
Senior Financial Analyst, Business Intelligence – Services
Presidio
full-time
Posted on:
Location Type: Remote
Location: United States
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Job Level
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