Among financial and investment analysts, AI is already used for a large share of the tasks. Measured exposure for financial and investment analysts: 57% (high).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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About the job

POSITION SUMMARY

Constellis is seeking a Lead Financial Analyst to join our FP&A team. In this role, you will build and own financial models, driver-based forecasts, and executive-level analyses that help leaders make better, faster decisions. You will design and implement AI-enabled workflows, analytical frameworks, and reusable financial tools that improve forecasting, decision support, and reporting across the enterprise.

This role is designed for a finance professional who combines rigorous financial acumen, strong business judgment, and intellectual curiosity with a passion for modernizing how finance operates. You are equally comfortable building sophisticated models, synthesizing complex information, communicating with senior leaders, and leveraging technology to expand the impact of finance.

RESPONSIBILITIES

Build, own, and improve reusable, driver-based financial models for revenue, margin, pipeline, funded backlog, and forecast credibility with transparent logic and documented checks

Own the rolling forecast and P&L outlook, connect inputs to business drivers, challenge unsupported assumptions constructively, and deliver timely, reconciled forecasts with clear risks and opportunities

Create decision-ready executive, board, and lender PowerPoint decks with clear narrative to explain what matters, compare options, and recommend actions

Evaluate project economics, profitability, cash flow, and working-capital drivers; distinguish timing from structural change, make trade-offs visible to business partners and identify actions to improve results

Personally build, test, and maintain approved agentic AI workflows for modeling, forecasting, reconciliation, recurring variance analysis, and presentation preparation. Validate AI-assisted outputs to the same standard as your own work.

Maintain a shared, documented, version-controlled library of models and workflows with consistent metric definitions, calculation rules, and source-to-report lineage. Coach finance and business partners to confidently reuse models, reports, and approved workflows

Execute ad hoc analyses and special projects independently, prioritize competing needs, and communicate risks and progress clearly through completion

Work involves office-based financial analysis, computer use, and collaboration, with periodic planning and reporting deadlines. Essential functions may be performed with reasonable accommodation

QUALIFICATIONS

3+ years of relevant FP&A or financial analysis experience, with demonstrated independent ownership of financial models, forecasts, or substantive analytical workstreams

Hands-on examples of personally implemented multi-step AI workflows, including financial validation, human-review boundaries, and lessons learned

Experience preparing executive and board materials; ability to turn analysis into clear, decision-ready presentations

Initiative, accountability, and effective cross-functional communication, including explaining assumptions, challenging inputs constructively, and delivering accurately under changing priorities

Bachelor's degree in finance, accounting, economics, or a related field, or equivalent relevant experience demonstrating the capabilities required for this role

BENEFITS

Constellis offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflect its commitment to creating a diverse and supportive workplace.