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Financial Analyst III

Mathys-Potestio, LLC
dental insurance, 401(k)
United States, California, Cupertino
May 17, 2025

Financial Analyst - 5+ years experience

Finance Team

This is a 12-month, full-time (40 hours/week), hybrid contract role located in Cupertino, CA (Tues-Thurs on-site).


Summary

We are seeking a detail-oriented Financial Analyst to support ongoing reporting, analysis, and quarter-end close activities for the Finance team. This role plays a key part in ensuring accurate financial data aggregation, SAP table maintenance, and supporting the team's operational efficiency during critical reporting cycles.


Our Ideal Candidate: 5-7 years of experience in Finance, Accounting, or a related field.


  • Passion for financial reporting and analysis with a strong foundation in data aggregation and problem-solving.



  • Proficient in Excel with a high degree of technical aptitude using reporting tools such as Business Objects and Tableau.



  • Familiar with enterprise software systems, with a strong preference for SAP experience.



  • Skilled in collaborating with cross-functional finance and accounting teams.



  • Able to work independently and manage multiple projects simultaneously.



  • Flexible and adaptable to changing priorities, timelines, and stakeholders.



  • Strong written and verbal communication with exceptional attention to detail.



  • A proactive, "can-do" attitude with an eagerness to take on new responsibilities and continuously learn.




Job Description

In this role, you will manage SAP table maintenance, aggregate subscription and financial data for weekly reporting, and track promotional deals.

You'll partner with finance and accounting stakeholders to assist with ad hoc analysis, quarter-end JV preparations, reconciliations, and reporting. This includes ensuring accurate and timely financial records and supporting the organization's operational efficiency.

You will also support ongoing reporting processes, contribute to continuous improvements, and help maintain internal financial systems and tools to enhance team performance.


Education and Experience: Bachelor's degree in Finance, Accounting, or equivalent practical experience.


  • Background in financial reporting, accounting, and data analysis.



  • Experience with enterprise systems (strong preference for SAP).



  • Proficiency with data visualization and reporting tools (Tableau, Business Objects).




Additional Requirements

Please include your resume for consideration.

This opportunity is located in Cupertino, CA and requires hybrid work (3 days onsite per week).

The pay for this W-2 position ranges from $55-$60 per hour. This position may be eligible for PTO, health and dental insurance, and/or 401(k) benefits upon meeting certain length of service and hours requirements.

Mathys+Potestio values applicants of all backgrounds and experiences. We do not discriminate based on race, color, national or ethnic origin, ancestry, age, religion or religious creed, disability or handicap, sex or gender, gender identity and/or expression, sexual orientation, military or veteran status, genetic information, or any other characteristic protected under applicable federal, state, or local law.


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