Financial Analyst

Job Description

Job Description

Robert Half is looking for a Financial Analyst to join our client's team. In this role, you will turn financial and operational data into meaningful insights that help leaders understand business performance, monitor trends, and plan effectively. The position offers the opportunity to contribute to company-wide reporting, budgeting, and performance analysis while partnering with teams across finance, sales, operations, and accounting.

Responsibilities:

• Create monthly financial presentations that summarize business results, highlight major performance factors, and outline key risks and growth opportunities for leadership review.

• Develop effective presentation materials and reporting tools that communicate financial findings clearly to internal audiences and external partners.

• Convert detailed financial results into concise business stories that explain trends, current performance, and future expectations.

• Support the annual planning cycle by collecting assumptions, reviewing submissions, building financial models, and preparing materials for organization-wide budget communication.

• Collaborate with cross-functional stakeholders to gather budget inputs, confirm supporting detail, and maintain consistency in financial assumptions.

• Prepare lender-facing budget presentations that explain financial outlook, underlying assumptions, and overall business strategy.

• Analyze revenue results against targets, investigate sales variances, and partner with commercial teams to monitor progress toward quarterly and annual goals.

• Track and evaluate financial and operational indicators, including margin movement, cost trends, volume-based measures, and other key business metrics.

• Work with the data analytics function and business partners to improve reporting visibility, validate information, and strengthen decision-making support across departments.

• Perform special projects, ad hoc analysis, and day-to-day financial support activities as business needs evolve.

For immediate consideration please apply or contact directly Steve Fields at View phone number on ziprecruiter.com.

• 5+ years of experience in financial analysis, budgeting, forecasting, or related finance roles.

• Demonstrated strength in financial modeling, variance analysis, and KPI reporting.

• Ability to interpret complex financial information and present conclusions in a clear, business-friendly format.

• Experience creating executive-level presentations, dashboards, and reports.

• Proven ability to work effectively with cross-functional teams, including finance, accounting, sales, and operations.

• Strong analytical mindset with the ability to identify trends, inconsistencies, and actionable insights in large data sets.