Financial Analyst

apartmentRobert Half placeSausalito calendar_month 

We are offering a contract to hire employment opportunity for a Financial Analyst in the Payments - Corporate industry, based in Sausalito, California. As a Financial Analyst, you will be tasked with conducting in-depth financial analyses, driving business performance, and fostering new business initiatives within our organization.

Responsibilities:

  • Analyze financial performance of various initiatives within the organization, providing insightful presentations and materials to facilitate decision-making.
  • Collaborate with business leaders to optimize performance and implement policies that maintain and improve our competitive position in the market.
  • Be the finance subject matter expert on cross-functional teams, focusing on new and existing business opportunities.
  • Foster new business initiatives, streamline existing processes, and create scalable solutions to drive standardization.
  • Develop strong partnerships across departments, contributing to collaborative problem-solving and strategic planning.
  • Provide support to the evolution of budgeting and planning processes, assisting with cross-functional projects to improve integration.
  • Utilize various accounting software systems, CRM, and data mining techniques to maintain accurate customer credit records and process customer credit applications.
  • Conduct auditing and capital management activities, leveraging your knowledge of accrual accounting and budget processes.
  • Utilize Excel Formulas and Microsoft Excel for data analysis and report generation.
  • Perform additional duties as assigned, demonstrating flexibility and adaptability in the role. • Proficiency in Accounting Software Systems
  • Experience with CRM systems
  • Knowledge of Crystal Reports
  • Familiarity with Data Mining Techniques
  • Understanding of Accounting Functions
  • Proficient in Accrual Accounting
  • Experience in Auditing
  • Familiarity with Budget Processes
  • Knowledge of Capital Management
  • Proficiency in NetSuite
  • Ability to use Excel Formulas
  • Advanced skills in Microsoft Excel
  • Degree in Finance, Accounting, or related field
  • Excellent analytical and problem-solving skills
  • Strong communication and presentation skills
  • Ability to work independently and as part of a team
  • Ability to handle multiple tasks and meet tight deadlines
  • High attention to detail and accuracy
  • Strong organizational and planning skills
  • Knowledge of the Payments - Corporate industry.
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