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Lead Financial Analyst

Lead Financial Analyst

VirtualVocationsMilwaukee, Wisconsin, United States
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A company is looking for a Lead Financial Analyst to join their Finance team.

Key Responsibilities

Lead the annual budgeting process and ongoing forecasting efforts

Support monthly and quarterly FP&A processes, including reporting and variance analysis

Provide financial guidance for key business decisions, including capital raising and M&A

Required Qualifications

5-8 years of progressive Finance / FP&A experience in the SaaS sector or investment banking

Strong background in Excel financial modeling and valuation methods

Deep understanding of financial statements and SaaS metrics

Exposure to AI / automation tools is preferred

Bachelor's degree in Finance, Economics, Accounting, or related field; CFA, CPA, or MBA preferred

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Financial Analyst • Milwaukee, Wisconsin, United States

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