Financial Analyst, G&A

Presidio • ,

81d

About The Position

The Financial Analyst, G&A is an individual contributor within Corporate Finance and serves as the primary finance partner to assigned functional leaders. The role supports planning, forecasting, reporting, and analysis of general and administrative expenses, including headcount, compensation, vendor spend, and functional initiatives. The analyst helps leaders understand financial performance, identify risks and opportunities, and translate operational plans into financial outcomes, with support from senior finance team members on more complex matters. The role also uses AI and automation to improve finance processes, reporting quality, and decision support.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• At least 2 years of experience in corporate finance, financial planning and analysis, accounting, or a related finance discipline.
• Experience supporting budgeting, forecasting, reporting, or analysis, with exposure to G&A, operating expenses, departmental, or cost-center finance.
• Ability to serve as a primary finance contact for assigned functional stakeholders, understand business needs, and translate operational activity into financial assumptions and insights.
• Working knowledge of financial statements and ability to analyze headcount, compensation, vendor, and other operating expense performance and explain variances clearly.
• Experience preparing and updating financial models, forecasts, management reports, and business-case analyses with attention to detail.
• Interest or experience using AI, automation, or analytics tools to improve finance processes, analysis, reporting, forecasting, or productivity.
• Proficiency in Microsoft Excel and PowerPoint and familiarity with financial systems, planning platforms, HR systems, or business intelligence tools.
• Ability to manage recurring deadlines, identify and raise issues promptly, and maintain effective cross-functional relationships.
• Clear written and verbal communication skills, including the ability to summarize financial results and provide practical guidance to functional leaders.

Nice To Haves

• Exposure to a private equity–backed, technology, services, or multi-entity environment.
• Exposure to supporting one or more corporate functions such as Human Resources, Information Technology, Legal, Finance, Marketing, Operations, or Facilities.
• Familiarity with OneStream, Microsoft Dynamics 365, Power BI, UKG, or comparable ERP, planning, HR, consolidation, or business intelligence platforms.
• Familiarity with generative AI, Microsoft Copilot, Power Query, or comparable automation technologies used in finance.
• Progress toward, or interest in pursuing, a CPA, CMA, MBA, or other relevant finance, accounting, analytics, or automation credential.

Responsibilities

• Partner with assigned functional leaders to understand priorities, cost drivers, resource needs, and financial commitments, and support annual budgets and monthly forecasts, including assumptions, templates, submissions, and consolidated outputs.
• Prepare monthly results, variance analyses, recurring management reports, dashboards, and concise commentary explaining G&A performance versus budget, forecast, and prior periods and identifying operational drivers.
• Develop and maintain driver-based expense models for headcount, compensation, contractors, professional services, software licenses, facilities, travel, and other departmental costs.
• Own headcount planning and reporting for assigned functions, including requisitions, hiring phasing, vacancies, transfers, compensation assumptions, and reconciliation to HR and financial systems.
• Analyze vendor, contract, and initiative-level spending to support cost management, investment decisions, and business cases for new or changing programs.
• Partner with Accounting, Human Resources, and others to validate accruals, allocations, headcount, cost-center mappings, and functional results; reconcile source systems to consolidation and planning platforms; and help resolve routine data, mapping, or classification differences.
• Use AI, workflow automation, and analytics tools to improve data preparation, reporting, forecasting, and recurring business-partner deliverables while following established controls.
• Identify and support practical process improvements that increase the speed, consistency, and accuracy of G&A planning and reporting.
• Assist with ad hoc analyses, functional initiatives, and recurring finance priorities as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level