Senior Financial Analyst (On-Site Fullerton, CA)

DreamHost; Fullerton (CA); On-site; USD 110,000 - 125,000; Full time

Benefits offered by this job

Full health/vision/dental for family

Company-issued laptop

401k with matching

Tuition reimbursement

Free web hosting

Generous vacation

Job summary

DreamHost seeks a highly analytical Senior Financial Analyst to analyze revenue trends, forecast revenues, and provide actionable insights. You will develop AI-enabled finance workflows to automate reporting and forecasting, partnering with product, marketing, and accounting teams to ensure accurate revenue tracking and decision support.

The role requires strong financial principles, Excel/Sheets, SQL, and excellent communication skills to present complex data clearly to stakeholders.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Master’s degree or CFA, CPA is a plus.
• Minimum of 3 years of experience in revenue analysis or financial analysis.
• Proficiency in Excel, Google Sheets, financial modeling, data analysis tools, and SQL.

Responsibilities

• Revenue analysis by product, region, and market segment.
• Design and maintain AI-enabled finance workflows to automate recurring tasks.
• Develop revenue forecasts and variance analysis.
• Prepare and present regular financial and revenue reports to senior management.
• Build and maintain financial models for company health assessment.
• Collaborate with product, marketing, and accounting teams.

Skills

Analytical thinking

Excel

Google Sheets

SQL

Financial modeling

Data analysis

Communication

AI workflow automation

Education

Bachelor’s degree in Finance, Accounting, Economics, or Business Administration

Master’s degree or CFA/CPA a plus

Tools

Microsoft Excel

Google Sheets

SQL databases

Job description

Why Work for DreamHost?

We help people own their digital presence. It's not just wishful thinking. It's our noble cause — an idea that drives everything we do.

Why Work for DreamHost?

We help people own their digital presence. It's not just wishful thinking. It's our noble cause — an idea that drives everything we do. When you put your dreams online—your words, your photos, your creations—you shouldn't have to worry about your service provider mining that data for marketing purposes. Those are your dreams — not ours! DreamHost's open platform gives you the power to share your data and the freedom to control how it's used. Working for DreamHost you can be a steward of your own career. We invest in our people, we promote from within the organization when possible and we offer extensive training to aid in your success. In this role, we offer competitive salary, health, vision, and dental insurance, as well as a company-issued laptop, 401k, opportunities for growth, and much much more! We are proud to be a US employer with a fantastic culture and the ability to offer so much to our employees.

Benefits Offered

• Full health/vision/dental for the entire family at zero cost to team member
• 3% Safe Harbor contributed to 401(k) plus up to 1% employer match
• Opportunities for profit sharing and bonuses
• Generous time-off (starting at 15 vacation days)
• Tuition reimbursement (50/50 up to a specific amount)
• Pet Insurance
• Thrive Pass wellness allowance of $30 per month
• Udemy online learning courses
• Disability Insurance
• Generous maternity/paternity leave
• Discounted personal travel through corporate booking program Egencia
• Laid-back atmosphere
• Fun monthly company events
• Free web hosting

Overview

DreamHost is seeking a highly analytical and detail-oriented Senior Financial Analyst to join our team. The successful candidate will be responsible for analyzing revenue trends, forecasting future revenues, and providing actionable insights to drive business decisions. This role requires a strong understanding of financial principles and data analysis, excellent communication skills, and hands‑on experience building and using AI tools to automate financial workflows. The Senior Financial Analyst will work closely with various teams, including product, marketing, and accounting, to ensure accurate revenue tracking and forecasting.

Responsibilities

• Revenue Analysis: Conduct detailed analysis of revenue trends by product, region, and market segment.
• AI-Enabled Finance Workflows: Design, build, and maintain reusable AI agent skills that automate recurring finance work such as revenue analysis, forecasting, variance commentary, reporting, and international pricing research. Own the accuracy of AI-generated outputs through validation, documentation, and human review before results reach stakeholders.
• Forecasting: Develop revenue forecasts and provide variance analysis to compare actual performance against projections.
• Reporting: Prepare and present regular financial and revenue reports to senior management.
• Financial Modeling: Build and maintain financial models to assess the financial health of the organization.
• Collaboration: Work closely with product, marketing, and accounting teams to align revenue-related processes and goals.
• Pricing Strategies: Assist in the development and assessment of pricing strategies to optimize revenue, with a focus on international markets.
• Key Performance Indicators (KPIs): Track and report on KPIs related to revenue generation.
• Market Research: Conduct market research to understand the competitive landscape and inform pricing strategies.
• Education: Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field. Master’s degree or relevant certification (e.g., CFA, CPA) is a plus.
• Experience: Minimum of 3 years of experience in revenue analysis, financial analysis, or a related field.
• Technical Skills: Proficiency in Microsoft Excel, Google Sheets, financial modeling, data analysis tools, and SQL database querying.
• Analytical Skills: Strong analytical and problem‑solving skills with the ability to interpret complex data sets.
• Agentic AI Skills: Demonstrated experience creating and using AI agent skills or workflows (e.g., Claude Skills, custom GPTs, Copilot agents) to automate multi‑step financial tasks. Ability to explain what has been built, how it has been tested, and what controls have been put in place.
• Communication Skills: Excellent verbal and written communication skills to convey financial information to non‑financial stakeholders.
• Attention to Detail: High level of accuracy and attention to detail.
• Organizational Skills: Ability to manage multiple tasks and projects simultaneously.
• Team Player: Ability to work effectively in a team environment and collaborate with cross‑functional teams.

Preferred Skills

• Experience with BI Tools: Experience with Business Intelligence tools such as Tableau, Power BI, or Looker.
• Scripting: Familiarity with Python or similar for data work and automation.
• Understanding of GAAP: Knowledge of Generally Accepted Accounting Principles (GAAP) and financial regulations.
• SaaS Metrics: Experience with subscription revenue models and metrics.

Salary: $110,000 - $125,000/year

• DreamHost provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.