Robert Half Financial Analyst in Santa Clara, California
The ideal candidate for this position is a Financial Analyst with effective communication skills. Do you enjoy working as part of a team? This thriving company is seeking a skilled Financial Analyst through Ernie Lopez of Robert Half. This Financial Analyst position will require the candidate to execute financial modeling on various financial products as well as measure, analyze, and forecast performance in conjunction with operating plans. Other essential tasks include advising management on the allocation of resources to best accomplish objectives and preparing reports for management. Applicants that are excited about the thought of interacting with team members as a crucial business partner in areas such as forecasting, performance reporting, and expense management should contact Ernie Lopez of Robert Half today. This Financial Analyst role is located in Santa Clara, California, and it is a permanent employment opportunity.
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
Drive P& L forecasting and Area/Segment-level Bookings on a weekly, quarterly and annual basis
Possess the know-how and be able to explain internal and external drivers impacting performance and trending
Provide valuable foresight and decision support through effective Business Intelligence (BI)
This position requires a flexible individual who is adept at managing expectations and comfortable with handling large amounts of information
Work closely with Accounting on the monthly and quarterly financial close processes
Survey performance to date and assess potential risks and opportunities
Ensure plans are properly executed by working with cross-functional partners in Accounting and Operations
Assemble and review forecasting reports
Track of monthly and quarterly performance by comparing actuals versus expectations to ensure business partners handle their resources r
Lead monthly reporting to business partners on financial results and if any actions are required
Requirements - Proficiency with Business Intelligence (BI) reporting tools required
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
3+ 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)
Demonstrated ability to build and deliver effective presentations to audiences with wide-ranging backgrounds
Spreadsheet and ERP system experience is a plus
Deep understanding of financial modeling
Expertise in Microsoft Excel
Analysis experience desired
Financial analysis & planning (go-to-market experience preferable)
BA/BS degree in finance or a related field
Excellent written, verbal and social communication skills
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.