Intelliswift
Title:Senior Financial Analyst
Duration: 4 Months
Location:San Rafael, CA
Hours: 9am-5pm
Hybrid Role: Tuesday/Thursdays onsite
This role will play a critical part in driving strategic decision-making through insightful financial analysis, forecasting, and reporting. The ideal candidate will have deep expertise in FP&A processes and advanced proficiency in Excel and Power BI for data visualization and dashboard development.
Responsibilities:
The FP&A team is responsible for the consolidation, reporting, and analysis of the companys budget and forecasts for Operating Expenses (OpEx). The Senior Financial Analyst will lead various aspects of FP&A, including:
? Budget and Forecast Process: Assist with the annual budget, forecasting and long-range planning processes, focusing on the development of templates, consolidation of business inputs and detailed analysis of the combined budget.
? Key Reports and Financial Packages: Develop and maintain dynamic financial models to support strategic initiatives and scenario planning.
? Monthly Financial Reporting: Preparation of monthly financial reports, including variance analysis to assess performance against budget.
? Process Improvement: Drive ongoing process improvement and automation projects within the finance team to enhance efficiency and accuracy (PowerBI and Excel automation).
? Ad Hoc Reporting and Analysis: Conduct detailed analyses and provide insights to support strategic decision-making.
Qualifications & Experience:
? Bachelors degree in Finance, Accounting, Economics, or a related field.
? 5+ years of progressive experience in FP&A or corporate finance roles.
? Advanced proficiency in Power BI, Excel, and financial modeling.
? Strong understanding of financial statements, forecasting techniques, and business drivers.
? Good communication and presentation skills with the ability to influence stakeholders.
? Experience with ERP systems (e.g., SAP, Oracle, NetSuite) is a plus; and planning tools (Anaplan and Essbase)
Required Skills:
? Analysis: Strong analytical skills, proficiency in Microsoft Excel (VBA preferred), and familiarity with PowerBI
? Communication: Excellent verbal and written communication skills, with the ability to convey complex financial information clearly.
? Strategic Thinker: Strategic thinker with a proactive and solution-oriented mindset.
? Systems: Energetic, organized and highly skilled with today's systems, applications and platforms (Hyperion, SAP, Excel, PowerPoint, SharePoint, Microsoft Teams, Anaplan etc.)
? Accountability: Independent worker and self-starter that enjoys problem solving and takes pride and accountability in their work product
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