Senior Financial Analyst

$147,680 - $147,680/Yr

Robert Half - San Jose, CA

Full-time - Mid Level

San Jose, CA

Administrative and Support Services

About the position

Our client is looking for a Senior Financial Analyst to join their team. This position is crucial due to a staff vacancy and is expected to last through February 28, 2025. The role is hybrid, with a preferred location in San Jose, CA, but candidates from Seattle are also considered. The Senior Financial Analyst will be responsible for owning financial business cases and conducting scenario analysis to support the Channel RTM, ensuring financial rigor when exploring opportunities for the client. This includes advising on business strategy, opportunity sizing, pricing, and setting financial targets. The analyst will support three-year strategic financial planning, collaborating with business owners to build long-term financial models that set the roadmap for the client's continued growth. They will act as the team champion and point of contact for finance-related system implementations, driving financial treatment for new offerings. Additionally, the analyst will ensure that business partners are informed of weekly financial forecasts and are actively addressing risks and opportunities within DME. They will also own bi-weekly OL and quarter-end financial reporting, providing insights into the reasons behind financial performance. Working closely with key business leaders, the Senior Financial Analyst will identify appropriate metrics to track and evaluate business performance and will drive ad-hoc analysis for leadership. This role requires a self-starter who can take charge of complex tasks with minimal direction and develop new strategies to approach business challenges effectively.

Responsibilities

• Own financial business cases and scenario analysis to support the Channel RTM, ensuring financial rigor when exploring opportunities for our client.
• Advise business strategy, opportunity sizing, pricing, and financial targets.
• Support three-year strategic financial planning, collaborating with business owners to build long-term financial models.
• Act as the team champion and point of contact for finance-related system implementations and drive financial treatment for new offerings.
• Ensure business partners are informed of weekly financial forecasts and are actively addressing risks and opportunities within DME.
• Own bi-weekly OL and quarter-end financial reporting, explaining the reasons behind financial performance.
• Work with key business leaders to identify appropriate metrics to track and evaluate business performance.
• Drive ad-hoc analysis for leadership.

Requirements

• 3-5 years of relevant finance experience.
• Previous experience in creating/maintaining financial models for a subscription/SaaS business is a plus.
• High level of proficiency in Microsoft Excel is required.
• Experience in relational databases, data manipulation (i.e. Alteryx), and data visualization (PowerBI, Tableau) preferred.
• Strong communication and interpersonal skills with the ability to influence and drive decision-making across cross-functional teams.
• Strong project management, planning, and organizational skills, including the ability to handle several projects at a time in a fast-paced environment.
• Problem solver who can challenge the status quo and drive new ways of thinking across the organization.
• BA/BS degree in Finance, Accounting, or Economics.

Nice-to-haves

• Experience in subscription/SaaS business financial modeling.
• Familiarity with data visualization tools like PowerBI or Tableau.
• Experience with data manipulation tools like Alteryx.