Lead Financial Analyst
Location : Eagan, Minnesota | Hybrid (2-3 days onsite per week)
Compensation : $130,000-$150,000 + 20% bonus
Position Summary
Are you a hands-on FP&A professional who enjoys building structure, owning forecasting processes, and partnering closely with senior finance leadership? This newly created Lead Financial Analyst role is designed to strengthen forecasting, consolidation, and internal reporting within a profitable, high-growth, private equity-backed organization. The position will work directly with the Vice President of Finance to establish a formal enterprise forecasting cadence and elevate financial visibility across the business.
This is a highly collaborative, working-lead role requiring both strategic thinking and day-to-day execution. The Lead Financial Analyst will serve as a financial partner to corporate functions and play a key role in enhancing financial systems, reporting, and analytical capabilities. The role will also directly support and guide a Financial Systems Analyst.
Essential Responsibilities
- Own and lead the quarterly forecasting process, including timeline management, assumption development, consolidation, and executive reporting.
- Partner closely with senior finance leadership to build and refine core FP&A processes for the organization.
- Support enterprise-level financial consolidations and internal management reporting.
- Act as the primary FP&A business partner for corporate and administrative functions, providing actionable insights and guidance.
- Analyze actual results versus forecast and plan; clearly communicate key drivers, variances, and business implications.
- Develop and maintain financial models to support performance analysis, strategic initiatives, and investment decisions.
- Utilize and enhance enterprise financial systems (Oracle Fusion, Hyperion, OneStream, or similar) to improve reporting accuracy and efficiency.
- Identify and implement process improvements across forecasting, reporting, and analytics, with an emphasis on automation and scalability.
- Collaborate cross-functionally to ensure financial alignment with strategic and operational objectives.
- Provide day-to-day guidance and oversight to a Financial Systems Analyst.
- Support ad hoc analysis and special projects for senior finance and executive leadership.
Minimum Requirements
Bachelor's degree in Finance, Accounting, or a related field required.Approximately 7+ years of progressive post-graduate finance experience.5+ years of direct FP&A experience required.Demonstrated ownership of a recurring quarterly forecasting process is required.Prior experience with financial consolidations and internal management reporting is required.Hands-on experience with enterprise planning or consolidation systems (Oracle Fusion, Hyperion, OneStream, or similar) strongly preferred.Advanced Excel and financial modeling skills required.Proven ability to operate as a hands-on lead in a fast-paced, evolving environment.Strong communication skills with the ability to translate financial data for non-finance stakeholders.Why This Opportunity
This role offers a rare opportunity to lead the build-out of a formal forecasting function within a financially strong, rapidly growing organization. You'll work directly with senior finance leadership, gain broad enterprise visibility, and play a central role in shaping how financial insights support business decisions. The position offers competitive base compensation, meaningful bonus potential, and long-term professional growth.
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