Lead Associate, Finance & Accounting

Responsibilities

• Own monthly and quarterly financial performance reporting for assigned business areas, including variance analysis against budget, forecast, and prior period results
• Lead budgeting and forecasting activities for assigned functions or business lines, gathering inputs, challenging assumptions, and consolidating actionable outputs
• Build, enhance, and maintain financial models to support scenario planning, investment decisions, and operational planning
• Translate complex financial data into clear insights, recommendations, and executive-ready materials for Finance and business leadership
• Identify key drivers of business performance and proactively surface risks, opportunities, and emerging trends that may impact financial results
• Partner cross-functionally with Accounting, Product, and business leaders to improve forecast accuracy, strengthen financial visibility, and support strategic decision-making
• Own the development and maintenance of management reports, dashboards, and KPIs across revenue, expenses, and business performance measures
• Analyze revenue streams, client fees, and associated costs to validate assumptions, explain results, and support planning decisions
• Support month-end and quarter-end close processes through financial review, data validation, and partnership with Accounting to ensure reporting accuracy
• Drive continuous improvement in planning, reporting, and data management processes, including automation opportunities and stronger governance of financial information
• Serve as a trusted finance partner to stakeholders by providing thoughtful analysis, challenging assumptions, and guiding financially sound decisions
• Contribute to broader Finance initiatives and may provide direction, guidance, or informal leadership on key deliverables, processes, or special projects

Requirements

• 3+ years of experience in FP&A, corporate finance, or accounting, preferably within financial services or a complex operating environment
• Bachelor’s degree in Finance, Accounting, or a related field or equivalent experience
• Demonstrated experience owning forecasting, budgeting, management reporting, and financial modeling responsibilities
• Strong understanding of financial statements, accounting concepts, and the relationships between operating drivers and financial outcomes
• Advanced Excel skills and experience with Oracle, NetSuite or similar ERP and planning systems
• Ability to synthesize large amounts of data into clear insights, recommendations, and executive-level communications
• Strong analytical, problem-solving, and decision-support skills with a high degree of accuracy and attention to detail
• Proven ability to work independently, manage competing priorities, and influence cross-functional stakeholders
• Strong communication and collaboration skills, with the ability to build credibility and serve as a trusted business partner

Technologies

• Excel
• Oracle
• NetSuite