Lead Financial Analyst(FP&A)

Equifax - Alpharetta, GA

Full-time - Mid Level

Alpharetta, GA

Credit Intermediation and Related Activities

About the position

The Lead Financial Analyst (FP&A) at Equifax is responsible for supporting the corporate technology alliance function by collaborating closely with business leaders and their teams. This role focuses on providing insightful financial analysis to aid decision-making, implementing driver-based forecasting, and leading cost efficiency initiatives. The analyst will interact with leadership to present financial information clearly and meaningfully, contributing to the organization's strategic and financial objectives.

Responsibilities

• Prepare and analyze major financial forecasts.
• Conduct moderately complex financial analyses and reports for department management.
• Support the organization's annual budget process, expense/service fee/staffing forecasts, or statistical reporting.
• Provide proactive insightful financial analysis to enable the BU/COE to reach its short- and long-term strategic and financial objectives.
• Interface with senior management to deliver financial information concisely to foster effective decision-making.
• Participate in value-added planning, budgeting, and forecasting activities.
• Analyze and track process improvement initiatives.
• Drive results for customer, product, and/or business unit profitability.
• Work closely with Management and Technology teams to track pipeline opportunities and prepare accurate forecasts.

Requirements

• Bachelor's degree in Finance or a related business discipline.
• 3-5 years of experience in a finance-related (FP&A) capacity.
• Strong Excel skills.
• Financial systems knowledge in either Oracle Hyperion Planning / Essbase, SAP, OBIEE, Business Warehouse/BPC.
• Basic knowledge in accounting GAAP principles (Accrual base accounting, cost amortization, expense recognition).
• Experience with month-end deliverables.

Nice-to-haves

• CPA/CFA Certification.
• Experience in Cloud-based IT environments.
• Master's degree or Finance/Accounting-related certifications.
• Technology Finance experience including preparation and presentation of complex business cases.
• Experience with visualization tools i.e. Tableau & Spotfire.
• Experience with leadership communication - digesting, compiling, and presenting data.
• Knowledge of Technology Infrastructure.

Benefits

• Hybrid workplace model offering flexibility to work remotely and in-office.