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Sr. Financial Analyst

Robert Half Santa Barbara, CA

  • Expired: June 26, 2021. Applications are no longer accepted.

Description Are you looking to take your career to the next level as a finance detail oriented? Robert Half Finance and Accounting has an opening for a Senior Financial Analyst in the Santa Barbara, California area with an immediate start date. You will conduct the improvement upon monthly and quarterly reporting, while also operationalize and cultivate data-driven planning processes. The Senior Financial Analyst will oversee the advancement of long-range operating plans to support business initiatives, drive world class strategic and financial planning methods, and develop rolling forecast processes to ensure resources are leveraged with maximum effectiveness. 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. 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. Put your strategic ideas to the test in this pivotal Senior Financial Analyst role, which will allow strategic input to the senior leadership of the company. This is a full-time opportunity. Interested? Apply today!

Your responsibilities

- Check performance to date and assess potential risks and opportunities

- Create and track forecasting reports

- Govern weekly, quarterly and annual Area/Segment-level Bookings and P& L forecasting

- Enable effective Business Intelligence (BI) to provide forward-looking insight and decision support

- Unite 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

- Recognize and disclose internal and external drivers impacting performance and trending

- Aid Accounting on the monthly and quarterly financial close process

- In this role, you will be in close partnership with cross functional partners in Accounting and Operations to execute against plans

- Drive monthly reporting to business partners on financial results and actions required

- Log monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources Requirements - Very knowledgeable in financial reporting tools

- Top-notch presentation skills

- 7+ years experience with advanced financial analysis, planning and budget controls required

- Be able to simplify complex problems and build solutions

- Well-founded grasp of Microsoft Excel

- Excel VBA experience preferred

- Proven knowledge of Microsoft Excel

- Strong familiarity with SQL

- Practical knowledge of Data Collection

- Excel Formulas experience

- Expertise in SQL

- Comprehensive knowledge of Microsoft SQL

- General familiarity with HealthCare Analytics

- Bachelor's Degree in Finance, MBA preferred Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you're working with the best. Robert Half has been recognized as one of FORTUNE's "Most Admired Companies" every year since 1998 and was No. 1 on Forbes' annual ranking of America's Best Professional Recruiting Firms.

Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States.

2020 Robert Half Finance & Accounting. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (

Robert Half

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Santa Barbara, CA
93130 USA


Finance and Insurance

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