Financial Analyst - Consultant

Amplytico Inc.; San Francisco (CA); Hybrid; USD 105,000 - 145,000; Full time

Job summary

Amplytico Inc. is seeking a Financial Analyst/Consultant to join our growing team in San Francisco. You will build sophisticated financial models, create dynamic data visuals, and deliver insights to drive business decisions.

This role combines financial analysis with automation using Excel, Power BI, and Power Apps in a hybrid onsite model. Ideal candidates have a strong analytical mindset, advanced Excel skills, and experience communicating with stakeholders across management levels.

Qualifications

• Bachelor's degree in finance, economics, business, or related field.
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Responsibilities

• Conduct complex financial analyses to support strategic decision-making.
• Develop and maintain comprehensive financial models and forecasts.
• Create insightful financial reports and presentations for stakeholders.
• Identify trends to provide actionable recommendations.
• Design and implement Power BI dashboards and reports.
• Develop advanced Excel models and automation solutions.
• Create Power Apps solutions to streamline processes.
• Maintain and optimize reporting systems.

Skills

Advanced Excel

Strong analytical

Excellent communication

Management collaboration

Education

Bachelor's degree in finance/economics/business

Master's degree (preferred)

Tools

Power BI

VBA

Power Apps

Job description

Amplytico is seeking a Financial Analyst/Consultant to join our growing team. In this role, you will leverage your analytical expertise and technical skills to provide valuable financial insights, develop sophisticated financial models, and create dynamic data visualizations that drive business decisions.

Key Responsibilities:

Financial Analysis & Reporting

• Conduct complex financial analyses to support strategic decision-making
• Develop and maintain comprehensive financial models and forecasts
• Create insightful financial reports and presentations for various stakeholders
• Identify trends and patterns in financial data to provide actionable recommendations
• Design and implement Power BI dashboards and reports
• Develop advanced Excel models and automation solutions
• Create custom Power Apps solutions to streamline financial processes
• Maintain and optimize existing reporting systems

Stakeholder Engagement

• Present financial analyses and recommendations to various levels of management
• Collaborate with cross-functional teams to gather requirements and deliver solutions
• Build strong relationships with clients and internal stakeholders
• Provide training and support for financial tools and dashboards

Process Improvement

• Identify opportunities for process automation and efficiency improvements
• Implement best practices in financial analysis and reporting
• Document and standardize financial processes
• Mentor junior team members on financial analysis techniques

Required Qualifications

• Bachelor's degree in finance, Economics, Business, or related field
• 5+ years of experience in financial analysis or related role
• Advanced Excel skills including complex formulas, pivot tables, and VBA
• Strong analytical and quantitative problem-solving abilities
• Excellent verbal and written communication skills
• Proven ability to work effectively with all levels of management

Preferred Qualifications

• Master's degree in finance, Business, or related field
• Professional certifications (CFA, FRM, or similar)
• Advanced Power BI development experience
• Experience in management consulting or client-facing roles

Work Location

This position requires onsite presence at client locations and/or our San Francisco office up to 2 days per week. Candidates must reside within a commutable distance of the San Francisco Bay Area. This position is hybrid (partial remote/partial onsite) and is not eligible for full remote work.

About Us

Amplytico is a specialized consulting firm helping energy companies transform data into business value. We combine advanced analytics with deep energy sector knowledge to uncover insights that empower organizations to pioneer the future of energy services. Learn more at amplytico.com

Compensation

As required by California law, the yearly salary range for this position is $105,000 to $145,000. The actual salary paid to an individual will be based on multiple factors, including, but not limited to, specific skills, education, licenses or certifications, experience, market value, geographic location, and internal equity. Although we estimate the successful candidate hired into this role will be placed between the entry point and the middle of the range, the decision will be made on a case-by-case basis related to these factors.

Amplytico is an Equal Opportunity Employer. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or any other applicable legally protected characteristics. We are committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please contact us at [e-mail]