Hybrid Financial Analyst: Budgeting, Forecasting & Analytics

Ask Consulting; Palo Alto (CA); Hybrid; USD 76,000 - 80,000; Full time

Job summary

ASK Consulting, Inc. is seeking a highly analytical Financial Analyst in Palo Alto for a 6-month hybrid engagement. The role requires a bachelor’s degree with 4 years of experience, strong Excel, and familiarity with Oracle/OBI in a university finance setting.

The position involves budgeting, forecasting, and complex financial reporting. The analyst will analyze trends, prepare reports, and collaborate with stakeholders to support financial decision-making.

Qualifications

• Bachelor’s degree with 4 years of relevant experience.
• Advanced Excel proficiency and data analysis capabilities.
• Experience with budgeting, forecasting, and financial reporting.
• Knowledge of GAAP and fund accounting.
• Strong communication and cross-functional collaboration.
• Experience with Oracle/OBI and university financial policies.

Responsibilities

• Perform ad hoc analyses of large data sets and reconcile accounts.
• Develop budgeting, forecasting, and financial reporting templates.
• Design financial reports for management and external parties.
• Support new initiatives and cross-functional teams.
• Contribute to unit and organizational strategy and change management.
• Ensure internal controls and compliance with procedures.

Skills

Advanced Excel

GAAP knowledge

Analytical skills

Communication

Project management

Budgeting & forecasting

Education

Bachelor's degree + 4 years experience

Tools

Oracle Financials

iLab Solutions

Job description

ASK Consulting, Inc. is seeking a highly analytical Financial Analyst in Palo Alto for a 6-month hybrid engagement. The role requires a bachelor’s degree with 4 years of experience, strong Excel, and familiarity with Oracle/OBI in a university finance setting.

The position involves budgeting, forecasting, and complex financial reporting. The analyst will analyze trends, prepare reports, and collaborate with stakeholders to support financial decision-making.