Senior Technical Accountant | Senior Financial Analyst
Robert Half Palo Alto
Senior Financial Analyst with Senior Accountant Experience
Location: Palo Alto, CAJob Type: Full-Time; On-site
Robert Half is partnering with a dynamic company in search of a Senior Financial Analyst who brings a blend of expertise in senior financial analysis and senior-level accounting. This role requires a proactive, detail-oriented detail oriented with exceptional skills in Tableau, Excel, and experience in Tableau automation.If you thrive in a role where financial analysis meets hands-on accounting and enjoy leveraging data to drive decision-making, we want to hear from you!
Key Responsibilities
Financial Analysis:
- Develop, analyze, and interpret complex financial models to provide insights and recommendations to key business stakeholders.
- Generate reports and financial models focusing on automation to streamline data reporting and forecasting.
- Collaborate with cross-functional teams to analyze budget vs. actuals, forecast trends, and identify key drivers of financial performance.
- Provide decision support through financial modeling and scenario analysis.
Accounting Functions:
- Perform month-end close activities, including preparing adjusting journal entries and reconciling accounts.
- Ensure compliance with GAAP in all financial reporting and accounting operations.
- Collaborate with the accounting team to manage the general ledger and resolve discrepancies.
Process Improvement:
- Leverage advanced Excel skills (macros, pivot tables, VLOOKUPs, etc.) to automate and streamline financial reporting and accounting workflows.
- Identify opportunities to enhance reporting processes by integrating Tableau automation and other tools.
Qualifications:
- Bachelor’s degree in Finance, Accounting, or a related field (CPA or CFA is a plus).
- A minimum of 3+ years in financial analysis and accounting roles.
- Exceptional proficiency in Tableau, including experience with Tableau automation.
- Advanced Excel skills (complex formulas, automation, Power Query, macros).
- Deep knowledge of GAAP and familiarity with corporate accounting best practices.
- Proven ability to communicate financial insights to non-financial stakeholders.
- Experience with ERP systems like Oracle, SAP, NetSuite, Bill.com and Workday.
Preferred Skills:
- Large company experience is a plus.
- Strong problem-solving skills with a track record of driving process improvements and efficiencies.
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