Financial Analyst NI

Simera; San Francisco (CA); On-site; USD 95,000 - 130,000; Full time

Job summary

Simera is seeking a highly analytical Financial Analyst to support financial planning, reporting, forecasting, and data analysis in San Francisco. The role emphasizes interpreting financial information, identifying trends, and providing actionable insights for business decisions.

The ideal candidate will collaborate with Accounting, Finance, Operations, and other teams, maintaining robust financial models and delivering timely reports for leadership.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• Experience preparing financial reports, forecasts, budgets, and financial models.
• Strong Excel or spreadsheet modeling skills.
• Experience with variance analysis and financial reporting.
• Familiarity with financial statements and metrics.
• Experience with financial systems, databases, or BI tools.

Responsibilities

• Analyze financial data, performance, and metrics.
• Prepare financial reports, forecasts, budgets, and management presentations.
• Develop and maintain financial models and analytical tools.
• Monitor revenue, expenses, profitability, cash flow, and key indicators.
• Perform variance analysis and investigate differences between actual and planned results.
• Support budgeting, forecasting, and planning processes.
• Collect, organize, and validate financial information from multiple sources.
• Present findings and recommendations to stakeholders.
• Collaborate with Accounting, Finance, Operations, and other teams to gather information.
• Maintain accurate financial models, databases, and documentation.
• Research financial and market information as needed.

Skills

Financial analysis

Forecasting & budgeting

Financial reporting

Excel/Sheets

Data analysis

Attention to detail

Cross-functional collaboration

Communication

Problem solving

ERP/BI tools

Education

Bachelor's degree in Finance

Finance/Accounting/Economics or related field

Tools

Microsoft Excel

Google Sheets

ERP systems

BI tools

Job description

We are seeking a highly analytical, detail-oriented, and business-minded Financial Analyst to support financial planning, reporting, forecasting, and data analysis. The ideal candidate will be able to interpret financial information, identify trends, prepare meaningful reports, and provide insights that support informed business decisions.

Responsibilities

• Analyze financial data, business performance, and operational metrics.
• Prepare financial reports, forecasts, budgets, and management presentations.
• Develop and maintain financial models, spreadsheets, and analytical tools.
• Monitor revenue, expenses, profitability, cash flow, and key financial indicators.
• Perform variance analysis and investigate significant differences between actual and planned results.
• Support budgeting, forecasting, and financial planning processes.
• Collect, organize, and validate financial information from multiple sources.
• Prepare regular financial and performance reports for management and stakeholders.
• Identify trends, risks, opportunities, and areas for financial improvement.
• Conduct financial and business analysis to support strategic decision-making.
• Assist with scenario analysis and financial projections.
• Collaborate with Accounting, Finance, Operations, and other teams to gather and validate information.
• Maintain accurate financial models, databases, and supporting documentation.
• Research financial and market information when required.Ensure financial analyses and reports are accurate, timely, and consistent.
• Present findings and recommendations clearly to relevant stakeholders.
• Support special financial projects and process improvement initiatives.

Required Skills

• Strong knowledge of financial analysis, forecasting, budgeting, and financial reporting.
• Excellent analytical and problem‑solving skills.
• Strong understanding of accounting and financial principles.
• Advanced proficiency with Microsoft Excel or Google Sheets.
• Experience with financial modeling and data analysis.
• Strong numerical and quantitative abilities.
• Ability to interpret complex financial and business information.
• Excellent attention to detail and accuracy.
• Strong organizational and time‑management skills.
• Ability to identify trends and translate data into actionable insights.
• Strong written and verbal communication skills.
• Ability to present financial information clearly and effectively.
• Familiarity with accounting software, ERP systems, BI tools, or financial databases.
• Ability to manage multiple projects and meet deadlines.
• Ability to work independently and collaborate effectively with cross‑functional teams.

Requirements

• Previous experience in financial analysis, FP&A, accounting, finance, business analysis, or a similar role.
• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Experience preparing financial reports, forecasts, budgets, and financial models.
• Strong Excel or spreadsheet modeling skills.
• Experience performing variance analysis and financial reporting.
• Strong understanding of financial statements and key financial metrics.
• Experience working with financial systems, databases, or business intelligence tools.
• Ability to analyze large amounts of data and communicate meaningful conclusions.
• Ability to meet deadlines while maintaining a high level of accuracy.
• Strong computer and digital skills.
• Ability to work independently and effectively in a remote environment.
• Reliable internet connection and a suitable setup for remote work.
• Professional, analytical, dependable, and detail‑oriented attitude.
• English proficiency is required if the position involves working with English‑speaking clients, stakeholders, or teams.

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