We are looking for a success-driven and detail-oriented Financial Analyst to join our team in Menlo Park, California. This contract position offers an excellent opportunity to contribute to financial planning, performance analysis, and strategic decision-making in a dynamic environment. Ideal candidates will have a strong analytical mindset and a keen interest in the financial services sector, particularly brokerage and fintech.
Responsibilities:
• Assist in developing and maintaining financial models to support forecasting and budgeting processes.
• Analyze operating costs, revenue streams, and key performance indicators to identify trends and insights.
• Collaborate with cross-functional teams to support business planning and the financial aspects of product development.
• Prepare and deliver financial reports and presentations tailored for senior leadership review.
• Contribute to process improvements and tool enhancements for financial reporting workflows.
• Communicate effectively with both finance and non-finance stakeholders to ensure alignment on financial objectives.
• Utilize collaboration tools such as Slack and Google Workspace for efficient team communication and data sharing.
• Support the financial evaluation of new product launches and strategic initiatives.
• Monitor market trends and industry developments to inform financial strategies.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2–5 years of experience in financial planning, analysis, or a similar role.
• Advanced proficiency in Excel, including financial modeling and complex formulas.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent communication and interpersonal abilities.
• Demonstrated ability to adapt quickly in a fast-paced, collaborative environment.
• Familiarity or interest in the financial services industry, particularly brokerage or fintech.
• Experience using collaboration tools such as Slack and Google Workspace.
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.
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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.
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