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Senior Financial Analyst

Job ID: 25-10154

Title:Senior Financial Analyst
Duration: 4 Months
Location: San Rafael, CA

Hours: 9am-5pm
Hybrid Role: Tuesday/Thursdays onsite

This role will play a critical part in driving strategic decision-making through insightful financial analysis, forecasting, and reporting. The ideal candidate will have deep expertise in FP&A processes and advanced proficiency in Excel and Power BI for data visualization and dashboard development.

Responsibilities:
The FP&A team is responsible for the consolidation, reporting, and analysis of the company’s budget and forecasts for Operating Expenses (OpEx). The Senior Financial Analyst will lead various aspects of FP&A, including:
Budget and Forecast Process: Assist with the annual budget, forecasting and long-range planning processes, focusing on the development of templates, consolidation of business inputs and detailed analysis of the combined budget.
Key Reports and Financial Packages: Develop and maintain dynamic financial models to support strategic initiatives and scenario planning.
Monthly Financial Reporting: Preparation of monthly financial reports, including variance analysis to assess performance against budget.
Process Improvement: Drive ongoing process improvement and automation projects within the finance team to enhance efficiency and accuracy (PowerBI and Excel automation).
Ad Hoc Reporting and Analysis: Conduct detailed analyses and provide insights to support strategic decision-making.

Qualifications & Experience:
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
5+ years of progressive experience in FP&A or corporate finance roles.
Advanced proficiency in Power BI, Excel, and financial modeling.
Strong understanding of financial statements, forecasting techniques, and business drivers.
Good communication and presentation skills with the ability to influence stakeholders.
Experience with ERP systems (e.g., SAP, Oracle, NetSuite) is a plus; and planning tools (Anaplan and Essbase)
Required Skills:
Analysis: Strong analytical skills, proficiency in Microsoft Excel (VBA preferred), and familiarity with PowerBI
Communication: Excellent verbal and written communication skills, with the ability to convey complex financial information clearly.
Strategic Thinker: Strategic thinker with a proactive and solution-oriented mindset.
Systems: Energetic, organized and highly skilled with today's systems, applications and platforms (Hyperion, SAP, Excel, PowerPoint, SharePoint, Microsoft Teams, Anaplan etc.)
Accountability: Independent worker and self-starter that enjoys problem solving and takes pride and accountability in their work product

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