<p>Our client is a growing manufacturer that is hiring a Senior Financial Analyst on a direct hire basis. The Senior Financial Analyst should have exceptional technology skills including but not limited to, Microsoft Excel/Access, and JD Edwards. In this Senior Financial Analyst role, you will analyze and report on past performance, industry trends, KPI’s, pricing and other key financial and operational data in order to advise management on the allocation of resources to best accomplish corporate goals. This is a high visibility role with opportunity for career and professional growth within the organization.</p><p> </p><p>Major Responsibilities</p><p>· Analysis of financial and operations processes</p><p>· Prepare reporting packages</p><p>· Assist in closing process</p><p>· Identify potential financial risks</p><p>· ROI analysis</p><p>· Compliance Management</p><p>· Ad hoc projects</p><p>· Develop and maintain financial reports in internal database</p><p>· Annual Budgets/Monthly Forecast</p>
<p>Successful client located in the Wilmington, Delaware area seeks a Financial Analyst with manufacturing industry expertise. As the Financial Analyst, you will communicate financial insights and recommendations to stakeholders, develop financial models to predict the impact of rebate programs and profitability, prepare quarterly rebate accruals, track and monitor rebates status, conduct scenarios analysis and sensitivity testing, audit rebate pricing, identify opportunities to streamline rebate processes and improve, and ensure rebate programs comply with corporate policies and regulatory standards. </p><p><br></p><p>Responsibilities:</p><p>• Process and manage various rebate transactions to ensure accuracy and timeliness.</p><p>• Conduct detailed financial analyses to support pricing strategies and rebate offers.</p><p>• Prepare data-driven reports to assist in decision-making and sales optimization.</p><p>• Analyze financial variances and provide actionable insights to improve profitability.</p><p>• Utilize financial modeling techniques to forecast and evaluate business performance.</p><p>• Collaborate with cross-functional teams to align rebate strategies with company objectives.</p><p>• Apply data mining techniques to extract meaningful insights from complex datasets.</p><p>• Monitor rebate programs to ensure compliance with company policies and industry standards.</p><p>• Identify opportunities for process improvements in rebate and incentive management.</p><p>• Support US operations by contributing to customer journey enhancements and competitive positioning.</p>
<p>We have partnered with a financial institution on their search for a talented Senior Financial Analyst with proven Microsoft Power BI expertise. This role will consist of assisting with financial planning and analysis, manipulating financial data, finance partnering, in depth analyst on budgets, forecasting, maintaining data visualization tools, compiling costs, presenting data calculations, analyze and report on P& L, prepare balance sheets, manipulate data, perform financial modeling, and build lasting relationships with internal leadership and the corporate management teams. This Senior Financial Analysis must have the ability to provide transparency on allocated cost and develop effective tools for reporting and controlling while implementing strategic initiatives and execution.</p><p> </p><p>How you will make an impact</p><p>· Analysis of financial and operations processes</p><p>· Prepare financial analysis on cost drivers</p><p>· Analyze and track KPIs</p><p>· Create financial dashboards</p><p>· Identify potential financial risks</p><p>· Budgeting & Forecasting</p><p>· Financial Reconciliation </p><p>· Process Improvement Initiatives </p><p>· Reviewing/Creating complex financial models</p>
<p>Partnering with a growing SaaS company seeking a new Financial Analyst to add to their team! This is a great opportunity with fantastic benefits including unlimited PTO, 401k with 3% company match, medical/dental/vision coverage, 10 paid holidays, tuition reimbursement, employee stock purchase plan, and more. </p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth financial analysis, including forecasting, variance analysis, and modeling to support monthly and quarterly reporting.</p><p>• Collaborate with senior leaders to provide financial guidance that informs strategic and operational decisions.</p><p>• Identify trends and inefficiencies through performance analysis, offering actionable insights to enhance resource allocation.</p><p>• Implement and lead initiatives for process improvements and automation to streamline workflows and enhance data accuracy.</p><p>• Partner with cross-functional teams to develop data-driven insights for business decision-making.</p><p>• Utilize modern tools and technologies, such as predictive analytics and AI, to refine financial processes and improve efficiency.</p><p>• Support the design and execution of strategies to optimize capital allocation and drive organizational success.</p>
<p>Robert Half is looking for a skilled Financial Analyst to join our team in the Greater Philadelphia area. The ideal Financial Analyst candidate will bring a strong background in financial analysis and data evaluation, paired with a personable and detail-oriented approach. This role offers the opportunity to contribute to key financial processes, including book closures and variance analysis, while working in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Perform comprehensive financial analysis to support business decision-making and strategic planning.</li><li>Prepare and analyze financial models to evaluate company performance and forecast future trends.</li><li>Assist in the accurate and timely closing of financial books for the organization.</li><li>Utilize QuickBooks for accounting and financial management tasks.</li><li>Ensure compliance with financial policies and procedures while maintaining accurate records.</li><li>Support the preparation of financial reports and presentations for stakeholders.</li><li>Analyze and interpret data to drive actionable insights and optimize financial performance.</li></ul>
<p>Robert Half is expanding our <strong>Full-Time Engagement Professional (FTEP)</strong> practice and is seeking a <strong>Financial Analyst</strong> with strong FP& A and business partnering experience.</p><p><br></p><p>As an Engagement Professional, you’ll be deployed to client organizations for <strong>longer-term financial analysis assignments</strong>, while remaining a full-time Robert Half employee with salary, benefits, overtime, and bonus eligibility.</p><p><br></p><p>This role is ideal for analysts who want to deepen their FP& A skillset while gaining exposure to multiple industries and leadership teams.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Support budgeting, forecasting, and strategic planning processes</li><li>Prepare financial models, scenario analysis, and KPI reporting</li><li>Perform variance and trend analysis for leadership review</li><li>Assist with board decks, executive presentations, and dashboards</li><li>Partner cross-functionally to support operational decision-making</li><li>Improve financial reporting accuracy and efficiency</li><li>Support system implementations and reporting enhancements</li></ul><p><strong>Requirements</strong></p><ul><li>Bachelor’s degree in Finance, Accounting, Economics, or related field</li><li>3–8+ years of experience in Financial Analysis or FP& A</li><li>Advanced Excel skills; ERP and reporting tool experience required</li><li>Strong analytical, presentation, and communication skills</li><li>Flexible, growth-oriented mindset with a willingness to learn</li></ul><p>This opportunity provides <strong>career stability, skill diversification, and upward mobility</strong> for Financial Analysts looking to take their careers to the next level.</p>
<p>Robert Half is looking for an outstanding Financial Analyst to join a fast-growing 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. Additional duties include advising management on the allocation of resources to best accomplish objectives and preparing reports for management. As a key business partner on a dynamic team, you will work in areas including forecasting, performance reporting, and expense management. In this Financial Analyst position, your duties will aim to 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. Additionally, you will assist with 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. Client will consider an entry level degreed analyst or 1+ years ex</p><p>What you get to do every single day</p><p><br></p><p>- Work closely with cross functional partners in Accounting and Operations to execute against plans</p><p><br></p><p>- Enable effective Business Intelligence (BI) to provide forward-looking insight and decision support</p><p><br></p><p>- 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</p><p><br></p><p>- The ideal candidate should be a highly flexible individual who is adept at managing expectations and comfortable with handling large amounts of information</p><p><br></p><p>- Support weekly, quarterly and annual Area/Segment-level Bookings and P& L forecasting</p><p><br></p><p>- Recognize potential risks and opportunities while analyzing performance to date</p><p><br></p><p>- Understand and explain internal and external drivers impacting performance and trending</p><p><br></p><p>- Execute and monitor forecasting reports</p><p><br></p><p>- Track of monthly and quarterly performance by comparing actuals versus expectations to ensure business partners handle their resources r</p><p><br></p><p>- Drive monthly reporting to business partners on financial results and actions required</p><p><br></p><p>- Work with Accounting on the monthly and quarterly financial close process</p><p><br></p><p><strong>Please call Julie Kirvin @ 561-232-2142 or connect on Linked In</strong></p><p><br></p>
<p>We are looking for a motivated Financial Analyst to join our team in Greenwood Village, Colorado. This position offers an excellent opportunity for a driven individual to contribute to financial decision-making while honing analytical skills. If you have a passion for finance and a detail-oriented mindset, this role could be a perfect fit for you.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed financial analyses to support business objectives and strategic decisions.</p><p>• Develop and maintain financial models to assess company performance and forecast trends.</p><p>• Perform variance analyses to identify discrepancies and recommend actionable solutions.</p><p>• Utilize data mining techniques to extract insights and optimize financial strategies.</p><p>• Collaborate with cross-functional teams to gather data and provide financial recommendations.</p><p>• Prepare accurate and timely reports to support management decision-making.</p><p>• Assist in budgeting and forecasting processes to ensure alignment with organizational goals.</p><p>• Analyze ad hoc financial data to address specific business questions or challenges.</p><p>• Monitor industry trends and provide insights to improve financial planning and operations.</p><p>• Ensure accuracy and compliance in all financial activities and reporting.</p><p><br></p><p><br></p><p>If you or anyone you know is interested in this Financial Analyst role please apply to this posting and call Vanessa Sutton and reference financial analyst role in DTC. </p>
Katie Weigel with Robert Half Finance and Accounting is recruiting to fill a Financial Analyst position with a manufacturing company located in Carson City. The person in this role will provide organization wide support in budgeting, forecasting, planning, and reporting. Reporting to the finance leader, their responsibilities will include:<br>• Support the monthly financial close and reporting process, including analysis of income statement, balance sheet, and cash flow performance.<br>• Perform variance analysis across actuals, budget, and forecasts, partnering with data owners to explain drivers, understand root causes, and communicate a clear, consolidated financial story.<br>• Develop, maintain, and analyze financial and operational KPIs to support planning, forecasting, and performance management, translating operational results into financial insights.<br>• Build, maintain, and enhance financial models to support rolling forecasts, annual budgets, scenario analysis, and business planning.<br>• Support the annual budgeting, rolling forecasting, and strategic annual planning processes through detailed financial analysis, modeling, and partnership with cross-functional team leaders.<br>• Develop and maintain management and executive-level financial reporting, including KPI dashboards and presentation-ready materials that tell a clear financial story.<br>• Translate complex financial and operational results into clear, concise insights and recommendations for finance leadership and cross-functional partners.<br>• Perform ad hoc FP& A analysis and projects using advanced Excel techniques to support business decision-making.<br>• Partner with cross-functional departments to gather inputs, validate assumptions, and ensure accuracy and integrity of financial data and forecasts.<br>This role requires a self-starter with the ability to take concepts and direction, and engage critical thinking and problem solving skills to generate work product (models, analysis, recommendations). There is a wide variety of work, making it an exciting and dynamic role. <br>The position requires a BS Degree in Finance, Accounting, Economics or related education, and at least 2 years of work experience. The person should have at least intermediate excel skills, including lookups and pivot tables. There is opportunity for growth and mentorship!<br>Interested in learning more? Please apply today!
We are looking for a skilled Financial Analyst to join our team in Lewisville, Texas. In this role, you will be responsible for analyzing financial data, developing forecasts, and providing strategic decision support to drive business growth. This position offers the opportunity to work on a variety of projects, collaborate with different departments, and contribute to key company initiatives.<br><br>Responsibilities:<br>• Create comprehensive five-year forecasts for growth opportunities related to acquisitions, greenfield, and brownfield projects.<br>• Partner with operations teams to formulate growth strategies and analyze the financial performance of past acquisitions.<br>• Provide decision support for capital expenditure projects, lease renewals, and facility integrations, ensuring alignment with organizational goals.<br>• Build and maintain detailed financial models and analyses to guide strategic business initiatives.<br>• Manage monthly reporting for new center budgets and assess their impact on the fiscal year plans.<br>• Offer insights and recommendations to the corporate development team through thorough financial analysis.<br>• Deliver accurate and timely reports, while contributing to ad-hoc analyses as required.
<p>We are looking for a skilled Financial Analyst to join our dynamic team in Ewa Beach, Hawaii. This role involves analyzing financial data, preparing financial plans, and assisting in accounting operations to support organizational goals. The ideal candidate will possess strong analytical skills and a deep understanding of financial planning, modeling, and reporting. If interested in this role, please call Melissa Tree at 808.452.0254.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and manage comprehensive financial statements, budgets, and cash flow projections.</p><p>• Collaborate on project-specific cash flow analysis, integrating findings into company-wide financial statements, including profit and loss and balance sheets.</p><p>• Provide detailed reports on financial performance and forecasts to senior management and headquarters.</p><p>• Respond to inquiries and provide clear explanations to headquarters regarding financial statements and projections.</p><p>• Conduct assessments of project impacts on consolidated financial statements, ensuring compliance with corporate accounting standards.</p><p>• Support financial planning activities, including budgeting, forecasting, and developing financial models.</p><p>• Assist in preparing for capital increases by sharing information with headquarters and advocating for funding needs.</p><p>• Contribute to strategic initiatives and department goals with additional responsibilities as needed.</p>
<p>We are looking for a skilled Financial Analyst to join our team in North Dallas, Texas. This role involves analyzing complex financial data to support decision-making, forecasting, and budgeting processes. The ideal candidate will bring expertise in financial modeling and data visualization tools to drive insights and improve efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed financial analysis to identify trends, variances, and opportunities for cost improvement.</p><p>• Develop and maintain financial models to support forecasting and annual budgeting processes.</p><p>• Prepare and present ad hoc financial reports to assist management in strategic decision-making.</p><p>• Perform variance analysis to evaluate financial performance against expectations.</p><p>• Utilize data mining techniques to extract actionable insights from large datasets.</p><p>• Collaborate with cross-functional teams to provide financial support and guidance.</p><p>• Implement and leverage business intelligence tools such as Tableau, Power BI, and Alteryx to streamline reporting.</p><p>• Ensure accuracy and compliance in all financial reports and processes.</p><p>• Support continuous improvement initiatives within the financial planning and analysis function.</p>
<p>Our company is seeking a detail-oriented Financial Analyst to join our dynamic team. As a Financial Analyst, you will play a critical role in interpreting financial data, monitoring performance, and providing key insights to drive strategic business decisions.</p><p>Responsibilities:</p><ul><li>Analyze financial statements, budgets, and forecasts to identify trends and opportunities.</li><li>Prepare reports and presentations for leadership on financial metrics and business performance.</li><li>Support budgeting and planning processes with data-driven recommendations.</li><li>Conduct variance analysis and recommend corrective actions.</li><li>Collaborate cross-functionally to gather relevant financial and operational data.</li><li>Utilize software tools such as Microsoft D365, SAP, Oracle NetSuite, PowerBI, SQL, Quickbooks, and Workday to manage and visualize data.</li><li>Maintain and improve internal accounting controls and audit processes </li></ul><p><br></p>
<p>International medical services provider seeks a sales facing Senior Financial Analyst to join their team. </p><p>Candidates for this role should have experience supporting the sales team with financial advice based on sound analysis and modeling supporting decision making, knowledge of pricing and strategy, deal structuring and positioning, ideally</p><p>experience within the medical plan space, strong Excel skills, ability to present ideas and back them with sound financial support, 3+ years of experience, degree in business related discipline. Definite opportunity for growth and</p><p>promotion. </p>
We are looking for a skilled Financial Analyst to join a leading financial services firm in Dallas, Texas. In this Contract position with the possibility of becoming permanent, you will play a pivotal role in preparing financial illustrations, supporting commission accounting, and performing detailed financial analyses for high-net-worth clients. This role offers the opportunity to utilize advanced analytical skills in a dynamic environment, with potential for hybrid flexibility after an initial onsite training period.<br><br>Responsibilities:<br>• Develop and maintain life insurance policy illustrations to guide decision-making for high-net-worth clients.<br>• Analyze and manage complex financial data, including payout projections and policy scenarios, ensuring accuracy and reliability.<br>• Perform commission accounting tasks, including calculations and reporting.<br>• Collaborate with sales and operations teams to deliver timely and precise financial analyses.<br>• Enhance existing tools and workflows to improve efficiency and accuracy.<br>• Communicate effectively with internal teams, and occasionally interact with high-net-worth clients to address inquiries and provide clarity.<br>• Identify and address discrepancies or issues in financial data, escalating concerns when necessary.<br>• Ensure all deliverables meet high standards of professionalism and precision.<br>• Support the evaluation of policy structures, premiums, and long-term financial projections.
<p>We are looking for an experienced Senior Accountant or Senior Financial Analyst to join our client's team in Hillsboro, Oregon. This is a long-term contract position, providing an excellent opportunity to contribute your expertise in financial analysis and process improvement within a collaborative and dynamic environment. The ideal candidate will play a key role in ensuring accurate financial operations, maintaining compliance, and supporting strategic decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Address inquiries from finance teams and business partners promptly and accurately, delivering requested information with attention to detail.</p><p>• Support internal and external audit processes by preparing and providing necessary documentation.</p><p>• Diagnose and resolve issues in Workday ERP related to financial operations or budget impacts.</p><p>• Manage fiscal year-end closing tasks, including journal entries and billing requirements, while meeting strict deadlines.</p><p>• Collaborate effectively with team members and stakeholders, promoting a cooperative and positive work environment.</p><p>• Maintain clear and thorough process documentation to ensure consistency and compliance.</p><p>• Assist with budget allocation tasks, ensuring proper distribution and tracking of financial resources.</p><p>• Adapt to evolving priorities and handle multiple tasks efficiently without compromising quality.</p><p>• Uphold a team-oriented approach to support departmental success and broader organizational goals.</p>
<p>Accountemps is looking for a temporary Financial Analyst to join a fast-growing company. In this position, you will conduct financial modeling on various financial products as well as measure, analyze and forecast performance in conjunction with operating plans. Additional duties include be responsible for advising management on the allocation of resources to best accomplish objectives and preparing reports for management. You will be a part of a dynamic team being a key business partner in areas such as forecasting, performance reporting, and expense management. </p><p>Role & Responsibilities</p><p> We are seeking a Financial Analyst who can support world class strategic and financial planning methods, build long-range operating plans to support business imperatives, develop rolling forecast processes to ensure resources each and every quarter are consumed at maximum effectiveness. You will also help with 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 the various planning cycles (annual planning, quarterly forecasts and monthly outlooks), and be the finance point person working a cross-functional team (Sales leadership, Business Operations, and Sales Operations) 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.</p><p>· Seeking a highly flexible individual comfortable with large amounts of information, and adept at managing expectations </p><p>· Supporting weekly, quarterly and annual Area/Segment level Bookings and P& L forecasting </p><p>· Analyzing performance to date and assessing potential risks and opportunities </p><p>· Understanding and explaining internal and external drivers impacting performance and trending </p><p>· Learning and applying econometric and statistical methods to forecasting </p><p>· Enabling effective Business Intelligence (BI) to provide forward-looking insight and decision support </p><p>· Provide analytical support during New Year readiness/Year End planning cycle </p><p>· Drive the strategy and business planning process</p><p>· Become embedded within the Marketing and Customer Success organizations. Establish trust and quickly understand the key drivers of the business, economic trends and core metrics</p><p>· Work with 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</p><p><br></p>
We are looking for a detail-oriented Financial Analyst to join our team in Reading, Pennsylvania. In this role, you will play a critical part in ensuring accurate financial reporting, supporting budgeting and forecasting processes, and delivering insights that aid strategic decision-making. This position requires strong analytical skills, a proactive approach to problem-solving, and effective communication to collaborate across teams.<br><br>Responsibilities:<br>• Conduct monthly reconciliation and analysis of financial data to ensure accurate reporting aligned with accounting principles.<br>• Prepare detailed financial reports and presentations, highlighting trends and explaining variances in forecasts, budgets, and prior year comparisons.<br>• Collaborate with remote units to review month-end data, investigate anomalies, and ensure the accuracy of financial inputs.<br>• Develop margin analysis schedules, customer analysis reports, and SG& A schedules to facilitate comprehensive variance analysis.<br>• Support the creation of monthly finance updates, including performance metrics, bookings, backlog trends, and other key indicators.<br>• Assist in the annual budgeting process and rolling forecasts, ensuring alignment with organizational goals.<br>• Perform in-depth analysis on financial results and business indicators to identify opportunities and risks.<br>• Partner with accounting and finance teams to refine month-end reporting and forecasting activities.<br>• Offer recommendations for process improvement based on thorough reviews of current systems and workflows.<br>• Handle ad hoc financial tasks as needed to support departmental objectives.
<p>We’re seeking a Financial Analyst Consultant to support budgeting, forecasting, and strategic financial initiatives. This role will analyze data, develop financial models, and provide insights to drive business decisions.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Conduct financial analysis and reporting.</li><li>Support budgeting, forecasting, and variance analysis.</li><li>Build and maintain financial models.</li><li>Partner with leadership on strategic initiatives.</li></ul><p><br></p>
We are looking for a skilled Financial Analyst to join our dynamic Financial Planning and Analysis team in Mechanicsburg, Pennsylvania. In this role, you will play a pivotal part in supporting the financial success of hospitals nationwide through detailed reporting, analytics, and collaboration with key stakeholders. Your expertise will be instrumental in driving informed decision-making and improving operational performance.<br><br>Responsibilities:<br>• Prepare and deliver accurate financial forecasts and reports to assist operational leaders in strategic decision-making.<br>• Analyze and interpret large data sets to perform research, modeling, and strategic evaluations aimed at enhancing performance and patient satisfaction.<br>• Contribute to the creation of annual budgets and assist in presenting inpatient budget plans.<br>• Collaborate with Directors of Finance and Business Development to conduct pro forma analyses for acquisitions, start-ups, and relocations.<br>• Examine consolidated financial statements to identify trends and variances.<br>• Perform market analyses and calculate contract rates, considering the potential impact of regulatory changes on hospital operations.<br>• Undertake complex ad hoc projects to address the specific needs of hospitals and leadership teams.<br>• Provide actionable insights through financial modeling and variance analysis.<br>• Support strategic initiatives by leveraging advanced data mining techniques.
We are looking for a detail-oriented Financial Analyst to join our team in Green Bay, Wisconsin. In this role, you will collaborate with various departments to deliver insightful financial reports and analyses that support strategic decision-making. This position requires a strong background in accounting, particularly within the manufacturing industry, and a commitment to accuracy and confidentiality.<br><br>Responsibilities:<br>• Generate and analyze financial reports to support decision-making across departments.<br>• Participate in the month-end closing process, ensuring all transactions are accurately recorded.<br>• Reconcile intercompany accounts and balances to maintain financial integrity.<br>• Conduct cost accounting analysis and provide comprehensive reports.<br>• Manage the consolidation process during monthly financial closings.<br>• Assist in preparing the annual budget and support year-end financial activities.<br>• Collaborate on audit procedures to ensure compliance and accuracy.<br>• Utilize advanced report-writing tools to extract and present data effectively.<br>• Address complex financial issues with a solution-driven approach.<br>• Perform additional tasks as necessary to fulfill the role's responsibilities.
<p>We are looking for a motivated and detail-oriented Financial Analyst to join a team in Roseville, Minnesota. This is a contract-to-permanent opportunity, ideal for someone eager to grow their expertise in financial analysis and reporting. The role offers a chance to contribute to impactful financial projects while gaining exposure to financial markets and analytical tools.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed financial analyses to support decision-making processes and organizational goals.</p><p>• Prepare and present financial reports, ensuring accuracy and clarity.</p><p>• Monitor and evaluate financial market trends to identify potential opportunities and risks.</p><p>• Utilize data analysis techniques to interpret complex financial information and provide actionable insights.</p><p>• Collaborate with team members to streamline reporting processes and enhance data accuracy.</p><p>• Work with financial tools and systems, such as Bloomberg Terminal, to gather and analyze market data.</p><p>• Assist in the development of forecasts and budgets to align with strategic objectives.</p><p>• Provide recommendations based on financial data to improve operations and profitability.</p><p>• Maintain compliance with company policies and industry regulations in all financial activities.</p>
<p>Robert Half has partnered with a growing private equity backed company in the Chapel Hill, North Carolina area to assist them in hiring a Senior Financial Analyst. This position requires a bachelors degree in Finance, Accounting, or Economics and at least two years of corporate FP& A experience. This company is not offering relocation assistance, so only local candidates are being considered at this time. The primary job functions of this position are financial modeling, forecasting, budgeting, and performance analysis to support business initiatives and executive decision-making.Experience with Oracle, NetSuite or Power BI is prefered. This company offers a hybrid work schedule,, an annual bonus program, growth potential and excellent benefits</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Annual budget preparation and monthly, quarterly and annual variance analysis</li><li>Build financial models and scenario analyses to evaluate performance and future outcomes</li><li>Track metrics, analyze results, and create financial dashboards and reports for leadership</li><li>Produce recurring financial summaries and presentations for senior stakeholders</li><li>Assess costs, returns, and investments to support strategic choices</li><li>Improve financial reporting processes and workflows</li><li>Collaborate with accounting, operations, and other groups to maintain consistent data</li><li>Contribute to the management and enhancement of planning/budgeting software</li><li>Support a range of financial, operational, and strategic projects as needed</li></ul><p><strong>Qualifications</strong></p><ul><li>Experience working with financial data to inform business decisions</li><li>Knowledge of financial modeling techniques and basic accounting principles</li><li>Ability to spot trends and communicate insights clearly in written and visual formats</li><li>Advanced Excel skills; familiarity with visualization tools (Power BI/Tableau)</li><li>Experience with financial systems (NetSuite, Oracle, or similar)</li><li>Effective communication with leaders and cross‑functional partners</li></ul><p> </p>
<p>The Financial Analyst plays a key role in financial planning, analysis, and decision support across the organization. This position partners with internal stakeholders to provide actionable insights, forecast trends, and ensure financial goals are achieved.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and maintain financial models to support budgeting, forecasting, and long-term planning</li><li>Analyze monthly, quarterly, and annual financial results, delivering variance analysis and recommendations</li><li>Partner with business units to identify risks, opportunities, and strategies aligned with company objectives</li><li>Prepare management reports, dashboards, and presentations for senior leadership</li><li>Support preparation of executive-level deliverables, including board presentations and strategic planning materials</li><li>Perform scenario modeling, sensitivity analysis, and ad hoc financial assessments for business initiatives</li><li>Monitor and analyze KPIs relevant to the financial services industry</li><li>Ensure accuracy and compliance of financial data with internal controls and external regulations</li><li>Lead or support initiatives focused on process improvement, cost optimization, and automation</li><li>Stay current on financial services industry trends, tools, and best practices</li></ul><p><br></p>
<p>We’re partnering with a growing organization to identify a <strong>Senior Financial Analyst</strong> who thrives in a true business partnering environment. This Senior Financial Analyst role is not a back-office reporting opportunity — it’s a seat at the table with operational and commercial leaders, using financial insight and modeling to influence real business decisions. The ideal Senior Financial Analyst candidate combines strong analytical horsepower with the ability to communicate clearly, challenge assumptions, and translate complex data into actionable strategy. If you enjoy building models that drive decisions — not just spreadsheets that sit on a server — this role is built for you.</p><p><br></p><p>What You’ll Do</p><ul><li>Serve as a finance business partner to functional leaders across operations, sales, and/or commercial teams</li><li>Build and maintain robust financial models to support pricing, investments, new initiatives, and scenario planning</li><li>Lead forecasting, budgeting, and variance analysis for assigned business areas</li><li>Translate financial performance into clear insights and recommendations</li><li>Evaluate business cases, ROI, and capital allocation decisions</li><li>Support strategic planning and long-range forecasting</li><li>Identify risks, opportunities, and performance drivers proactively</li><li>Present findings to senior leadership and non-financial stakeholders</li></ul><p>Why This Role Stands Out</p><ul><li>True partnership role with meaningful visibility to leadership</li><li>Opportunity to shape strategy, not just report results</li><li>High-impact projects with measurable business outcomes</li><li>Collaborative culture that values data-driven decision making</li><li>Strong potential for career growth into leadership roles</li></ul><p>For immediate consideration call Jimmy Tunney at 517-657-8054</p>
