Lead Financial Analysis

Job Description:

This position requires office presence of a minimum of 5 days per week and is only located in the location(s) posted.  No relocation is offered

Team Overview:  Are you passionate about financial analysis and eager to play a pivotal role in AT&T's mergers and acquisitions? Do you possess both analytical and project management skills? Join our dynamic Finance PMO Merger & Acquisitions Team! We provide crucial and high visibility support to the global Finance organization and the greater AT&T enterprise as it relates to divestitures, mergers and acquisitions.

Conduct comprehensive financial analysis, ensuring accurate forecasting, strategic planning, and data-driven recommendations to achieve and optimize organizational financial objectives.
 

To excel in this role, candidates should possess the following skills and qualifications:

• Financial Modeling and Analysis: Proven experience with financial analysis, modeling, and forecasting.

• Independent Problem Solving: Strong ability to work independently while proactively seeking clarification or guidance when needed.

• Data Summarization and Presentation: Experience creating concise, impactful summaries of financial analysis for leadership using tools such as Excel and PowerPoint.

• Adaptability in a Fast-Paced Environment: Ability to thrive in a dynamic work setting with regular monthly deliverables and flexibility to handle ad-hoc requests.

• Project Management Skills: Demonstrated project management experience or interest in developing project management capabilities, paired with strong finance and analytical skills.

• Communication Skills: Clear and effective written and verbal communication to convey insights and collaborate with teams.

• Cross-Functional Collaboration: Comfortable interacting, collaborating, and communicating across multiple levels within the organization, including senior leadership, peers, and cross-functional teams.

Specific responsibilities that may be required for this role:

• Perform monthly trend analysis (actuals vs. forecast, month-over-month, etc).

• Gather, consolidate and synthesize input across multiple finance teams to create forecasts and outlooks.

• Direct and coordinate with Cross Functional CFOs to collect One-Time Costs related to divesting a portion of AT&T business to another company.

• Assist Cross Functional CFOs with direction related to costing of transition services pricing related to divestitures.

• Serve as a project manager and point of contact for assigned Finance work groups

Key Roles and Responsibilities: Typical tasks may include, but are not limited to, the following:

• Strategic Financial Planning and Analysis: Lead financial planning processes, including budgeting, forecasting, and long-term planning. Provide strategic recommendations to senior management based on financial analysis and projections. Analyze financial performance against key business metrics to document and assess progress.
• Financial Reporting and Data Interpretation: Prepare and present comprehensive financial reports (balance sheets, income statements, cash flow statements) ensuring accuracy and compliance. Conduct in-depth financial analysis to identify trends and provide actionable insights for decision-makers.
• Budget Management and Financial Modeling: Oversee the preparation and management of company budgets, monitor actual performance, and analyze variances. Develop and maintain financial models to support business initiatives, investments, and financial opportunities.
• Team Leadership and Development: Mentor junior financial analysts, providing training and development opportunities to enhance skills and knowledge.
• Other Duties as Assigned: Identify financial risks and develop mitigation strategies, ensure compliance with financial regulations, streamline financial processes, communicate financial insights to stakeholders, and support audits and reviews

Job Contribution:

• An experienced professional, recognized as an expert, creatively resolving complex issues with broad and in-depth knowledge. }
• Leads significant projects with strategic autonomy, influencing executive decisions.
• Mentors less experienced staff, implements long-term plans impacting the organization, and frequently collaborates with senior leadership.

Supervisor:

• No