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50 Presidio Financial Services Jobs Hiring Near You

Presidio

Senior Analyst, ERP

$87.50K - $109K/yr

The Role As a Presidio Senior Analyst, ERP, you will focus on supporting and improving financial ... Presidio's expert technical team develops custom applications, provides managed services, enables ...

Presidio

Senior Project Manager

... Services practice of Presidio. * This team manages and drives our Cloud Services most critical, complex, and enterprise level projects for our clients in the Healthcare, Financial Services, Retail ...

Presidio

Client Executive, Managed Services Growth

$78.30K - $106.50K/yr

Presidio, Where Teamwork and Innovation Shape the Future At Presidio, we're at the forefront of a ... Strong business acumen, analytical thinking, and financial modeling capabilities. * Demonstrated ...

Presidio

Senior Project Manager

Financial & Operational Management * Experience managing project budgets, forecasting, and ... Presidio's expert technical team develops custom applications, provides managed services, and ...

Presidio

Senior Project Manager, Contact Center

Financial & Commercial Management * Own project financial performance, including revenue ... Presidio's expert technical team develops custom applications, provides managed services, and ...

Presidio

Associate Account Manager, Cloud

Woburn, MA · On-site

$131.30K - $136.70K/yr

Build and maintain strong relationships with customer stakeholders across IT, finance, and business ... Presidio's expert technical team develops custom applications, provides managed services, enables ...

Presidio

Associate Account Manager, Digital (Nationwide)

$125.90K - $131K/yr

Build and maintain strong relationships with customer stakeholders across IT, finance, and business ... Presidio's expert technical team develops custom applications, provides managed services, enables ...

Presidio

Specialist, Software Sales Operations

... finance, billing, A/R and logistics * Create vendor registrations and deals in order to assist the ... Presidio's expert technical team develops custom applications, provides managed services, and ...

Presidio

Sr Solutions Architect, Dallas, TX

Irving, TX · On-site

Lead consultative discovery across Business, Technical, Operational, and Financial domains ... Presidio's expert technical team develops custom applications, provides managed services, enables ...

Presidio

Sr Solutions Architect, Dallas, TX

Irving, TX · Hybrid

Lead consultative discovery across Business, Technical, Operational, and Financial domains ... Presidio's expert technical team develops custom applications, provides managed services, enables ...

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Presidio Jobs Information

What are the key skills and qualifications needed to thrive in Financial Services, and why are they important?

To thrive in Financial Services, you need strong analytical skills, financial modeling proficiency, and a relevant degree such as finance, economics, or accounting. Familiarity with financial analysis tools, Excel, industry-specific software, and certifications like CFA or CPA are highly valued. Excellent communication, attention to detail, and ethical judgment set top professionals apart in this field. These skills and qualifications are critical for making informed financial decisions, maintaining regulatory compliance, and building trust with clients.

What are some typical challenges faced when starting a career in financial services, and how can new professionals overcome them?

New professionals in financial services often encounter challenges such as navigating complex regulatory environments, understanding a wide range of financial products, and building client trust. The fast-paced nature of the industry can also make it challenging to keep up with changing market trends and compliance requirements. To overcome these obstacles, it's helpful to seek mentorship, engage in continuous learning through training programs, and actively communicate with colleagues and clients to build strong relationships. Many organizations also provide structured onboarding and support to help new hires adapt successfully.

What is the difference between Financial Services vs Financial Analyst?

AspectFinancial ServicesFinancial Analyst
Required CredentialsVaries; often includes degrees in finance, economics, or related fields; certifications like CFA or CFP beneficialTypically requires a degree in finance, accounting, or economics; CFA certification often preferred
Work EnvironmentBanking institutions, investment firms, insurance companies, financial advisory firmsCorporations, investment banks, asset management firms, consulting agencies
Employer & Industry UsageFinancial services industry broadly covers banking, insurance, and investment sectorsSpecialized role within finance, focusing on analyzing financial data and investment opportunities

Financial Services is a broad industry encompassing various roles in banking, insurance, and investments, while a Financial Analyst is a specific position within that industry focused on analyzing financial data to support decision-making. Both roles often require similar credentials and work in related environments, but their scope and responsibilities differ.

What is it like to work at Presidio?

Presidio is a technology services company that values innovation, collaboration, and customer satisfaction, fostering a dynamic and inclusive work environment.

The company's structure is designed to support a consultative approach, with teams working closely together to deliver tailored solutions to clients across various industries. Presidio's work environment is characterized by a mix of on-site and remote work arrangements, allowing employees to balance flexibility with collaboration.

Working at Presidio may appeal to individuals who are passionate about technology and customer-centric service, as the company offers opportunities for professional growth, skill development, and contributions to cutting-edge projects.
What are the most popular job types at Presidio?
    What are the most popular jobs at Presidio?
    What are the most popular categories at Presidio?
    Infographic showing various Financial Services job openings at Presidio in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 49% Physical, and 51% Remote job distribution.
    Senior Analyst, ERP

    Senior Analyst, ERP

    Presidio

    Remote

    $87.50K - $109K/yr

    Full-time

    Posted 23 days ago

    Job description

    Presidio, Where Teamwork and Innovation Shape the Future
    At Presidio, we're at the forefront of a global technology revolution, transforming industries through cutting-edge digital solutions and next-generation AI. We empower businesses-and their customers-to achieve more through innovation, automation, and intelligent insights.
    The Role
    As a Presidio Senior Analyst, ERP, you will focus on supporting and improving financial systems, with Microsoft Dynamics 365 Finance as the primary platform. The ERP Analyst works closely with Finance, Accounting, IT, and external vendors to ensure stable operations, support critical financial processes, and drive continuous improvement.
    Responsibilities Include:
    • Act as the primary analyst for Dynamics 365 Finance, supporting day-to-day financial system needs.
    • Work closely with Finance and Accounting teams to resolve issues and improve system usage.
    • Support core finance functions including General Ledger, AP, AR, Fixed Assets, and Cash Management.
    • Gather business requirements and translate them into effective system solutions.
    • Configure and support related financial applications such as BlackLine, Vertex, and GetPaid.
    • Coordinate ERP updates, releases, and patches, ensuring changes are tested and ready for users.
    • Review release notes and assess the impact of system changes on financial processes.
    • Partner with vendors and internal IT teams to troubleshoot issues and manage escalations.
    • Support month-end, quarter-end, and year-end close activities.
    • Assist with ERP enhancements, upgrades, and financial system improvements.
    • Create and maintain system documentation and provide user guidance or training.
    • Support financial reporting and data analysis using ERP and reporting tools.
    • Ensure systems align with internal controls, audit requirements, and SOX compliance

    Required Skills and Professional Experience:
    • Bachelor's degree in information systems, Accounting, Finance, or a related field.
    • 5+ years of experience supporting ERP financial systems.
    • Hands-on experience with Microsoft Dynamics 365 Financials (required).
    • Ability to independently manage system support, issue resolution, and vendor coordination.
    • Strong communication skills with both technical and business stakeholders

    Your future at PresidioJoining Presidio means stepping into a culture of trailblazers-thinkers, builders, and collaborators-who push the boundaries of what's possible. With our expertise in AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world.
    Here, your impact is real. Whether you're harnessing the power of Generative AI, architecting resilient digital ecosystems, or driving data-driven transformation, you'll be part of a team that is shaping the future.
    Ready to innovate? Let's redefine what's next-together.
    About Presidio
    At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit www.presidio.com
    *****
    Applications will be accepted on a rolling basis.
    Presidio has a strong commitment to the community we serve and our employees. As an equal Opportunity Employer, we strive to have a workforce that includes the community we serve.
    Presidio is an Equal Opportunity Employer Disability/Vets. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
    The "Know Your Rights" Poster is available here: https://www.eeoc.gov/poster
    Presidio's EEO Policy Statement is availble Here: https://www.presidio.com/careers
    Presidio is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an email to recruitment@presidio.com and let us know the nature of your request and your contact information.
    Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to recruitment@presidio.com.
    Notice to Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    Recruitment Agencies, Please Note: Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our careers email address, Presidio employees or any other means. Presidio is not responsible for any fees related to unsolicited resumes/CVs.
    #LI-PH1
    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
    This employer is required to notify all applicants of their rights pursuant to federal employment laws.
    For further information, please review the Know Your Rights notice from the Department of Labor.

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