Financial Analyst, Lead

JOB SUMMARY

The Financial Analyst, Lead is the primary analyst leading the capital investment forecasting and reporting, long-term forecast objectives, development of complex financial analyses, maintaining financial models and providing timely, accurate, transparent and relevant financial information to key internal and external stakeholders. 

ESSENTIAL DUTIES & RESPONSIBILITIES

• Leads budgeting, forecasting and financial planning processes for capital investment.
• Responsible for the maintenance and ongoing assessment of complex financial models, including performing model modifications and upgrades to improve accuracy of financial projections. 
• Leads the development of long-term forecast objectives such as the annual five-year Business Plan, Goodwill impairment assessment and rate forecasting for customers.
• Manages and continuously improves processes for collection, organization and analysis of quantitative data used to develop capital investment and financial projections.
• Builds and maintains strong partnerships with departments across the organization to support objectives, make informed business decisions and provide end-to-end Finance support.
• Leads development of various financial reports and presentations for key internal and external stakeholders, including Senior Leadership Team and Board of Directors.
• Responsible for keeping a pulse on financial health and outlook of the business by measuring and monitoring actual performance against budgets, forecasts and internal goals.
• Develops complex financial scenarios, sensitivities and analyses related to special projects and ad hoc requests.
• Presents and communicates financial forecasts and/or other financial results/analysis to peers and leadership.
• Collaborates with other members of the Finance & Treasury teams to implement best practices and develop new frameworks for analyzing the business.
• Participates in cross-functional initiatives to improve processes, systems and automation.

• Provides direction to lower-level professionals and/or support staff. 

   

REQUIREMENTS

• Bachelor's degree with major in relevant business field (e.g., Accounting, Finance, Economics, etc.) or relevant, equivalent experience and/or education.
• Master's degree in business administration, finance or accounting preferred.
• Minimum of seven (7) years of related analytical experience preferably in budget development, financial modeling and project analysis.
• Ability to analyze and interpret complex financial models/information.
• Advanced problem-solving skills. 
• Ability to communicate effectively both verbally and in writing with superiors and individuals inside and outside the company.
• Advanced knowledge of Microsoft Excel and PowerPoint.
• Proficient in Microsoft Word. 
• Ability to work with minimal supervision in a team environment.
• Ability to multi-task and manage competing deadlines.
• Applicants must be authorized to work in the United States for any employer. ITC does not sponsor employment visas, such as H-1B or TN visas.