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Robert Half Financial Analyst in Paso Robles, California

Description Robert Half may have a great employment opportunity for a Financial Analyst that is highly experience in in finance and top-notch communication skills. Are you looking to work at a progressive company with a growing team? 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. This Financial Analyst role, which is located in the Paso Robles, California, is a full-time 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.

Your responsibilities

  • Produce and manage forecasting reports

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

  • Work alongside cross-functional partners in Accounting and Operations to see the proper execution of plans

  • Track of monthly and quarterly performance by comparing actuals versus expectations to ensure business partners handle their resources r

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

  • This position requires a flexible individual who is adept at managing expectations and comfortable with handling large amounts of information

  • 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

  • Look over performance to date while assessing potential opportunities and risks

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

  • Have a thorough understanding of internal and external drivers and be able to explain how they are impacting performance and trending

  • Enable successful Business Intelligence (BI) to deliver valuable foresight and decision support Requirements - Ability to communicate verbally and in writing effectively throughout all levels of the company

  • Demonstrated ability to build and deliver effective presentations to audiences with wide-ranging backgrounds

  • Go-to-market experience or experience

  • 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)

  • Proficiency in Microsoft Power BI

  • Comprehensive knowledge of Microsoft Excel

  • Expertise in Power BI

  • Financial analysis experience highly desired

  • Proven knowledge of Data Analysis

  • Foundational knowledge in analysis

  • 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)

  • Business Intelligence (BI) reporting tools experience a plus

  • Ability to recognize, evaluate, and resolve problems effectively

  • Spreadsheet and ERP system experience is ideal, but not required

  • 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 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 (https://www.roberthalf.com/us/en/mobile-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 (https:///www.roberthalf.com/us/en/terms) .

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