Robert Half International Financial Analyst in Ontario, California
Description Robert Half is seeking an extraordinary Financial Analyst to join a Financial Services company. In this Financial Analyst position, you will conduct financial modeling on various financial products as well as measure, analyze, and forecast performance in conjunction with operating plans. In addition to preparing reports for management, you will help advise management on the distribution of resources to best complete objectives. Forecasting, performance reporting, and expense management will be some of your focus areas as a business partner on this dynamic team. As the Financial Analyst, you will be expected to successfully 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. 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. The Financial Analyst role is a full-time employment opportunity in the Ontario, California. Please call Brigitte Mendez @ 909-717-4037 if interested, or if you are working with a Robert Half Recruiter, call them directly.
What you get to do every day
Propel monthly reporting to business partners on financial results and actions necessary
Work closely with Accounting on the monthly and quarterly financial close processes
Work alongside cross-functional partners in Accounting and Operations to see the proper execution of plans
Flexible individuals comfortable with large amounts of information, and adept at managing expectations
Have a thorough understanding of internal and external drivers and be able to explain how they are impacting performance and trending
Work 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
Produce and manage forecasting reports
Support Area/Segment-level Bookings on a weekly, quarterly and annual basis, as well as P& L forecasting
Survey performance to date and assess potential risks and opportunities
Track monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources
Enable effective Business Intelligence (BI) to provide forward-looking insight and decision support Requirements - Critical thinking, problem solving, ability to work independently
Familiar with Spreadsheet and ERP system
Strong familiarity with general ledger
Budgeting experience preferred
Comprehensive knowledge of financial analysis
Excellent communication and organizational skills
Financial planning & analysis (go-to-market experience preferential)
Business Intelligence (BI) reporting tools experience a plus
Skilled in the construction and delivery of effective presentations to audiences with wide-ranging backgrounds
Practical knowledge 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
2+ 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)
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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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.