Senior Financial Data Analyst

Presidio, Inc.; Glastonbury (CT); On-site; USD 70,000 - 110,000; Full time

Job summary

An innovative firm is seeking a Financial Analyst to join their dynamic Finance team. This role emphasizes data analysis and analytics to drive strategic financial decisions. You'll develop financial models, prepare insightful reports, and collaborate with stakeholders to enhance financial performance. If you're passionate about leveraging data to influence business outcomes and thrive in a collaborative environment, this position offers the perfect opportunity to make a tangible impact in a forward-thinking organization. Join a culture of trailblazers and help shape the future of finance!

Qualifications

• 5-7+ years in financial analysis with a focus on data analytics.
• Experience in the hardware/software/SaaS industry is advantageous.

Responsibilities

• Develop and maintain financial models and forecasts based on data.
• Prepare financial reports and dashboards for decision-making.

Skills

Advanced Microsoft Excel

Data Analysis

Power BI

Financial Modeling

Presentation Skills

KPI Development

ERP Systems

Data Visualization

Education

Bachelor's Degree in Finance

Master's Degree or CFA

Tools

OneStream

D365

Job description

Presidio, Where Teamwork and Innovation Shape the Future

At Presidio, we're at the forefront of a global technology revolution, transforming industries through cutting-edge digital solutions and next-generation AI. We empower businesses—and their customers—to achieve more through innovation, automation, and intelligent insights.

The Role

Presidio is seeking a Financial Analyst with a strong focus on Data & Analytics who will work on complex analytical projects within our Finance team. This role involves analyzing financial data, interpreting key performance metrics, and utilizing data-driven insights to support decision-making and enhance financial performance. You will serve as a business partner, collaborating with various stakeholders to provide strategic recommendations, optimize financial planning, and improve overall business outcomes.

Responsibilities include:

1. Data Analysis, Modeling, Reporting, and Forecasting:
   • Develop and maintain financial models, forecasts, and budgets based on historical data and predictive analytics.
   • Identify potential analytical issues proactively and resolve them independently.
   • Synthesize analyses and derive insights independently.
   • Prepare regular financial reports, presentations, and dashboards highlighting key metrics, trends, and anomalies to support decision-making.
   • Provide actionable insights to senior management on financial performance, including revenue, costs, and profitability.
   • Collaborate with business partners to incorporate financial insights into planning and forecasting.
2. Required Skills and Professional Experience:
   • Advanced Microsoft Excel skills focused on financial modeling and data analysis.
   • Proficiency in PowerPoint for developing Board and Executive-level presentations.
   • Experience building dashboards and reports in Power BI.
   • Ability to translate complex data sets into understandable visual reports for stakeholders at all levels.
   • Experience presenting financial trends and opportunities to leadership and stakeholders.
   • Experience developing KPIs and dashboards.
   • Deep experience with ERP and financial planning systems (e.g., OneStream, D365).
   • Bachelor's degree in a relevant discipline; a master's degree or certifications like CFA are a plus.
   • 5-7+ years in a financial analysis role, with a focus on data analytics or business intelligence.
   • Experience in the hardware/software/SaaS industry is advantageous.

Your future at Presidio

Joining Presidio means becoming part of a culture of trailblazers—thinkers, builders, and collaborators—pushing the boundaries of what's possible. Leveraging AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we help businesses stay ahead in an evolving digital landscape.

Here, your impact is tangible. Whether harnessing Generative AI, architecting resilient digital ecosystems, or driving data-driven transformation, you'll be shaping the future as part of our team.

About Presidio

Presidio combines speed and quality with technology and innovation. As a trusted partner across industries, we have decades of experience in traditional IT, AI, automation, security, networking, digital transformation, and cloud computing. We develop custom applications, provide managed services, enable actionable data insights, and build forward-thinking solutions to drive strategic outcomes globally. For more information, visit www.presidio.com.

*****

#LI-TS1

Applications are accepted on a rolling basis.

Presidio is an Equal Opportunity / Affirmative Action Employer / VEVRAA Federal Contractor. All qualified candidates will receive consideration regardless of protected characteristics. For more about discrimination protections, visit this link.

If you require accommodations during the application process due to a disability, please email [e-mail].

Presidio is a VEVRAA Federal Contractor prioritizing protected veterans. Please send referrals to [e-mail].

Massachusetts Candidates: It is unlawful to require or administer lie detector tests as a condition of employment in Massachusetts.

Recruitment Agencies: We do not accept unsolicited resumes. Please do not forward resumes to our email or employees. We are not responsible for fees related to unsolicited resumes.

ms

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. For more information, review the Know Your Rights notice from the Department of Labor.