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Presidio

Senior Financial Analyst, Services

Presidio

Senior Financial Analyst supporting Services leadership with financial guidance at Presidio. Transforming data into insights for operational stakeholders and improving profitability.

Posted 7/14/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in financial analysis, forecasting, and budgeting, with a strong ability to translate complex financial data into actionable insights. Proficient in building and maintaining Power BI dashboards and automating financial reporting processes.

Highest-signal resume keywords
Financial AnalysisFP&APower BI Dashboard DevelopmentAdvanced Excel SkillsScenario Analysis

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills
Financial ModelingMargin AnalysisBudgetingKPI FrameworksVariance AnalysisDeal EconomicsPricing DecisionsData AnalysisForecastingDriver-Based Financial Models
Soft Skills
Business PartneringCommunicationProactive OrientationOwnership MindsetCuriosity
Tools & Technologies
Power BIExcelAI-Assisted Tools
Industry Keywords
FinanceEconomicsAccountingCommercial Finance

About the role

Key responsibilities & impact
  • Serve as the primary finance partner to services leadership, providing financial guidance that directly influences business decisions
  • Translate financial data into clear, actionable insights for operational stakeholders at all levels
  • Support deal economics, margin analysis, and pricing decisions in partnership with Sales and Services teams
  • Own the monthly and long-range forecast for assigned business areas
  • Lead the annual budget process for assigned coverage areas
  • Conduct scenario analysis and "what-if" modeling to support strategic decisions and long-range planning
  • Prepare and publish monthly variance analysis vs. budget, forecast, and prior year
  • Identify patterns in financial and operational data that signal strengthening or weakening performance
  • Design and maintain executive-ready presentations and ad hoc analyses to support leadership reviews and strategic discussions
  • Build and maintain Power BI dashboards that deliver real-time insight on revenue, margin, forecast accuracy, and operational performance
  • Automate recurring financial reports and manual processes
  • Standardize KPI frameworks and financial data definitions for your business area
  • Serve as a thought leader within the finance team on analytics best practices

Requirements

What you’ll need
  • Bachelor's degree or higher in Finance, Economics, Accounting, or a related field
  • 4+ years of experience in financial analysis, FP&A, or commercial finance
  • Advanced Excel skills including financial modeling, dynamic inputs, pivot tables, and complex formulas
  • Hands-on experience building dashboards and reports in Power BI — able to design from scratch, not just modify existing templates
  • Working knowledge of AI-assisted tools (CoPilot, Claude, ChatGPT, etc)
  • Demonstrated ability to build driver-based financial models and scenario analyses
  • Strong business partnering instincts
  • Ability to translate complex financial data into clear, compelling narratives for non-finance audiences
  • High bias for action, strong ownership mindset, and ability to operate independently in a fast-moving environment
  • Proactive, curious orientation

Benefits

Comp & perks
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Professional development opportunities