Budgeting and forecasting
Methods policies and procedures
Financial software applications programs and Microsoft Word
MS Word
Desired experience for financial lead includes:
Ability to engage with team and clients with high integrity and a business focus by offering unbiased advice and interest in serving clients’ needs
Ability to prepare a variety of financial statements, reports and analyses accuracy in working with large amounts of data
Experience working with financial system reporting environments (i.e., IBM TM1, Cognos)
Experience working with financial system reporting environments (i.e., Essbase, IBM TM1 or Cognos, INEA)
Exposure to working with Global Customers
Bachelor's Degree in Finance, Accounting, or equivalent field and will preferably have a CPA or MBA
Financial Lead Examples
1
Financial Lead Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of financial lead. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial lead
- 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
Qualifications for financial lead
- 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
2
Financial Lead Job Description
Job Description Example
Our growing company is hiring for a financial lead. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial lead
- 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
Qualifications for financial lead
- 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
3
Financial Lead Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of financial lead. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial lead
- 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
Qualifications for financial lead
- 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
4
Financial Lead Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of financial lead. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial lead
- 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
Qualifications for financial lead
- 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
5
Financial Lead Job Description
Job Description Example
Our company is hiring for a financial lead. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial lead
- 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
Qualifications for financial lead
- 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