Financial Data Analyst

Description Robert Half is seeking a professional and reliable Financial Analyst to join a firm in the Financial Services industry. In this Financial Analyst role, you will conduct financial modeling on a range of financial products and 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. In this role, you will serve as a key business partner in areas such as forecasting, performance reporting, and expense management. In the Financial Analyst role, your primary areas of focus will include supporting world class strategic and financial planning methods, building long-range operating plans to support business imperatives and developing 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. The Financial Analyst role is a permanent employment opportunity in the Princeton, New Jersey. If you are already in contact with one of our Recruiting Managers please reach out to them directly to discuss this opportunity. If not, for immediate consideration, please apply or call Lindsay Jenkins at 609-681-6270. Your responsibilities in this role

Execute and monitor forecasting reports

Keep tabs on monthly and quarterly performance through the comparison of actuals versus expectations, ensuring that business partners handle their resources

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

Work closely with Accounting on the monthly and quarterly financial close processes

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

Flexible individuals comfortable with large amounts of information, and adept at managing expectations

Possess the know-how and be able to explain internal and external drivers impacting performance and trending

Deliver effective Business Intelligence (BI) to provide valuable foresight and decision support

Lead monthly reporting to business partners on financial results and if any actions are required

Work closely with cross functional partners in Accounting and Operations to execute against plans

Survey performance to date and assess potential opportunities and risks

Requirements - Skills in problem solving through statistical analysis or with large data sets highly desired (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

Able to build and deliver effective presentations to audiences with wide-ranging backgrounds

Solid understanding of financial analysis

Excellent written, verbal and social communication skills highly desired

Active problem-solver who listens for customer cues and actively resolves problems with grace and integrity

Spreadsheet and ERP system experience is a plus

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)

BA/BS degree in finance or a related field

Go-to-market experience or experience

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 (https://www.roberthalf.com/mobile) and get 1-tap apply, instant notifications for AI-matched jobs, and more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2023 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/terms-of-use) .