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Robert Half Sr. Financial Analyst in Ontario, California

Description Candidates that have a finance background and possess outstanding communication skills, may qualify for this exciting Sr. Financial Analyst role with a preferred client in the Ontario area. Do you have a manufacturing, retail or distribution industry background? In this role, you will be 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. The Sr. Financial Analyst role is a permanent employment opportunity in the Ontario, California area. Candidates with a background in forecasting, performance reporting, and expense management are encouraged to apply for this business partner role for an innovative team.

How you will make an impact

  • Flexible individuals comfortable with large amounts of information, and adept at managing expectations

  • Explain and understand 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

  • Compose and oversee forecasting reports

  • Propel monthly reporting to business partners on financial results and actions necessary

  • Support Area/Segment-level Bookings on a weekly, quarterly and annual basis, as well as P& L forecasting

  • Work closely with cross functional partners in Accounting and Operations to execute against plans

  • Recognize potential risks and opportunities while analyzing performance to date

  • Work with the Accounting team on monthly and quarterly financial close processes

  • Collaborate with senior executives on strategic deep dives on creating 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

  • Deliver valuable foresight and decision support by enabling effective Business Intelligence (BI) Requirements - Able to build and deliver effective presentations to audiences with wide-ranging backgrounds

    • Creative problem solver who anticipates risks and opportunities and maintains a vision for continuous improvement

    • Financial planning & analysis (go-to-market experience preferable)

    • Excellent written/verbal communication and organizational skills

    • Spreadsheet and ERP system experience suggested

    • 5+ 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)

    • 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

    • Experience with financial data management processes & systems, e.g. Oracle/Hyperion/SAP Business Objects/SFDC/Tableau- Financial analysis experience desired

    • Sales analysis & reporting experience

    • Foundational knowledge in budget forecasting

    • Gross Margin Analysis experience preferred

    • Pricing experience

    • Adeptness in sales analysis & reporting

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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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 for more information.

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