Financial Analyst

Company: Robert Half
Location: Lancaster
Posted on: November 26, 2022

Job Description:

Description Robert Half is looking for an extraordinary Financial Analyst to join a dynamic firm. This Financial Analyst position includes tasks like measuring, analyzing, and forecasting performance in conjunction with operating plans and conducting financial modeling on a variety of financial products. Additional duties include 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. 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. Other duties will include 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. Located in the Lancaster, New York, this Financial Analyst role is a permanent employment opportunity.

What you get to do every day

• Work alongside senior executives on strategic deep dives to create financial models and insights on topics such as: Retention forecasts, event tracking and execution, Campaign Planning & Tracking, return on investment of strategic investments, and strategic resource allocation, and prioritization
• Compile and monitor forecasting reports
• Have a thorough understanding of internal and external drivers and be able to explain how they are impacting performance and trending
• Drive monthly reporting to business partners on financial results and if any actions are required
• Recognize potential risks and opportunities while analyzing performance to date
• Work on monthly and quarterly financial close processes in collaboration with the Accounting team
• Support weekly, quarterly and annual Area/Segment-level Bookings and P& L forecasting
• The ideal candidate should be a highly flexible individual who is adept at managing expectations and comfortable with handling large amounts of information
• Deliver valuable foresight and decision support by enabling effective Business Intelligence (BI)
• Keep tabs on monthly and quarterly performance through the comparison of actuals versus expectations, ensuring that business partners handle their resources
• Work closely with cross functional partners in Accounting and Operations to execute against plans Requirements - Prior knowledge in Spreadsheet and ERP system
• Financial planning & analysis (go-to-market experience preferable)
• Creative problem solver who anticipates risks and opportunities and maintains a vision for continuous improvement
• 3+ years of 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)
• Demonstrated ability to build and deliver effective presentations to audiences with wide-ranging backgrounds
• Expertise in financial analysis
• Ad Hoc Reporting experience desired
• Deep understanding of financial reporting
• BA/BS degree in finance or a related field
• 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)
• Understanding of Business Intelligence (BI) reporting tools required
• Excellent verbal and written communication skills
  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 puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - even on the go. Download the Robert Half app ( and get 1-tap apply, instant notifications for AI-matched jobs, and more.
  
  Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be authorized to work in the United States. Benefits are available to temporary professionals. Visit for more information.
  
  - 2022 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
  

Keywords: Robert Half, Buffalo , Financial Analyst, Professions , Lancaster, New York