Senior Financial Analyst

DeWinter BH ·www.dewintergroup.com

Location San Francisco, CA, United States
Type Full time
Level Senior
Source Shazamme
Accepting Candidates
Apply direct

Senior Financial Analyst 

The Opportunity
Our client is a thriving, privately-held professional services leader currently generating $80M–$100M in annual revenue. As the company expands into new verticals, we are seeking a strategic Senior Financial Analyst to serve as a key architect of our financial future.

Reporting directly to the VP of Finance, you will go beyond standard reporting to provide the insights that fuel our growth. If you are a Power BI enthusiast who is eager to leverage AI to modernize finance workflows, this is your seat at the table.

Core Responsibilities

  • Strategic FP&A: Lead the evolution of our forecasting, budgeting, and long-range planning processes to stay ahead of rapid market shifts.

  • Data Storytelling: Design and manage sophisticated dashboards in Power BI, transforming complex datasets into actionable narratives for the executive team.

  • Business Intelligence: Perform deep-dive scenario modeling and trend analysis to identify risks and unlock new business opportunities.

  • Liquidity Management: Own cash flow forecasting and play a pivotal role in short- and long-term liquidity strategy.

  • Cross-Functional Partnership: Act as a financial consultant to department leaders, ensuring operational assumptions align with our overarching strategic goals.

  • Innovation & Efficiency: Proactively implement scalable solutions and AI-driven tools to automate routine tasks and enhance analytical depth.

  • Performance Reporting: Lead month-end analysis, interpreting variances and presenting high-impact findings to leadership.

What You Bring to the Team

  • Education: Bachelor’s degree in Finance, Accounting, or a related analytical field.

  • Technical Mastery: Advanced MS Excel skills and a proven track record of building data visualizations in Power BI.

  • AI Curiosity: A resourceful mindset with an interest in applying AI to drive efficiency within the finance function.

  • Communication: Exceptional presentation skills; you don’t just report numbers, you "story-tell" financial performance via PowerPoint to influence executive decisions.

  • Autonomy: A self-starter mentality comfortable working in a fully remote environment while maintaining high levels of collaboration.
     

Compensation: $110,000 to $120,000 base + Annual Target Bonus + Strong Benefits

Work Structure: Fully Remote

DeWinter Group and Maris Consulting is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We post pay scales which are based on our client pay ranges. DeWinter, Maris, and our clients have the right to modify the requirements of the role which can impact the pay ranges posted.

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Frequently asked questions

Who is hiring for the Senior Financial Analyst role?
DeWinter BH is hiring for the Senior Financial Analyst position, a Shazamme client. Apply directly on the employer's career site.
Where is the Senior Financial Analyst job located?
The Senior Financial Analyst role with DeWinter BH is based in San Francisco, CA, US.
Is the Senior Financial Analyst role full-time or contract?
This is a full time position at DeWinter BH.
What experience level is the Senior Financial Analyst role?
The Senior Financial Analyst position is aimed at senior-level candidates.
How do I apply for the Senior Financial Analyst role at DeWinter BH?
Apply directly on DeWinter BH's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.
Apply direct