Senior Financial Analyst

Overview

The organization is seeking an experienced and analytical Lead Finance Analyst with at least 5 years of experience in financial reporting and analytics. This role requires strong technical proficiency in Microsoft Excel and the ability to translate financial data into meaningful insights for management.

This position may be based in Palo Alto, CA, or performed remotely within the US.

Responsibilities

• Prepare, analyze, and maintain weekly/monthly financial reports, management reports, and performance dashboards.
• Conduct financial analysis to identify trends, variances, risks, and opportunities.
• Utilize advanced Excel functions, including macros, pivot tables, nested formulas, and charts to analyze and present financial data.
• Support monthly, quarterly, and annual financial reporting processes.
• Prepare financial presentations and communicate key insights to management and business stakeholders.
• Partner with cross-functional teams to gather, validate, and analyze financial information.
• Identify opportunities to improve reporting accuracy, efficiency, and automation.
• Ensure financial data is accurate, timely, and presented in a clear and actionable manner.
• Take ownership of assigned financial analysis and reporting projects from start to finish.

Requirements

• Must be a US Citizen or permanent resident.
• Bachelor’s degree in Finance, Business Administration, Accounting, Economics, or a related field.
• Minimum of 5 years of professional experience in financial reporting and financial analytics.
• Experience in Microsoft Excel (macros, pivot tables, nested formulas).
• Ability to manage multiple priorities and meet deadlines in a remote work environment.

Preferred Qualifications

• Excellent written and verbal communication skills.
• Strong analytical, problem-solving, and attention-to-detail skills.
• Strong presentation skills, with the ability to clearly communicate financial insights to management and stakeholders.
• Comfortable preparing, reviewing, and presenting management reporting.
• Preferred time zone: CST.

Compensation & Benefits

Base pay ranges

• Colorado: $76,000.00 - $126,000.00 annually
• New Jersey: $76,000.00 - $126,000.00 annually
• Delaware: $76,000.00 - $126,000.00 annually
• Washington, DC metropolitan area: $83,000.00 - $139,000.00 annually
• California: $87,000.00 - $145,000.00 annually

For all other states, geographic cost of labor is used to develop market-driven ranges for roles, and each location where the organization hires may have a different range.

The successful candidate’s starting pay will fall within the salary range provided and is determined based on job-related factors, including experience, qualifications, knowledge, skills, geographic work location, and market conditions. Candidates with the minimum necessary experience and qualifications should not expect to receive the upper end of the pay range.

Benefits

• Paid time off
• Health and welfare insurance
• 401(k) to eligible employees

Location

• Palo Alto, CA
• Or remote within the US

Equal Opportunity

The organization is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.

Application Window

The application window is three days from the date the job is posted and will remain posted until a qualified candidate has been identified for hire. If the job is reposted regardless of reason, it will remain posted three days from the date the job is reposted and will remain reposted until a qualified candidate has been identified for hire.