Financial Analyst SR

simera-talent; San Francisco (CA); Remote; USD 90,000 - 130,000; Full time

Job summary

Simera is seeking a highly analytical Financial Analyst in San Francisco to support financial planning, reporting, forecasting, and data analysis. You will interpret financial information, identify trends, and prepare reports that inform business decisions.

The role requires strong knowledge of financial analysis, budgeting, and reporting, with advanced Excel/Google Sheets skills. You will work with cross-functional teams to develop models, monitor performance, and deliver actionable insights

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or Business Administration or related field.
• Experience in FP&A, forecasting, budgeting, and financial reporting.
• Proficiency with Excel or spreadsheets for modeling and analysis.
• Ability to analyze large data sets and translate insights into actionable recommendations.
• Familiarity with ERP systems, BI tools, or financial databases is a plus.

Responsibilities

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

Skills

Financial analysis

Forecasting

Budgeting

Financial reporting

Excel

Google Sheets

Data analysis

Variance analysis

Communication

Time management

Cross-functional teamwork

Education

Bachelor's in Finance/Accounting/Economics/Business

Tools

Excel

Google Sheets

ERP systems

BI tools

Databases

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.

By applying to this position, we’ll create your Simera Professional Key (SPK) — a unique key that helps you connect with employers, stand out, and secure the right match.