Financial Analyst

Presidio

Financial Analyst forecasting, budgeting, and modeling for Presidio’s AI, cloud, cybersecurity, and digital transformation solutions. Building financial tools, analyzing performance trends, and supporting business strategies.

Posted 8/25/2026full-timeRemote • California • 🇺🇸 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 and financial analysis tools to support business strategies. Proficient in leading analytic teams and collaborating with stakeholders to solve complex business problems in a fast-paced environment.

Highest-signal resume keywords

Financial ForecastingAdvanced Excel SkillsFinancial Analysis ToolsSQL Query WritingAnalytic Team Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingVariance AnalysisData AnalysisFinancial ProjectionsRelational Database ModelsBusiness Insights DerivationKey Financial Statements UnderstandingAnalytics Strategies ApplicationProblem-SolvingReporting Observations Documentation

Soft Skills

CollaborationStakeholder ManagementAdaptabilityCommunicationOrder in Unstructured Problems

Tools & Technologies

OneStreamTM1HyperionQlikQlikViewTableauPower BIPlanning Systems

Certifications & Qualifications

CPACFAMaster of Business Administration

Industry Keywords

Public AccountingConsultingFinanceQuantitative DisciplineBusiness Analyst

Tech Stack

Tools & technologies

AWSAzureCloudCyber SecurityERPFirewallsFlashGoGoogle Cloud PlatformOraclePMPPythonSDLCServiceNowSQLTableauUnity

About the role

Key responsibilities & impact

Perform monthly and long-term forecasting, budgeting, and modeling
Report on and analyze operational metrics
Prepare executive and ad hoc reports
Perform financial and variance analyses by identifying key drivers
Identify 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 volumes of data
Review own and others' work for quality, accuracy, and relevance
Collaborate with stakeholders and manage leadership expectations
Navigate and lead multiple engagements and competing priorities
Lead analytic teams to solve complex business problems

Requirements

What you’ll need

Bachelor's Degree in Finance, Accounting, or another related quantitative discipline is required
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, and Hyperion
Experience with data analysis and visualization tools such as Qlik, QlikView, Tableau, and Power BI
Significant experience and proficiency with relational database models and writing SQL queries
Experience with planning systems such as OneStream, Hyperion, and IBM
Basic understanding of key financial statements and accounting principles
Ability to apply analytics strategies to solve problems and identify relevant reporting 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 innovative technology-based 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
CPA or CFA, or progress toward these credentials, preferred but not required
Master of Business Administration preferred but not required
Preferred: experience in collaborative analytics engagements, preferably in consulting or business analyst roles
Preferred: experience leading analytic teams to solve complex business problems

Benefits

Comp & perks

Equal Opportunity Employer
Reasonable accommodations for individuals with disabilities
Priority referrals for protected veterans
Diverse and inclusive workplace commitment