Senior Financial Analyst, Services

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

We are seeking a Senior Financial Analyst to serve as a strategic business partner to our Services organization. This is a forward-looking, insight-driven role — not a reporting function. You will move beyond compiling data to telling the story behind the numbers, partnering directly with operational and field leadership to drive smarter decisions, improve profitability, and support long-range planning.
We are building a finance team that thinks like analysts and operates like technologists. In this role, you are not just a consumer of data — you are the architect of financial insight for your business unit.

Responsibilities Include:

WHAT YOU'LL DO

• Business Partnering & Commercial Finance
• Serve as the primary finance partner to services leadership, providing financial guidance that directly influences business decisions
• Translate financial data into clear, actionable insights for operational stakeholders at all levels — including executive audiences
• Support deal economics, margin analysis, and pricing decisions in partnership with Sales and Services teams
• Build trusted relationships with business unit leaders to understand operational drivers and embed financial thinking into day-to-day decisions
• Forecasting, Budgeting & Planning
• Own the monthly and long-range forecast for assigned business areas, using driver-based assumptions developed in collaboration with operational leaders
• Lead the annual budget process for assigned coverage areas — developing the initial bottoms-up build and iterating through the approval cycle
• Conduct scenario analysis and "what-if" modeling to support strategic decisions and long-range planning
• Continuously improve financial models with dynamic inputs that reflect current business realities
• Review and maintain headcount forecasts for assigned territories in alignment with operational plans
• Performance Reporting & Analytics
• Prepare and publish monthly variance analysis vs. budget, forecast, and prior year — with clear narrative on key drivers and business trends
• Identify patterns in financial and operational data that signal strengthening or weakening performance, and proactively surface findings to leadership
• Design and maintain executive-ready presentations and ad hoc analyses to support leadership reviews and strategic discussions
• Track and report on KPIs and operational metrics, translating results into meaningful feedback that can be used to manage and forecast the business
• Data, Analytics & AI — Own the Intelligence Layer
• Serve as the owner of financial analytics for your business unit — designing, building, and continuously evolving the dashboards and reporting infrastructure that leadership relies on
• Build and maintain Power BI dashboards that deliver real-time insight on revenue, margin, forecast accuracy, and operational performance — replacing static spreadsheet decks with dynamic, self-service reporting
• Leverage AI-assisted tools to accelerate analysis, surface anomalies, and generate faster insights from large and complex data sets
• Automate recurring financial reports and manual processes, shifting your own time — and the team's — from data preparation toward interpretation, storytelling, and strategic support
• Standardize KPI frameworks and financial data definitions for your business area, ensuring consistency and integrity across all reporting outputs
• Serve as a thought leader within the finance team on analytics best practices, modern tooling, and the evolving role of AI in financial planning — helping raise the bar for how the team operates
• Work directly with source system owners and IT as needed to understand data pipelines, improve data quality, and expand the analytical capabilities available to the business

WHAT SUCCESS LOOKS LIKE

In this role, success means your business partners trust you as a financial advisor — not just a report generator. You are embedded in the business, your forecasts are accurate and credible, and leadership makes better decisions because of the insight you bring to the table.

On the data and analytics side, success means you have materially changed how this team operates. Your dashboards have replaced manual slide decks. Your automated reports have freed up hours that now go toward deeper analysis. Your KPI metrics are the ones the business uses. And your comfort with AI tools has helped set a new standard for what modern commercial finance looks like at Presidio — one that others on the team are learning from and building toward.

Required Skills and Professional Experience:

• Bachelor's degree or higher in Finance, Economics, Accounting, or a related field
• 4+ years of experience in financial analysis, FP&A, or commercial finance
• Advanced Excel skills including financial modeling, dynamic inputs, pivot tables, and complex formulas
• Hands-on experience building dashboards and reports in Power BI — able to design from scratch, not just modify existing templates
• Working knowledge of AI-assisted tools (CoPilot, Claude, ChatGPT, etc), with a clear appetite to deepen and expand that capability
• Demonstrated ability to build driver-based financial models and scenario analyses
  Strong business partnering instincts — comfortable presenting to and influencing operational leaders and executives
• Ability to translate complex financial data into clear, compelling narratives for non-finance audiences
  High bias for action, strong ownership mindset, and ability to operate independently in a fast-moving environment
• Proactive, curious orientation — someone who asks why before they ask what, and who sees gaps in data or process as problems worth solving

Preferred Skills and Professional Experience

• Professional certification (CPA, CMA, CFA) or MBA
• Experience in technology, managed services, or professional services industries
• Experience with financial planning platforms such as OneStream, Adaptive, or Hyperion
• Experience with ERP systems such as D365, SAP, Oracle, or Great Plains
• Proficiency in SQL or Power Query for querying and transforming data sets 
• Experience with revenue recognition principles and services margin economics
• Exposure to AI-driven forecasting tools or predictive analytics platforms

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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