Robert Half Financial Analyst in SANTA CRUZ, California
Description Robert Half is seeking a candidate with a thorough understanding of finance and strong communication skills for a Financial Analyst role. An established firm is seeking a qualified applicant to join their growing team. Daily functions will consist of 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. This Financial Analyst role is located in the Santa Cruz, California, and it is a permanent employment opportunity. A dynamic team is seeking a key business partner to join their efforts. The right candidate must be proficient in forecasting, performance reporting, and expense management.
How you will make an impact
Deliver valuable foresight and decision support by enabling effective Business Intelligence (BI)
Understand and be able to explain internal and external drivers impacting performance and trending
Endorse weekly, quarterly and annual Area/Segment-level Bookings as well as P& L forecasting
Track of monthly and quarterly performance by comparing actuals versus expectations to ensure business partners handle their resources r
Propel monthly reporting to business partners on financial results and actions necessary
Work alongside senior executives on strategic deep dives to create 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
Assemble and review forecasting reports
An ideal candidate should be highly flexible, comfortable with large amounts of information, and adept at managing expectations
Recognize potential risks and opportunities while analyzing performance to date
Work closely with Accounting on the monthly and quarterly financial close processes
Collaborate with cross-functional partners in Accounting and Operations to ensure plans are executed properly Requirements - Business Intelligence (BI) reporting tools experience a plus
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)
Critical thinking, problem solving, ability to work independently
Prepare Annual Budgets experience
Well-founded grasp of financial reporting
Program Budgets experience preferred
Financial analysis experience
Prepare Budgets experience
Proven knowledge of Annual Financial Reporting
Experience with Analytical Skills
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)
Background in financial analysis and planning
Strong communication and social skills
Skilled in Spreadsheet and ERP system
Outstanding communication skills, excellent interpersonal skills, both oral and written, and ability to build as well as deliver effective presentations
BA/BS degree in finance or a related field
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.