Description

　　Hybrid role - 3 days home, 2 days office.

　　Robert Half is seeking an extraordinary Financial Analyst to join a stable and growing Financial Services company. In this Financial Analyst position, you will conduct financial modeling on various financial products as well as measure, analyze, and forecast performance in conjunction with operating plans. Additionally, you will be responsible for preparing reports for management and advising management on the allocation of resources to best accomplish objectives. Forecasting, performance reporting, and expense management will be some of your focus areas as a business partner on this dynamic team. As the Financial Analyst, you will be expected to successfully support world class strategic and financial planning methods, build long-range operating plans to support business imperatives and develop rolling forecast processes to ensure resources every quarter are consumed at maximum effectiveness. Additional aspects of this role consist of 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 Fort Worth, Texas.

　　What you get to do every day

　　Analyze performance to date and assess potential risks and opportunities

　　Collaborate with cross-functional partners in Accounting and Operations to ensure plans are executed properly

　　Support Area/Segment-level Bookings on a weekly, quarterly and annual basis, as well as P& L forecasting

　　Produce and monitor forecasting reports

　　Work closely with Accounting on the monthly and quarterly financial close processes

　　Understand and be able to explain internal and external drivers impacting performance and trending

　　Keep tabs on monthly and quarterly performance through the comparison of actuals versus expectations, ensuring that business partners handle their resources

　　This position requires a flexible individual who is adept at managing expectations and comfortable with handling large amounts of information

　　Lead monthly reporting to business partners on financial results and if any actions are required

　　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

　　Deliver valuable foresight and decision support by enabling effective Business Intelligence (BI)

　　Requirements

　　Strong Excel skills required

　　Excellent oral and written communications skills

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

　　Spreadsheet and ERP system experience is ideal, but not required

　　Expertise in financial modeling

　　Comprehensive knowledge of financial analysis

　　Deep understanding of Financial Planning & Analysis (FP& A)

　　5+ 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)

　　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)

　　BA/BS degree in finance or a related field

　　Ability to simplify complex problems and build solutions

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

　　Resume via LinkedIn - Hemant Dahya

　　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) .