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Senior Financial Analyst
- Robert Half Finance & Accounting (Visalia, CA)
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Description We are looking for an experienced Senior Financial Analyst to join our team in Visalia, California. This hybrid role requires the candidate to work onsite three days a week, collaborating with multiple teams to ensure seamless financial operations. The ideal candidate will excel in data consolidation, financial reporting, and strategic planning processes.
Responsibilities:
• Consolidate monthly financial data across multiple entities, including data loading and journal entry preparation within Planful.
• Develop and maintain Planful reports to ensure accurate and timely financial insights.
• Support annual budgeting and quarterly forecasting processes by managing and creating input templates in Planful.
• Provide technical and functional Planful support to department managers and the accounting team.
• Perform administrative tasks in Planful, such as managing security settings, documenting processes, and training users.
• Maintain a master chart of accounts for all operating companies, ensuring consistency and accuracy.
• Reconcile financial data in Planful with various general ledgers and investigate discrepancies.
• Collaborate with IT and external partners to troubleshoot and maintain Boomi integrations related to Planful.
• Drive process improvements and streamline financial operations to enhance efficiency. Requirements • Bachelor’s degree in Finance, Accounting, or a related field is required.
• At least five years of experience in finance, accounting, or related business roles, demonstrating attention to detail.
• Proficiency in Planful, including system administration, reporting, and planning capabilities.
• Strong expertise in Microsoft Excel with advanced functionalities.
• Exceptional analytical and problem-solving skills.
• Ability to adapt to proprietary systems; familiarity with Syspro and Agris is advantageous.
• Excellent communication skills, both written and verbal.
• A collaborative team player with a proactive and positive attitude.
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) .
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Senior Financial Analyst
- Robert Half Finance & Accounting (Visalia, CA)