Senior Financial Analyst
$88,200–$163,800 year
On-siteSan Jose, California, United States
Job Summary
Prepare quarter-end reporting packages for audit committee deliverables and earnings close, validating data from SAP, NGA, Incorta, and CPM/Pricebook systems. Generate reports and ad hoc analyses for senior management, perform exception reviews, and investigate data quality issues to prepare corrections and reclass entries. Participate in UAT for system enhancements across financial platforms, documenting test cases and validating fixes while preparing reclass and allocation correction files. Support acquisition integrations by setting up master data and converting order data into reporting processes, partnering with quote-to-cash teams to resolve discrepancies and support new business models.
Required Qualifications
- Bachelor's degree in Accounting, Finance, or a related field
- 5–8 years of progressive finance experience
- technology industry experience
- Strong proficiency in Excel — comfortable with pivot tables, VLOOKUP/INDEX-MATCH, data manipulation, and building structured workbooks
- Hands-on experience with SAP
- familiarity with finance data extraction and reporting workflows
- Solid analytical skills
- high attention to detail
- comfort working with large data sets
- Clear and effective communicator — able to translate data findings for both finance and non-finance audiences across levels of the organization
- Demonstrated ability to manage multiple priorities
- deliver accurate work under tight quarter-end deadlines
Desired Qualifications
- Experience participating in or supporting UAT cycles for financial systems (SAP, CPM/Pricebook, Incorta, or NGA)
- Working knowledge of revenue accounting principles (ASC 606 / software revenue recognition concepts)
- Familiarity with Incorta, NGA product reporting, or CPM/Pricebook platforms
- CPA or MBA
- Experience supporting acquisition integrations from a finance reporting perspective
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