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Financial Analyst
Financial Analyst-March 2024
Thousand Oaks
Mar 28, 2026
About Financial Analyst

  Description

  Robert Half is seeking a dedicated Financial Analyst to join our team. In this position, you will conduct financial modeling on various financial products as well as have responsibility for measuring, analyzing, and forecasting performance in conjunction with operating plans. We will be depending on you to advise management on the allocation of resources to best accomplish objectives and prepare reports for management. You will join a dynamic team as a key business partner in areas including forecasting, performance reporting, and expense management.

  What you get to do every day

  Authenticate routine Area/Segment-level Bookings and P& L forecasting

  Inspect performance to date and assess potential risks and opportunities

  Produce and manage forecasting reports

  Perform extensive research on the underlying internal and external drivers that are affecting performance and trending

  Adaptable individual experienced in analyzing large amounts of information and managing expectations

  Work with Accounting on the monthly and quarterly financial close process

  Create effective Business Intelligence (BI) to provide forward-looking insight and recommendation support

  Operate with key 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

  Power monthly reporting to business partners on financial results and actions required

  Analyze annual performance by comparing actual results to their expectations and supply information to business partners to inform decision making

  Work closely with business partners in Accounting and Operations to execute against plans

  Requirements

  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)

  Background in financial analysis and planning

  Spreadsheet and ERP system experience is ideal, but not required

  BA/BS degree in finance or a related field

  Business Intelligence (BI) reporting tools experience a plus

  Solid understanding of Microsoft Excel

  Deep understanding of Financial Analytics

  Yardi experience

  Strong communication and social skills and able to receive criticism well

  Outstanding communication skills, excellent interpersonal skills, both oral and written, and ability to build as well as deliver effective presentations

  Eager problem-solver who listens for customer cues and actively resolves problems with grace and integrity

  If you are interested and believe you are qualified for the role, please submit your most updated resume for review. We look forward to receiving your application!

  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 works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

  All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

  © 2024 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/us/en/terms) .

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