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  • Sr. Financial Analyst

    Robert Half Finance & Accounting (Newport Beach, CA)



    Apply Now

    Description We are offering an exciting opportunity for a Sr. Financial Analyst to join our team in the import/export industry based in Newport Beach, California. In this role, you will be vital in managing multiple campaigns and clients, analyzing complex data sets, and driving sales and profitability.

    Responsibilities:

    • Lead the financial and operational reporting for multiple campaigns and clients.

    • Use your analytical skills to validate and manage complex data sets, delivering clear and concise reports.

    • Act as the primary contact for clients, analyzing campaign success, recommending strategic improvements, managing data sets, and resolving discrepancies.

    • Collaborate closely with the executive team, sales team, and internal finance and analytics team.

    • Develop financial and operational targets and goals in collaboration with executives and clients.

    • Utilize your data and modeling skills to create pro-forma P& Ls, analyze compensation structures, identify trends, and build forecasts.

    • Identify new process improvement opportunities and implement strategic changes across multiple departments.

    • Manage the commissions process, validate results, and improve the process as needed.

    • Utilize business systems, Confluence, CRM, Crystal Reports, and Data Mining Techniques for efficient and effective reporting and analytics.

    • Oversee accounting functions, auditing, budget processes, and capital management.

    • Use Tableau for advanced data analysis and reporting. Requirements • Proven experience in Business Systems.

    • Proficiency in using Confluence for project management.

    • Experience with CRM (Customer Relationship Management) systems.

    • Knowledge of Crystal Reports for creating custom reports.

    • Strong understanding of Data Mining Techniques for business insights.

    • Familiarity with About Time for project and resource management.

    • Comprehensive knowledge of Accounting Functions.

    • Proficiency in Auditing and financial compliance.

    • Experience with Budget Processes and financial planning.

    • Experience in Capital Management for financial stability and growth.

    • Proficiency in using Tableau for data visualization and business intelligence.

     

    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 works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much 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.

     

    • 2025 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/us/en/terms) .

     


    Apply Now



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