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Description

Our client is seeking a Financial Analyst to support a high-visibility initiative focused on financial modeling, data analysis, forecasting, and building analytical reporting tools for leadership. The ideal consultant has strong finance fundamentals paired with advanced technical capability in SQL, Power BI, DAX, and Excel, with the ability to translate large, complex data sets into meaningful insights that support investment and strategic decision-making.

This role sits at the intersection of finance and data, requiring someone who can independently gather information, analyze trends, interpret results, and present clear, actionable findings.

Responsibilities:

Gather, validate, and analyze financial and operational data from multiple systems.

Conduct quantitative analyses and produce forecasts for business, industry, and economic trends.

Build, maintain, and enhance financial models, dashboards, spreadsheets, and visual presentations used for executive reporting.

Interpret data affecting investment programs—including price, yield, market stability, and risk indicators.

Develop and maintain Power BI datasets, semantic models, and DAX measures to support ongoing reporting needs.

Create and optimize SQL queries to extract and manipulate large data sets.

Communicate insights and recommendations to leadership to support investment decisions and financial planning.

Ensure accuracy, consistency, and integrity across all reporting outputs.

Requirements

+ Advanced SQL (writing, optimizing, and manipulating large data sets).

+ Power BI: dashboard creation, DAX language, data modeling, Power Query, building queries.

+ Advanced Excel: financial modeling, complex formulas, data analysis.

+ Strong verbal and written communication skills.

+ High attention to detail and critical thinking ability.

+ Ability to work independently and prioritize deadlines.

+ Understanding of economic and accounting principles, the financial markets, and financial data reporting.

+ Experience analyzing business trends, forecasting future revenues/expenses, and presenting financial information.

+ Bachelor’s degree in Accounting, Finance, Economics, or related field (required).

+ Advanced degree in a financial discipline (preferred).

+ 5–7 years of financial analysis and/or accounting experience.

+ Strong experience with Power BI, SQL, DAX, and Excel required.

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) .