Financial Analyst II

Job Title: Financial Analyst II

Location: Onsite- Burlingame, CA

Duration: 4 Months

Position Summary

We are seeking a mid-level Financial Analyst II to support financial planning, reporting, and cross-functional process initiatives. In this role, you will provide analytical support, reconcile data, and contribute to key projects aimed at enhancing the accuracy, timeliness, and usability of financial information. A primary focus will be supporting the transition of core financial planning workflows out of spreadsheets and into a new financial execution tool.

Key Responsibilities

• Tooling & Systems Implementation: Support the rollout of a new financial planning execution tool and management reporting structures. Assist with requirements gathering, User Acceptance Testing (UAT), process documentation, and change management.

• Data Validation & Reconciliation: Compile, validate, and reconcile complex financial data across systems to ensure audit-level completeness and accuracy.

• Project Management: Track deliverables, workstream timelines, dependencies, and status updates across cross-functional stakeholders.

• Stakeholder Alignment: Partner with cross-functional teams to gather inputs, clarify assumptions, and align on recurring reporting needs.

• Process Documentation: Create clear, repeatable process notes, definitions, control steps, and workflow documentation.

Minimum Qualifications

• 3+ years of corporate finance or financial analysis experience.

• Proven track record supporting financial systems implementations, upgrades, or finance tooling/process changes.

• Solid experience working with large data sets, advanced spreadsheets, and data quality/reconciliation workflows.

• Strong working knowledge of core financial statements (income statement, balance sheet, and cash flow) and foundational corporate accounting principles.

• Demonstrated project management skills, including task coordination, deliverable tracking, and stakeholder communications.

• Bachelor's degree in Business, Finance, Accounting, or a related field.

Preferred Qualifications & Attributes

• Ability to thrive in a fast-paced environment and manage tight timelines effectively.

• Strong written and verbal communication skills across technical and non-technical business partners.

• High discretion and sound judgment when handling sensitive financial information.

• High attention to detail and a methodical approach to data verification.