Senior Financial Analyst

Trident Consulting • San Francisco, CA

1d • Remote

About The Position

The Senior Financial Analyst will join the corporate finance team and focus on balance sheet and cashflow forecasting. The role offers the opportunity to work in a dynamic, fast-paced FP&A organization, own significant model assumptions, and provide decision support to leaders across the organization. The position reports to the Corporate Finance Director and is a remote W2 contract role based in San Francisco, California.

The analyst will support monthly balance sheet and cashflow statement forecasts, conduct variance analysis, and collaborate cross-functionally to improve reporting and forecast accuracy. The role also uses AI and automation tools to streamline recurring financial tasks and supports special projects and ad hoc analyses.

Requirements

• Bachelor's degree in accounting, finance, or a business-related major.
• At least 2 years of experience in accounting or finance.
• Thorough understanding of accounting and finance concepts, especially balance sheets and statements of cashflow.
• Working experience with budgeting and forecasting tools.
• Strong Excel skills.
• High attention to detail, consistency, and accuracy.
• Excellent communication skills.
• Experience dealing with ambiguity in a fast-paced, high-pressure environment.
• Self-starter who can advance work with minimal direction or oversight, is flexible, and is interested in learning.

Nice To Haves

• Familiarity with NetSuite or Adaptive.
• Familiarity with AI and automation tools applied to financial planning and analysis.
• Demonstrated experience or interest related to cybersecurity and/or SaaS.

Responsibilities

• Support monthly balance sheet and cashflow statement forecasts, including Deferred Revenue, Accounts Receivables, Billings and Collections, financial service-related interest receivable, interest income and expense, Leases, and other miscellaneous assets and liabilities.
• Deliver variance analysis, including actual versus forecast and current forecast versus prior forecast.
• Collaborate with the operations forecast team, accounting, procurement, data analytics, treasury, and technical accounting teams to ensure reporting and forecast accuracy.
• Use AI and automation tools to streamline recurring reporting and forecasting tasks and improve cycle time and accuracy.
• Conduct special projects and ad hoc analyses to support informed decision-making.

What This Job Offers

• Career Level: Senior