Senior Financial Data Analyst

Presidio, Inc.; King of Prussia (Montgomery County); On-site; USD 75,000 - 110,000; Full time

Job summary

An established industry player is seeking a Financial Analyst who specializes in Data & Analytics to join their dynamic Finance team. In this role, you will analyze financial data and provide strategic insights that drive business performance. Your expertise in financial modeling and data visualization will be crucial in developing actionable reports for stakeholders. This innovative firm prides itself on fostering a culture of teamwork and collaboration, empowering you to make a significant impact in a rapidly evolving digital landscape. If you are passionate about leveraging data to shape financial strategies, this opportunity is perfect for you.

Qualifications

• 5-7+ years of financial analysis experience with a focus on data analytics.
• Ability to develop financial models and dashboards for decision-making.

Responsibilities

• Develop and maintain financial models, forecasts, and budgets.
• Prepare financial reports and dashboards highlighting key metrics.

Skills

Advanced Microsoft Excel

Data Analysis

Financial Modeling

Power BI

Presentation Skills

KPI Development

ERP Systems

Financial Planning

Education

Bachelor's degree in Finance or related field

Master's degree or CFA certification

Tools

PowerPoint

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 is responsible for analyzing financial data, interpreting key performance metrics, and utilizing data-driven insights to support decision-making and drive financial performance. You will serve as a business partner working closely with various stakeholders to provide strategic recommendations, optimize financial planning, and improve overall business performance.

Responsibilities include:

• Data Analysis, Modeling, Reporting, and Forecasting: Develop and maintain financial models, forecasts, and budgets based on historical data and predictive analytics.
• Highlight potential analytical issues proactively and resolve them independently.
• Synthesize analyses and derive insights independently.
• Prepare regular financial reports, presentations, and dashboards that highlight key metrics, root causes, 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, forecasting, and decision-making.

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 in Finance or Data Analytics is a plus.
• 5-7+ years of experience in financial analysis, with a focus on data analytics, financial planning, or business intelligence.
• Experience in the hardware/software/SaaS industry is a plus.

Your future at Presidio

Joining Presidio means becoming part of a culture of trailblazers—thinkers, builders, and collaborators—who push the boundaries of what's possible. With our expertise in AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world.

Your impact is real here. Whether harnessing Generative AI, architecting resilient digital ecosystems, or driving data-driven transformation, you'll be part of a team shaping the future.

About Presidio

At Presidio, speed and quality meet technology and innovation. We are a trusted partner for organizations across industries with 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.

Applications are accepted on a rolling basis. Presidio is an Equal Opportunity Employer and VEVRAA Federal Contractor. All qualified candidates will receive consideration regardless of protected characteristics. For more details on discrimination protections, visit the Department of Labor's website. If you need accommodations during the application process, contact [e-mail]. We do not accept unsolicited agency resumes. Presidio is committed to diversity and inclusion.