Senior Financial Analyst I (Contract Talent)

Robert Half•San Ramon, CA

19d•$36 - $54

About The Position

Robert Half, one of FORTUNE’s World’s Most Admired Companies and a Fortune 100 Best Companies to Work For is hiring for a Senior Financial Analyst I to join the Financial Planning and Analysis department.

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or a related field.
5+ years of experience in Corporate FP&A, finance, or accounting functions.
Public company experience strongly preferred.
Proven ability to support regional and cross-regional budgeting and reporting processes.
Proficient in ERP systems, advanced Excel (e.g., data modeling, scenario analysis), and data visualization tools (e.g., Tableau, DOMO).
Collaborates with Data Governance teams to ensure compliance with global reporting standards.
Familiar with FDM standards and processes.
Supports the preparation of global reporting and analysis by synthesizing intercompany and intersegment data.
Identifies and leads small-scale process improvements to enhance data reporting efficiency and accuracy.
Supports mid-level scenario modeling and prepares data inputs for FBPs and senior analysts.

Responsibilities

Lead cross-functional data integration efforts: Oversee the preparation and alignment of datasets across regions and functions to support strategic reporting needs.
Analyze trends and validate insights: Perform advanced validation and analysis of data to uncover trends, anomalies, and actionable insights for operational decisions.
Champion governance compliance: Partner with Data Governance teams to refine methodologies, ensuring compliance with global standards.
Optimize preparation processes: Design and implement workflows that leverage automation tools to enhance efficiency and scalability.
Support strategic initiatives: Prepare detailed datasets and contribute insights for use in FBP-driven decision-making processes.
Lead Regional Reporting Efforts: Oversee the preparation of detailed financial reports tailored to the needs of FBPs, Operational Presidents, and Sales Directors, focusing on profitability trends, variance analyses, and resource allocation metrics.
Collaborate on Reporting Governance: Partner with Data Governance teams and FBPs to refine reporting standards, ensuring global consistency and compliance with FDM protocols.
Introduce Reporting Automation Solutions: Lead initiatives to integrate advanced automation tools into reporting processes, reducing preparation times and increasing accuracy.
Provide Actionable Insights: Analyze complex datasets to identify actionable trends and anomalies, translating these findings into clear recommendations for FBPs and operational leaders.
Mentor Junior Analysts: Guide FA I and FA II team members in best practices for report generation, data validation, and trend analysis, fostering team development and knowledge sharing.
Lead Regional Forecast Preparation: Collaborate with FBPs and regional leaders to refine and consolidate quarterly forecasts, ensuring inputs reflect current business conditions and operational realities.
Perform Detailed Variance Analyses: Analyze quarterly forecast variances and trends, identifying root causes and presenting actionable insights to FBPs and operational leadership for decision-making.
Partner on Cross-Regional Coordination: Work with cross-functional teams, including Accounting, FP&A, and regional leaders, to align forecast inputs with corporate priorities and governance standards.
Enhance Forecasting Tools: Partner with Financial Analysis team to test and refine forecasting platforms, integrating updates that improve scalability, efficiency, and usability.
Support Global Forecast Integration: Assist in the seamless consolidation of regional forecasts into enterprise-wide rolling forecasts, ensuring accuracy and relevance.
Lead Tactical Model Development: Design and deliver advanced models for mid-level leaders (e.g., Regional Sales Directors, District Directors) and FBPs, addressing strategic objectives such as resource optimization, pricing adjustments, and variance analysis. Ensure outputs align with corporate priorities and strategic goals.
Enhance Modeling Processes: Drive efficiency in modeling by refining templates, integrating automation features, and ensuring scalability across use cases. Collaborate with Financial Analysis teams to implement enhancements.
Support Strategic Decision-Making: Translate model outputs into actionable recommendations for mid-level sales leaders and FBPs. Provide clear analyses and visualizations to support business reviews and planning sessions.
Collaborate Across Teams: Serve as the primary contact for Sales Operations and Regional Finance teams, ensuring alignment between tactical models and organizational needs. Facilitate feedback loops to refine model accuracy and relevance.
Lead Process Optimization Initiatives: Take ownership of streamlining reporting and operational workflows, identifying inefficiencies, and recommending scalable solutions to enhance accuracy and timeliness. Collaborate with FBPs to refine processes for greater consistency across geographies.
Champion Automation Projects: Partner with IT and FD&A to test and implement advanced automation solutions, improving the accuracy and speed of financial reporting. Act as a liaison between finance teams and technical experts.
Drive Knowledge Sharing: Develop and standardize best practices for process improvements, sharing knowledge across teams to build organizational capabilities.
Support Global Alignment: Ensure process improvement initiatives align with global financial reporting requirements, driving consistency and compliance across departments.