Lead Financial Analyst – Remote (PST or CST)

Join an insurance firm as a Lead Financial Analyst on a remote basis. This role requires someone who started their career in audit / public accounting and then progressed to corporate FP&A. Responsibilities: Lead core FP&A processes and monthly financial analysis, ensuring the integrity of financial results through validating assumptions, reconciling outputs, identifying anomalies, and applying strong accounting and finance principles.

Own the annual operating expense planning and forecasting processes, including allocation methodologies, trend analysis and development of deep expertise in underlying financial drivers and details. Influence without direct authority to lead complex initiatives from concept through execution, create structure in ambiguous situations, and ensure critical deliverables and milestones remain on track.

Identify and implement process improvements that increase efficiency, consistency, and reporting quality. Skills required: Strong financial and accounting knowledge with the ability to independently evaluate results and challenge assumptions. Early experience in audit / public accounting essential. Experience leading complex financial processes, managing multiple workstreams, maintaining momentum, and communicating status effectively.

Clear and concise communication skills with experience preparing executive-level analyses, presentations, and recommendations. Financial services or insurance industry experience CPA, CFA, and/or experience leveraging or implementing Workday, Power BI, Tableau, Adaptive Planning, Hyperion, or similar reporting and planning tools preferred. Please apply or contact [email protected]