Financial Analyst IV

Wilson•Mountain View, CA

1d•Hybrid

About The Position

Our client is a leading technology and financial services organization known for building innovative products and solutions that help individuals and businesses make smarter financial decisions. We are seeking an experienced Financial Analyst IV to join the Finance team and play a key role in financial planning, analysis, forecasting, and business performance initiatives. This role is ideal for a strategic finance professional who can move beyond the numbers—turning complex financial data into clear insights and actionable recommendations for senior leadership.

Requirements

5+ years of FP&A experience or equivalent experience in a highly dynamic finance environment.
Bachelor's degree in Finance, Accounting, Business Management, or a related discipline, or equivalent practical experience.
Strong experience analyzing financial and business data and translating findings into actionable insights.
Demonstrated ability to create concise financial narratives and present recommendations to senior executives.
Strong understanding of investment management and resource planning, ideally within a technology or corporate FP&A environment.
Experience supporting strategic initiatives, business performance programs, and/or organizational change initiatives.
Strong business partnership skills with the ability to understand business needs and identify opportunities to improve financial results.
Experience developing dashboards, presentations, forecasts, and other executive-level financial reporting.
Strong analytical, problem-solving, and critical-thinking skills.
Solutions-oriented mindset with a track record of identifying and implementing creative solutions.
Ability to take initiative, manage priorities, and deliver projects with minimal supervision.
Excellent communication and stakeholder management skills.

Nice To Haves

Corporate FP&A experience preferred
global experience is a plus

Responsibilities

Analyze financial and operational data to evaluate business performance and financial health.
Compare actual results against plans, budgets, and forecasts and identify key variances and trends.
Develop cost analyses, forecasts, financial models, and business performance insights.
Partner with business and finance leaders to identify opportunities to improve financial performance and operational efficiency.
Translate complex financial results into concise, compelling stories and presentations for senior executives.
Support investment management and resource planning activities.
Develop and maintain dashboards, reports, and analytical tools to support business decision-making.
Reconcile financial transactions and investigate discrepancies to ensure data accuracy.
Maintain forecasting and analytical databases, ensuring information is accurate, current, and properly backed up.
Analyze proposed changes to business methods, processes, and resources and provide recommendations based on financial impact.
Identify opportunities to automate financial and accounting processes and improve productivity.
Contribute to strategic business performance and organizational change initiatives.
Work independently to manage and execute projects with minimal supervision.
Maintain confidentiality and integrity of sensitive financial information.