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Sr. Financial Analyst
- Robert Half Finance & Accounting (Morgan Hill, CA)
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Description
Colleen McAuliffe at Robert Half is looking for an experienced Senior Financial Analyst to join our client's in Morgan Hill, California. In this role, you will play a pivotal part in shaping financial strategies and delivering actionable insights that drive organizational success. You will collaborate across departments to optimize planning, reporting, and analysis processes while ensuring data accuracy and integrity.
Responsibilities:
• Develop sophisticated analytical models to assess business performance, forecast trends, and support strategic decision-making.
• Coordinate and execute short-term and long-term financial planning cycles, including annual budgets and periodic updates, with cross-functional teams.
• Analyze financial outcomes, explain variances, and prepare customized reports to support leadership decisions.
• Gather, validate, and synthesize financial and operational data from multiple sources to ensure accuracy and reliability.
• Serve as a finance partner for budget owners, offering guidance on spending and comparing actual results to planned expectations.
• Conduct profitability analyses for products and portfolios to inform strategic priorities.
• Lead enterprise-level financial planning outputs, working closely with accounting teams to ensure data integrity and accurate accruals.
• Collaborate with technology teams to enhance reporting systems, automate processes, and improve business intelligence tools.
• Contribute to company-wide planning deliverables, including operating plans, rolling forecasts, and performance updates.
• Participate in cross-departmental initiatives, providing financial expertise and ensuring disciplined project execution.
Requirements • Proven experience in financial analysis, modeling, and reporting within a corporate environment.
• Proficiency in explaining variances and conducting ad hoc financial analyses.
• Expertise in data mining techniques and creating dashboards to visualize financial insights.
• Strong understanding of annual forecasting processes and strategic planning.
• Ability to synthesize data from multiple systems while maintaining accuracy and consistency.
• Excellent communication skills to convey complex financial concepts to non-finance stakeholders.
• Familiarity with financial tools and technologies to support automation and enhanced reporting.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field; advanced degree or certification is a plus.
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) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .
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Sr. Financial Analyst
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