The Lead Financial Analyst focuses on providing first-rate financial support to the business units within Fortra to help them achieve their sales and financial goals. By acting as a finance business partner, the Lead Financial Analyst will work with executive and senior management across multiple functions and regions. The Lead Financial Analyst will be the “go-to” person for all financial metrics, ad-hoc analysis, financial model support, and budget/forecast support.

WHAT YOU'LL DO

• Manage headcount and 3^rd party expense planning and analysis for assigned department(s)
• Prepare monthly actual versus budget information packs for assigned department(s)
• Create full-year forecasting models for assigned department(s)
• Compile forecast and budget inputs from across departments into one consolidated output
• Ensure various monthly reporting requirements are completed and on-time from the other Finance Business Partners
• First-level review of work from Finance Business Partners to audit for errors or inaccuracies
• First-level review of executive commentary on monthly “actuals” reporting
• Reporting of financial metrics from Essbase and other various dashboards
• Ownership of monthly review and presentations in conjunction with department leaders
• Reporting on business case statuses, staffing levels, budget/forecast transfers, M&A activity, resource allocations, accruals/adjusting journals and other key KPIs for assigned department(s)
• Mentor and support Financial Analysts on the team to answer basic questions that may arise
• Actively recommend solutions to key issues/problems that may arise in assigned department(s)
• Perform ad-hoc financial analysis, as requested, for assigned department(s)

QUALIFICATIONS

• Bachelor's degree in business, finance, accounting, or another related field.
• 5+ year of experience working in finance / financial planning and analysis (FP&A) is preferred
• Demonstrated in-depth knowledge and command of the intricacies associated with strategy for each of assigned department(s)
• Ability to effectively prioritize multiple work responsibilities simultaneously
• Confident and effective communication skills – both electronically, verbally, and over video
• Advanced data and financial analysis, attention to detail, Microsoft Excel, and Microsoft PowerPoint skills
• Ability to work under pressure with (sometimes) limited supervision to meet deadlines
• Great team member who is willing to work in a collaborative and innovative way to continually improve the team’s processes and performance
• Experience partnering with executive leadership and department leaders, collaborating & providing key financial insights.
• Prior experience supporting IT, Development, and/or Dev Ops in a financial business partnership or Fin Ops role preferred