Financial Analyst


$85000 - 100000/year


Vista, CA

Date Posted:

May 21, 2019

Employment Type:


Job Reference:


Staffing Area:

Full-Time Accounting & Finance

Robert Half Finance is seeking a candidate with a thorough understanding of finance and strong communication skills for a Sr. Financial Analyst role. Primary job functions consist of conducting financial modeling on various financial products as well as measuring, analyzing, and forecasting performance in conjunction with operating plans, advising management on the allocation of resources to best accomplish objectives, and preparing reports for management. Located in the North County San Diego, this Sr. Financial Analyst role is a full-time employment opportunity. A dynamic team is seeking a key business partner to join their efforts. The right candidate must be proficient in forecasting, performance reporting, and expense management.

Location: Vista
Position Title: Sr. Financial Analyst
Salary Range + bonus: Up to $100k with a 6% bonus
Software: Navision and Jet Reporting


- 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

- Drive Area/Segment level Bookings on a weekly, quarterly and annual basis, 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, strategic resource allocation and prioritization, and event tracking and execution

- Track of monthly and quarterly performance by comparing actual versus expectations to ensure business partners handle their resources r

- Propel monthly reporting to business partners on financial results and actions necessary

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

- Look over performance to date while assessing potential opportunities and risks

- Compose and oversee forecasting reports

- Understand and explain internal and external drivers impacting performance and trending

- Work closely with cross functional partners in Accounting and Operations to execute against plans
- 4+ years experience working in a similar role (Financial Analyst or Senior Financial Analyst)

- Product industry experience required

- experience in Advanced Excel and ERP system

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

- Excellent written, verbal and social communication skills

- Financial planning & analysis (go-to-market experience preferable)

- Familiarity with Business Intelligence (BI) reporting tools required

- 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)

- Creative problem solver who anticipates risks and opportunities and maintains a vision for continuous improvement

- 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)

- BA/BS degree in finance or a related field

- Regulatory compliance experience highly desired

- Microsoft Excel experience, vlookups and pivot tables with modeling and macros experience a plus

- Demonstrated knowledge of marketing and sales analysis

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888.490.5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans.

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