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Robert Half Financial Analyst in San Diego, California


Robert Half is currently seeking a determined financial analyst to join a specialized Robert Half company. In this position, you will conduct financial modeling on various financial products as well as measure, analyze and forecast performance in conjunction with operating plans. Additional duties include be responsible for advising management on the allocation of resources to best accomplish objectives and preparing reports for management. As a financial analyst, you will be a part of a dynamic team being a key business partner in areas such as forecasting, performance reporting, and expense management.

Role & Responsibilities

  • Seeking a highly flexible individual comfortable with large amounts of information, and adept at managing expectations

  • Supporting weekly, quarterly and annual Area/Segment level Bookings and P& L forecasting

  • Analyzing performance to date and assessing potential risks and opportunities

  • Understanding and explaining internal and external drivers impacting performance and trending

  • Learning and applying econometric and statistical methods to forecasting

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

  • Provide analytical support during new year readiness/year end planning cycle

  • Drive the strategy and business planning process

  • Become embedded within the marketing and customer success organizations. Establish trust and quickly understand the key drivers of the business, economic trends and core metrics

  • Work 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

  • Work closely with cross-functional partners in Accounting, Recruiting, People and Operations to execute against plans

  • Track monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources in the best way possible

  • Drive monthly reporting to business partners on financial results and actions required

  • Work with Accounting on the monthly and quarterly financial close process

To be considered for these types of positions, please upload your updated Word version resume on our Robert Half website and call us at 858.452.2626. Hope to hear from you soon!



  • BA/BS degree from a top-tier university with strong academic performance

  • 2-5 years of experience in a highly quantitative role

  • 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)

  • Strong Communication and Interpersonal skills

  • Ability to simplify complex problems and build solutions

  • Strong Microsoft Excel and computer skills (prior experience programming a big plus)

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

Desired Skills

  • High degree of proficiency in Excel

  • Financial planning & analysis (go-to-market experience preferable) or experience at a top investment bank also desirable

  • Strong interest in data analysis, econometric modelling and statistical analysis

  • Experience in Oracle/Hyperion/SAP Business Objects/SFDC/Tableau

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.

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. Visit https://roberthalf.gobenefits.net/ for more information.

© 2023 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/terms-of-use) .