Senior Manager, Financial Innovation and Intelligence

Robert Half • San Ramon, CA

7d • $116,000 - $180,000 • Onsite

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 Manager, Financial Innovation and Intelligence (FI&I) to join the Corporate Finance - Financial Planning and Analytics (FP&A) department. The Senior Manager, FI&I will help define and scale the FI&I capability within FP&A, advancing how the team uses data, automation, analytics, and financial intelligence to improve forecast quality, accelerate insight generation, and support enterprise decision-making. The Senior Manager of FI&I manages a high-performing team, fostering a culture of innovation, collaboration, and operational excellence. This leader is expected to bring a deep understanding of financial management and the ability to comprehend and effectively apply industry-specific metrics, ensuring the team remains agile and competitive in a dynamic, global market. The ideal candidate is a visionary thinker who can shape and advance the FI&I strategy, while bringing the execution discipline and operational engagement needed to set clear expectations, stay connected to the work, and ensure the team delivers accurate, high-quality output in fast-paced environments.

Requirements

• Bachelor's Degree in Finance, Accounting, Economics, Data Analytics, Information Systems, Business Administration, or a related field; an MBA or equivalent is strongly preferred.
• 10+ years of progressive experience in financial planning and analysis with at least 3 years in a managerial or leadership role.
• Strong executive presence and storytelling ability to translate complex financial, operational, and analytical concepts into clear, high-quality executive-ready insights and recommendations.
• Strong ability to align financial strategies with business objectives.
• Exceptional communication skills, with a talent for driving collaboration across teams.
• Experience scaling a finance analytics, BI, or FP&A innovation capability.
• Experience developing career frameworks, or analytics talent pipelines.
• Deep understanding of financial systems, data architecture, and advanced financial analytics tools.
• Proficiency in financial management software and data visualization tools such as DOMO, Adaptive Insights, and Power BI.
• Hands-on experience deploying AI/ML or generative-AI solutions in finance workflows.
• Working knowledge of analytics, automation, and query tools such as SQL, Python, or R, with the ability to guide technical work and translate business needs into scalable solutions.
• Demonstrated excellence with data validation, quality standards and review discipline with time sensitive deadlines.
• Strong organizational and time-management skills to manage numerous requests and projects.
• Proven ability to lead high-performing teams, foster innovation, and drive operational excellence.
• Ability to comprehend and effectively apply industry-specific financial metrics to drive business results.
• Strong understanding of economic and geopolitical factors that impact financial planning and analysis.
• Experience operating in a large, global, matrixed enterprise; staffing or professional-services industry a plus.
• Certifications such as CPA, CFA, or CMA are highly preferred, demonstrating a deep understanding of financial management principles and regulatory compliance.

Responsibilities

• Lead, coach, and develop Finance Analytics Solutions Partners, setting clear goals, priorities, and development plans for each team member.
• Own the FI&I job family: define role expectations across levels, guide career progression, and build the hiring and succession plan as the team grows.
• Establish the operating rhythm, analytical standards and documentation, and ways of working that make the FI&I team resilient, scalable, and consistently high-quality. Foster a culture of continuous improvement, collaboration, and accountability.
• Foster the design and delivery of predictive models, scenario and sensitivity analysis, and enterprise financial models that translate business questions into scalable and repeatable analytical solutions.
• Champion analytics that support FP&A's Enterprise Analytics and Operational Statistics work — forecasting, trend analysis, and core drivers such as billing days, fringe, and Protiviti burden rates.
• Ensure analytics methodologies are consistent, well-documented, and applied uniformly across regions and business units.
• Champion diversity, equity, and inclusion within the finance organization, promoting a workplace culture that values diverse perspectives and ideas.
• Manage initiatives that improve cross-functional processes and enhance the productivity and effectiveness of the FP&A team. This involves auditing current processes, identifying inefficiencies, and implementing best-in-class financial practices across the organization.
• Manage the integration of real-time data into financial models and decision-making frameworks, enhancing the organization's agility in responding to market changes and allowing for more dynamic financial planning.
• Identify and lead high value automation opportunities, including managing automation of manual reporting and analysis to release team capacity toward higher-value insight and business partnership.
• Partner with Financial Data & Analytics (FD&A), IT, and Data Governance to ensure trusted, well-defined data.
• Set the FI&I innovation experience delivering automation and process-improvement initiatives that increase accuracy and efficiency.
• Manage the preparation and presentation of the quarterly enterprise forecast, annual enterprise budget, monthly financial reports, including key performance indicators (KPIs), variance analysis, and functional performance.
• Guide the development of sophisticated financial models and forecasting tools to evaluate business performance, client profitability, and support strategic initiatives.
• Oversee team that provides relevant information required for external disclosures, earnings releases, investor scripts, and management reporting, including fluctuation and trending analysis, forecast results, and long-term planning information as needed.
• Shape substantive analytical support to executive management as part of the quarterly earnings cycle, including helping executives understand trends and anomalies in business results to support financial regulatory activities.
• Identify opportunities and manage initiatives to enhance tools and data analytics capabilities, improving FP&A’s ability to deliver timely and actionable financial insights.
• Build and maintain strong relationships across the global Robert Half CFO organization.
• Manage financial due diligence efforts for strategic initiatives, providing expert financial analysis and recommendations to senior leadership.

Benefits

• group health insurance benefits (medical, vision, dental)
• FSA and HSA healthcare accounts
• life and accident insurance
• adoption and fertility assistance
• paid parental leave of up to 6 weeks
• short/long term disability
• paid time off for vacation, personal needs, and sick time
• up to 11 paid holidays per calendar year
• 401(k) savings and investment plan or deferred compensation plan (if eligible), with an employer match of 100% on the first 3% of your contributions for eligible employees

What This Job Offers

• Job Type: Full-time
• Career Level: Senior