Description We are offering an exciting opportunity in the services industry, based in San Ramon, California. The role is for a Financial Planning & Analysis Analyst who will be instrumental in managing and executing our financial and accounting operations.Responsibilities: Serve as an expert on financial business systems and policies in the ERP system. Review and approve invoices and requisitions, aligning them with budgets/forecasts and facilitating approvals. Collaborate with the Business Intelligence team for accurate, timely reporting. Ensure relevance and accuracy in monthly AP accruals, journals, and prepaid amortizations. Actively identify and reconcile financial discrepancies, improve management reporting through comprehensive research and solutions. Develop and use complex financial workbooks for decision-making. Perform budgeting, forecasting, and variance analysis to influence business strategy. Provide accurate financial reports on company performance metrics. Analyze large datasets to find trends and deliver actionable insights. Work cross-functionally to understand and translate company's operations into financial performance. Handle ad-hoc data requests from leadership regarding financial performance and other financial information.Requirements A Bachelor's degree in areas such as Finance, Accounting, Economics, or Business Administration is required. Over 3 years of relevant work experience in financial planning, analysis or a similar business field. Must have strong Excel skills, including the ability to utilize different simple and complex formulas and functions for data analysis. Must be skilled in using data visualization tools. Previous experience with business analytics solutions, like PowerBI Adaptive Insights Pursuit of an advanced degree or relevant certifications (for instance, CPA, CFA or CMA) 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.© 2024 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) .
