Financial Analyst V

About Ascendion

Ascendion is an AI-native software engineering disruptor helping businesses innovate faster, smarter, and with greater impact. We partner with enterprise clients across North America, the UK, Europe, and APAC to solve complex challenges in data, experience design, software product engineering, and workforce transformation. Powered by expert engineers, thousands of AI agents, and our Engineering to the Power of AI (EngineeringAI) method, we deliver measurable outcomes that build trust, unlock value, and accelerate growth.

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Engineering to the Power of AI™, AAVA™, EngineeringAI, Engineering to Elevate Life™, Enterprise PlatformsAI, Data & InsightsAI, ExperienceAI, GCCAI, OperationsAI, Platform EngineeringAI, ProductAI, and Quality EngineeringAI are trademarks or service marks of Ascendion®. AAVA™ is pending registration. Unauthorized use is strictly prohibited.

Ascendion | Engineering to elevate life

We have a culture built on opportunity, inclusion, and a spirit of partnership. Come, change the world with us:

• Build the coolest tech for the world's leading brands
• Solve complex problems - and learn new skills
• Experience the power of transforming digital engineering for Fortune 500 clients
• Master your craft with leading training programs and hands-on experience

Experience a community of change makers!

Join a culture of high-performing innovators with endless ideas and a passion for tech. Our culture is the fabric of our company, and it is what makes us unique and diverse. The way we share ideas, learning, experiences, successes, and joy allows everyone to be their best at Ascendion.

About the Role:

• The main functions of a Financial Analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions.
• A typical Financial Analyst is responsible for analyzing and communicating financial information for clients.

Job Title: Financial Analyst V

Key Responsibilities:

• Day-to-day responsibilities include monitoring actuals vs. plan, managing P0 investment priorities, identifying and flagging areas of underrun, and serving as a first responder for Business Partner (BP) queries related to purchase orders (POs), cost center setup, and headcount (HC) configurations, and general budget policy questions.
• Additionally, you person will be responsible for running, refreshing and maintaining weekly reports and dashboards to maintain canonical views of Headcount-related metrics - ensuring leadership and cross-functional partners always have access to accurate, up-to-date HC data for planning and decision-making.
• The ideal candidate has strong proficiency in Excel, experience with enterprise financial systems (e.g., SAP, Anaplan, or similar planning tools), and a working knowledge of procurement and cost center structures.
• Familiarity with reporting/dashboard tools is a plus.
• They should be highly organized, comfortable navigating ambiguity in a fast-paced environment, proactive in surfacing issues before they escalate, and possess strong written communication skills to field a high volume of stakeholder inquiries efficiently.
• A self-starter mindset, comfort with repetitive process work, and the ability to synthesize financial data into clear status updates are critical.

Minimum Qualifications:

• Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
• Strong Financial Planning and Analysis (FP&A) experience (Operating Expense (Opex) management, budget cycles, project planning)
• Advanced Excel
• Financial systems knowledge + ability to analyze/synthesize data for executives and business partners
• Verbal and written communication skills, attention to detail, and critical thinking.
• Strong ability to work independently and manage one's time.
• Strong ability to analyze business trends and project future revenues and expenses.
• Strong knowledge of economic and accounting principles, the financial markets, and reporting of financial data.
• Strong knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
• Previous experience with computer applications, such as Excel and PowerPoint, and any other related financial software.

Preferred Qualifications:

• Ability to work independently with minimal hand-holding (quick ramp-up)
• Comfort pulling from multiple data sources
• Ability to thrive in a fast-paced environment

Location: Remote [USA]

Salary Range: The salary for this position is between $147,600 - $197,600 annually. Factors which may affect pay within this range may include geography/market, skills, education, experience, and other qualifications of the successful candidate.

Benefits : The Company offers the following benefits for this position, subject to applicable eligibility requirements: [medical insurance] [dental insurance] [vision insurance] [401(k) retirement plan] [long-term disability insurance] [short-term disability insurance] [5 personal days accrued each calendar year. The Paid time off benefits meet the paid sick and safe time laws that pertains to the City/ State] [10-15 days of paid vacation time] [6 paid holidays and 1 floating holiday per calendar year] [Ascendion Learning Management System]

Want to change the world? Let us know.

Tell us about your experiences, education, and ambitions. Bring your knowledge, unique viewpoint, and creativity to the table. Let's talk!

Preferred Skills


FP&A

• Anaplan
• Operating Expense
• budget cycles
• Excel
• Financial Planning and Analysis

Job details


Job ID 332818


Role Financial Analyst V


Location Menlo Park, California, US


Job type Direct Hire


Recruiter Khushi


Email View email address on click.appcast.io


About Ascendion


Ascendion is a full-service digital engineering solutions company. We make and manage software platforms and products that power growth and deliver captivating experiences to consumers and employees.


Our engineering, cloud, data, experience design, and talent solution capabilities accelerate transformation and impact for enterprise clients. Headquartered in New Jersey, our workforce of 6,000+ Ascenders delivers solutions from around the globe. Ascendion is built differently to engineer the next.