Robert Half Sr Financial Analyst in North Dallas, Texas
Robert Half is looking for an exceptional Financial Analyst to be part of a fast-growing Restaurants & Catering 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. In addition to advising management on the assignment of resources to best complete objectives, you will prepare reports for management. You will focus on areas like forecasting, performance reporting, and expense management as a business partner on tis dynamic team. In this Financial Analyst position, your duties will aim to support world class strategic and financial planning methods, build long-range operating plans to support business imperatives and develop rolling forecast processes to ensure resources every quarter are consumed at maximum effectiveness. In conjunction with your day-to-day tasks, you will assist with 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. The Financial Analyst role is a permanent employment opportunity in the North Dallas, Texas.
Survey performance to date and assess potential risks and opportunities
Collaborate with senior executives on strategic deep dives through the development of 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 cross-functional partners in Accounting and Operations to ensure plans are executed properly
An ideal candidate should be highly flexible, comfortable with large amounts of information, and adept at managing expectations
Support weekly, quarterly and annual Area/Segment-level Bookings and P& L forecasting
Enable successful Business Intelligence (BI) to deliver valuable foresight and decision support
Produce and manage forecasting reports
Explain and understand internal and external drivers impacting performance and trending
Work on monthly and quarterly financial close processes in collaboration with the Accounting team
Lead monthly reporting to business partners on financial results and if any actions are required
Keep tabs on monthly and quarterly performance through the comparison of actuals versus expectations, ensuring that business partners handle their resources
Requirements - 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)
Creative problem solver who anticipates risks and opportunities and maintains a vision for continuous improvement
Strong communication and social 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)
BA/BS degree in finance or a related field
Financial planning & analysis (go-to-market experience considered)
Comprehensive knowledge of analysis
Microsoft Excel experience preferred
Spreadsheet and ERP system experience is ideal, but not required
Demonstrated ability to build and deliver effective presentations to audiences with wide-ranging backgrounds
Familiarity with Business Intelligence (BI) reporting tools required
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 (https://www.roberthalf.com/mobile) and get 1-tap apply, instant notifications for AI-matched jobs, and more.
Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be authorized to work in the United States. Benefits are available to temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.