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Financial Business Analyst
Financial Business Analyst-July 2024
Salinas
Jul 28, 2025
About Financial Business Analyst

  Description If you are seeking a Financial Analyst in which you could utilize your background in finance and excellent communication skills, Robert Half may have the role you're looking for. An established firm is seeking a qualified applicant to join their growing team. Job duties include 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. This Financial Analyst role, which is located in the Salinas, California, is a permanent employment opportunity. If you're experienced in forecasting, performance reporting, and expense management you may qualify for this key business partner role on an dynamic team.

  What you get to do every single day

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

  Ensure business partners handle their resources by tracking monthly and quarterly performance through the comparison of actuals versus expectations

  Work with Accounting on the monthly and quarterly financial close process

  Work alongside cross-functional partners in Accounting and Operations to see the proper execution of plans

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

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

  Collaborate with senior executives on strategic deep dives through the development of 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

  Recognize potential risks and opportunities while analyzing performance to date

  Produce and manage forecasting reports

  Have a thorough understanding of internal and external drivers and be able to explain how they are impacting performance and trending

  The ideal candidate should be a highly flexible individual who is adept at managing expectations and comfortable with handling large amounts of information Requirements - Excellent oral and written communications skills

  Experience with financial data management processes & systems, e.g. Oracle/Hyperion/SAP Business Objects/SFDC/Tableau- 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

  Prior experience in Spreadsheet and ERP system

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

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

  Practical knowledge 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)

  Strong problem solving and analytical skills

  Background working with Perform Data Analysis

  Data Analytics experience highly preferred

  Earlier work involving Statistical Data Analysis

  Foundational knowledge in Fiscal Management

  GAAP Accounting experience

  Fiscal Policy experience

  Demonstrated knowledge of Spreadsheets

  Good understanding of business analysis

  US GAAP experience preferred

  Practical knowledge of Data Analysis

  Financial auditing experience highly desired

  Adeptness in Financial Audits

  General familiarity with Public Schools

  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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