What you’ll learn and achieve:

As the Budget & Financial Analyst Lead, you will play a key role in the rapid growth of UL as you:

• Lead the development and management of annual budgets and multi-year financial plans, ensuring alignment with organizational strategy.

• Partners with senior leaders and department heads to drive financial planning processes, translating strategic priorities with actionable financial plans while ensuring accuracy, accountability, and strategic alignment.

• Oversee monthly budget-to-actual variance analysis, identifying key drivers and delivering proactive recommendations to optimize costs and improve operational efficiency.

• Prepare and deliver budget-to-actual variance analyses and support narrative for monthly close meetings and quarterly board reports, clearly articulating key drivers, trends, and implications relative to the approved budget.

• Develop and present financial reports, forecasts, and analyses to senior leadership and department stakeholders, ensuring clarity and actionable insights.

• Lead and monitor the quarterly forecasting process, delivering forward-looking projections and actionable insights to support informed decision-making.

• Provide guidance and oversight in preparation of high-impact budget by department and financial presentations for executive leadership and board-level discussions.

• Drive continuous improvement of budgeting, forecasting, and reporting processes, including tools, methodologies, and data quality enhancements.

• Mentor and develop analysts, providing coaching and quality review to strengthen team capabilities and performance.

• Act as a strategic finance partner to functional leaders, supporting decision-making on resource allocation, planning, and cost management.

• Support large-scale financial initiatives, system implementations, and cross-functional projects.

• Perform other duties as directed.

What makes you a great fit:

While no one candidate will embody every quality, the successful candidate will bring many of the following professional competencies and personal attributes:

• Strong expertise in financial principles, accounting, budgeting, and variance analysis within a complex organizational environment.

• Advanced ability to analyze complex financial data, synthesize insights, and translate findings into actionable recommendations.

• Proven ability to communicate financial information clearly and effectively to both financial and non-financial stakeholders.

• High level of attention to detail, ensuring accuracy, completeness, and integrity in financial planning and reporting.

• Demonstrated problem-solving capabilities, with the ability to identify issues, evaluate alternatives, and implement effective solutions.

• Strong collaboration and stakeholder partnership skills, with the ability to work cross-functionally to gather inputs and drive alignment.

• Ability to operate effectively in a dynamic environment, managing competing priorities and adapting to changing timelines.

• Proficiency with financial systems and tools (e.g., Workday, Adaptive, Excel), including advanced Excel and data analysis capabilities.

• Advanced knowledge of budgeting, forecasting, reporting, and planning methodologies.

• Excellent written and verbal communication skills, including the ability to develop clear, concise presentations for executive audiences.

• Experience supporting or leading large-scale business initiatives, including data-driven projects, and process improvements.

Professional education and experience requirements for the role include:

• Bachelor’s degree in accounting, finance, or a related field.

• Minimum 8 years of directly related experience.

• Experience with Adaptive and Workday is strongly preferred.

Salary Range:

Pay type: