Senior Financial Analyst, Corporate FP&A (East Coast)

Presidio•,

93d

About The Position

The Senior Financial Analyst, Corporate FP&A is an experienced individual contributor within Corporate Finance. The role supports enterprise planning and forecasting, monthly financial consolidation and reporting, and recurring reporting packages for the Board of Directors and private equity sponsor. It coordinates inputs across the organization and performs detailed financial analysis while maintaining disciplined reporting and forecasting processes. The successful candidate combines strong financial fundamentals with practical experience using AI and automation to improve finance processes, reporting quality, and team productivity.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
5+ years of experience in corporate finance, financial planning and analysis, accounting, or a related finance discipline.
Experience supporting monthly financial consolidation, management reporting, and forecasting processes.
Solid understanding of financial statements and ability to analyze bookings, backlog, revenue, and gross profit performance and explain variances clearly.
Experience using AI, automation, or analytics tools to improve finance processes, analysis, reporting, forecasting, or productivity.
Strong financial modeling and analytical skills, attention to detail, and ability to manage multiple recurring deadlines.
Strong proficiency in Microsoft Excel and PowerPoint and familiarity with enterprise financial systems, planning platforms, or business intelligence tools.
Clear written and verbal communication skills, including the ability to translate financial results into concise management commentary.

Nice To Haves

Experience preparing recurring financial reporting schedules or analyses for senior management; exposure to Board of Directors or private equity sponsor reporting is beneficial.
Exposure to a private equity-backed, technology, services, or multi-entity environment.
Familiarity with OneStream, Microsoft Dynamics 365, Power BI, or comparable ERP, consolidation, planning, 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

Prepare financial schedules, commentary, and supporting analyses for recurring Executive and Board of Directors reporting packages.
Perform revenue and gross profit variance analysis, identify key drivers versus prior forecast, budget, and prior periods, and develop clear explanations with business partners.
Develop and maintain recurring financial models, dashboards, and analyses that improve visibility into enterprise performance.
Coordinate activities within the monthly enterprise forecast process, including data collection, consolidation, quality checks, and preparation of forecast outputs.
Support monthly financial consolidation and management reporting by coordinating submissions, validating results, and preparing accurate, timely enterprise reporting.
Work with accounting, commercial finance, revenue operations, and other partners to align assumptions, reconcile actual results to management reporting, and resolve routine data, mapping, or classification issues.
Use AI, workflow automation, and analytics tools to improve data preparation, validation, reporting, and forecast activities while following established controls.
Identify manual activities and recommend or implement practical process improvements that increase speed and accuracy.
Support ad hoc financial analysis and recurring finance priorities as needed.
Reconcile source systems to the consolidation platform and resolve differences independently.
Work fluently in a corporate performance management platform across data loads, dimensions, scenarios, and reporting.