Strategic Finance & Budgeting Analyst

Socket.dev; Milpitas (CA); On-site; USD 116,000 - 151,000; Full time

Job summary

Cisco's Financial Health team manages budgets, forecasts, and resource allocation to support business growth. The role tracks costs, processes purchase requests, and maintains budget data to ensure accuracy across finance and marketing partners.

Ideal candidates will have 3+ years in financial analysis and strong Excel skills, with experience in SAP/Oracle/Hyperion and data visualization tools. This on-site position offers competitive benefits and growth opportunities.

Qualifications

• Bachelor’s, Master’s or PhD degree in in Finance, Business Administration, Economics, or coursework in finance, accounting, or statistics.
• 3+ years of experience in business operations, financial analysis, or a role that includes budget tracking and financial reporting.
• Experience using Microsoft Excel to create pivot tables, apply lookup and conditional formulas, and build spreadsheets that calculate spending totals and forecasts.
• Experience completing monthly or quarterly financial reporting activities, including comparing actual spending with budgets, updating forecasts, and checking purchasing records against accounting records.
• Experience preparing financial reports that identify differences between planned and actual spending, explain the causes, and recommend corrective actions.

Responsibilities

• Track operating costs and spending on long‑term assets against approved budgets so budget owners can identify and address differences.
• Support monthly and quarterly financial reviews by processing purchase requests and invoices, recording costs incurred but not yet billed, and checking that purchasing records match accounting records.
• Maintain employee count, spending, and forecast data in Hyperion, and explain differences between planned and actual results.
• Prepare reports that help Finance and Marketing partners understand spending trends, update forecasts, and decide where to take action.
• Improve recurring financial processes to reduce manual work and errors, with success measured by accurate records, reports delivered on schedule, and completion of required financial checks.

Skills

Excel pivot tables

Forecasting

Financial analysis

Budget tracking

Education

Bachelor’s/Master’s/PhD in Finance, Business Admin, Economics, or related coursework

Tools

SAP

Oracle

Hyperion

Tableau

Power BI

SQL

Job description

Cisco's Financial Health team manages budgets, forecasts, and resource allocation to support business growth. The role tracks costs, processes purchase requests, and maintains budget data to ensure accuracy across finance and marketing partners.

Ideal candidates will have 3+ years in financial analysis and strong Excel skills, with experience in SAP/Oracle/Hyperion and data visualization tools. This on-site position offers competitive benefits and growth opportunities.