Oakland, CA
Financial Analyst
Ref ID: 00340-0012370443
Classification: Financial Analyst
Compensation: DOE
Robert Half is looking for an outstanding Financial Analyst to join a fast-growing company. This Financial Analyst position includes tasks like measuring, analyzing, and forecasting performance in conjunction with operating plans and conducting financial modeling on a variety of financial products. In addition to advising management on the assignment of resources to best complete objectives, you will prepare reports for management. You will focus on areas like forecasting, performance reporting, and expense management as a business partner on tis dynamic team. Your role as the Financial Analyst will consist of 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. Along with your main responsibilities, you will assist with 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. The Financial Analyst role is a permanent employment opportunity in the Oakland, California.
Your responsibilities in this role
- Enable effective Business Intelligence (BI) to provide forward-looking insight and decision support
- Work alongside cross-functional partners in Accounting and Operations to see the proper execution of plans
- Understand and explain internal and external drivers impacting performance and trending
- Compile and supervise forecasting reports
- Work with the Accounting team on monthly and quarterly financial close processes
- This position requires a flexible individual who is adept at managing expectations and comfortable with handling large amounts of information
- Track of monthly and quarterly performance by comparing actuals versus expectations to ensure business partners handle their resources r
- Recognize potential risks and opportunities while analyzing performance to date
- Endorse weekly, quarterly and annual Area/Segment-level Bookings as well as P& L forecasting
- 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
- Propel monthly reporting to business partners on financial results and actions necessary
Classification: Financial Analyst
Compensation: DOE
Robert Half is looking for an outstanding Financial Analyst to join a fast-growing company. This Financial Analyst position includes tasks like measuring, analyzing, and forecasting performance in conjunction with operating plans and conducting financial modeling on a variety of financial products. In addition to advising management on the assignment of resources to best complete objectives, you will prepare reports for management. You will focus on areas like forecasting, performance reporting, and expense management as a business partner on tis dynamic team. Your role as the Financial Analyst will consist of 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. Along with your main responsibilities, you will assist with 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. The Financial Analyst role is a permanent employment opportunity in the Oakland, California.
Your responsibilities in this role
- Enable effective Business Intelligence (BI) to provide forward-looking insight and decision support
- Work alongside cross-functional partners in Accounting and Operations to see the proper execution of plans
- Understand and explain internal and external drivers impacting performance and trending
- Compile and supervise forecasting reports
- Work with the Accounting team on monthly and quarterly financial close processes
- This position requires a flexible individual who is adept at managing expectations and comfortable with handling large amounts of information
- Track of monthly and quarterly performance by comparing actuals versus expectations to ensure business partners handle their resources r
- Recognize potential risks and opportunities while analyzing performance to date
- Endorse weekly, quarterly and annual Area/Segment-level Bookings as well as P& L forecasting
- 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
- Propel monthly reporting to business partners on financial results and actions necessary
- Financial planning & analysis (go-to-market experience suggested)
- BA/BS degree in finance or a related field
- Active problem-solver who listens for customer cues and actively resolves problems with grace and integrity
- Financial analysis experience desired
- Command of business analysis
- Proficiency with Business Intelligence (BI) reporting tools required
- Sound written and verbal communication skills
- Demonstrated ability to build and deliver effective presentations to audiences with wide-ranging backgrounds
- Skills in problem solving through statistical analysis or with large data sets highly desired (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical 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)
- Spreadsheet and ERP system experience preferred
- BA/BS degree in finance or a related field
- Active problem-solver who listens for customer cues and actively resolves problems with grace and integrity
- Financial analysis experience desired
- Command of business analysis
- Proficiency with Business Intelligence (BI) reporting tools required
- Sound written and verbal communication skills
- Demonstrated ability to build and deliver effective presentations to audiences with wide-ranging backgrounds
- Skills in problem solving through statistical analysis or with large data sets highly desired (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical 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)
- Spreadsheet and ERP system experience preferred
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. {apply below} 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 {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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