Senior Financial Analyst — Forecasting, ROI & Insights

SmartRecruiters, Inc.; San Jose (CA); On-site; USD 94,000 - 126,000; Full time

Benefits offered by this job

Paid vacation time

Medical/dental/vision insurance

401(k) plan

Tuition reimbursement

Job summary

WD is seeking a Financial Analyst in Irvine to partner with Business Units and Finance leadership. You will analyze financial results, forecast, and provide insights to drive profitability and efficiency.

The role emphasizes PVMC, revenue and margin analysis, and scalable analytics tools. We expect strong Excel and data visualization skills, with a focus on communicating complex data to stakeholders.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Statistics, Business, or related field, or equivalent experience.
• Experience in financial planning and analysis, forecasting, financial reporting, or related finance function.
• Strong understanding of revenue, gross margin, profitability, and P&L.

Responsibilities

• Support monthly financial forecasting and planning activities.
• Support consolidation of weekly risks and opportunities (R&O).
• Prepare quarter-end financial reporting and analysis.
• Support management reporting and business reviews.
• Perform PVMC, revenue, margin, and profitability analysis.
• Develop variance and bridge analyses comparing actual results with forecasts and plans.
• Prepare ad hoc financial analyses and consolidated reporting for management review.
• Translate complex financial and operational data into clear, actionable insights for business partners and Finance leadership.
• Present analysis and recommendations to stakeholders in a clear, concise, and collaborative manner.
• Partner cross-functionally to identify business drivers, risks, opportunities, and potential financial impacts.
• Document existing methodologies and work with team members to identify opportunities for process improvement and automation.
• Perform gap analyses of financial systems, reporting tools, and processes, and document requirements for improvement.
• Apply financial insights to support business decisions related to profitability, efficiency, investment, and anticipated returns.
• Manage assigned deliverables and communicate progress, risks, and results to appropriate stakeholders.

Skills

Financial planning

Forecasting

Modeling

Data analysis

Visualization

Cross-functional partnership

Communication

Organization

Prioritization

Education

Bachelor’s in Finance/related

Master’s degree (preferred)

Tools

Power BI

Tableau

Oracle

Oracle EPBCS

Power Pivot

DAX

Power Query

SQL

Job description

WD is seeking a Financial Analyst in Irvine to partner with Business Units and Finance leadership. You will analyze financial results, forecast, and provide insights to drive profitability and efficiency.

The role emphasizes PVMC, revenue and margin analysis, and scalable analytics tools. We expect strong Excel and data visualization skills, with a focus on communicating complex data to stakeholders.