Job Description
Join a premier financial institution at the heart of Silicon Valley. We're seeking a dynamic Senior Financial Analyst to drive strategic financial planning and analysis for our high-growth portfolio. This role offers unparalleled exposure to C-suite leadership and opportunities to shape financial strategy for cutting-edge tech and biotech clients.
Why Join Us?
- Competitive salary with 15% annual bonus potential
- Comprehensive benefits package including equity
- Hybrid work model with modern downtown office
- Tuition reimbursement for advanced certifications
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Develop and maintain complex financial models for forecasting and valuation
- Prepare executive-level presentations for board and investor meetings
- Lead cross-functional initiatives on M&A transactions and capital allocation
- Ensure compliance with SOX regulations and internal controls
- Mentor junior analysts and drive process improvements
Qualifications
- Bachelor's in Finance/Accounting with CPA or CFA required
- 5+ years in financial analysis with Big 4 or tech finance experience
- Advanced proficiency in Excel, SQL, and Power BI
- Demonstrated success in modeling complex financial scenarios
- Strong communication skills translating data to actionable insights
- Experience with SaaS or venture-backed companies preferred