Financial Analyst

at  Robert Half

Robert Half is seeking a candidate with a thorough understanding of finance and strong communication skills for a Financial Analyst role. Are you interested in working at a Retail company with a growing team? Tasks include 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, which is located in the Whittier, California, is a permanent employment opportunity. Join an innovative team as a key business partner in this excellent opportunity. Ideal candidate must be proficient in forecasting, performance reporting, and expense management.

Key responsibilities

• Enable successful Business Intelligence (BI) to deliver valuable foresight and decision support
• 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
• Propel monthly reporting to business partners on financial results and actions necessary
• Present and monitor forecasting reports
• Work with Accounting on the monthly and quarterly financial close process
• Ensure plans are properly executed by working with cross-functional partners in Accounting and Operations
• Keep tabs on monthly and quarterly performance through the comparison of actuals versus expectations, ensuring that business partners handle their resources
• Analyze performance to date and assess potential risks and opportunities
• Have a thorough understanding of internal and external drivers and be able to explain how they are impacting performance and trending
• Support weekly, quarterly and annual Area/Segment-level Bookings and P& L forecasting
• Flexible individuals comfortable with large amounts of information, and adept at managing expectations
• Spreadsheet and ERP system experience is ideal, but not required
• Experience with financial data management processes & systems, e.g. Oracle/Hyperion/SAP Business Objects/SFDC/Tableau- Financial planning & analysis (go-to-market experience prioritized)
• Excellent oral and written communication 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)
• Demonstrated ability to build and deliver effective presentations to audiences with wide-ranging backgrounds
• Strong problem-solving skills
• BA/BS degree in finance or a related field
• Business operations experience preferred
• Comprehensive knowledge of financial analysis
• Excel Formulas experience preferred
• Budget forecasting experience
• 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)

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 works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
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, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use

• Enable successful Business Intelligence (BI) to deliver valuable foresight and decision support
• 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
• Propel monthly reporting to business partners on financial results and actions necessary
• Present and monitor forecasting reports
• Work with Accounting on the monthly and quarterly financial close process
• Ensure plans are properly executed by working with cross-functional partners in Accounting and Operations
• Keep tabs on monthly and quarterly performance through the comparison of actuals versus expectations, ensuring that business partners handle their resources
• Analyze performance to date and assess potential risks and opportunities
• Have a thorough understanding of internal and external drivers and be able to explain how they are impacting performance and trending
• Support weekly, quarterly and annual Area/Segment-level Bookings and P& L forecasting
• Flexible individuals comfortable with large amounts of information, and adept at managing expectations
• Spreadsheet and ERP system experience is ideal, but not required
• Experience with financial data management processes & systems, e.g. Oracle/Hyperion/SAP Business Objects/SFDC/Tableau- Financial planning & analysis (go-to-market experience prioritized)
• Excellent oral and written communication 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)
• Demonstrated ability to build and deliver effective presentations to audiences with wide-ranging backgrounds
• Strong problem-solving skills
• BA/BS degree in finance or a related field
• Business operations experience preferred
• Comprehensive knowledge of financial analysis
• Excel Formulas experience preferred
• Budget forecasting experience
• 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