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 as a core member of the Corporate FP&A team at Presidio, a private equity-backed technology solutions provider operating across multiple legal entities, geographies, and recently acquired businesses. This role is responsible for analyzing financial data, interpreting key performance metrics, and utilizing data-driven insights to support decision-making and drive financial performance. You will serve as a business partner working closely with various functional stakeholders to provide strategic recommendations, optimize financial planning, and improve overall business performance. Output reaches the CFO, the Executive Leadership Team, and the Board monthly, so accuracy, commercial judgment, and a clear narrative matter equally.
Responsibilities Include:
Reporting and Close:
- Manage overhead cost centers and recurring deliverables, including the monthly business reviews, Executive Leadership Team summaries, and flash reporting
- Consolidate results across business units, acquired entities, and international reporting units, including intercompany eliminations, FX translation, and proforma adjustments
- Analyze key metrics versus forecast, budget, and prior year, and write the variance narrative that accompanies the numbers
- Reconcile source systems to the consolidation platform and resolve differences independently
- Highlight potential analytical issues proactively and resolve them independently
Executive Reporting, Systems, and Automation:
- Build executive and Board-level presentations and written narrative that lead with the implication rather than the mechanics
- Use AI tools (Claude, Copilot, ChatGPT) to accelerate analysis and drafting, with appropriate validation, and redesign manual processes so others can run them
- Turn ad hoc leadership and sponsor requests around quickly with detailed support
- Work fluently in a corporate performance management platform (OneStream preferred) across data loads, dimensions, scenarios, and reporting
- Extract and analyze GL and transactional data from the ERP (Microsoft Dynamics 365 preferred)
Forecasting, Budgeting, and Planning:
- Support the annual budget and monthly forecast c