Senior FP&A Analyst - AI-Driven Corporate Finance

Presidio Networked Solutions, LLC; New York (NY); On-site; USD 110,000 - 140,000; Full time

Job summary

Presidio is seeking a Senior Financial Analyst, Corporate FP&A in New York to partner with the finance team on enterprise planning, forecasting, and board reporting. You will build and maintain financial models, dashboards, and analyses to drive visibility into enterprise performance and productivity improvements.

The role emphasizes coordinating the monthly forecast process, ensuring data quality, and aligning inputs across departments.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 5+ years in corporate finance, financial planning and analysis, accounting, or a related finance discipline.
• Experience supporting monthly financial consolidation, management reporting, and forecasting processes.
• Experience preparing recurring financial reporting schedules or analyses for senior management; exposure to Board of Directors or private equity sponsor reporting is beneficial.
• Solid understanding of financial statements and the ability to analyze bookings, backlog, revenue, and gross profit performance and explain variances clearly.
• Experience using AI, automation, or analytics tools to improve finance processes, analysis, reporting, forecasting, or productivity.
• Strong financial modeling and analytical skills, with attention to detail and the ability to manage multiple recurring deadlines.
• Strong proficiency in Microsoft Excel and PowerPoint and familiarity with enterprise financial systems, planning platforms, or business intelligence tools.
• Clear written and verbal communication skills, including the ability to translate financial results into concise management commentary.

Responsibilities

• Prepare financial schedules, commentary, and supporting analyses for recurring Executive and Board reporting packages.
• Perform revenue and gross profit variance analysis, identify key drivers versus prior forecast, budget, and prior periods, and develop clear explanations with business partners.
• Develop and maintain recurring financial models, dashboards, and analyses that improve visibility into enterprise performance.
• Coordinate key activities within the monthly enterprise forecast process, including data collection, consolidation, quality checks, and preparation of forecast outputs.
• Support monthly financial consolidation and management reporting by coordinating submissions, validating results, and preparing accurate, timely enterprise reporting.
• Work with accounting, commercial finance, revenue operations, and other partners to align assumptions, reconcile actual results to management reporting, and resolve routine data, mapping, or classification issues.
• Use AI, workflow automation, and analytics tools to improve data preparation, validation, reporting, and forecast activities while following established controls.
• Identify manual activities and recommend or implement practical process improvements that increase speed and accuracy.
• Support ad hoc financial analysis and recurring finance priorities as needed.
• Reconcile source systems to the consolidation platform and resolve differences independently
• Work fluently in a corporate performance management platform (OneStream preferred) across data loads, dimensions, scenarios, and reporting

Skills

Financial analysis

Forecasting

Financial modeling

Excel and PowerPoint

Communication skills

AI/Automation in finance

Education

Bachelor's degree in Finance/Accounting/Economics

Advanced degree or CPA/MBA encouraged

Tools

OneStream

Power BI

Microsoft Dynamics 365

ERP systems

Job description

Presidio is seeking a Senior Financial Analyst, Corporate FP&A in New York to partner with the finance team on enterprise planning, forecasting, and board reporting. You will build and maintain financial models, dashboards, and analyses to drive visibility into enterprise performance and productivity improvements.

The role emphasizes coordinating the monthly forecast process, ensuring data quality, and aligning inputs across departments.