Lead Financial Analyst, insightsoftware
More information about location
Connected solutions for the office of the CFO
Be an early applicant
Connected solutions for the office of the CFO
1001+ employees
Be an early applicant
More information about location
1001+ employees
Company mission
To empower organizations with the financial confidence to achieve greatness.
Role
Who you are
- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred)
- 5+ years of experience in financial analysis, with at least 2 years in a leadership or lead analyst role
- Strong understanding of financial forecasting, budgeting, and financial reporting processes
- Advanced proficiency in Excel, financial modeling, and reporting software (e.g., Power BI, Tableau)
- Proven ability to work collaboratively with executives and senior leadership
- Exceptional communication skills, both written and verbal, with the ability to simplify complex financial data for non-financial stakeholders
- Strong attention to detail, organizational skills, and the ability to prioritize in a fast-paced environment
- Experience in managing EBITDA and contributing to profitability improvement strategies
What the job involves
- We are seeking a dynamic and detail-oriented Lead Financial Analyst to join our team. In this role, you will be a critical business partner to the executive team, responsible for delivering insightful financial analysis and reporting, and supporting decision-making processes.
- You will oversee ad hoc financial reporting, articulate key risks and opportunities in forecasts, and collaborate with senior leadership to effectively manage EBITDA. This is a high-impact role, requiring a mix of analytical rigor and the ability to communicate complex financial concepts clearly to non-financial executives
- Ad Hoc Financial Reporting: Prepare and present customized financial reports for executives, highlighting key metrics and insights that drive business performance
- Forecasting & Financial Planning: Work closely with executives to develop accurate financial forecasts. Monitor key financial performance indicators and adjust forecasts based on emerging trends, market conditions, and operational changes
- Risk & Opportunity Analysis: Identify and articulate risks and opportunities impacting financial forecasts and performance. Proactively communicate findings to leadership and suggest action plans
- EBITDA Management: Collaborate with senior leadership to manage and optimize EBITDA. Provide in-depth analysis on cost structures, revenue streams, and operational efficiencies
- Strategic Financial Support: Partner with business units to support key strategic initiatives, including capital investments, cost management, and growth opportunities, ensuring financial outcomes align with organizational goals
- Financial Insights & Recommendations: Develop actionable insights and recommendations based on financial analysis to drive decision-making and business performance improvements
- Cross-functional Collaboration: Work alongside other departments (e.g., accounting, operations, and sales) to gather data, align on business objectives, and ensure financial goals are met
- Executive Presentation: Present financial findings and forecasts to senior executives, translating complex data into understandable insights that facilitate strategic decision-making
Our take
With a goal to support efficiency in the office of the CFO, insightsoftware delivers solutions for finance, accounting, and operations. Its extensive offerings help users turn information into insights so that they can more strategically drive the success of their organizations.
The company boasts a global footprint and a host of positive case studies from clients across industries - a clear indicator that it is doing something right. The trend towards data-led operations has no doubt helped the company grow, as more and more leaders look to streamline their operations and unlock those crucial, competitive insights.
Lately, insightsoftware has been enhancing its offerings through a list of acquisitions, integrating capabilities such as business intelligence, improved analytics and new automations. Most recently, it acquired LeaseAccelerator which enhances its lease accounting and administration solutions as well as bolstering its US presence.
Steph
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 7 rounds)
Jul 2021
$1bn
GROWTH EQUITY VC
Nov 2017
$12m
SERIES D
Total funding: $1.1bn
Company HQ
North Raleigh, Raleigh, NC
Leadership
Michael Sullivan
(CEO, not founder)Former CEO of Acquia. Was also the SVP and General Manager of SaaS and Information Management at Micro Focus as well as the CEO of Autonomy Protect at HP Autonomy.
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