Senior Financial Analyst, Corporate FP&A (East Coast Location)

Presidio, Where Teamwork and Innovation Shape the Future

At Presidio, we're at the forefront of a global technology revolution, transforming industries through cutting-edge digital solutions and next-generation AI. We empower businesses - and their internal customers - to achieve more through innovation, automation, and intelligent insights.

The Role

The Senior Financial Analyst, Corporate FP&A is an experienced individual contributor within Corporate Finance who supports the company’s enterprise planning and forecasting process, monthly financial consolidation and reporting cycle, and recurring Board of Directors and private equity sponsor reporting packages. This role coordinates inputs across the organization, performs detailed financial analysis, helps maintain disciplined reporting and forecast processes The successful candidate will combine strong financial fundamentals with practical experience using artificial intelligence and automation to improve finance processes, reporting quality, and team productivity.

Responsibilities include:

• Prepare financial schedules, commentary, and supporting analyses for recurring Executive and Board of Directors reporting packages.
• Perform revenue and gross profit variance analysis, identify key drivers versus prior forecast, budget, and prior periods, and develop clear explanations with business partners.
• Develop and maintain recurring financial models, dashboards, and analyses that improve visibility into enterprise performance.
• Coordinate key activities within the monthly enterprise forecast process, including data collection, consolidation, quality checks, and preparation of forecast outputs.
• Support monthly financial consolidation and management reporting by coordinating submissions, validating results, and preparing accurate, timely enterprise reporting.
• Work with accounting, commercial finance, revenue operations, and other partners to align assumptions, reconcile actual results to management reporting, and resolve routine data, mapping, or classification issues.
• Use AI, workflow automation, and analytics tools to improve data preparation, validation, reporting, and forecast activities while following established controls.
• Identify manual activities and recommend or implement practical process improvements that increase speed and accuracy.
• Support ad hoc financial analysis and recurring finance priorities as needed.
• Reconcile source systems to the consolidation platform and resolve differences independently
• Work fluently in a corporate performance management platform (OneStream preferred) across data loads, dimensions, scenarios, and reporting

Required Skills and Professional Experience

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 5+ years of experience in corporate finance, financial planning and analysis, accounting, or a related finance discipline.
• Experience supporting monthly financial consolidation, management reporting, and forecasting processes.
• Experience preparing recurring financial reporting schedules or analyses for senior management; exposure to Board of Directors or private equity sponsor reporting is beneficial.
• Solid understanding of financial statements and the ability to analyze bookings, backlog, revenue, and gross profit performance and explain variances clearly.
• Experience using AI, automation, or analytics tools to improve finance processes, analysis, reporting, forecasting, or productivity.
• Strong financial modeling and analytical skills, with attention to detail and the ability to manage multiple recurring deadlines.
• Strong proficiency in Microsoft Excel and PowerPoint and familiarity with enterprise financial systems, planning platforms, or business intelligence tools.
• Clear written and verbal communication skills, including the ability to translate financial results into concise management commentary.

Preferred Skills and Professional Experience

• Exposure to a private equity–backed, technology, services, or multi-entity environment.
• Familiarity with OneStream, Microsoft Dynamics 365, Power BI, or comparable ERP, consolidation, planning, or business intelligence platforms.
• Familiarity with generative AI, Microsoft Copilot, Power Query, or comparable automation technologies used in finance.
• Progress toward, or interest in pursuing, a CPA, CMA, MBA, or other relevant finance, accounting, analytics, or automation credential.

Your future at Presidio
Joining Presidio means stepping into a culture of trailblazers - thinkers, builders, and collaborators - who push the boundaries of what's possible. With our expertise AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world.

Here, your impact is real. Whether you're harnessing the power of Generative AI, architecting resilient digital ecosystems, or driving data-driven transformation, you'll be part of a team that is shaping the future.

Ready to innovate? Let's redefine what's next-together.

About Presidio
Presidio is committed to hiring the most qualified candidates to join our amazing culture. We aim to attract and hire top talent from all backgrounds, including underrepresented and marginalized communities. We encourage women, people of color, people with disabilities, and veterans to apply for open roles at Presidio. Diversity of skills and thought is a key component to our business success.

At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, and enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information visit

Applications will be accepted on a rolling basis.

Presidio has a strong commitment to the community we serve and our employees. As an Equal Opportunity Employer, we strive to have a workforce that includes the community we serve.

Presidio is an Equal Opportunity Employer Disability/Vets. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

The "Know Your Rights" Poster is available here: https://www.eeoc.gov/poster

Presidio EEO Policy Statement is available here: https://www.presidio.com/careers

Presidio is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.

Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to.

Notice of Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Recruitment Agencies, Please Note: Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our career's email address, Presidio employees or any other means. Presidio is not responsible for any feeds related to unsolicited resumes/CVs.

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