Financial Analyst - Marketing

Software Guidance & Assistance, Inc., (SGA), is searching for a Financial Analyst for a contract assignment with one of our premier SaaS clients in San Francisco, CA. 3 days per week onsite.


We are looking for a detail-oriented contractor with experience in marketing, advertising, media, or finance operations who can support financial workflows across multiple stakeholders and platforms. This role will connect media activity with finance operations to help maintain accurate budgets, pacing, purchase orders, reconciliations, and billing records.


ROLE FOCUS


The contractor will provide hands-on operational support to the Media and Finance teams, with an emphasis on data accuracy, budget visibility, transaction processing, and timely issue resolution. The role is execution-focused and partners closely with internal stakeholders to keep financial records aligned and up to date.
Responsibilities:

• Cross-functional Support - Partner with Media and Finance stakeholders to ensure financial processes and information remain aligned and up to date.
• Process Improvement & AI - Identify and implement process improvements, automation, and AI solutions to increase efficiency, accuracy, and scalability across Finance Operations.
• Financial Controls & Reporting - Monitor budget utilization, identify risks or discrepancies, and support regular financial reporting.
• Billing & Reconciliation - Partner with Media, Finance, agencies, and vendors to resolve billing and reconciliation discrepancies.
• PO & Funding Management - Support PO management, budget transfers, funding changes, and related finance workflows.
• Budget & Financial Operations - Support budget tracking, checkbook QA, reconciliation, and overall financial accuracy across media investments.

Required Skills:

• Strong attention to detail with solid quantitative and analytical skills.
• Highly organized, resourceful, self-motivated, and comfortable managing multiple priorities in a fast-paced environment.
• Comfortable working across Media, Finance, agencies, and other cross-functional stakeholders.
• A proactive problem solver who can identify discrepancies, follow issues through to resolution, and communicate clearly.
• Curious and capable of using AI tools and automation to improve processes, reduce manual work, and increase operational efficiency.
• Comfortable working in Excel and maintaining detailed financial trackers.
• 3+ years of experience in digital media, marketing, advertising, or finance operations.
• Advanced Microsoft Excel skills, including working with large datasets, reconciliations, and data modeling.
• Hands-on experience with purchase orders, media billing, budget tracking, or financial reconciliation.
• Understanding of media planning/buying workflows is a plus.
• Familiarity with Databricks or similar data platforms is a plus.
• Bachelor's degree or higher in Finance

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find 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 to request an accommodation or assistance regarding our policy.


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