Dallas, TX
Financial Analyst
Ref ID: 04120-0012300283
Classification: Financial Analyst
Compensation: DOE
Robert Half is looking for a remarkable Financial Analyst on behalf of a fast-growing Non-Profit company. 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. Additional duties include advising management on the allocation of resources to best accomplish objectives and preparing reports for management. Forecasting, performance reporting, and expense management will be some of your focus areas as a business partner on this dynamic team. The daily tasks of a Financial Analyst position includes supporting world class strategic and financial planning methods, building long-range operating plans to support business imperatives and developing rolling forecast processes to ensure resources every quarter are consumed at maximum effectiveness. Additional aspects of this position include 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. Located in the Dallas, Texas, this Financial Analyst role is a permanent employment opportunity.
Responsibilities
- Work alongside cross-functional partners in Accounting and Operations to ensure plans are properly executed
- Propel monthly reporting to business partners on financial results and actions necessary
- Track monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources
- Execute and monitor forecasting reports
- Work with Accounting on the monthly and quarterly financial close process
- Flexible individuals comfortable with large amounts of information, and adept at managing expectations
- Support Area/Segment-level Bookings on a weekly, quarterly and annual basis, as well as P& L forecasting
- Analyze performance to date and assess potential risks and opportunities
- Work alongside senior executives on strategic deep dives to create 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
- Have a thorough understanding of internal and external drivers and be able to explain how they are impacting performance and trending
- Deliver valuable foresight and decision support by enabling effective Business Intelligence (BI)
Classification: Financial Analyst
Compensation: DOE
Robert Half is looking for a remarkable Financial Analyst on behalf of a fast-growing Non-Profit company. 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. Additional duties include advising management on the allocation of resources to best accomplish objectives and preparing reports for management. Forecasting, performance reporting, and expense management will be some of your focus areas as a business partner on this dynamic team. The daily tasks of a Financial Analyst position includes supporting world class strategic and financial planning methods, building long-range operating plans to support business imperatives and developing rolling forecast processes to ensure resources every quarter are consumed at maximum effectiveness. Additional aspects of this position include 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. Located in the Dallas, Texas, this Financial Analyst role is a permanent employment opportunity.
Responsibilities
- Work alongside cross-functional partners in Accounting and Operations to ensure plans are properly executed
- Propel monthly reporting to business partners on financial results and actions necessary
- Track monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources
- Execute and monitor forecasting reports
- Work with Accounting on the monthly and quarterly financial close process
- Flexible individuals comfortable with large amounts of information, and adept at managing expectations
- Support Area/Segment-level Bookings on a weekly, quarterly and annual basis, as well as P& L forecasting
- Analyze performance to date and assess potential risks and opportunities
- Work alongside senior executives on strategic deep dives to create 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
- Have a thorough understanding of internal and external drivers and be able to explain how they are impacting performance and trending
- Deliver valuable foresight and decision support by enabling effective Business Intelligence (BI)
- 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 with Business Intelligence (BI) reporting tools required
- Financial planning & analysis (go-to-market experience ideal)
- Spreadsheet and ERP system experience preferred
- Deep understanding of Accounts Payable (AP)
- Comprehensive knowledge of Accounts Receivable (AR)
- Bank reconciliations experience preferred
- Expertise in general ledger
- Excellent problem-solving skills
- 10+ years of 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)
- Able to build and deliver effective presentations to audiences with wide-ranging backgrounds
- BA/BS degree in finance or a related field
- Sound written and verbal communication skills
- Proficiency with Business Intelligence (BI) reporting tools required
- Financial planning & analysis (go-to-market experience ideal)
- Spreadsheet and ERP system experience preferred
- Deep understanding of Accounts Payable (AP)
- Comprehensive knowledge of Accounts Receivable (AR)
- Bank reconciliations experience preferred
- Expertise in general ledger
- Excellent problem-solving skills
- 10+ years of 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)
- Able to build and deliver effective presentations to audiences with wide-ranging backgrounds
- BA/BS degree in finance or a related field
- Sound written and verbal communication skills
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.
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. 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 {apply below} 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.
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