Senior Financial Analyst

Robert Half
Orange, California, United States
Competitive salary
23 Feb 2021
25 Feb 2021
Job Description

There is an imperative need for a Senior Financial Analyst in the Orange, California area by a client of Robert Half Finance and Accounting. The ideal candidate will have prior knowledge of annual planning, quarterly forecasts and monthly outlooks, which will be imperative to the coordination of various planning cycles. In this role, you will also provide strategic analyses and recommendations. You will produce variance analysis of bookings, revenues and expenses, clearly explaining the business reasons for variances and adjusting the outlook models to reflect operational adjustments. This Senior Financial Analyst will be responsible for driving world class strategic and financial planning methods, building long-range operating plans to support business initiatives and developing rolling forecast processes to ensure resources are leveraged with maximum effectiveness. You will operationalize and cultivate data-driven planning processes and improve upon monthly and quarterly reporting. Make an impact in this pivotal Senior Financial Analyst position with a company that allows you access to senior leadership with strategic input. Apply for this role today! This is a full-time opportunity.

Key responsibilities

- Track monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources

- Produce and monitor forecasting reports

- Consider performance to date and assess potential risks and opportunities

- Aid Accounting on the monthly and quarterly financial close process

- In this role, you will be in close partnership with cross functional partners in Accounting and Operations to execute against plans

- Provide effective Business Intelligence (BI) to provide forward-looking insight and decision support

- Produce monthly reporting to business partners on financial results and actions required

- Comprehend and clarify internal and external drivers impacting performance and trending

- Collaborate 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

- Administer weekly, quarterly and annual Area/Segment-level Bookings and P& L forecasting


- Excellent presentation skills

- Practical knowledge of Power BI

- Management reporting experience

- Strong familiarity with analysis

- Demonstrated knowledge of Excel Formulas

- Command of Gross Margin Analysis

- Foundational knowledge in budget forecasting

- Adeptness in pricing analysis

- Comprehensive knowledge of Margin Analysis

- General familiarity with Tableau

- Be able to simplify complex problems and build solutions

- 3+ years' experience with advanced financial analysis, planning and budget controls required

- Deeply adept with financial reporting tools

- Bachelor's Degree in Finance, MBA preferred