Job Information
Robert Half Financial Associate – Partner Services in Boston, Massachusetts
Description This Financial Analyst role via Robert Half may be a great fit for candidates with excellent communication skills and prior experience in finance. An employment opportunity has become available at a Financial Services company with a growing team. Daily functions will consist of conducting financial modeling on various financial products as well as measuring, analyzing, and forecasting performance in conjunction with operating plans, advising management on the allocation of resources to best accomplish objectives, and preparing reports for management. This Financial Analyst role is located in the Boston, Massachusetts, and it is a permanent employment opportunity. Candidates with a background in forecasting, performance reporting, and expense management are encouraged to apply for this business partner role for an innovative team.
Key responsibilities
Endorse weekly, quarterly and annual Area/Segment-level Bookings as well as P& L forecasting
Look over performance to date while assessing potential opportunities and risks
Propel monthly reporting to business partners on financial results and actions necessary
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
Provide valuable foresight and decision support through effective Business Intelligence (BI)
Work on monthly and quarterly financial close processes in collaboration with the Accounting team
Complete and direct forecasting reports
Ensure business partners handle their resources by tracking monthly and quarterly performance through the comparison of actuals versus expectations
Understand and be able to explain internal and external drivers impacting performance and trending
Work alongside cross-functional partners in Accounting and Operations to see the proper execution of plans
The ideal candidate should be a highly flexible individual who is comfortable with large amounts of information and adept at managing expectations Requirements - Strong problem-solving skills
Knowledge of financial reporting
Experience with Financial Services
Deep understanding of Financial compliance
Recommend Improvements experience preferred
Comprehensive knowledge of finance
Financial planning & analysis (go-to-market experience a plus)
Proficiency with Business Intelligence (BI) reporting tools required
1+ years of 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)
Qualified in Spreadsheet and ERP system
Able to build and deliver effective presentations to audiences with wide-ranging backgrounds
Background in problem solving through statistical analysis or with large data sets highly valued (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
Great written, verbal, and interpersonal skills
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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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