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Lead Financial Planner

Location: Remote
Compensation: To Be Discussed
Reviewed: Wed, Sep 02, 2026
This job expires in: 27 days

Job Summary

To enhance financial performance, the full-time Lead Financial Planner will prepare quarterly financial operating forecasts and collaborate with Finance Partners while working remotely from the East Coast (EST zone).

Key responsibilities
  • Implement and maintain enterprise quarterly forecasting software and tools for accurate financial analyses
  • Collaborate with Financial Analytics and Decision Support teams to ensure synchronization of forecasting structures
  • Prepare and present quarterly forecast materials to Finance Partners, providing actionable analysis and guidance
Required qualifications
  • Bachelor's Degree in a relevant field
  • Minimum of 6 years of related work experience
  • Experience with financial modeling and forecasting methodologies
  • Proficiency in using advanced forecasting software and tools
  • Ability to develop and maintain strong business partner relationships

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