Financial Analyst // San Jose or Bay Area, CA //(AV)

Hello,

Hope you're doing well!!
Please find the requirement below. If you find yourself comfortable with the requirement, please reply back with your updated resume or call me back at

Position ---- Financial Analyst

Location ---- San Jose or Bay Area, CA (onsite/hybrid as needed; must support PST hours & local)

Duration ---- 6 8 months (with a strong likelihood of extension)

Must have LinkedIn profiles WITH picture.

Provide several times in Arizona time, that I can do a quick, casual, "relaxed" (10-15 mins) MS Teams video meeting.

Send two "report to" manager references

Role Overview

We're partnering with a Confidential Fortune 50 hyperscale cloud & data center provider to hire a Strategic Pursuits Finance Analyst who thrives in ambiguity and cross-functional work. You'll refine operating models and documentation ("Strategic Pursuits Playbook"), streamline reporting, and deliver the insights leaders need to greenlight complex, multi-year infrastructure deals.

This role is ideal for a self-starter who can translate complex financials into clear, actionable strategy and manage multiple workstreams across Finance, Legal, Sales, and Operations.

Key Responsibilities

• Playbook & Process Optimization
  • Review and update the Strategic Pursuits Finance Playbook
  • Document SOPs for deal modeling, risk assessment, approvals, and governance
• Advanced Reporting & Analytics
  • Build and maintain dashboards, trackers, and performance reports
  • Analyze KPIs, trends, and variances; surface opportunities for improvement
• Stakeholder Management
  • Act as a liaison across Finance, Sales, Operations, Strategy
  • Synthesize and present findings, progress, and recommendations to leadership
• Strategic Financial Modeling
  • Build/refine what if and scenario models for new pursuits and long-term investments
  • Support deal desk rigor across pricing, risk, and commercial terms
• Ad Hoc Projects
  • Deep dives on market trends, competitive positioning, resource allocation, and peak planning cycles

Required Qualifications

• 6 8 years in Strategic Finance, FP&A, or Management Consulting
• Technical Excellence:
  • Advanced spreadsheet modeling (Excel/Sheets) and SQL
  • Experience with a cloud data warehouse (e.g., BigQuery/Snowflake/Redshift)
  • Comfort with financial visualization tools (e.g., Looker/Power BI/Tableau)
• Analytical Rigor: Ability to condense large datasets into crisp executive level summaries without losing nuance
• Communication: Exceptional written/verbal skills; can tell the story behind the numbers for non finance audiences
• Operating Style: Highly adaptive, independent, and organized across multiple fast moving workstreams
• Process/Documentation: Prior success in Playbook creation or formal process documentation
• Deal Desk Experience: Exposure to cross functional deal approval and governance

Preferred

• Curious about applying AI/automation to make processes better and faster