Financial Analyst

NextStepSan Francisco, CA
21d$90,000 - $130,000

About The Position

NextStep is a digital, AI-first career platform dedicated to helping top-performing consultants navigate career transitions. By leveraging a data-driven approach, NextStep matches professionals with high-fit opportunities while enabling companies to connect with exceptional talent. The platform is developed in collaboration with Consulting Comedy, the largest consulting-focused community globally, boasting 1M+ subscribers. On behalf of our partner network, we're recruiting a Financial Analyst in San Francisco. Salary Range: $90,000 - $130,000 annually, depending on experience and qualifications. The selected candidate for the Financial Analyst role will drive financial planning, analysis, and strategic decision-making across the organization. You will translate financial data into actionable business insights and support leadership in resource allocation and growth initiatives.

Requirements

  • 1-3+ years in consulting (MBB, Big 4, or boutique firms) with exposure to financial analysis, business case development, or valuation work
  • Strong financial modeling skills (i.e., you build sophisticated models in Excel and can stress-test assumptions and scenarios)
  • Experience with financial planning and analysis (FP&A) processes, including budgeting, forecasting, variance analysis, and performance reporting
  • The ability to translate complex financial data into clear insights and recommendations for non-finance stakeholders
  • Analytical rigor combined with business judgment (i.e., you know when precision matters and when directional insight is sufficient)
  • Proficiency with financial systems and tools (ERP systems, BI platforms, SQL, or Python is a plus)

Responsibilities

  • Lead financial planning and analysis—budgeting, forecasting, variance analysis, and performance tracking
  • Build financial models that support strategic initiatives, investment decisions, and scenario planning
  • Analyze business performance metrics and surface insights that drive operational and strategic decisions
  • Partner with business leaders across functions to understand drivers of financial performance and identify improvement opportunities
  • Prepare executive-level reporting and presentations that communicate financial results, trends, and recommendations
  • Support strategic projects—M&A analysis, pricing strategy, market sizing, or business case development
  • Design and refine financial processes, reporting frameworks, and dashboards that improve visibility and efficiency
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