Job Information
Robert Half Sr. Financial Analyst in Plano, Texas
Description
We are offering an exciting opportunity for a Sr. Financial Analyst role located in North Dallas, United States. In this Sr. Financial Analyst role, you will be instrumental in enhancing the financial stability and growth of the business by providing comprehensive financial analysis, reporting, and data analytics services.
Responsibilities:
• Utilize advanced financial modeling to create revenue and margin forecasts for long-term planning.
• Collaboratively work with the sales team to optimize deal structures, pricing, and terms for large opportunities or target market segments.
• Conduct in-depth review of financial impacts and deal terms that require executive approval.
• Generate detailed reports, dashboards, and presentations that provide insights into discount analysis, funnel win rates, and other financial performance metrics.
• Develop and maintain financial metrics for funnel through bookings and revenue performance on an opportunity basis, to aid in predicting the reasonableness of bookings and revenue forecasts.
• Extract, transform, and analyze large datasets using tools like Tableau or Power BI to improve visibility in financial and operational performance.
• Regularly complete weekly revenue and margin forecasts, review them with the CFO, and prepare materials for the Board of Directors to review forecast results and variances to plan.
• Identify revenue enhancement initiatives through data-driven analysis.
• Develop dashboards and reports that improve visibility into financial and operational performance.
• Utilize predictive analytics and statistical techniques to support business decisions like modifications to deal approval flows.
If interested, please send your resume to derek.kemp@roberthalf.c0m
Requirements
• Minimum of 5 years of experience in a similar role as a Sr. Financial Analyst
• Must possess strong knowledge of Data Mining Techniques
• Proficient in Forecasting and Financial Modeling
• Advanced skills in using Tableau are necessary
• Proficiency with Power BI is required
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.
© 2025 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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