Senior Financial Analyst, G&A

Presidio • ,

3d

About The Position

The Senior Financial Analyst, G&A is an experienced individual contributor within Corporate Finance and a finance partner to functional leaders across the organization. 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, evaluate resource allocation decisions, identify risks and opportunities, and translate operational plans into financial outcomes. The position combines strong financial fundamentals, business partnership, and practical use of artificial intelligence 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 5 years of experience in corporate finance, financial planning and analysis, accounting, or a related finance discipline.
• Experience supporting G&A, operating expense, departmental, or cost-center budgeting, forecasting, and reporting.
• Ability to partner with functional stakeholders, understand business needs, and translate operational activity into financial assumptions and insights.
• Solid understanding of financial statements and ability to analyze headcount, compensation, vendor, and other operating expense performance and clearly explain variances.
• Experience building and maintaining financial models, forecasts, management reports, and business cases, with strong attention to detail.
• Experience using AI, automation, or analytics tools to improve finance processes, analysis, reporting, forecasting, or productivity.
• Strong proficiency in Microsoft Excel and PowerPoint, and familiarity with enterprise financial systems, planning platforms, HR systems, or business intelligence tools.
• Ability to manage multiple recurring deadlines, proactively identify issues, and work independently while maintaining effective cross-functional relationships.
• Clear written and verbal communication skills, including the ability to translate financial results into concise, actionable guidance for functional leaders.

Nice To Haves

• Exposure to a private equity–backed, technology, services, or multi-entity environment.
• Experience supporting 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 operating 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 key 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, including capitalizable-cost versus operating-expense assessments and related P&L and cash-flow impacts.
• 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 independently 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 implement practical process improvements that increase the speed, consistency, and accuracy of G&A planning and reporting, and support ad hoc analyses, functional initiatives, and recurring finance priorities.

What This Job Offers

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