Financial Analyst V

Epitec Staffing

  • Cupertino, CA
  • Today
  • Remote

    Highlights

    The individual will establish streamlined and automated processes, provide executive-ready financial insights, improve spend accountability, and ultimately document and transition the function to an internal owner. We are seeking an experienced Senior Finance Operations Contractor to support an engineering organization with financial planning, spend management, forecasting, and operational process improvement.

    Numbers & Facts

    LocationCupertino, CA (
    Remote
    )

    Description

    Senior Finance Operations Contractor


    Contract Duration: 12 Months
    Location: Remote Eligible
    Work Arrangement: Remote, onsite not required
    Education: BS/MS in Finance, Accounting, Business, or equivalent experience

    Position Summary

    We are seeking an experienced Senior Finance Operations Contractor to support an engineering organization with financial planning, spend management, forecasting, and operational process improvement.

    This role will be responsible for improving visibility and governance across budgets, forecasts, headcount, OpEx, vendor spend, and contractor spend. The ideal candidate combines deep FP&A and finance operations experience with hands-on Python and SQL capabilities and experience managing vendor and contingent workforce spend.

    The individual will establish streamlined and automated processes, provide executive-ready financial insights, improve spend accountability, and ultimately document and transition the function to an internal owner.

    Key Responsibilities

    • Manage and baseline budgets, forecasts, headcount, vendor spend, contractor spend, and OpEx.
    • Develop reliable processes to ensure investments are aligned with key projects and organizational priorities.
    • Build an automated single source of truth for spend using Python and SQL.
    • Establish recurring financial review and governance processes.
    • Provide decision-ready analysis of project effort and OpEx spending.
    • Lead contractor conversion and vendor consolidation initiatives from leadership approval through execution.
    • Manage financial processes involving SOWs, purchase requisitions, purchase orders, procurement, and documentation.
    • Simplify budgeting and purchase requisition processes to reduce manual effort and unnecessary documentation.
    • Improve financial ownership and spend accountability among engineering managers.
    • Automate manual finance and reporting processes.
    • Communicate financial insights, risks, and recommendations clearly to executive stakeholders.
    • Document processes, operating procedures, controls, and reporting methods.
    • Train and transition responsibilities to an internal owner who can independently manage the function.

    Required Qualifications

    • 10+ years of FP&A or finance operations experience, including budgeting, forecasting, and variance analysis.
    • Experience managing headcount and operating expenses (OpEx).
    • Experience supporting an engineering, technology, infrastructure, or R&D organization preferred.
    • Hands-on proficiency with Python and SQL.
    • Ability to develop data pipelines, reporting, and financial automation without relying on an engineering team.
    • Experience managing vendor and contingent workforce spend.
    • Experience with SOWs, POs, contractor conversions, vendor consolidation, and procurement processes.
    • Demonstrated success redesigning processes and automating manual finance activities.
    • Ability to transform fragmented or ambiguous data into a reliable single source of truth.
    • Experience creating executive-ready financial analysis and insights.
    • Strong written and verbal communication skills.
    • Ability to work independently and drive initiatives from planning through execution.
    • Experience documenting and transitioning a function or process to another internal owner.

    Preferred Qualifications

    • Experience with Radar or multidev.
    • Experience using LLMs or agent-based tools for finance workflows.
    • Experience supporting large-scale engineering organizations.

    Education

    • BS/MS in Finance, Accounting, Business, or equivalent experience
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