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Robert Half Financial Analyst in Santa Barbara, California

Description Robert Half is looking for an extraordinary Financial Analyst to join a dynamic firm. In addition to measuring, analyzing, and forecasting performance in conjunction with operating plans, you will conduct financial modeling on a variety of financial products in this Financial Analyst role. You will also be responsible for advising management on the distribution of resources to best complete objectives and preparing reports for management. You will focus on areas like forecasting, performance reporting, and expense management as a business partner on tis dynamic team. In this Financial Analyst position, your duties will aim to support world class strategic and financial planning methods, build long-range operating plans to support business imperatives and develop rolling forecast processes to ensure resources every quarter are consumed at maximum effectiveness. Additional aspects of this role consist of operationalizing and cultivating a more data-driven planning process and improved monthly and quarterly reporting. In this role, you will be directly involved in the coordination of various planning cycles (annual planning, quarterly forecasts and monthly outlooks), while providing strategic analyses and recommendations. You will provide variance analysis of bookings, revenues and expenses, clearly explaining the business reasons for variances and adjusting the outlook models to reflect operational adjustments. This Financial Analyst role, which is located in the Santa Barbara, California, is a permanent employment opportunity.

What you get to do every day

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

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

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

  • Deliver valuable foresight and decision support by enabling effective Business Intelligence (BI)

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

  • Survey performance to date and assess potential risks and opportunities

  • Collaborate with the Accounting team on the monthly and quarterly financial close process

  • Compile and supervise forecasting reports

  • Lead monthly reporting to business partners on financial results and if any actions are required

  • Collaborate with senior executives on strategic deep dives on creating financial models and insights on topics such as: Retention forecasts, event tracking and execution, Campaign Planning & Tracking, return on investment of strategic investments, and strategic resource allocation, and prioritization

  • Understand and be able to explain internal and external drivers impacting performance and trending Requirements - Financial planning & analysis (go-to-market experience favored)

  • Proficiency in account reconciliation

  • Variance analysis experience required

  • Journal entries experience desired

  • Ad Hoc Reporting experience preferred

  • Critical thinking, problem solving, ability to work independently

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

  • BA/BS degree in finance or a related field

  • 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)

  • Skilled in Spreadsheet and ERP system

  • Firm understanding of 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

  • Experience with financial data management processes & systems, e.g. 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.

Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be authorized to work in the United States. Benefits are available to temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.

© 2022 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) .

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