Senior Financial Analyst (On-Site Fullerton, CA)

DreamHost, LLC•Fullerton, CA
•$110 - $125•Onsite

About The Position

DreamHost is seeking a highly analytical and detail-oriented Senior Financial Analyst to join our team. The successful candidate will be responsible for analyzing revenue trends, forecasting future revenues, and providing actionable insights to drive business decisions. This role requires a strong understanding of financial principles and data analysis, excellent communication skills, and hands-on experience building and using AI tools to automate financial workflows. The Senior Financial Analyst will work closely with various teams, including product, marketing, and accounting, to ensure accurate revenue tracking and forecasting.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
  • Minimum of 3 years of experience in revenue analysis, financial analysis, or a related field.
  • Proficiency in Microsoft Excel, Google Sheets, financial modeling, data analysis tools, and SQL database querying.
  • Strong analytical and problem-solving skills with the ability to interpret complex data sets.
  • Demonstrated experience creating and using AI agent skills or workflows (e.g., Claude Skills, custom GPTs, Copilot agents) to automate multi-step financial tasks. Ability to explain what has been built, how it has been tested, and what controls have been put in place.
  • Excellent verbal and written communication skills to convey financial information to non-financial stakeholders.
  • High level of accuracy and attention to detail.
  • Ability to manage multiple tasks and projects simultaneously.
  • Ability to work effectively in a team environment and collaborate with cross-functional teams.

Nice To Haves

  • Master’s degree or relevant certification (e.g., CFA, CPA) is a plus.
  • Experience with Business Intelligence tools such as Tableau, Power BI, or Looker.
  • Familiarity with Python or similar for data work and automation.
  • Knowledge of Generally Accepted Accounting Principles (GAAP) and financial regulations.
  • Experience with subscription revenue models and metrics.

Responsibilities

  • Conduct detailed analysis of revenue trends by product, region, and market segment.
  • Design, build, and maintain reusable AI agent skills that automate recurring finance work such as revenue analysis, forecasting, variance commentary, reporting, and international pricing research. Own the accuracy of AI-generated outputs through validation, documentation, and human review before results reach stakeholders.
  • Develop revenue forecasts and provide variance analysis to compare actual performance against projections.
  • Prepare and present regular financial and revenue reports to senior management.
  • Build and maintain financial models to assess the financial health of the organization.
  • Work closely with product, marketing, and accounting teams to align revenue-related processes and goals.
  • Assist in the development and assessment of pricing strategies to optimize revenue, with a focus on international markets.
  • Track and report on KPIs related to revenue generation.
  • Conduct market research to understand the competitive landscape and inform pricing strategies.

Benefits

  • Full health/vision/dental for the entire family at zero cost to team member
  • 3% Safe Harbor contributed to 401(k) plus up to 1% employer match
  • Opportunities for profit sharing and bonuses
  • Generous time-off (starting at 15 vacation days)
  • Tuition reimbursement (50/50 up to a specific amount)
  • Pet Insurance
  • Thrive Pass wellness allowance of $30 per month
  • Udemy online learning courses
  • Disability Insurance
  • Generous maternity/paternity leave
  • Discounted personal travel through corporate booking program Egencia
  • Laid-back atmosphere
  • Fun monthly company events
  • Free web hosting
  • Competitive salary
  • Company-issued laptop
  • Opportunities for growth
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