Lead Financial Analyst
Analyzes the financial situation of companies, sectors or financial assets. Builds models, formulates investment or steering recommendations and presents conclusions to management or investors. Expert / lead profile: leads teams or cross-functional programs, recognized technical expert, top management contact and guarantor of overall quality.
Expected tasks
- Build and track the budget and forecasts
- Run monthly and annual closings
- Build financial reports
- Analyze variances and identify optimization levers
- Ensure tax and regulatory compliance
- Advise managers on investment decisions
- Present results to leadership and investors
Required skills
Knowledge
Financial AnalysisBusiness Valuation (DCF, Multiples)Financial Statements (BS, P&L, Cash Flow)Investment Decisions (NPV, IRR)Financial ForecastingCapital Structure & Cost of CapitalMergers & Acquisitions (M&A)IFRS StandardsUS GAAP
Hard skills
Advanced Excel (Pivot, Power Query, Macros)VBAPower BIBloomberg TerminalRefinitiv EikonFactSetS&P Capital IQTableauAlteryxAnaplan
Soft skills
Business AcumenCritical ThinkingSynthesisCommunicationPresentation Skills
Go further with Traject
Traject lets you collect precise data on the tasks and skills the market actually requires for this role. You get a compatibility score that measures the alignment between your profile and this position, and an AI resilience score that gauges exposure to automation. Because even when a job as a whole isn't automatable yet, some of its tasks are, and that's exactly where you need to position yourself.