Lead Finance Analyst, Financial Planning

The Lead Finance Analyst, Financial Planning will oversee end-to-end financial planning activities, delivering forecasts, analytical outputs, and planning support for assigned functions or regions. The role collaborates closely with business leaders to translate business strategy into actionable financial plans while guiding junior analysts.

Location

Des Moines, IA (onsite)

Compensation

• Estimated Salary: USD 85,000 - 106,000 per yearly

Role Summary

The Lead Finance Analyst, Financial Planning is accountable for ownership of financial models, forecasting processes, and analytical deliverables. This position supports planning decisions through scenario analysis, KPI development, and executive-level reporting. In addition to partnering with business leaders, the role provides mentorship and guidance to analysts and senior analysts.

Key Responsibilities

• Own end-to-end planning activities, including budgeting, forecasting, and long-range planning, for assigned functions or regions
• Lead variance analysis and communicate insights into key drivers, risks, and opportunities
• Design, build, and maintain complex financial models and forecasting tools
• Develop scenario analyses to support strategic and operational decision-making
• Partner directly with business leaders to align financial plans with operational strategies
• Drive development of KPIs, benchmarks, and performance dashboards
• Lead preparation of executive-level presentations and reporting
• Identify and implement process improvements across planning cycles and systems
• Mentor and provide guidance to analysts and senior analysts
• Support system enhancements and data integrity initiatives
• Perform other duties and responsibilities as assigned

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Analytics, Economics, or related field; or equivalent years of experience
• 4–6 years of relevant FP&A or business finance experience
• Advanced modeling, analytical, and problem-solving skills
• Strong understanding of business drivers and financial performance management
• Experience working with planning systems, BI tools, and data environments
• Proven ability to influence stakeholders and communicate with leadership
• Ability to manage multiple priorities and lead initiatives
• Comprehensive knowledge of subject matter

Benefits

• Competitive pay
• Great benefits
• Vacation time
• Medical
• Dental
• Life insurance
• Disability
• 401(K) with company match
• Paid parental leave

Additional Information

• Travel frequency: 0–10%