Strategic Financial Analyst - Forecasting & Insights

simera-talent; San Francisco (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Simera-talent is seeking a highly analytical Financial Analyst in San Francisco to support planning, reporting, forecasting, and data analysis. You will interpret financial information, identify trends, and provide insights to drive business decisions.

Responsibilities include developing financial models, preparing reports and presentations, monitoring key metrics, and collaborating with cross‑functional teams to ensure accuracy and timely delivery of analyses.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Experience preparing financial reports, forecasts, budgets, and financial models.
• Strong Excel or spreadsheet modeling skills.

Responsibilities

• Analyze financial data, business performance, and operational metrics.
• Prepare financial reports, forecasts, budgets, and management presentations.
• Develop and maintain financial models, spreadsheets, and analytical tools.
• Monitor revenue, expenses, profitability, cash flow, and key financial indicators.
• Perform variance analysis and investigate significant differences between actual and planned results.
• Support budgeting, forecasting, and financial planning processes.
• Collect, organize, and validate financial information from multiple sources.
• Prepare regular financial and performance reports for management and stakeholders.
• Identify trends, risks, opportunities, and areas for financial improvement.
• Conduct financial and business analysis to support strategic decision-making.
• Assist with scenario analysis and financial projections.
• Collaborate with Accounting, Finance, Operations, and other teams to gather and validate information.
• Maintain accurate financial models, databases, and supporting documentation.
• Research financial and market information when required.
• Ensure financial analyses and reports are accurate, timely, and consistent.
• Present findings and recommendations clearly to relevant stakeholders.
• Support special financial projects and process improvement initiatives.

Skills

Financial analysis

Forecasting

Budgeting

Financial reporting

Excel/Sheets

Data interpretation

Attention to detail

Cross-functional collaboration

Education

Bachelor's degree in Finance/Accounting/Economics/Business

Tools

Excel

Google Sheets

ERP systems

BI tools

Financial databases

Job description

Simera-talent is seeking a highly analytical Financial Analyst in San Francisco to support planning, reporting, forecasting, and data analysis. You will interpret financial information, identify trends, and provide insights to drive business decisions.

Responsibilities include developing financial models, preparing reports and presentations, monitoring key metrics, and collaborating with cross‑functional teams to ensure accuracy and timely delivery of analyses.