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1044 results for Financial Analyst Financial Services in Secondary

Financial Analyst - Financial Services

Moline, IL
remote
Permanent
70000.00 - 90000.00 USD / Yearly
🚨 Hot Opportunity Alert! 🚨💼 Are you ready to take your career to the next level? 💼We’re on the hunt for a Senior Financial Analyst who thrives on data, embraces challenges, and has the skills to make an impact with a growing organization in the financial services industry (specifically banking). 🚀👉 Why Make the Leap? 👈🌟 Incredible Culture: Small family-like environment where ideas are heard, people are valued, and you’re not just a number.💡 Endless Opportunity: Be part of a growing, game-changing team where your contributions matter. No “cookie-cutter” days here—your insight will shape projects, reporting, and profitability across the organization.🛠️ Innovative Team Collaboration: Work with approachable leadership and a dynamic team that’s building something extraordinary.📈 Career Growth Awaits: If you have a vision, they’ll empower you to act on it. Develop with a company that’s willing to innovate and invest.👉 The Role Highlights:✔️ Be the bridge for financial intelligence—help turn data into actionable insights.✔️ Dive into analytics-heavy initiatives—profitability, forecasting, budgeting, and month-end processes.✔️ Collaborate with product and channel managers to refine decision-making tools.✔️ Opportunities to improve systems (hello, SQL and PowerBI!) and drive impactful results.✔️ Not just "doing" the work but enhancing and molding the organization’s path forward.🌍 Remote Flexibility: The team remote., but with scheduled in-person meetups to stay connected. Prefer to be on-site? You can do that, too. Candidate must be within a reasonable commute to HQ.🫶 Why Now?This is your chance to work with a fun, smart, and growth-driven team making waves in the financial services industry. If you’re gainfully employed but looking for somewhere to grow, collaborate, and make an impact—this is it. Let’s discover some mutual possibilities 🌟
2026-04-13T19:48:45Z

Business Analyst - Financial Services

Carpinteria, CA
onsite
Permanent
68000.00 - 75000.00 USD / Yearly
We are looking for a skilled Business Analyst to join our team in Carpinteria, California. This role primarily supports operational desks, adapts to varying workloads, and collaborates on Level 2 projects and processes. The ideal candidate will act as a liaison between operations stakeholders and IT, ensuring seamless system functionality while driving operational excellence. Responsibilities: • Provide additional support to operational desks based on workload and departmental needs. • Manage Level 2 projects and processes, including quarterly quality checks, audits, and ad-hoc initiatives. • Serve as a liaison between operations stakeholders and IT for system specifications, work plan coordination, and issue tracking. • Analyze operational and system trends, identify problematic areas, and recommend actionable solutions to management. • Process service requests and research requests within the department effectively. • Collaborate with department managers to evaluate processes, identify inefficiencies, and propose enhancements. • Report trends and insights to help inform training needs and process improvements. • Coordinate testing and implementation for new systems while monitoring performance of existing systems. • Ensure compliance with business continuity plans by being prepared to perform essential functions remotely during critical events.
2026-03-24T19:38:42Z

Financial Analyst - Financial Services

West Des Moines, IA
onsite
Permanent
- USD / Yearly
We are looking for a detail-oriented Accountant to join our clients team in Des Moines, Iowa. In this role, you will play a key part in the preparation and review of financial statements, ensuring compliance with regulatory standards and supporting quarterly and annual reporting processes. This position offers the opportunity to collaborate closely with external auditors and contribute to process improvement initiatives within the financial reporting domain. Responsibilities:• Support the quarterly financial statement close process by preparing and reviewing reconciliations and analysis files.• Assist in the creation and review of financial statements and other regulatory filings, including Form 10-Q and Form 10-K.• Collaborate with external auditors to facilitate audits and reviews effectively.• Participate in the preparation of presentations and proxy statements for stakeholders.• Contribute to the improvement of financial reporting processes to enhance efficiency and accuracy.• Maintain compliance with SEC reporting requirements and ensure accurate documentation.• Engage in actuarial and related discussions to support financial decision-making.• Perform additional tasks as assigned to support the financial reporting team.A
2026-04-03T17:28:46Z

Financial Analyst - Entry Level

Menlo Park, CA
onsite
Temporary
33.25 - 38.50 USD / Hourly
We are looking for a success-driven and detail-oriented Financial Analyst to join our team in Menlo Park, California. This contract position offers an excellent opportunity to contribute to financial planning, performance analysis, and strategic decision-making in a dynamic environment. Ideal candidates will have a strong analytical mindset and a keen interest in the financial services sector, particularly brokerage and fintech. Responsibilities: • Assist in developing and maintaining financial models to support forecasting and budgeting processes. • Analyze operating costs, revenue streams, and key performance indicators to identify trends and insights. • Collaborate with cross-functional teams to support business planning and the financial aspects of product development. • Prepare and deliver financial reports and presentations tailored for senior leadership review. • Contribute to process improvements and tool enhancements for financial reporting workflows. • Communicate effectively with both finance and non-finance stakeholders to ensure alignment on financial objectives. • Utilize collaboration tools such as Slack and Google Workspace for efficient team communication and data sharing. • Support the financial evaluation of new product launches and strategic initiatives. • Monitor market trends and industry developments to inform financial strategies.
2026-03-19T18:38:42Z

Investment Trading Analyst

Minneapolis, MN
onsite
Permanent
70000.00 - 80000.00 USD / Yearly
We are in the search for an Investment Trading Analyst to join our team in Minneapolis, Minnesota. The role primarily involves supporting the acquisition of various forms of investments, assisting in trading desk operations, and interacting with multiple business units within the financial services industry. Responsibilities:• Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades.• Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL.• Engage directly with trade partners to resolve data-related inquiries.• Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency.• Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions.• Assist in research projects as per the requests of portfolio managers.• Monitor the outcomes of investment strategies and make necessary adjustments.• Collaborate with technology/data teams to ensure the accuracy of information and analysis.• Regularly analyze portfolio return/risk.• Handle all processes related to trade commencement to settlement. Minimum Qualifications:<ul><li>Bachelor's degree in finance, economics or mathematics (a minor in data science or computer science ideal)</li><li>1+ Years relevant work experience in Financial Services.</li><li>Strong multitasking and prioritizing skills</li><li>Excellent communicative abilities</li><li>Comfortable working in a fast-paced environment</li><li>High analytical skills</li><li>Intermediate to advance Microsoft Excel skills and understanding of Data Base management tools</li><li>A proactive attitude to developing new ideas and refining existing processes</li></ul>Preferred Qualifications:<ul><li>Experience in credit and real estate</li><li>Familiarity with business intelligence tools such as Tableau and CAS</li><li>Progress towards investment-related certifications like CFA</li></ul>Opportunity awaits a skilled professional who can bring their expertise to our dynamic trading environment. If you feel your profile is a good match, we'd love to hear from you.To apply for this opportunity, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or submit your resume/application through our career site.
2026-03-27T13:13:47Z

Financial Analyst - Entry Level

Stamford, CT
onsite
Temporary
23.75 - 27.50 USD / Hourly
We are looking for an entry-level Financial Analyst to join our team on a long-term contract basis in Stamford, Connecticut. This role offers a hybrid work schedule, with three days on-site (Tuesday through Thursday) and remote work on Mondays and Fridays. In this position, you will contribute to various financial and reporting activities while gaining valuable experience in the financial services industry. Responsibilities: • Assist in overseeing mutual fund custody, treasury operations, and financial reporting activities. • Review and analyze security pricing, particularly for fixed income securities and derivatives, and present findings to the Pricing Committee. • Monitor and coordinate activities with the Funds’ custodian, including the opening of custody accounts. • Evaluate and review regulatory filings, such as shareholder reports and updates to Form N-1A. • Support the preparation and monitoring of fund expense budgets and manage the expense payment process. • Contribute to the creation and maintenance of reports for the Board of Trustees, subadvisors, and management. • Collaborate on new fund launches, mergers, liquidations, proxies, and share class changes as needed. • Perform data analysis and reporting tasks using tools such as Microsoft Excel. • Ensure compliance with internal and external financial regulations and policies.
2026-04-06T20:28:47Z

Financial Analyst

Tustin, CA
onsite
Permanent
80000.00 - 90000.00 USD / Yearly
We are looking for a detail-oriented Financial Analyst to join our team in Tustin, California. This role involves analyzing financial data, generating reports, and supporting decision-making processes to ensure the organization meets its financial goals. The ideal candidate will have expertise in accounting systems and a strong ability to interpret complex data. Responsibilities: • Analyze financial data to identify trends, variances, and opportunities for improvement. • Prepare accurate financial reports using tools such as Crystal Reports and other reporting platforms. • Implement and optimize accounting software systems to enhance operational efficiency. • Conduct audits to ensure compliance with financial regulations and organizational standards. • Manage budget processes, including forecasting and monitoring expenditures. • Perform data mining techniques to extract valuable insights for financial planning. • Support capital management strategies to optimize resource allocation. • Collaborate with cross-functional teams to provide financial insights and recommendations. • Ensure accurate accrual accounting practices are maintained. • Assist in the evaluation and improvement of CRM systems related to financial operations.
2026-04-09T18:38:43Z

Financial Analyst - Entry Level

Roseville, MN
onsite
Contract / Temporary to Hire
21.85 - 25.30 USD / Hourly
We are looking for an ambitious and detail-oriented Financial Analyst to join a team on a contract with the potential for permanent employment in Roseville, Minnesota. This role is ideal for someone eager to develop their expertise in financial analysis, reporting, and data interpretation within a dynamic and collaborative environment. You will play a key part in supporting financial decision-making processes and ensuring the accuracy of market insights. Responsibilities:• Conduct detailed financial analyses to support business decisions and identify trends.• Assist in preparing accurate financial reports and forecasts to guide strategic planning.• Monitor financial markets and provide insights to stakeholders using tools such as Bloomberg Terminal.• Analyze data sets to extract meaningful insights and present findings in a clear, actionable format.• Collaborate with team members to ensure the integrity and accuracy of financial information.• Develop and maintain financial models to evaluate business performance.• Identify opportunities for cost optimization and profitability improvement.• Support the team in maintaining compliance with financial regulations and standards.• Contribute to the preparation of presentations and reports for senior leadership.• Stay updated on market developments and industry trends to enhance decision-making processes.
2026-03-24T12:18:45Z

Financial Analyst

San Francisco, CA
remote
Permanent
100000.00 - 100000.00 USD / Yearly
Our client is looking for a Senior Financial Analyst to join our team in San Francisco, California. In this role, you will play a critical part in driving financial planning and analysis efforts, partnering with operations and leadership to deliver actionable insights. Your expertise will help shape strategies that enhance financial performance and operational efficiency. Responsibilities:• Develop and maintain pro forma financial models for new business opportunities and expansion projects.• Conduct scenario and sensitivity analyses to evaluate the financial impact of operational variables, such as labor costs and participation rates.• Assist in the preparation of annual budgets and rolling forecasts to align with organizational goals.• Analyze key cost drivers, including labor, food expenses, and cost per unit, to identify trends and variances.• Collaborate with operations teams to ensure financial performance aligns with service delivery models.• Provide actionable recommendations to improve margins and overall financial health.• Aggregate, validate, and standardize financial and operational data across multiple locations.• Create clear, concise reports and presentations to communicate financial insights to stakeholders.• Partner with leadership and cross-functional teams to support data-driven decision-making.• Perform ad hoc analyses to address specific business challenges or opportunities.
2026-04-16T22:43:44Z

Financial Analyst

the Woodlands, TX
onsite
Permanent
110000.00 - 130000.00 USD / Yearly
Financial Analyst – Hybrid | The Woodlands, TXA rapidly growing service company located in The Woodlands is expanding its financial infrastructure and is seeking a Financial Analyst to join its team. This is an exciting opportunity to be part of a high-growth environment where your analytical skills and financial expertise will have a direct impact on the organization’s success.Position Overview: The Financial Analyst will play a key role in supporting the company’s financial planning and analysis function. This position will focus on budgeting, forecasting, and variance analysis, while working with large data sets and ensuring accuracy across financial reporting.Key Responsibilities:<ul><li>Support the annual budgeting and ongoing forecasting processes</li><li>Perform detailed variance analysis and provide actionable insights to leadership</li><li>Reconcile and analyze large volumes of financial data to ensure accuracy and completeness</li><li>Partner cross-functionally with operations and leadership teams to support business decisions</li><li>Utilize Oracle systems, including EPBCS, for financial planning and reporting</li><li>Develop and maintain advanced Excel models to drive reporting and analysis</li><li>Assist with financial reporting and ad hoc analysis as needed</li></ul>Qualifications:<ul><li>Bachelor’s degree in Accounting, Finance, Economics, or a related field required</li><li>Minimum of 3+ years of relevant financial analysis experience</li><li>Strong foundation in US GAAP</li><li>Advanced Excel skills required (modeling, data analysis, etc.)</li><li>Experience with Oracle, including EPBCS, is required</li><li>Strong analytical mindset with the ability to work through complex data sets</li><li>Excellent communication and problem-solving skills</li></ul>Why Join:<ul><li>High-growth company with strong leadership and career advancement opportunities</li><li>Hybrid work schedule offering flexibility</li><li>Highly visible role with impact across the organization</li><li>Immediate opportunity to join a dynamic and expanding team</li></ul>How to Apply: This is an immediate opening. If you are currently working with a Robert Half representative and are interested in learning more, please reference Job #04340-0013416688.
2026-04-08T19:58:46Z

Financial Analyst

Plano, TX
remote
Temporary
31.00 - 37.00 USD / Hourly
Financial Analyst – Position DescriptionThe Financial Analyst supports financial planning, analysis, and reporting initiatives by providing data‑driven insights to leadership. This role partners cross‑functionally to analyze performance, support forecasting, and assist in strategic decision‑making. The ideal candidate is analytical, detail‑oriented, and comfortable working with large data sets.Key Responsibilities<ul><li>Analyze financial results and identify trends, risks, and opportunities</li><li>Prepare monthly, quarterly, and ad‑hoc financial reports</li><li>Support budgeting, forecasting, and variance analysis</li><li>Develop financial models to support business decisions</li><li>Collaborate with Accounting on actuals and reporting alignment</li><li>Assist with KPIs, dashboards, and performance metrics</li><li>Support leadership with data‑driven insights and recommendations</li></ul>
2026-04-13T17:23:46Z

Financial Analyst

Stamford, CT
remote
Temporary
25.00 - 32.00 USD / Hourly
Job Description: Financial AnalystOverview:We are seeking a Financial Analyst to join our team, supporting critical decision-making and strategic initiatives. The ideal candidate will hold a degree in Finance, possess strong Excel and financial modeling skills, and have at least 2 years of professional experience in a financial analyst role.Key Responsibilities:<ul><li>Develop, maintain, and update financial models to forecast business performance, support budgeting, and evaluate strategic options</li><li>Analyze financial results and trends, preparing reports and presenting actionable insights to management</li><li>Support monthly, quarterly, and annual financial reporting and variance analysis</li><li>Assist in budgeting, planning, and forecasting activities</li><li>Conduct ad-hoc analysis to support business operations and project initiatives</li><li>Collaborate with cross-functional teams on financial data collection and analysis</li><li>Utilize advanced Excel functions (pivot tables, vlookups, complex formulas) to manipulate and analyze data</li><li>Ensure accuracy and integrity of financial information</li></ul>
2026-04-02T04:28:44Z

Financial Analyst

San Mateo, CA
onsite
Permanent
- USD / Yearly
Financial Analyst (Full-Time, Hybrid – San Mateo & Palo Alto)Engagement Professional Practice Group – Robert HalfPosition OverviewWe are seeking a driven and analytical Financial Analyst to join our Engagement Professional Practice Group. This is a full-time, hybrid role supporting clients in the San Mateo and Palo Alto areas. As an Engagement Professional, you will be a full-time employee of Robert Half, working on a variety of client engagements while benefiting from consistent pay, stability, and professional growth.Key Responsibilities<ul><li>Analyze financial data to support business decisions, forecasting, and strategic planning</li><li>Prepare and maintain budgets, forecasts, and variance analyses</li><li>Build and update financial models to evaluate performance and business opportunities</li><li>Develop dashboards and reports for management and stakeholders</li><li>Partner with cross-functional teams to gather data and provide insights</li><li>Monitor key performance indicators (KPIs) and identify trends or risks</li><li>Support month-end and quarter-end close processes</li><li>Assist with financial planning and analysis (FP& A) activities</li><li>Ensure accuracy and integrity of financial data across systems</li><li>Ad hoc analysis and reporting as needed</li></ul>
2026-04-07T04:28:44Z

Financial Analyst

Dallas, TX
onsite
Permanent
90000.00 - 110000.00 USD / Yearly
Exciting Financial Analyst opening with a PE‑backed healthcare company in Dallas—offering strong leadership, visible impact, steady growth, and excellent work/life balance. Why this role:✅<ul><li>PE‑backed healthcare company in growth mode</li><li>Direct exposure to the CFO and executive team</li><li>Flexible hybrid schedule + beautiful new office</li><li>Supportive manager who values work/life balance</li><li>Minimal overtime, no weekends</li></ul>What you’ll do:📊<ul><li>Support financial & operational board decks</li><li>Own key processes (revenue recognition, physician comp)</li><li>Build forecasts, models, and ad hoc analysis</li><li>Partner with operations & revenue cycle teams</li><li>Deliver insights through scenario & sensitivity modeling</li></ul>✨If you’re an up‑and‑coming analyst looking to learn from great leadership in a healthy, growing healthcare business, this is a standout opportunity.
2026-04-02T22:28:45Z

Sr. Financial Analyst

Reading, PA
onsite
Temporary
- USD / Hourly
Senior Financial Analyst Our client in the Reading, PA area is looking for a Senior Financial Analyst for a contract role. The Senior Financial Analyst will play a key role in supporting financial close activities, forecasting, and performance analysis, with a strong focus on sales-related reporting. This role partners closely with Sales, Marketing, and IT to deliver accurate reporting, ensure compliance with internal controls, and provide actionable insights that support business decision-making across the Americas region. Responsibilities of Senior Financial Analyst <ul><li>Lead and support the monthly close process, including reconciliation, validation, and analysis of sales and financial results</li><li>Develop, maintain, and enhance sales and expense data repositories to ensure reporting accuracy and consistency</li><li>Prepare and distribute recurring sales and financial reporting to business stakeholders</li><li>Manage rebate and commission reporting on a weekly, monthly, and quarterly basis, including calculation validation and payment processing</li><li>Ensure all rebate and commission activities comply with Sarbanes-Oxley requirements and established corporate policies</li><li>Perform predictive and trend-based analysis related to Sales and Marketing incentive programs</li><li>Partner cross‑functionally with business leaders and IT teams to implement, improve, and automate reporting processes and tools (e.g., Power BI, Salesforce)</li><li>Conduct ad hoc financial analysis, special projects, and business support as required</li></ul>
2026-04-13T18:53:45Z

Financial Analyst

South San Francisco, CA
onsite
Temporary
43.00 - 47.00 USD / Hourly
Contract Financial Analyst (2–3 Months) – South San FranciscoWe are seeking a detail-oriented Financial Analyst for a 2–3 month contract in South San Francisco. In this role, you will support critical financial planning, analysis, and reporting functions, working closely with cross-functional teams to drive business decisions during a busy project cycle. Key Responsibilities:<ul><li>Conduct financial analysis, forecasting, and modeling to support project and departmental goals.</li><li>Assist with budgeting, expense tracking, and variance analysis.</li><li>Prepare and present clear financial reports and summaries for management review.</li><li>Streamline processes and enhance financial controls to ensure data integrity.</li><li>Utilize tools such as Excel; experience with Workday or Tyler Munis is highly preferred.</li><li>Collaborate with various teams to ensure timely collection and accuracy of financial data.</li></ul>
2026-04-07T03:18:44Z

Financial Analyst

San Diego, CA
onsite
Temporary
30.00 - 33.00 USD / Hourly
Our client in San Diego, CA is seeking a talented Financial Analyst to join their team. This is an exciting opportunity for finance professionals who want to play a key role in a dynamic and growing organization. Key Responsibilities:<ul><li>Develop, analyze, and interpret financial data and reports to support business decision-making</li><li>Assist with budgeting, forecasting, and variance analysis</li><li>Prepare detailed financial models to evaluate business scenarios</li><li>Collaborate with leadership to create strategic plans and identify improvement opportunities</li><li>Monitor key performance indicators and provide actionable insights</li><li>Ensure accuracy and compliance with internal accounting controls</li></ul>
2026-04-09T21:14:03Z

Financial Analyst

Solana Beach, CA
onsite
Temporary
32.00 - 45.00 USD / Hourly
Financial analysts continue to be one of the most in-demand roles in San Diego, especially across healthcare, biotech, and corporate environments where data-driven decision making is critical. A growing organization is hiring a Financial Analyst to support budgeting, forecasting, and operational analysis. This role is ideal for someone who enjoys connecting numbers to strategy and working cross-functionally. Key Responsibilities<ul><li>Develop financial models and forecasts</li><li>Analyze business performance and trends</li><li>Support budgeting and planning processes</li><li>Prepare reports for leadership</li><li>Identify cost-saving opportunities</li><li>Collaborate with operations teams</li><li>Track KPIs and financial metrics</li></ul>
2026-04-09T23:48:40Z

Financial Analyst

Wilmington Nt, DE
onsite
Permanent
60000.00 - 65000.00 USD / Yearly
Successful client located in the Wilmington, Delaware area seeks a Financial Analyst with manufacturing industry expertise. As the Financial Analyst, you will communicate financial insights and recommendations to stakeholders, develop financial models to predict the impact of rebate programs and profitability, prepare quarterly rebate accruals, track and monitor rebates status, conduct scenarios analysis and sensitivity testing, audit rebate pricing, identify opportunities to streamline rebate processes and improve, and ensure rebate programs comply with corporate policies and regulatory standards. Responsibilities:• Process and manage various rebate transactions to ensure accuracy and timeliness.• Conduct detailed financial analyses to support pricing strategies and rebate offers.• Prepare data-driven reports to assist in decision-making and sales optimization.• Analyze financial variances and provide actionable insights to improve profitability.• Utilize financial modeling techniques to forecast and evaluate business performance.• Collaborate with cross-functional teams to align rebate strategies with company objectives.• Apply data mining techniques to extract meaningful insights from complex datasets.• Monitor rebate programs to ensure compliance with company policies and industry standards.• Identify opportunities for process improvements in rebate and incentive management.• Support US operations by contributing to customer journey enhancements and competitive positioning.
2026-03-24T21:28:41Z

VP/Director of Finance

Tunkhannock, PA
onsite
Permanent
110000.00 - 125000.00 USD / Yearly
We are looking for a highly experienced VP/Director of Finance to lead the financial operations of our organization in Tunkhannock, Pennsylvania. This executive role is critical in guiding strategic financial decisions, ensuring regulatory compliance, and optimizing asset management. The ideal candidate will possess a strong background in financial leadership, banking regulations, and operational controls, contributing significantly to the organization's success. Responsibilities: • Conduct comprehensive financial analyses, including performance reviews, trend assessments, and forecasting to aid strategic planning. • Prepare, present, and maintain accurate financial reports for senior management and the board of directors. • Ensure compliance with all federal and state banking regulations, including the timely submission of required regulatory documents. • Oversee daily cash management operations, liquidity planning, and cash flow optimization. • Manage the organization’s fixed asset portfolio, including acquisitions, depreciation schedules, and disposals. • Supervise accounts payable and payroll functions to ensure precision, timeliness, and adherence to company policies. • Reconcile general ledger accounts regularly, addressing and resolving discrepancies promptly. • Monitor and manage the organization’s investment portfolio, aligning with risk tolerance and return objectives. • Lead the annual budgeting process, providing variance analyses and recommending cost control measures throughout the year. • Chair the Asset/Liability Committee to oversee interest rate risk, liquidity risk, and capital adequacy management.
2026-04-03T11:38:42Z

Financial Analyst

Sacramento, CA
onsite
Permanent
35.00 - 50.00 USD / Hourly
Financial analysts help organizations make sound business decisions by evaluating financial data, forecasting trends and providing actionable insights. These professionals play a key role in budgeting, reporting and strategic planning across departments. The Robert Half consulting division is seeking an experienced Financial Analyst in the Sacramento Area. <ul><li>Analyzing financial data to identify trends, variances and performance drivers</li><li>Preparing reports, dashboards and presentations for leadership and stakeholders</li><li>Supporting budgeting, forecasting and long-range planning processes</li><li>Conducting profitability, cost and investment analysis to guide decision-making</li><li>Collaborating with cross-functional teams to align financial goals and strategies</li><li>Monitoring key performance indicators (KPIs) and financial metrics</li><li>Building and maintaining financial models to support business initiatives</li><li>Assisting with scenario planning and risk analysis</li><li>Staying current on industry trends, economic developments and financial best practices</li></ul>
2026-04-14T17:28:40Z

Sr. Financial Analyst

Peterborough, NH
onsite
Permanent
85000.00 - 100000.00 USD / Yearly
For consideration, please reach out to Jennifer Lavoie as soon as possible, ensure to include your most current resume when you apply. Connect with me on LinkedIn at Jennifer Lavoie! If you currently work with a recruiter from Robert Half Finance & Accounting recruiter, please contact them directly. We are looking for an experienced Senior Financial Analyst to join our client in the Peterborough, New Hampshire area. In this role as a Sr. Financial Analyst, you will play a key part in supporting financial planning, analysis, and reporting processes to ensure organizational efficiency and compliance. The ideal candidate will possess strong analytical skills, technical expertise, and the ability to collaborate effectively across departments. Sr. Financial Analyst Responsibilities:• Provide guidance to budget managers in developing operating and capital budgets, as well as multi-period financial projections.• Analyze monthly budget-to-actual variances, prepare detailed explanations, and collaborate with department leaders to implement corrective measures.• Create financial reports, dashboards, and analytics to support comparative analysis and organizational decision-making.• Prepare and record journal entries with precision and timeliness during monthly closing periods.• Facilitate interim and annual audits by preparing schedules, responding to auditor inquiries, and addressing discrepancies.
2026-04-14T14:58:45Z

Sr. Financial Analyst

Pasadena, TX
onsite
Permanent
90000.00 - 110000.00 USD / Yearly
We are looking for an experienced Senior Financial Analyst to join our team in Pasadena, Texas. This role will play a pivotal part in shaping financial strategies and ensuring accurate reporting across the organization. The ideal candidate will thrive in a fast-paced environment, working closely with leadership to deliver insightful financial analyses and drive decision-making. With opportunities for growth and skill development, this position offers a dynamic blend of operational finance and strategic forecasting. Responsibilities: • Develop and maintain comprehensive budgets, forecasts, and financial models to support organizational planning. • Analyze financial performance, including monthly and quarterly results, and provide variance analysis against budgets and prior periods. • Create and enhance operational dashboards and management reports to guide strategic decision-making. • Collaborate with the Controller to ensure accurate month-end close processes, including journal entries and accrual reviews. • Assist in preparing executive-level presentations and management reporting packages. • Conduct ad hoc financial analyses to evaluate pricing strategies, capital investments, and other business initiatives. • Partner with cross-functional teams, including sales and operations, to translate business drivers into actionable financial insights. • Identify and implement process improvements to enhance reporting accuracy and forecasting efficiency. • Act as a financial advisor to leadership, providing data-driven recommendations in a dynamic work environment.
2026-04-10T20:33:43Z

Financial Investment Analyst/Manager

Minneapolis, MN
onsite
Permanent
110000.00 - 140000.00 USD / Yearly
Are you a CPA with public accounting experience and a desire to work in the Investment Management industry? We are looking for a dedicated Financial Investment Analyst/Manager to join our client's team in the Twin Cities, Minnesota. This role is ideal for someone with a CPA, strong analytical background and keen attention to detail who is eager to support investment advisory firms by providing in-depth financial analysis and insights. As part of our organization, you will play a key role in simplifying complex alternative investments for clients, enabling them to make confident and informed decisions. Responsibilities:• Conduct comprehensive financial due diligence reviews of alternative investments and their programs.• Analyze financial statements, financial models, and industry research to assess financial performance and risks.• Evaluate the financial health, historical performance, and operational controls of investment firms.• Compare program performance to market conditions and industry peers to provide actionable insights.• Identify and prioritize potential risks associated with complex investment structures.• Prepare detailed technical reports and deliver recommendations to clients both in written form and through presentations.• Represent the company at client meetings to share expertise and build relationships.• Collaborate with internal teams to manage multiple projects effectively and efficiently.• Stay informed about developments in capital markets and alternative investment trends to enhance analysis. If you are looking for an excellent growth opportunity and transitions from public accounting into an investment management firm then contact Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply to the link provided.
2026-04-10T12:38:40Z

Financial Analyst

Chevy Chase, MD
onsite
Permanent
100000.00 - 125000.00 USD / Yearly
We are in search of a Real Estate Analyst to join one of our client's Commercial Real Estate teams, located in Chevy Chase, MD. The role involves underwriting Commercial Real Estate finance opportunities, assisting with financial modeling, analysis, and preliminary screening of prospective loan opportunities. Very collaborative, lovely company culture and the opportunity to grow with a company. This position is in the office 3-4 days/week. Responsibilities:<ul><li>Supported originators with commercial real estate financial modeling and analysis, including initial screening of prospective financing opportunities and evaluating credit quality of financing requests.</li><li>Maintained and updated detailed financial models, including performing sensitivity analyses to assess potential scenarios.</li><li>Conducted comprehensive market, industry, and sponsor due diligence, researching trends and the competitive landscape to evaluate the impact on property demand, vacancy rates, rent growth, capitalization rates, and overall value.</li><li>Collected, organized, and reviewed due diligence materials such as appraisals, environmental reports, and property inspections, and analyzed guarantor financial statements to assess the strength of additional credit support.</li><li>Ensured timely and accurate maintenance of loan documentation and credit files in the internal document retention system, following all compliance and procedural guidelines.</li><li>Coordinated loan closings, managing legal documentation, third-party due diligence, and internal processing to ensure adherence to credit policies.</li><li>Assisted with portfolio management activities, including loan modifications, extensions, risk rating updates, and resolution of various asset management issues.</li><li>Collaborated and communicated effectively with stakeholders at all management levels and across departments.</li><li>Supported additional tasks and special projects as needed.</li></ul>The ideal candidate for this Real Estate Analyst role will have 3+ years of commercial real estate financial modeling experience (office, industrial, multi-family), BS from a 4-year accredited university, ability to communicate with all levels of the organization, advanced Excel skills and outstanding quantitative/qualitative analytical skills. The comp range for this position is 100K-125K + 10% bonus and full benefits. To apply to this Real Estate Analyst role please do so through this posting or reach out to Caren Bromberg Bach on LinkedIn or call Caren Bach at 301.965.9035.
2026-04-03T18:33:46Z