The Lead Financial Analyst role reports to the Director of Financial Planning & Analysis for Embrace and focuses on independent, complex financial analysis that informs forecasting, planning, and performance management. This position partners with business leaders to translate financial insights into actionable recommendations.
Key Responsibilities
- Lead the creation of financial forecasts, annual budgets, long-range plans, and business performance analyses.
- Build and maintain complex financial models to evaluate strategic initiatives, investment opportunities, and operational decisions.
- Assess financial results to surface trends, risks, and opportunities, then provide recommendations to support business performance.
- Act as a finance partner to business leaders by delivering insights for strategic decision-making and operational improvements.
- Prepare and present financial reports, dashboards, and recommendations for senior leadership and key stakeholders.
- Lead cross-functional financial initiatives and support corporate projects with enterprise-wide impact.
- Own KPI reporting, performance measurement frameworks, and executive-level financial dashboards.
- Manage cash flow forecasting, liquidity analyses, and working capital recommendations.
- Drive automation, reporting enhancements, and process improvement initiatives that improve efficiency and decision-making.
- Mentor junior analysts and share best practices related to financial modeling, reporting, and business analysis.
- Independently conduct complex ad hoc financial, operational, and strategic analyses with minimal direction.
- Support regulatory reporting requirements and financial analyses connected to compliance initiatives.
Qualifications
- 8+ years of progressive experience in financial analysis, FP&A, corporate finance, accounting, insurance finance, or related fields.
- Proven ability to independently manage complex financial projects and influence business decisions.
- Experience partnering with senior leadership and cross-functional stakeholders to drive business outcomes.
- Strong capabilities in financial modeling, forecasting, reporting, and business analysis.
- MBA, CPA, CFA, or another advanced financial designation.
- Experience building executive-level reporting, dashboards, and performance metrics.
- Bachelor's Degree in Finance, Accounting, Economics, Business Administration, or a related field.
Location
Ohio (hybrid)
Compensation
Base pay range: USD 91,325 - 114,158 per year.
Placement within the range depends on job-related factors including experience, skills, and certifications.
This position is eligible for an annual bonus.
Benefits
- Comprehensive full medical, dental and vision insurance
- Basic life insurance at no cost to the employee
- Company paid short-term and long-term disability
- 12 weeks of 100% paid parental leave
- Health Savings Account (HSA)
- Flexible Spending Accounts (FSA)
- Retirement savings plan
- Personal paid time off
- Paid holidays and company-wide wellness day off
- Paid time off to volunteer at nonprofit organizations
- Pet friendly office environment
- Commuter benefits
- Group pet insurance
- On the job training and skills development
- Employee Assistance Program (EAP)
Interview Technology Notice
Please note that phone and video interviews or screenings may be recorded and transcribed using interview technology to support the recruitment process. By continuing with the interview, you consent to this use.
Text Messaging Notice
If you provide a mobile phone number, you may receive job-related communications via text message. Message and data rates may apply. You may opt out of text communications at any time by replying “STOP.”
