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Senior Financial Analyst

Ridgeline· Finance
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Hybrid (San Ramon, CA or Reno, NV)$135k - $190kfull-timePosted 2mo ago

About the role

Senior Financial Analyst serving as the primary finance business partner for the Product & Technology organization, responsible for capital allocation, operating cadence, ROI analysis, and strategic financial recommendations to tech leadership.

Responsibilities

  • Own financial partnership for the Product & Tech organization, from budget vs. actuals through long-range planning
  • Build and run a rebuilt capital allocation process, leveraging AI and modern tooling to move faster than legacy manual processes
  • Deliver ROI analysis on customer deals and build-vs-buy / roadmap trade-offs that directly inform tech org decisions
  • Establish a recurring operating cadence that gives finance a proactive seat at tech org planning meetings
  • Partner closely with P&T VPs as a trusted advisor, not just a reporting function
  • Manage headcount and vendor planning for the tech org, including forecasting and budget ownership

Qualifications

  • 3-5 years of progressive experience in FP&A, corporate finance, accounting, strategic finance, or a related analytical role
  • Demonstrated ability to move beyond reporting to deliver an actual financial recommendation that changed a real decision
  • Strong communicator who builds trust with senior stakeholders quickly
  • A bias toward action: focused, driven, and able to show concrete follow-through rather than talk

Skills

Required:Financial planning and analysis (FP&A)Capital allocationROI analysisCommunication with senior stakeholders
Nice to have:Vendor and headcount planning

Benefits

  • unlimited vacation
  • educational and wellness reimbursements
  • $0 cost employee insurance plans
  • Company Stock Plan subject to applicable Stock Option Agreement
  • comprehensive perks and benefits described on the Careers page
Last updated Oct 21, 2026. Interested? Apply on the company site.

About Ridgeline

Revolutionizing Investment Management

Ridgeline: Revolutionizing Investment Management with a single front-to-back system of record, embedded AI, and automation capabilities.

Investment ManagementAIAutomationPortfolio ManagementTradingComplianceData
Company profileWebsite

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