Financial Analyst

Presidio

Financial Analyst developing forecasts, models, and executive reporting at Presidio. Supporting data-driven transformation through digital solutions, AI, cloud, and cybersecurity.

Posted 8/25/2026full-timeRemote • King of Prussia • California, Louisiana, Massachusetts, New Jersey, Oklahoma, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial forecasting, budgeting, and analysis, utilizing advanced Excel skills and financial analysis tools to support business strategies. Proficient in data visualization and relational database management, with a strong ability to lead analytic teams and manage stakeholder expectations.

Highest-signal resume keywords

Financial ForecastingAdvanced Excel SkillsFinancial Analysis ToolsData Visualization ToolsRelational Database Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ForecastingBudgetingFinancial AnalysisVariance AnalysisSQL QueriesFinancial ModelingData AnalysisData VisualizationAnalytical SupportFinancial Statements

Soft Skills

CollaborationProblem-SolvingCommunicationStakeholder ManagementTime Management

Tools & Technologies

OneStreamTM1HyperionQlikQlikViewTableauPower BI

Certifications & Qualifications

CPACFAMaster's in Business Administration

Industry Keywords

Public AccountingConsultingFinanceQuantitative Discipline

Tech Stack

Tools & technologies

AWSAzureCloudCyber SecurityERPFirewallsFlashGoGoogle Cloud PlatformLinuxOraclePMPPythonSDLCServiceNowSFDCSQLSwitchingTableauTCP/IPUnityUnix

About the role

Key responsibilities & impact

Perform monthly and long-term forecasting, budgeting, and modeling
Report and analyze operational metrics
Prepare executive and ad hoc reports
Perform financial and variance analyses by identifying key drivers
Identify data trends indicating strengthening or weakening performance
Develop financial tools, analyses, and metrics supporting business strategies
Provide ad hoc financial analyses and analytical support
Conceptualize and develop summary charts and tables for large datasets
Review own and others' work for quality, accuracy, and relevance
Collaborate on analytics engagements while managing stakeholder and leadership expectations
Lead multiple engagements and competing priorities
Lead analytic teams in solving complex business problems
Own the quality, accuracy, and relevance of own and others' work

Requirements

What you’ll need

Bachelor's Degree in Finance or Accounting, or another related quantitative discipline is required
CPA, CFA, or work toward these credentials preferred but not required
Master's in Business Administration preferred
3–5 years of related business experience, including public accounting, consulting, or finance
Advanced Excel skills, including crafting, interpreting, and presenting financial projections and models
Experience with financial analysis tools such as OneStream, TM1, or Hyperion
Experience with data analysis and visualization tools such as Qlik, QlikView, Tableau, or Power BI
Significant experience with relational database models and writing SQL queries
Experience with planning systems such as OneStream, Hyperion, or IBM systems
Basic understanding of key financial statements and accounting principles
Ability to apply analytics strategies to solve problems and identify relevant observations
Ability to document work performed and observations identified clearly
Experience using analytics tools and/or programming languages to derive and communicate business insights
Ability to bring order to unstructured problems
Ability to learn new technologies and develop creative technology solutions
Ability to investigate business needs, ask probing questions, and collaborate with stakeholders
Ability to navigate multiple engagements and competing priorities in a fast-paced, cross-functional team environment

Benefits

Comp & perks

Equal Opportunity Employer
Reasonable accommodations for individuals with disabilities
Commitment to diversity, equity, and inclusion
Rolling-basis application consideration