Senior Financial Analyst

Our client in the financial service companies industry is looking for a Senior Financial Analyst to join their team in San Francisco.


Job Description:

  • Oversee monthly financial closing
  • Perform budget vs actual variances analysis
  • Oversee revenue projection and recognition
  • Manage missing revenue (A/R collection and Aging reconciliations)
  • Oversee cost of sales analysis
  • Assist monthly sales commission reports
  • Manage audit sales expense reports
  • Oversee support state and local compliance filings
  • Oversee yearly financial audit preparation
  • Assist with annual budgeting
  • Perform balance sheet and cash flow projections
  • Review monthly operating expenses
  • Oversee cash management and quarterly tax distributions



  • CPA license or eligibility a plus
  • QuickBooks experience plus
  • CPA license or eligibility a plus
  • Proficient with the Microsoft Office Suite, including strong
  • Working knowledge of ERP
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to work both independently and collaborate as part of a team
  • Able to adapt to changing priorities
  • Detail-oriented
  • Strong work ethic



  • Bachelor’s degree in business, accounting, finance or related field and a minimum of 3 years’ relevant experience

Ref #27771

Kyrie SalazarSenior Financial Analyst