Financial Analyst

Software Guidance & Assistance, Inc., (SGA), is searching for a Financial Analyst for a contract assignment with one of our premier investment management clients in San Jose, CA. This is a hybrid role with 2‑3 days per week in office. A Senior Financial Analyst maintains and optimizes IBM Planning Analytics/TM1 for the Creative and Professionals organization, ensuring data integrity for financial forecasting and reporting. Key responsibilities include coordinating cross‑functional, multi‑stakeholder teams through data consolidations for weekly outlooks, quarterly re‑forecasts, and both strategic and annual operating plans. The role emphasizes process improvement—particularly through automation—plus master data management, data and process governance, and providing users with effective communication, support, and best practices. Acting as a liaison between IT (BCCD) and C&P Finance Teams, they enhance application performance and streamline forecasting procedures. Additionally, they help teams align, provide financial insights, conduct variance and ad hoc analyses, and serve as the subject‑matter expert for special projects such as "Save Our Systems" FP&A transformation. Responsibilities Process coordination: Assist the various teams in forecasting processes, data validation, and forecasting workflows. User support & training: Provide technical support to finance teams and end‑users, including training and custom report creation. Process improvement: Act as the voice of the customer, collaborating with developers and architects to continually simplify and optimize workflows, automate tasks, and design and develop new capabilities. Data quality steward: Establish and implement comprehensive policies and procedures to ensure data completeness and quality across TM1 forecasting models, data input forms, and consolidation cubes, and oversee the reconciliation of inbound data sources and outbound tools (Jupiter, TRON, etc.) and dashboards. Required Skills Technical: Experience with best‑of‑breed planning tools Hyperion Planning or IBM Planning Analytics/TM1; strong Planning Analytics Workspace (PAW), DBRW, and Excel; PowerBI skills are a plus. Functional: Experience with financial reporting, forecasting, and consolidation processes. Soft skills: Strong problem‑solving abilities, communication skills, and the ability to work with both technical and non‑technical stakeholders. Qualifications: Bachelor’s degree in Finance, Accounting, Information Systems, or a related field. Professional knowledge: Strong understanding of financial planning, budgeting, and forecasting processes. Communication: Excellent communication skills for collaborating with technical and non‑technical stakeholders. SGA is a technology and resource solutions provider driven to stand out. We are a women‑owned business. Our mission is to solve big IT problems with a more personal, boutique approach. Each year we match consultants like you to more than 1,000 engagements. You will join a diverse team built on the core values of customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do, and find your passion at work. Learn more about us at SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy. #J-18808-Ljbffr