Senior Strategic Financial Analyst

Armanino • San Ramon, CA

1d

About The Position

The Senior Strategic Financial Analyst owns the development and maintenance of short- and long-term cash flow and balance sheet forecasts, integrated financial models, and driver-based planning in the firm's CPM platform, Pigment. The role supports budgeting, forecasting, and strategic decision-making and serves as a subject matter expert on how the income statement, balance sheet, and cash flow statement interrelate. It provides insights into revenue, profitability, liquidity, working capital, and cash generation.

The analyst partners with Accounting to understand actual cash flow and balance sheet results and their forecasting implications, and leads M&A budget development with FP&A and business leaders. In partnership with Corporate Development, the role establishes planning assumptions, assesses financial and operational metrics, and supports post-acquisition performance analysis and long-term growth objectives.

The position develops scalable financial processes and reporting, including KPIs and performance metrics, while improving accuracy and reducing manual effort. It also applies analytics, AI, and business intelligence tools to large financial and operational datasets, producing repeatable analyses and actionable insights. The analyst independently leads complex analyses, business cases, scenario analyses, and special projects, turning incomplete or cross-functional inputs into clear recommendations and concise executive-level presentations.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• At least three years of progressive experience in FP&A, Corporate Finance, Accounting, Transaction Advisory, Financial Analytics, or a related finance function.
• Expert understanding of financial statements and their interrelationships.
• Reasonable fluency in accounting; CPA is not required.
• Demonstrated experience preparing and managing cash flow forecasts, balance sheet forecasts, financial models, scenario analyses, and working capital analyses.
• Advanced Microsoft Excel skills and financial modeling capabilities.
• Strong attention to detail and commitment to accuracy and quality.
• Excellent verbal, written, and presentation communication skills.
• Demonstrated ownership of complex, cross-functional financial analyses and initiatives, including defining the approach, coordinating stakeholders, managing competing priorities, and independently driving work from problem definition through executive recommendation.
• Passion for process improvement, standardization, and automation.

Nice To Haves

• Corporate financing or M&A financial experience.
• Experience in a professional services, consulting, or accounting firm environment.
• Transaction advisory, corporate development finance, or strategic FP&A experience supporting M&A transactions, financial due diligence, acquisition modeling, or post-acquisition integration and performance analysis.
• Experience building scalable reporting and analytics solutions.
• Familiarity with Power BI, DAX, SQL, Power Query, or similar data analytics tools.
• Experience using AI tools for deep analysis and to improve finance processes, reporting, forecasting, or analytical workflows.
• Experience with financial planning and forecasting platforms such as Pigment, Adaptive Planning, Anaplan, or similar solutions.
• CPA, CFA, or MBA designation.

Responsibilities

• Own the development and maintenance of short- and long-term cash flow forecasts, balance sheet forecasts, integrated financial models, and driver-based planning in Pigment.
• Provide expertise on the relationships among the income statement, balance sheet, and cash flow statement, and deliver insights into financial performance, liquidity, working capital, and cash generation.
• Partner with Accounting to understand actual cash flow and balance sheet results and their implications for forecasts.
• Lead M&A budget development with FP&A and business leaders; coordinate with Corporate Development on planning assumptions, financial and operational metrics, post-acquisition analysis, and growth objectives.
• Develop standardized, scalable financial processes and reporting, including KPIs and performance metrics, while reducing manual effort and maintaining accuracy.
• Use analytics, AI, and business intelligence tools to analyze large datasets, develop repeatable analytical frameworks, and identify actionable insights.
• Independently lead complex analyses, business cases, scenario analyses, and special projects, synthesizing ambiguous or cross-functional inputs into decision-ready recommendations and executive presentations.

Benefits

• Medical, dental, and vision coverage.
• Generous PTO plan and paid sick time.
• Flexible work arrangements.
• 401K with profit sharing.
• Wellness program.
• Generous parental leave.
• 11 paid holidays.
• Eligible employees at certain levels may participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

What This Job Offers

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