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Addison Group

Senior Financial Analyst

3+ months agoSan Francisco, CA

Job Title: Senior Financial Analyst
Location: San Francisco
Internal Job ID: 490782

Our Bay Area-based client is looking for a hands-on, experienced Sr. Financial Analyst. As a key member of the Finance team, the analyst will be supporting monthly and quarterly external and internal reporting, maintaining and improving forecasting models, preparing financial statements, and performing analysis.


  • Build annual budgets, develop rolling forecasts, and participate in the month-end close process
  • Maintain and improve complex financial models
  • Prepare and review monthly reporting packages including detailed financial analysis
  • Participate in the monthly P&L review process by recapping actual results versus plan and forecast, preparing monthly variance reports for business owners
  • Support monthly accounting close processes to ensure accuracy
  • Provide support to leaders across various departments to develop rolling forecasts and annual budgets (headcount, operating expenses, and capital planning)
  • Partner with senior management to provide decision support through ad hoc analysis
  • Develop and assist with ad-hoc reports and analysis as requested

  • Bachelor's degree in Finance, Accounting, or related field
  • Minimum of 5 to 6 years of relevant Finance experience
  • Exceptional analytical, mathematical, and problem-solving skills
  • Advanced Excel skills; ability to manage large data sets and summarize complex analysis
  • High level of ownership of assigned tasks and initiative to achieve outstanding results
  • Strong analytical skills, extensive modeling experience
  • Excellent interpersonal skills with a record of collaborating with management levels


Job ID: AddisonGroup-490782