Sr. Financial Analyst
Listed on 2026-02-03
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Finance & Banking
Financial Analyst, Financial Reporting -
Business
Financial Analyst
Software Guidance & Assistance, Inc., (SGA), is searching for a Sr. Financial Analyst for a contract assignment with one of our premier SaaS clients in San Jose, CA.
Responsibilities- Consolidate OPEX and COGS forecasts from finance partners by creating Excel exhibits and Power point slides with narratives around expense trends and performance for leadership
- Analyze financial results, trends, and KPIs, delivering actional insights to leadership
- Perform ad hoc expense forecasting, budgeting, and models using raw data exported from Anaplan/Tableau/Power BI
- Mentor and guide junior financial analysts as needed
- Learn the expense and headcount data ecosystem to understand how future changes will affect current work streams, and to drive process improvements and innovation
- Minimum 4+ years of FP&A (or related) experience required
- Strong communication skills, with proven ability to work across teams
- Problem solving skills. Candidate should be able to propose solution frameworks that answer questions and solve business problems with minimal review required
- Proficiency with Excel, Power point, Anaplan, and Tableau
- Ability to architect, build, and explain dynamic, multiparameter expense/headcount excel models
- Detailed oriented with excellent organizational skills. Being able to manage competing task in a fast pace environment
- Background in accounting, or equivalent on the job experience
- Fundamental data skills (e.g. beginner data engineering/science background) desirable, but not required
- Education:
Bachelor's degree or equivalent experience
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 ase 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 EEO page to request an accommodation or assistance regarding our policy.
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