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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