Lead Financial Analyst (Contract)

Blue Star Partners
  • Columbus, Ohio
    30+ days ago

    Job Description

    Job Title: Lead Financial Analyst (Contract)

    Location: Columbus, OH (Hybrid – Tuesday, Wednesday, Thursday Onsite; Remote candidates will also be considered) 

    Duration: August 24, 2026 – February 26, 2027 (6-Month Contract) 

    Rate: $65 - $76/hr

    Employment Type: W-2 Contract

    Work Authorization: Must be authorized to work in the United States now and in the future without the need for employment-based visa sponsorship. Sponsorship is not available for this position, including H-1B, F-1/OPT, CPT, TN, or other employment-based visa sponsorship.

    Position Overview

    We are seeking a Lead Financial Analyst to support enterprise financial reporting, regulatory reporting, and SEC filing activities within a dynamic finance organization. This role will serve as a key contributor in preparing and reviewing quarterly and annual financial reports, supporting regulatory initiatives, analyzing financial data, and partnering with cross-functional business units to ensure accurate financial reporting and compliance.

    The ideal candidate combines strong technical accounting knowledge with financial analysis expertise, excellent problem-solving skills, and the ability to interpret complex financial information while driving continuous process improvements.

    Required Qualifications

    Education

    • Bachelor's Degree in Accounting, Finance, or another related business discipline
    • CPA preferred

    Experience

    • 4+ years of experience in accounting, finance, regulatory reporting, or related financial roles
    • Experience preparing financial statements and supporting SEC reporting (10-Q and 10-K)
    • Experience working with financial reporting, forecasting, budgeting, and analytical reporting
    • Experience utilizing Microsoft Office applications, particularly Excel
    • Experience collaborating across multiple business functions
    • Regulated utility or energy industry experience preferred

    Technical Skills

    • Strong understanding of financial statements, accounting principles, and financial reporting
    • Knowledge of SEC reporting requirements
    • Financial analysis and forecasting experience
    • Strong analytical and problem-solving abilities
    • Ability to interpret accounting guidance and reporting requirements
    • Experience preparing management reports and executive-level financial analyses
    • Proficiency with Microsoft Excel and other financial reporting tools

    Professional Skills

    • Excellent written and verbal communication skills
    • Strong attention to detail and organizational abilities
    • Ability to manage multiple priorities and deadlines
    • Strong business partnership and relationship-building skills
    • Continuous improvement mindset with strong process optimization capabilities

    Preferred Qualifications

    • CPA designation
    • Experience in regulated utilities or the energy industry
    • Experience supporting regulatory filings and rate case activities
    • Experience with SEC reporting (10-Q and 10-K)
    • Knowledge of regulatory finance and financial statement impacts on utility operations
    • Experience supporting enterprise financial planning and analysis initiatives

    Key Responsibilities

    Financial Reporting

    • Support the preparation, review, and filing of SEC Form 10-Q and Form 10-K reports
    • Compile, organize, validate, and analyze financial information for internal and external reporting
    • Prepare financial analyses using historical, forecasted, and pro forma financial data
    • Assist with implementation of new accounting and financial reporting requirements

    Financial Analysis

    • Analyze financial performance, trends, and key business metrics
    • Develop reports and presentations for executive leadership and business partners
    • Evaluate financial data from multiple sources to identify issues, trends, and opportunities
    • Support strategic decision-making through detailed financial analysis

    Regulatory Reporting

    • Support regulatory initiatives by preparing financial schedules, pro forma calculations, testimony support, and data requests
    • Assist with analysis of regulatory filings and financial impacts
    • Understand how financial reporting influences customer rates and company earnings
    • Collaborate with regulatory and finance teams on reporting requirements

    Business Partnership

    • Partner with finance, accounting, regulatory, and business operations teams
    • Build strong working relationships across departments to support financial objectives
    • Provide financial guidance and reporting support to internal stakeholders
    • Assist leadership in evaluating financial opportunities and business decisions

    Continuous Improvement

    • Identify opportunities to improve financial reporting processes and workflows
    • Recommend and implement process improvements that enhance efficiency and reporting quality
    • Maintain thorough documentation supporting financial analyses and reporting activities
    • Ensure workpapers and reporting documentation are complete, accurate, and audit-ready

    Success in This Role

    Successful candidates will demonstrate the ability to:

    • Deliver accurate and timely SEC and financial reporting
    • Analyze complex financial information and provide meaningful business insights
    • Support regulatory reporting initiatives with accuracy and professionalism
    • Build strong relationships with finance and business stakeholders
    • Improve reporting processes through continuous process improvement initiatives
    • Maintain high standards of quality, accuracy, and financial integrity

    Numbers & Facts

    LocationColumbus, Ohio

    Skills

    • Accountingunmatched
    • Accounting Standards and Regulationsunmatched
    • Analysis Skillsunmatched
    • Budget Reportingunmatched
    • Business Operationsunmatched
    • Certified Public Accountant (CPA)unmatched
    • Communication Skillsunmatched
    • Continuous Improvementunmatched
    • Contract Analysisunmatched
    • Cross-Functionalunmatched
    • Decision Supportunmatched
    • Detail Orientedunmatched
    • Documentationunmatched
    • Energy & Utilitiesunmatched
    • Financeunmatched
    • Financial Analysisunmatched
    • Financial Complianceunmatched
    • Financial Planning and Analysis (FP&A)unmatched
    • Financial Regulationsunmatched
    • Financial Reportingunmatched
    • Financial Statementsunmatched
    • Financial Trend Analysisunmatched
    • Forecastingunmatched
    • Identify Issuesunmatched
    • Leadershipunmatched
    • Metricsunmatched
    • Microsoft Excelunmatched
    • Microsoft Officeunmatched
    • Multitaskingunmatched
    • Organizational Skillsunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Process Capabilityunmatched
    • Process Improvementunmatched
    • Regulationsunmatched
    • Regulatory Reportsunmatched
    • Regulatory Submissionsunmatched
    • Reporting Skillsunmatched
    • SEC Filingsunmatched
    • Sales Qualificationunmatched
    • Support Documentationunmatched
    • Technical Accountingunmatched
    • Time Managementunmatched
    • Trend Analysisunmatched
    • Writing Skillsunmatched

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