Job Summary
We are looking for a detail-oriented Senior Lead Financial Analyst to support strategic decision-making across WSO2. In this role, you will lead financial planning and budgeting cycles, analyze financial statements and performance reports, and build models that turn complex data into clear, actionable insights for senior leadership. You will also develop innovative ways to present financial information and conduct research and analysis that directly informs executive decisions. A high degree of discretion and respect for the confidentiality of financial data is essential in everything you do.
Responsibilities and Duties
Overall
- Partner with business unit leads to develop medium- and long-term financial and strategic plans, build budgets and forecasts, and own the monthly and quarterly review cycles.
- Identify trends and recommend long-term action plans to senior leadership.
- Review and evaluate historical budgets and forecasts to inform and improve future planning cycles.
- Share analyses and commentary with the wider team.
- Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional societies.
Financial Planning and Analysis
- Identify and facilitate process changes by conducting systems analyses and managing complicated data systems, and ensure operations continue to be effective after changes are implemented.
- Be aware of market research, business intelligence, and valuation comparables. Proactively share relevant insights with the leadership team.
- Manage future business requirements by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and processes.
Financial Control
- Manage resources, drive resolution of issues, and hold yourself and the team accountable for results.
- Provide leadership to team members and peers by identifying, initiating, and helping to complete projects.
Reporting and Modelling
- Manage the preparation of reports and create financial models and analyses as and when required.
- Analyze and synthesize business requirements, identifying patterns and translating them into well-defined, actionable process.
Internal Systems and Integration
- Identify current system gaps and bottlenecks; own and complete projects in systems integration and automation across entities.
- Serve as a financial advisor to cross-functional operations teams and external consultants, ensuring future business requirements are identified early and reflected in planning.
Qualifications and Skills
- A Finance or other related degree from a recognized university or professional accounting body (e.g., CFA, ACCA//CIMA).
- 8+ years of relevant experience at an equivalent level.
- Attention to detail.
- Ability to work effectively with continuous change and short deadlines.
- Ability to develop effective interpersonal relationships with cross-functional teams.
- Ability to own and see projects through to completion.
- A good team player with problem-solving abilities.
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