Job Information
Robert Half Financial Analyst in Palo Alto, California
Description Robert Half is looking for an exceptional Financial Analyst to be part of a fast-growing company. This Financial Analyst position includes tasks like measuring, analyzing, and forecasting performance in conjunction with operating plans and conducting financial modeling on a variety of financial products. Additionally, you will be responsible for preparing reports for management and advising management on the allocation of resources to best accomplish objectives. You will focus on areas like forecasting, performance reporting, and expense management as a business partner on tis dynamic team. The Financial Analyst will primarily be responsible for supporting world class strategic and financial planning methods, building long-range operating plans to support business imperatives and developing rolling forecast processes to ensure resources every quarter are consumed at maximum effectiveness. Besides the primary duties, other functions will include operationalizing and cultivating a more data-driven planning process and improved monthly and quarterly reporting. In this role, you will be directly involved in the coordination of various planning cycles (annual planning, quarterly forecasts and monthly outlooks), while providing strategic analyses and recommendations. You will provide variance analysis of bookings, revenues and expenses, clearly explaining the business reasons for variances and adjusting the outlook models to reflect operational adjustments. This Financial Analyst role, which is a permanent employment opportunity, is located in the Palo Alto, California.
What you get to do every day
Drive Area/Segment-level Bookings on a weekly, quarterly and annual basis, as well as P& L forecasting
Drive monthly reporting to business partners on financial results and if any actions are required
The ideal candidate should be a highly flexible individual who is comfortable with large amounts of information and adept at managing expectations
Produce and manage forecasting reports
Work with the Accounting team on monthly and quarterly financial close processes
Understand and be able to explain internal and external drivers impacting performance and trending
Keep track of monthly and quarterly performance by comparing actuals versus expectations and enabling business partners to handle their resources
Work alongside senior executives on strategic deep dives to create financial models and insights on topics such as: Retention forecasts, event tracking and execution, Campaign Planning & Tracking, return on investment of strategic investments, and strategic resource allocation, and prioritization
Survey performance to date and assess potential risks and opportunities
Work alongside cross-functional partners in Accounting and Operations to see the proper execution of plans
Enable successful Business Intelligence (BI) to deliver valuable foresight and decision support Requirements - Strong problem-solving skills
Experience in problem solving through statistical analysis or with large data sets highly preferable (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)
Skills in problem solving through statistical analysis or with large data sets highly desired (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)
BA/BS degree in finance or a related field
Financial planning & analysis (go-to-market experience preferable)
Sound written and verbal communication skills
Understanding of Business Intelligence (BI) reporting tools required
Skilled in the construction and delivery of effective presentations to audiences with wide-ranging backgrounds
Business Models experience preferred
Solid understanding of Ad Hoc Financial Analysis
Prior experience in Spreadsheet and ERP system
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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