Lead Finance Modeling Analyst

JOB SUMMARY

The Lead Finance Analyst will serve as a key strategic and analytical leader within the Finance organization, responsible for leading scenario modeling, financial decision support, diligence and board reporting support for the organization’s highest-priority initiatives.

Reporting to the Vice President of Finance, this role will partner closely with executive leadership and cross-functional teams to evaluate major investments, capital projects, transactions, commercial opportunities, and other strategic initiatives. The Lead Finance Modeling Analyst will also provide analytical and financial support for CEO & CFO priorities and special projects, translating complex or ambiguous business questions into structured analyses and clear recommendations.

This is a highly visible, hands-on role requiring a combination of rigorous financial analysis, transaction experience, business judgment, and executive communication. The successful candidate will be equally comfortable building sophisticated financial models, leading cross-functional diligence processes, challenging key assumptions, and presenting recommendations to senior leadership.

Candidates with backgrounds in investment banking, private equity, corporate development, transaction advisory, strategic finance, or similarly rigorous financial environments will be considered for this position.

All activities will be performed in support of the strategy, and vision of the organization. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. All activities must be in compliance with Equal Employment Opportunity laws, HIPAA, ERISA, and other regulations, as appropriate.

EDUCATION AND EXPERIENCE

• 4 year / Bachelor's Degree Finance, Accounting, Economics, Business, Engineering, or related field (Required)
• 8-10 years of relevant experience (Required)
• Meaningful experience in one or more of the following:
  • Investment banking
  • Private equity or infrastructure investing
  • Corporate development
  • Transaction advisory or financial due diligence firm
  • Advanced FP&A or investment analysis within a complex operating organization
• Demonstrated experience building sophisticated financial models and evaluating strategic alternatives from the ground up
• Experience leading or supporting transaction, diligence, investment, capital project, or other complex analytical workstreams
• Strong understanding of financial statements, cash flow, valuation, investment returns, capital structure, and key accounting concepts
• Advanced proficiency in Microsoft Excel and PowerPoint
• Demonstrated ability to translate complex financial and operational information into clear, actionable recommendations
• Strong executive-level written, verbal, and presentation skills
• Ability to operate effectively in an environment characterized by ambiguity, changing priorities, and time-sensitive decisions
• Demonstrated judgment, discretion, and integrity when working with confidential and market-sensitive information
• CFA or CFA Level 1 completion (Preferred)
• Experience evaluating M&A transactions, capital projects, partnerships, financing alternatives, or portfolio optimization opportunities (Preferred)
• Experience presenting analyses and recommendations to CEOs, CFOs, investment committees, Boards, private equity sponsors, lenders, or other senior decision-makers (Preferred)
• Experience managing, coaching, or developing analysts and other finance professionals (Preferred)
• Familiarity with enterprise planning, ERP, business intelligence, and financial data platforms (Preferred)
• Experience connecting investment or transaction models to budgets, forecasts, and post-investment performance measurement (Preferred)

JOB REQUIREMENTS

Strategic Finance & Decision Support

• Partner with the Vice President of Finance, CEO, CFO and other senior leaders to evaluate strategic opportunities, investments, and enterprise priorities
• Structure complex and often ambiguous business questions into clear analytical frameworks and decision alternatives
• Develop financial analyses that evaluate the economic, strategic, and risk implications of potential decisions
• Translate complex financial and operational information into concise, executive-ready recommendations
• Develop presentations, decision materials, and financial analyses for executive leadership and, as appropriate, Board-level discussions
• Provide responsive analytical support for CEO & CFO along with other executive leadership priorities, special projects, and emerging business opportunities

Project, Investment & Transaction Diligence

• Support financial and commercial diligence for significant capital projects, acquisitions, divestitures, partnerships, investments, commercial opportunities, and other strategic initiatives
• Establish the financial diligence approach, key questions, analytical workstreams, information requirements, and decision criteria for major projects
• Coordinate inputs across Finance, Operations, Commercial, Corporate Development, Engineering, Accounting, Treasury, Tax, Legal, Technology, and other functional areas
• Evaluate historical and projected financial performance, cash flow, capital requirements, working capital, contractual economics, operating assumptions, market conditions, and potential synergies
• Identify key risks, opportunities, dependencies, and sensitivities that could materially affect project economics, valuation, timing, financing requirements, or execution
• Synthesize diligence findings into a comprehensive Finance perspective and clear recommendation for executive decision-making

Financial Modeling & Scenario Analysis

• Develop sophisticated financial models supporting strategic investments, transactions, capital allocation, and other enterprise decisions
• Build integrated scenarios connecting operational and commercial assumptions to revenue, EBITDA, cash flow, capital expenditures, working capital, financing requirements, leverage, and investment returns
• Develop base, upside, downside, stress, delay, and alternative-structure scenarios to evaluate potential outcomes
• Perform valuation, sensitivity, break-even, return, payback, accretion/dilution, liquidity, and other financial analyses as appropriate
• Evaluate the impact of changes in pricing, volume, costs, timing, financing, capital requirements, market conditions, and other key assumptions
• Independently challenge and pressure-test assumptions provided by business and functional teams
• Establish disciplined modeling standards, including transparent assumptions, source documentation, scenario definitions, version control, and review processes

CORE COMPETENCIES

CHANGE AGILITY (LEVEL 3 APPLYING)

Identifies, initiates, and adapts to organizational changes that foster enhanced effectiveness, efficiency, safety, and ultimately business results.

COLLABORATION (LEVEL 3 APPLYING)

Sees connection points across the organization and partners effectively with others to achieve common goals.

DECISION MAKING (LEVEL 3 APPLYING)

Selects a course of action to reduce risk and uncertainty and create optimal outcomes.

DRIVE FOR RESULTS (LEVEL 3 APPLYING)

Drives to achieve challenging performance objectives.

TEAM BUILDING (LEVEL 3 APPLYING)

Builds trust, fosters openness, and provides support. As the manager of a team, selects and motivates a strong team.

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