Robert Half Sr. Portfolio Analyst in CHICAGO, Illinois
To apply to this Senior Portfolio Analyst role, please send your resume to John Sadofsky (firstname.lastname@example.org)
Monitor weekly, quarterly and annual Area/Segment-level Bookings and P& L forecasting
Recognize and disclose internal and external drivers impacting performance and trending
Keep an eye on monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources
Work in partnership with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation and prioritization
Collaborate with Accounting on the monthly and quarterly financial close process
Cooperate closely with cross functional partners in Accounting and Operations to execute against plans
Allow effective Business Intelligence (BI) to provide forward-looking insight and decision support
Assemble and watch forecasting reports
Provide monthly reporting to business partners on financial results and actions required
Dissect performance to date and assess potential risks and opportunities
Requirements - 3+ years' experience with advanced financial analysis, planning and budget controls required
Microsoft Excel experience
- Strong presentation skills
Bachelor's Degree in Finance, MBA preferred
Be able to simplify complex problems and build solutions
Exceedingly skilled with financial reporting tools
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.
Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.
Questions? Call your local office at 1.888.490.5461. 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. Visit https://roberthalf.gobenefits.net/ for more information.