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Senior Financial Data Analyst

Presidio
United Statesfull_timeVerifiedPosted 12 Mar 2025

About the role

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 customers—to achieve more through innovation, automation, and intelligent insights. 

The Role
Presidio is seeking a Financial Analyst with a strong focus on Data & Analytics who will work on complex analytical projects within our Finance team. 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.

Responsibilities include:

Data Analysis, Modeling, Reporting and Forecasting:

  • Develop and maintain financial models, forecasts, and budgets based on historical data and predictive analytics
  • Highlight potential analytical issues on a proactive basis and resolve them independently
  • Synthesize analyses and derive insights independently
  • Prepare regular financial reports, presentations and dashboards that highlight key metrics, root causes, trends, and anomalies to support decision-making
  • Provide actionable insights to senior management on financial performance, including revenue, costs, and profitability
  • Collaborate with business partners to incorporate financial insights into planning, forecasting and decision-making

Required Skills and Professional Experience:

  • Advanced Microsoft Excel skills with a focus on financial modeling and data analysis
  • Proficiency in PowerPoint developing Board and Executive level presentations
  • Experience building new dashboards and new reports in Power BI
  • Experience translating complex and potentially large data sets into easy-to-understand visual reports for stakeholders at all levels of the organization
  • History of providing regular presentations to leadership and business stakeholders on financial trends and opportunities
  • Experience in developing KPIs and Dashboards
  • Deep experience working with ERP and financial planning systems (e.g., OneStream, D365)
  • Bachelor’s degree in a relevant discipline
  • A master’s degree in business administration (MBA) or Finance, or certifications in Data Analytics or Financial Modeling (e.g., CFA) is a plus
  • 5 - 7+ years of experience in a financial analysis role, ideally with a focus on data analytics, financial planning, or business intelligence
  • Hardware/Software/SaaS industry experience 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 in 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
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, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit www.presidio.com. 

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Applications will be accepted on a rolling basis.

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Company

Presidio

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