Lead Financial Analyst

Job Summary

As a financial analyst on the USRM Results & Insights team, you will be responsible for highlighting financial and operational trends to USRM leadership. The Results & Insights team collaborates across all USRM functions to analyze the operational health of the business and its impacts to our financial results and our organization’s strategic growth & profitability goals. Additionally, this role/team is a high exposure opportunity to support and influence leadership decision-making through informed results-based reporting and presentation.

The ideal candidate:

• Is proactive and intellectually curious.
• Has strong financial acumen, excels at collaboration, and is open to challenging the status quo.
• Thrives in a fast-paced environment and possesses strong technical capabilities (Microsoft Office).
• Will contribute to the organization’s success by driving financial results insights and analyses that provide transparency into our financial position.

Job Responsibilities

• Drives critical results and trend analysis of financial and operational variances to plan, prior year, and forecast in various MORs (Monthly Operating Reviews held by each team within USRM)
• Provide sound financial insights and expertise through developing monthly results slides (utilizing Microsoft PowerPoint) and exhibits (utilizing Microsoft Excel and Power BI) to inform leadership decision-making and enable stakeholder self-service
• Analyze monthly Profit & Loss (P&L) statements to identify trends and variances,extracting critical operational insights and translating findings into clear stories for cross-functional teams to drive strategic decision-making
• Cultivates strong relationships with business partners in functional areas across the organization to identify key profit and growth trends and remain informed on operational drivers
• Gains exposure by presenting monthly to Finance and cross-functional leadership and the broader Finance organization
• Continually assesses the efficiency and impact of processes, reports, and tools; proactively identifies continuous improvement opportunities for enhancements; leads or actively participates in increasingly complex department projects and continuous improvement activities; proactively identifies AI use cases and integrates generative AI into deliverables
• Conducts ad-hoc analyses on emerging trends and effectively summarizes and communicates results to management
• Mentors junior analysts, rotational employees, and interns; leads workstreams with offshore partners