Sr Financial Analyst

Apex Systems; San Francisco (CA); Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision

ESPP and 401K with company match

HSA (HDHP)

EAP with counseling

Certification discounts and training

Job summary

Everforth Apex is seeking a hands-on Senior Financial Analyst for the R&D Strategic Finance team. This remote contract role focuses on Engineering, Product, Design, and Research, with monthly forecasting, variance analysis, and management reporting responsibilities.

The ideal candidate has 3–5+ years in FP&A or related finance roles, strong accounting knowledge, and advanced Excel/Google Sheets skills. Remote position with preference for Pacific time zone.

Qualifications

• 3–5+ years of FP&A, corporate/strategic finance experience.
• Proven ability to translate financial data into management-ready insights.
• Experience with budgeting, forecasting, and variance analysis.
• Experience with month-end close and financial reporting processes.

Responsibilities

• Own and refresh the monthly forecast using established models.
• Conduct monthly variance analysis of actuals vs forecast vs budget.
• Partner with Accounting during month-end close to reconcile actuals.
• Understand accruals, prepaid expenses, invoicing, and reconciliations.
• Prepare management reporting, presentations, and commentary for senior stakeholders.
• Support FP&A partners covering Engineering, Product, Design, and Research.
• Develop clear financial narratives linking analysis to business priorities.
• Build and maintain dashboards and ad-hoc reporting (T&E, etc.).
• Perform ad-hoc financial and operational analyses for decision-making.
• Collaborate with cross-functional teams (Accounting, Engineering, Procurement, Corporate Finance).
• Contribute to dashboarding, automation, and AI-enabled workflows.

Skills

Forecasting & budgeting

Variance analysis

Management reporting

Month-end close support

Excel / Google Sheets (VLOOKUP, INDEX‑

Education

Bachelor's degree in Finance, Accounting, Economics or related field

Tools

Adaptive Planning / Workday

Oracle

Snowflake

SQL

Tableau

Power BI

Google Apps Script

Job description

Senior Financial Analyst, Strategic Finance (Contract)

Job#: 3058785

Location

USA (Remote)

Duration

Initial 6-Month Contract with Extension Potential

Type

Contract

About The Role

Our client is seeking a hands-on Senior Financial Analyst to support its R&D Strategic Finance team, with a focus on Engineering, Product, Design, and Research.

This individual will play a key role in monthly forecasting, variance analysis, management reporting, and financial analysis, while partnering closely with Accounting, Engineering leadership, Procurement, and the broader Corporate Finance organization.

The ideal candidate brings 3–5+ years of FP&A, strategic finance, or corporate finance experience, preferably within a technology, consumer, e-commerce, or similarly fast-paced environment. This role is best suited for someone who can step in quickly, work independently, and translate financial data into clear insights and management-ready materials.

This is a fully remote contract opportunity, with a strong preference for candidates working in or near the Pacific time zone.

Key Responsibilities

• Own and refresh the monthly forecast, leveraging established forecasting models and templates.
• Perform monthly variance analysis across actuals, forecast, and budget, identifying and communicating key business drivers.
• Partner with Accounting during the month-end close process to reconcile actuals and investigate discrepancies.
• Understand and work effectively with concepts such as accruals, prepaid expenses, invoices, and reconciliations.
• Prepare management reporting, presentations, and written financial commentary for senior stakeholders.
• Support Finance Business Partners covering Engineering, Product, Design, and Research.
• Develop clear financial narratives that connect detailed analysis to the broader business story and executive-level priorities.
• Build and maintain dashboards and reporting tools, including T&E and other ad-hoc financial reporting.
• Perform financial and operational analysis to support ad-hoc business requests and decision-making.
• Partner cross-functionally with Accounting, Engineering, Procurement, and Corporate Finance.
• Contribute to ongoing Finance initiatives involving dashboarding, automation, and AI-enabled workflows.

Required Qualifications

• 3–5+ years of professional experience in FP&A, Corporate Finance, Strategic Finance, or a similar analytical finance role.
• Strong experience with:
  • Forecasting and budgeting
  • Actual vs. forecast/budget variance analysis
  • Management reporting
  • Month-end close support
• Strong understanding of core accounting concepts, including:
  • Accruals
  • Prepaid expenses
  • Invoice workflows
  • Reconciliations
• Advanced proficiency with Google Sheets and/or Excel, including functions such as VLOOKUP and INDEX MATCH.
• Experience maintaining and updating existing financial models and forecasting templates.
• Ability to transform detailed financial analysis into clear, management-ready reporting and presentations.
• Strong written and verbal communication skills.
• Highly organized and detail-oriented, with the ability to manage competing deadlines during monthly forecast and budget cycles.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.

Preferred Qualifications

• Previous experience supporting R&D, Engineering, Product, Design, technology spend, or software/vendor spend.
• Experience within a technology, consumer, e-commerce, online marketplace, or startup environment.
• Experience with Adaptive Planning / Workday, Oracle, or comparable planning and ERP platforms.
• Familiarity with Snowflake, SQL, or other data warehouse environments.
• Dashboarding experience using tools such as Tableau, Power BI, Google Apps Script, or similar platforms.
• Familiarity with AI tools and an interest in using AI to improve financial analysis, dashboarding, or workflow automation.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex Benefits Overview

• Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection.
• We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure.
• Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.
• In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
• Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach.
• You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [e-mail] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

© 2026 Everforth, Inc. All rights reserved.

Everforth Apex Systems is part of the Commercial Segment of Everforth, Inc.

NYSE: EFOR

4400 Cox Road

Suite 200

Glen Allen, Virginia 23060

Everforth Apex is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Benefits Department at [e-mail] or 804-523-8228. (Do not submit resumes or solicit consultants to this email address). UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex.