Senior Financial Analyst

Presidio, Where Teamwork and Innovation Shape the Future At Presidio, we're at the forefront of a global technology revolution, transforming industries through cutting-edge digital solutions and next-generation AI. We empower businesses - and their internal customers - to achieve more through innovation, automation, and intelligent insights. The Role We are seeking a Senior Financial Analyst as a core member of the Corporate FP&A team at Presidio, a private equity-backed technology solutions provider operating across multiple legal entities, geographies, and recently acquired businesses. This role is responsible for analyzing financial data, interpreting key performance metrics, and utilizing data-driven insights to support decision-making and drive financial performance. You will serve as a business partner working closely with various functional stakeholders to provide strategic recommendations, optimize financial planning, and improve overall business performance. Output reaches the CFO, the Executive Leadership Team, and the Board monthly, so accuracy, commercial judgment, and a clear narrative matter equally. Responsibilities Include: Reporting and Close: Manage overhead cost centers and recurring deliverables, including the monthly business reviews, Executive Leadership Team summaries, and flash reporting Consolidate results across business units, acquired entities, and international reporting units, including intercompany eliminations, FX translation, and proforma adjustments Analyze key metrics versus forecast, budget, and prior year, and write the variance narrative that accompanies the numbers Reconcile source systems to the consolidation platform and resolve differences independently Highlight potential analytical issues proactively and resolve them independently Executive Reporting, Systems, and Automation: Build executive and Board-level presentations and written narrative that lead with the implication rather than the mechanics Use AI tools (Claude, Copilot, ChatGPT) to accelerate analysis and drafting, with appropriate validation, and redesign manual processes so others can run them Turn ad hoc leadership and sponsor requests around quickly with detailed support Work fluently in a corporate performance management platform (OneStream preferred) across data loads, dimensions, scenarios, and reporting Extract and analyze GL and transactional data from the ERP (Microsoft Dynamics 365 preferred) Forecasting, Budgeting, and Planning: Support the annual budget and monthly forecast cycles end to end, from templates through consolidation and executive sign-off Build and maintain driver-based models covering revenue, gross profit, headcount, and operating expense Manage planning scenarios and rate assumptions Own headcount planning inputs: requisition tracking, cost-per-head assumptions, hiring phasing, and reconciliation to HR systems Analysis and Business Partnering: Serve as the primary finance partner to functional leadership, providing financial inputs that directly influence business decisions Translate bookings into recognized gross profit using conversion methodology, and quantify supply constraint, lead time, and mix effects with available data Perform SG&A analysis at the GL and vendor level, synthesize analyses and derive insights independently to support decision-making Support integration analytics for acquired entities, including chart of accounts mapping and comparability adjustments Assess spend for capitalizable costs (capex) versus operating expense (opex), and advise on classification and its impact on the P&L and cash flow Required Skills and Professional Experience: Advanced Excel, with demonstrated financial modeling and large data set analysis capability Hands-on experience with a financial planning and consolidation system; OneStream strongly preferred Proficiency in PowerPoint, including Board and executive level presentations Experience building dashboards, reports, and KPIs in Power BI or an equivalent BI tool Able to translate complex, large data sets into clear visual reports for stakeholders at all levels of the organization Track record of delivering recurring presentations to leadership and business stakeholders on financial trends and opportunities Strong written communication; able to draft variance commentary and executive narrative without heavy editing Working knowledge of US GAAP as applied to revenue presentation, gross versus net reporting, and consolidation Comfort operating in a multi-entity environment with incomplete data, shifting structures, and compressed timelines Preferred Skills and Professional Experience: Preferred Qualifications: Professional certification (CPA, CMA, CFA) or MBA Experience with financial planning platforms such as OneStream, Adaptive, or Hyperion Experience with ERP systems such as D365, SAP, Oracle, or Great Plains Proficiency in SQL or Power Query for querying and transforming data sets Experience with revenue recognition principles and margin economics Exposure to AI-driven forecasting tools or predictive analytics platforms Education and Experience: Bachelor's degree in Finance, Accounting, Economics, or a related discipline 5-7 years of progressive experience in FP&A, corporate finance, investment banking, transaction services, or a comparable analytical role MBA, CPA, CFA, or a recognized financial modeling or data analytics certification is a plus Your future at Presidio Joining Presidio means stepping into a culture of trailblazers - thinkers, builders, and collaborators - who push the boundaries of what's possible. With our expertise AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world. Here, your impact is real. Whether you're harnessing the power of Generative AI, architecting resilient digital ecosystems, or driving data-driven transformation, you'll be part of a team that is shaping the future. Ready to innovate? Let's redefine what's next-together. About Presidio Presidio is committed to hiring the most qualified candidates to join our amazing culture. We aim to attract and hire top talent from all backgrounds, including underrepresented and marginalized communities. We encourage women, people of color, people with disabilities, and veterans to apply for open roles at Presidio. Diversity of skills and thought is a key component to our business success. At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, and enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information visit Applications will be accepted on a rolling basis. Presidio has a strong commitment to the community we serve and our employees. As an Equal Opportunity Employer, we strive to have a workforce that includes the community we serve. Presidio is an Equal Opportunity Employer Disability/Vets. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories. The "Know Your Rights" Poster is available here: Presidio EEO Policy Statement is available here: Presidio is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, let us know the nature of your request and your contact information. Notice of Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. Helping all candidates find great careers is our goal. The information you provide here is secure and confidential. #J-18808-Ljbffr