G&A Finance Analyst - AI-Powered Forecasting & Insights

Presidio, Inc.; New York (NY); On-site; USD 95,000 - 125,000; Full time

Job summary

Presidio, Inc. is seeking a Financial Analyst, G&A to partner with functional leaders across Corporate Finance. You will support budgeting, forecasting, reporting, and analysis of G&A expenses, including headcount and vendor spend.

The role emphasizes AI and automation to improve finance processes and decision support. You will develop driver-based expense models, own headcount planning, and deliver insightful commentary on financial performance.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 2+ years in corporate finance, FP&A, accounting, or related finance.
• Experience with budgeting, forecasting, reporting or analysis.
• Ability to serve as primary finance contact for assigned functional stakeholders.
• Ability to analyze headcount, compensation, vendor spend, and explain variances.
• Interest in AI, automation, or analytics in finance.
• Proficiency in Excel and PowerPoint; familiarity with financial systems/BI tools.

Responsibilities

• Partner with assigned functional leaders to support annual budgets and monthly forecasts; provide assumptions, templates, and consolidated outputs.
• Prepare monthly results, variance analyses, recurring management reports, dashboards, and concise commentary explaining performance versus budget/forecast.
• Develop and maintain driver-based expense models for headcount, compensation, contractors, services, software licenses, facilities, travel, and other costs.
• Own headcount planning and reporting for assigned functions, including requisitions, hiring phasing, vacancies, transfers, and HR system reconciliation.
• Analyze vendor, contract, and initiative spend to support cost management and business cases for new programs.
• Collaborate with Accounting and HR to validate accruals, allocations, headcount, and mappings; align source systems to planning platforms.
• Use AI, workflow automation, and analytics tools to improve data preparation, reporting, and forecasting.
• Identify and support process improvements to speed, accuracy, and consistency of G&A planning and reporting.

Skills

Financial analysis

Headcount planning

Budgeting

Forecasting

Variance analysis

Cross-functional partnership

Excel

PowerPoint

BI tools

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

OneStream

Microsoft Dynamics 365

Power BI

UKG

Job description

Presidio, Inc. is seeking a Financial Analyst, G&A to partner with functional leaders across Corporate Finance. You will support budgeting, forecasting, reporting, and analysis of G&A expenses, including headcount and vendor spend.

The role emphasizes AI and automation to improve finance processes and decision support. You will develop driver-based expense models, own headcount planning, and deliver insightful commentary on financial performance.