Senior Financial Analyst

Tekion • Pleasanton, CA

3d • Onsite

About The Position

Leads complex financial analyses and planning activities to support strategic decision-making and business performance management. Partners with cross-functional teams to provide financial insights, manage forecasting processes, and improve reporting capabilities across the organization.

Requirements

• 4–6 years of experience in FP&A, financial analysis, or corporate finance
• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CFA is a plus
• Proficient in financial modeling, Excel, and reporting tools (e.g., Power BI, Anaplan, Adaptive Insights)
• Experience with ERP systems (e.g., Adaptiv, Oracle, SAP, NetSuite) and financial planning systems
• Excellent communication, problem-solving, and cross-functional collaboration skills
• Proven ability to manage multiple priorities in a dynamic, fast-paced environment
• Thorough understanding of US GAAP for purposes of financial statement analysisComfort working with individuals across all departments and job levels
• Ability to handle competing deadlines – and shifting priorities – with minimal supervision
• Willing to take feedback, learn and grow, an ethos of continuous self-improvement

Responsibilities

• Leads budgeting, forecasting, and long-range planning activities for assigned departments or business units.
• Develops advanced financial models to analyze business scenarios, track performance, and support strategic initiatives.
• Prepares and delivers financial reporting packages and dashboards for leadership, highlighting key trends and insights.
• Performs variance analysis and partners with business leaders to identify risks, opportunities, and efficiency improvements.
• Supports monthly and quarterly close processes, including accruals, reconciliations, and financial statement analysis.
• Contributes to process improvements, financial systems upgrades, and automation initiatives.
• Provide ad-hoc reporting and forward-looking analysis to support various departments and projects, proactively engaging business leaders in gap analysis and course correction.
• Identify and assist in the implementation of enhancements to financial reporting and planning system
• Support business units with KPI reporting on key operational, sales, and financial metrics.
• Be a highly motivated self-starter with the ability to work independently, manage multiple priorities in a fast-paced environment, and lead change and operational improvements.

Benefits

• Competitive compensation and generous stock options
• 100% employer-paid top-of-the-line medical, dental and vision coverage
• Great benefits including unlimited PTO, parental leave and free snacks and beverages
• The opportunity to work with some of the brightest minds from Silicon Valley’s most dominant and successful companies
• Be part of an early stage, hyper-growth start-up with the opportunity to grow and prosper
• Work on the latest and coolest technologies – everything is home-grown and built ground-up
• A dynamic work environment with a strong sense of community and collaboration
• The open and transparent culture that encourages innovation, rewards performance and discourages hierarchy
• Exciting opportunities for career growth and development

What This Job Offers

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