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Presidio

Senior Financial Analyst, Services

Presidio

Senior Financial Analyst at Presidio providing financial insights and partnering with Services organization. Supporting deal economics and forecasting with advanced analytics and reporting.

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 scenario modeling, 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 AnalysisForecastingPower BI Dashboard DevelopmentFinancial ModelingBusiness Partnering

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 AnalysisForecastingFinancial ModelingScenario AnalysisVariance AnalysisExcelDynamic InputsPivot TablesComplex FormulasDriver-Based Financial Models
Soft Skills
Business PartneringProactive OrientationCuriosityCommunication
Tools & Technologies
Power BIAI-Assisted Tools
Industry Keywords
FP&ACommercial FinanceDeal EconomicsMargin AnalysisPricing Decisions

About the role

Key responsibilities & impact
  • Serve as the primary finance partner to services leadership
  • Translate financial data into clear insights for operational stakeholders
  • Support deal economics, margin analysis, and pricing decisions
  • Own the monthly and long-range forecast for assigned business areas
  • Conduct scenario analysis and "what-if" modeling to support strategic decisions
  • Prepare and publish monthly variance analysis vs. budget
  • Design and maintain executive-ready presentations and ad hoc analyses
  • Serve as the owner of financial analytics for your business unit
  • Build and maintain Power BI dashboards for real-time insights
  • Automate recurring financial reports and processes

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
  • 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 narratives
  • Proactive, curious orientation

Benefits

Comp & perks
  • Health insurance
  • 401(k)
  • Paid time off
  • Flexible working hours
  • Professional development opportunities
  • Equipment allowances