Associate

If the concept of collaborating with team members in a business partner role in areas such as forecasting, performance reporting, and expense management appeals to you, you may want to check out this opportunity via Robert Half. Located in the Dallas, Texas, this Financial Analyst role is a permanent employment opportunity.

• Work closely with Accounting on the monthly and quarterly financial close processes
• Understand and explain internal and external drivers impacting performance and trending
• Work with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, strategic resource allocation and prioritization, and event tracking and execution
• The ideal candidate should be a highly flexible individual who is adept at managing expectations and comfortable with handling large amounts of information
• Ensure business partners handle their resources by tracking monthly and quarterly performance through the comparison of actuals versus expectations
• Drive monthly reporting to business partners on financial results and actions required
• Compose and oversee forecasting reports
• Enable effective Business Intelligence (BI) to provide forward-looking insight and decision support
• Survey performance to date and assess potential opportunities and risks
• Work closely with cross functional partners in Accounting and Operations to execute against plans
• Drive Area/Segment-level Bookings on a weekly, quarterly and annual basis, as well as P& L forecasting - Bachelor's Degree in finance, accounting, real estate or another related field. required
• Experience in problem solving through statistical analysis or with large data sets highly preferable (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)
• Strong problem-solving skills
• Financial planning & analysis (go-to-market experience preferred)
• Strong communication skills, excellent interpersonal skills, both oral and written, and ability to build as well as deliver effective presentations
• Sound written and verbal communication skills
• Proficiency with Business Intelligence (BI) reporting tools required
• Experience in problem solving through statistical analysis or with large data sets highly preferable (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)
• Prior knowledge in Spreadsheet and ERP system
• Proficiency in financial modeling
• Annual Forecasts experience
• Comprehensive knowledge of due diligence
• Knowledge of underwriting
• Well-founded grasp of Ad Hoc Analysis
• Proven knowledge of analysis
• Account analysis experience