Presidio

Senior Financial Analyst, Business Intelligence – Services

Presidio

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Design, build, and maintain BI dashboards that deliver insights on revenue, margins, forecasting accuracy, and operational efficiency.
  • Partner with FP&A, Accounting, and Operations to define and standardize key financial KPIs across the enterprise.
  • Leverage data visualization tools (Power BI preferred) to make complex financial data clear and actionable for non-technical stakeholders.
  • Automate recurring financial reports and streamline manual processes to improve accuracy and timeliness.
  • Ensure data governance and integrity across finance systems, collaborating with IT on warehouse structures and pipelines (e.g., Snowflake, Azure, BigQuery).
  • Support strategic initiatives such as digital transformation.
  • Advise on data strategy within Finance, including how to integrate predictive analytics and AI for forecasting.

Requirements

  • Bachelor's degree in Finance, Economics, Data Analytics, Accounting, or related field.
  • 5+ years of experience in Business Intelligence, Financial Analytics, or FP&A analytics — ideally in a technology, SaaS, or consulting environment.
  • Strong expertise with Power BI (or Tableau/Looker) and advanced SQL for querying and modeling data.
  • Deep understanding of financial statements, variance analysis, and key profitability metrics.
  • Proven ability to synthesize large, complex data sets into concise insights for executive audiences.
  • Excellent communication skills with the ability to influence and collaborate across business and technical teams.
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Remote work options
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Business IntelligenceFinancial AnalyticsFP&A analyticsPower BISQLdata visualizationpredictive analyticsdata governancedata modelingvariance analysis
Soft Skills
communicationcollaborationinfluencesynthesis of dataproblem-solvingstrategic thinkingattention to detailadaptabilitystakeholder engagementanalytical thinking