Financial Analyst

94103, California Robert Half

Posted 1 day ago

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Description
Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Financial Due Diligence, M& A Associate at an advisory firm. This is a full-time permanent role based in San Francisco with a Hybrid schedule.
This is a fantastic opportunity for someone ready to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M& A transactions, where you'll gain hands-on experience in financial due diligence within a collaborative, high-growth environment. The firm offers strong career growth, excellent benefits, commuter support, and a culture that values both professional and personal development.
Responsibilities
+ Analyze financial statements, cash flows, and the overall health of target companies
+ Collaborate with junior and senior team members to manage projects
+ Build financial models and prepare deliverables using Excel
+ Handle multiple projects simultaneously and adapt to evolving challenges
+ Provide clear financial insights and prepare client-ready presentations
*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
Requirements
+ 3+ years of experience in audit or financial due diligence. NO EXCEPTIONS
+ CPA or Progress toward CPA (at least 2 exams passed).
+ Strong knowledge of financial statement analysis and GAAP.
+ Advanced skills in Excel and PowerPoint (Power BI or Alteryx a plus).
+ Strong analytical, organizational, and communication skills.
+ Ability to work in a fast-paced environment and solve problems independently.
+ Attention to detail and eagerness to learn.
Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration.
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 ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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Senior Financial Analyst

94199 San Francisco, California Career Group

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Job Description

Our client, a global retail leader, is seeking a Senior Financial Analyst to join its dynamic and collaborative Technology Finance team. This role offers the opportunity to partner closely with engineering, product, and project management teams to drive financial discipline, support strategic decision-making, and optimize spend across a broad technology portfolio. The team environment is fast-paced, collaborative, and solutions-oriented, with a strong focus on cost management, financial transparency, and continuous process improvement.


**Please note this is a hybrid, contract role with opportunity for conversion based in San Francisco, CA. Pay would be $55-$57/hr.**


Key Responsibilities:


  • Lead key financial processes including month-end close, forecasting, budgeting, and variance analysis for technology operations, with a primary focus on Stores software/hardware, B2B systems, and Corporate Systems domains.
  • Partner with business stakeholders to provide financial support and decision-making guidance for both capital and operating expenses.
  • Evaluate project spend trends, identifying cost overruns, savings opportunities, and financial risks related to scope or schedule changes.
  • Manage large-scale cost allocations and communicate financial impacts of contractual commitments to stakeholders across business units.
  • Support contract labor budgeting and onboarding processes through tools such as SAP Fieldglass, ensuring accurate task assignments and capital project time reporting.
  • Ensure proper accounting treatment (capital vs. expense) in alignment with FASB standards and internal policies.
  • Contribute to portfolio planning and project evaluation by compiling non-payroll operating budgets and supporting ROI and cost estimate analyses.
  • Maintain and update financial forecasts and budgets in planning tools such as Essbase, and continuously seek opportunities to automate reporting and improve workflow efficiency.


Qualifications:


  • Bachelor’s degree in finance, Accounting, or a related field (or equivalent work experience)
  • Minimum 4 years of experience in financial analysis or financial planning in a complex, multi-unit environment
  • Advanced proficiency in Excel and strong presentation skills using PowerPoint
  • Experience with ERP and planning tools such as Oracle ERP Cloud, Essbase, and Power BI is highly preferred
  • Strong analytical mindset with a self-driven approach to investigating variances and delivering actionable insights
  • Solid understanding of GAAP and experience applying accounting principles to reporting and planning
  • Familiarity with capital project analysis (e.g., NPV, IRR, lease vs. buy assessments)
  • Knowledge of lease and store construction terminology is a plus
  • Prior experience supporting or working within a Technology function is beneficial
  • Exposure to hardware/software negotiations or contract management is a plus


Please submit your resume for immediate consideration!


You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.


We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. California applicants, please view our Privacy Notice here: .

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Global Financial Analyst

94103, California Compass Group, North America

Posted 1 day ago

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Job Description

Bon Appetit
**Salary:** $120,000 - $130,000
**Other Forms of Compensation:** yearly bonus
**Pay Grade: 15**
Our Passion is Food!
At Bon Appetit Management Company we are committed to two things, great food and outstanding service! At Bon Appetit you won't find our managers referring to a corporate recipe book or our chefs microwaving the lunch special. We do not have standardized recipes or central commissaries, instead, our chefs and managers are expected to stay abreast of current culinary trends and bring cutting edge food into their cafes. We are a restaurant company that operates in contract food service. That means you will have the freedom to be creative, take risks, and truly shine. We are committed to our staff growing, trying new things, and learning all that they can. Our rapid growth and breadth of accounts translates into exciting opportunities for our people!
**Job Summary**
As a Senior Financial Analyst supporting a multi-site foodservice operation, you will serve as a key operational finance partner to the site teams. You will provide strategic financial insights through deep analysis, scenario planning, and performance tracking that informs cost optimization and supports business decisions. This role plays a pivotal part in identifying and modeling opportunities for improved efficiency and financial performance while ensuring accurate forecasting, budgeting, and reporting. The ideal candidate is analytical, collaborative, and proactive - with a passion for driving value through data.
**Key Responsibilities:**
+ Partner closely with site teams to provide actionable financial insights that support business planning and cost optimization.
+ Analyze financial performance and identify drivers of variance to support forecasting, budgeting, and operational decision-making.
+ Build and maintain financial models for scenario analysis, forecasting, and cost-benefit evaluation.
+ Track the financial impact of cost-saving initiatives, ensuring accurate measurement and reporting of results.
+ Lead and coordinate account-level budgeting and reforecasting processes, incorporating both local and firmwide inputs.
+ Prepare and participate in monthly reviews of performance (budget vs. actuals), communicating findings and recommending corrective actions.
+ Support billing accuracy and financial reporting by coordinating with site teams and internal stakeholders.
+ Work collaboratively with field accounting teams during the monthly close process, ensuring accurate reporting.
+ Continuously improve tools, models, and reporting methods to enhance financial transparency and decision-making.
**Qualifications:**
+ Bachelor's Degree in Finance, Accounting, Business Administration, or related field
+ 5+ years of relevant financial analysis or FP&A experience
+ Strong business acumen and a proven ability to influence operational decision-making through financial insight
+ Advanced Excel and PowerPoint skills; proficiency in financial modeling, dashboard creation, and data visualization
+ Experience with financial systems such as SAP, Anaplan, or Essbase is a plus
+ Strong interpersonal and communication skills; able to collaborate effectively across teams and with external clients
+ High attention to detail, organizational discipline, and commitment to delivering actionable, high-quality analysis
+ Creative thinker with a strategic mindset and a proactive, solution-oriented approach
**Apply to Bon Appetit today!**
_Bon Appetit is a member of Compass Group USA._
Click here to Learn More about the Compass Story ( at** **Bon Appetit** **are offered many fantastic benefits.**
+ Medical
+ Dental
+ Vision
+ Life Insurance/ AD
+ Disability Insurance
+ Retirement Plan
+ Paid Time Off
+ Holiday Time Off (varies by site/state)
+ Associate Shopping Program
+ Health and Wellness Programs
+ Discount Marketplace
+ Identity Theft Protection
+ Pet Insurance
+ Commuter Benefits
+ Employee Assistance Program
+ Flexible Spending Accounts (FSAs)
+ Paid Parental Leave
+ Personal Leave
Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here ( for paid time off benefits information.
**Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.**
**Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act.**
Applications are accepted on an ongoing basis.
**Bon Appetit maintains a drug-free workplace.**
**Req ID:**
Bon Appetit
Jacinda Moore
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Staff Financial Analyst

94103, California Robert Half

Posted 5 days ago

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Job Description

Description
We are looking for a highly skilled Staff Financial Analyst to support our financial operations and strategic decision-making processes. In this role, you will leverage your expertise to perform comprehensive financial analyses, build detailed models, and provide actionable insights that drive business performance. This position is based in San Francisco, California.
Responsibilities:
+ Deliver engaging and persuasive presentations by blending storytelling with data to inspire teams and drive prioritization.
+ Lead the monthly forecasting process, preparing and presenting insights to Finance leadership.
+ Oversee consolidated planning and maintain integrated financial models, including forecasts, scenario planning, and variance analysis.
+ Create executive-level reports such as dashboards, management packages, and Board presentations.
+ Streamline and automate reporting processes using Pigment, Looker, and related tools.
+ Translate business strategies into financial outcomes through investment evaluations, sensitivity models, and ROI analysis.
+ Modernize legacy reporting by building scalable, forward-looking tools and frameworks that provide timely and accurate insights.
+ Collaborate with Accounting during close cycles to ensure reported financials align with forecasts.
+ Support development and maintenance of three-statement models and scenario-based forecasting.
Requirements
+ 5+ years of Corporate FP& A experience, including 3+ years managing budgets and forecasts independently; high-growth or tech-enabled background preferred.
+ Bachelor's degree in Finance, Economics, Statistics, Business, or related quantitative field.
+ Proficient in planning tools (Pigment, Adaptive, etc.); Netsuite strongly preferred, Workday a plus.
+ Skilled in financial modeling and advanced Excel/data modeling (VBA, array functions, Power Pivots); familiarity with SQL, Python, R, and Looker a plus.
+ Strong knowledge of accounting principles, month-end close, and three-statement financial modeling.
+ Capable of building compelling visualizations and executive-ready presentations.
+ Analytical, detail-oriented, and adaptable with a strong learning mindset.
+ Excellent written, verbal, and interpersonal communication skills with the ability to influence and build collaboration.
+ Motivated to take on increasing responsibility and grow within the organization.
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 ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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Senior Financial Analyst

94103, California Arup

Posted 12 days ago

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ReqID: LOS000U4
**Joining Arup**
Arup is proud to be recognized by Fast Company in their third annual Best Workplaces for Innovators list, which honors businesses and organizations that demonstrate a deep commitment to encouraging innovation at all levels. We find solutions for some of the world's most complex problems. From climate action to social value, we consider the broadest impacts of our work. We strive to build a more sustainable, resilient, and equitable future. This purpose shapes our culture and has made us leaders in sustainable development. You'd be joining our multi-disciplinary design teams focusing on technical excellence and innovative solutions that create a better future for people, places, and the planet.
**The Opportunity:**
We are currently seeking a Senior Financial Analyst to join our Finance Business Partnering team in Los Angeles to primarily support our operations in the Americas West geography, which includes offices in Los Angeles, San Francisco and Seattle. This position will report to the Americas West Finance Leader and interact directly with finance staff throughout the region.
**Financial Analysis & Reporting:**
+ Partner with business unit leadership and Project Directors to drive the improved commercial performance of business units.
+ Lead the annual budgeting and monthly forecasting processes for assigned business units.
+ Responsible for monthly closing and management reporting for the business units.
+ Provide insightful analysis for business unit leadership on project and operational performance, including monthly actual to budget reviews and variance analysis.
+ Provide insightful analysis for geography leadership, including monthly actual to budget reviews of overhead costs and variance analysis.
+ Coordinate with other functional departments (Shared Services, Legal, Tax, etc.) on issues related to business activities and provide resolution.
+ Collaborate with management to deliver data-driven insights by analyzing P&L trends and financial commitments, enabling accurate forecasts of future income and profitability.
+ Various ad hoc reporting and projects as necessary.
**Project Finance:**
+ Review variances to forecast, flag project issues including actuals over budget, and monitor invoicing and cash flow.
+ Understand key contract requirements that might impact the commercial performance of the project.
+ Review and approve project financial forecasts prepared by project teams.
+ Perform variance analyses and forecasting to identify high risk projects.
+ Track issues and help drive resolutions for risks identified.
+ Work in partnership with Project Control, Project Accountant, Billing team members, and Project Managers to oversee and support the monthly invoicing and cash collection processes. **Qualified professionals will have:**
+ Bachelor's Degree or equivalent experience in Finance or Accounting
+ 6 or more years in Finance or Accounting (including 2-3 years in an FP&A role)
+ Strong written and oral communications skills
+ Superior analytical skills with the ability to build and maintain complex financial models
+ Advanced Excel and working knowledge of relational database information systems
+ Someone who likes to get out from behind the desk and get involved in the business
+ Works well with multiple levels of finance and business leadership
+ Must be detail oriented, thorough, well organized and effectively manage time
+ Strategic thinker with exceptional problems solving skills
+ Very proactive; must show willingness to improve existing processes and take on additional responsibilities
+ Proven ability to synthesize financial information into a concise story and articulate it effectively
**Benefits that Work**
At Arup, we have a comprehensive and valuable benefits program that works for our employees and their families while keeping costs low. These benefits provide health and welfare security for you as well as paid time off for rest and renewal. Our Global Profit Share Plan (paid bi-annually) provides an opportunity for you to share in the success of the Firm. As a valued employee of Arup, you can also choose to participate in our 401(k) plan with up to 10% company match to help you save for your future.
**Flexible Working**
We believe that flexible arrangements create a more inclusive way of working that supports our diversity and the wellbeing of our people. Options include alternative schedules, part-time or reduced hours schedule, and/or the option to work remotely for a portion of your workweek.
Arup is an equal opportunity employer committed to a diverse and inclusive work environment where our people are encouraged to grow. EOE including disability/veteran. Individuals with disabilities are provided reasonable accommodation. Should you require accommodation in the job application or interview process, please let us know by sending an email to
**Hiring Range** - The good faith base salary hiring range for this job if performed in Los Angeles is $110,000 to $130,000 per year. This range is commensurate with experience, educational background, and skill level. Benefits are not included in the base salary. Please note hiring ranges for candidates performing work outside of Los Angeles will differ.
**Different People, Shared Values**
Arup is an equal opportunity employer that actively promotes and nurtures a diverse and inclusive workforce. We welcome applications from individuals of all backgrounds, regardless of age (within legal limits), gender identity or expression, marital status, disability, neurotype or mental health, race or ethnicity, faith or belief, sexual orientation, socioeconomic background, and whether you're pregnant or on family leave. We are an open environment that embraces diverse experiences, perspectives, and ideas - this drives our excellence.
Guided by our values and alignment with the UN Sustainable Development Goals, we create and contribute to equitable spaces and systems, while cultivating a sense of belonging for all. Our internal employee networks support our inclusive culture: from race, ethnicity and cross-cultural working to gender equity and LGBTQ+ and disability inclusion - we aim to create a space for you to express yourself and make a positive difference. Discover more about life at Arup at Application Process**
We will be reviewing our candidates for this position on a rolling basis. Once you have applied you will be evaluated and potentially moved on to the next round, at which point a member of the talent resourcing team will reach out to you directly.
Arup is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, spouse of a protected veteran, or disability.
Stay safe online. Recruitment fraud is on the rise, and Arup's name, logo, and branding have been used in fraudulent job advertisements. Arup will never ask for bank information as part of our recruitment process.
#LI-JB2
EOE-Protected Veterans/Disability
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Sr Financial Analyst

94103, California The Walt Disney Company

Posted 17 days ago

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We are seeking an experienced and motivated individual to join the Financial Planning & Analysis team at Lucasfilm. The Lucasfilm Senior Financial Analyst focuses on financial consolidations and reporting for Lucasfilm Studio as it relates to the annual plan, long-range plan, forecast, and quarter-end close. This individual is able to provide detailed or high-level analyses depending on the audience.
The analyst will further build strong relationships with multiple FP&A teams and finance business partners across Lucasfilm and The Walt Disney Company to complete recurring deliverables and ad-hoc projects. We are looking for a versatile, analytical problem solver who enjoys a variety of responsibilities.
_This role is considered Hybrid, which means the employee will work onsite in our San Francisco office and occasionally from home._
**What you'll do**
+ Actively participate in the forecasting and long-range planning processes, including detailed budgeting, variance analysis and reconciliations for assigned areas
+ Partner closely with internal operational teams and counterparts across Disney to forecast and monitor specific budgets, including overhead allocations, providing valuable financial guidance
+ Support the capital asset process, including depreciation forecasting, coordination of SAP project numbers and tracking
+ Prepare accurate journal entries, review invoices, analyze variances and other close-related activities
+ Support administrative aspects of the forecast, including calendar and checklist maintenance and meeting coordination
+ Review and analyze consolidated financial statements, department budgets and other financial reports to ensure compliance with reporting requirements
+ Prepare executive presentation materials for the quarterly management report, annual plan and other presentations throughout the year
+ Work closely with Disney Finance partners across multiple segments for various deliverables and ad hoc requests, fostering strong working relationships
+ Develop financial models, insightful reports and implement new process improvements to enhance efficiency and accuracy
+ Perform special projects and ad-hoc analysis as needed
**What we're looking for**
+ 5+ years' experience in finance or accounting with 3+ years of financial analysis experience
+ Bachelor's degree in Finance or Accounting, MBA or CPA designations are a plus
+ Experience with major ERP accounting systems (e.g. SAP, Oracle, etc.), large planning systems (e.g. Cognos, Business Objects, etc.), and cloud-based productivity software (e.g. Google Workspace, Zoom, etc.)
+ Expert-level proficiency in Excel; experience with TM1/IBM Planning Analytics preferred
+ Strong PowerPoint skills and experience with executive management presentations
+ Strong analytical capabilities and intellectual curiosity in order to identify and resolve issues, and financial modeling skills including the ability to build models from scratch
+ Strong verbal and written communication skills, as well as the ability to simplify complex matters for an executive audience
+ Strong attention to detail without losing sight of broader objectives
+ Implement process improvements including automation in reporting and analysis processes and develop innovative solutions to improve efficiency and accuracy
+ Excellent organizational skills and the ability to meet deadlines
+ Ability to juggle multiple tasks and projects at the same time, while keeping supervisor properly informed
+ Collaborative mindset combined with ability to work independently
+ Ability to work in a dynamic and changing environment
The hiring range for this position in San Francisco, CA is $113,200 to $138,200 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.
**Job ID:**
**Location:** San Francisco,California
**Job Posting Company:** Lucasfilm
The Walt Disney Company and its Affiliated Companies are Equal Employment Opportunity employers and welcome all job seekers including individuals with disabilities and veterans with disabilities. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.
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Junior Financial Analyst

94540 Hayward, California Robert Half

Posted 17 days ago

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Description
We are looking for a Junior Financial Analyst to join our client in Hayward, California. This is a Contract to permanent position where you will contribute to the asset management portfolio by handling reporting, compliance, and financial analysis tasks. The role offers an opportunity to collaborate with senior asset managers and gain experience in areas such as regulatory compliance, property tax exemption filings, and financial forecasting.
Responsibilities:
- Prepare and submit various certifications, reports, and forms to lenders, investors, and government agencies in compliance with regulatory agreements.
- Maintain schedules and trackers to monitor deadlines and requirements for lenders, investors, and regulatory agencies.
- Research partnership agreements, financing documents, and tax returns to support operations.
- Assist with commercial rent collections and offer customer service to assigned commercial tenants.
- Support the accurate processing of surplus cash distributions and ensure timely execution.
- Participate in due diligence activities for buyouts, refinancing, and permanent financing conversions.
- Conduct financial analysis, monitor budget variances, and assist with forecasting for assigned portfolios.
- Manage replacement reserve reimbursement processes and identify opportunities for improvement.
- File property tax exemption documentation and track property tax refunds for assigned portfolios.
Requirements
- Proven experience in financial analysis, including variance analysis and forecasting.
- Ability to analyze financial statements and audited financial reports.
- Strong organizational skills to manage reporting schedules and compliance requirements.
- Excellent communication skills to interact with stakeholders and regulatory agencies.
- Bachelor's degree in Finance, Accounting, or a related field preferred.
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 ( 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.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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About the latest Analyst roles Jobs in San Francisco !

Senior Financial Analyst

94105 San Francisco, California $100000 Annually WhatJobs

Posted 1 day ago

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full-time
Our client is seeking a highly motivated and experienced Senior Financial Analyst to join their dynamic team in San Francisco, California, US . This role will play a pivotal part in financial planning, analysis, and strategic decision-making for the organization. The ideal candidate will possess a strong understanding of financial modeling, forecasting, and reporting. Key responsibilities include developing and maintaining complex financial models, preparing detailed variance analysis, and presenting findings to senior management. You will also be involved in budget preparation, long-range planning, and identifying key performance indicators (KPIs) to drive business growth. This position requires a proactive approach to problem-solving and the ability to collaborate effectively with cross-functional teams, including accounting, operations, and sales. You will analyze market trends, competitive landscapes, and economic conditions to provide strategic insights and recommendations. Furthermore, the Senior Financial Analyst will support M&A activities, due diligence, and valuation analysis as needed. The role also involves improving financial processes and systems, ensuring data integrity, and promoting best practices in financial management. A Bachelor's degree in Finance, Accounting, Economics, or a related field is required, with a Master's degree or CPA/CMA certification being a strong plus. A minimum of 5 years of progressive experience in financial analysis, corporate finance, or investment banking is essential. Proficiency in advanced Excel, financial modeling software (e.g., Anaplan, Hyperion), and BI tools (e.g., Tableau, Power BI) is mandatory. Excellent communication, presentation, and interpersonal skills are crucial for success in this role. The ability to work independently and manage multiple projects simultaneously under tight deadlines is expected. Join our client and contribute to their continued success in the competitive financial landscape.

Key Responsibilities:
  • Develop and maintain sophisticated financial models for forecasting, budgeting, and valuation.
  • Perform in-depth financial analysis, including variance analysis and trend identification.
  • Prepare comprehensive financial reports and presentations for executive leadership.
  • Support the annual budgeting and long-range financial planning processes.
  • Analyze economic and business trends to provide strategic insights.
  • Collaborate with various departments to gather financial data and ensure accuracy.
  • Assist in evaluating investment opportunities and M&A activities.
  • Identify opportunities for process improvements and implement best practices.
  • Ensure compliance with financial policies and regulations.
  • Monitor key financial metrics and KPIs to track performance against goals.
Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • Master's degree or CPA/CMA preferred.
  • Minimum of 5 years of relevant financial analysis experience.
  • Expertise in financial modeling and valuation techniques.
  • Advanced proficiency in Microsoft Excel.
  • Experience with financial planning software (e.g., Anaplan, Hyperion).
  • Familiarity with BI tools (e.g., Tableau, Power BI).
  • Strong analytical and problem-solving skills.
  • Excellent written and verbal communication abilities.
  • Proven ability to manage projects and meet deadlines.
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Senior Financial Analyst

94104 San Francisco, California $110000 Annually WhatJobs

Posted 1 day ago

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Job Description

full-time
Our client is seeking a highly analytical and detail-oriented Senior Financial Analyst to join their esteemed finance department in San Francisco, California . This role is crucial in providing in-depth financial insights, supporting strategic decision-making, and driving financial performance across the organization. The ideal candidate will possess a strong background in financial planning and analysis (FP&A), corporate finance, or a related field, with a proven ability to model complex financial scenarios and interpret data effectively. You will be responsible for developing financial forecasts and budgets, performing variance analysis, preparing management reports, and conducting ad-hoc financial studies. Key responsibilities include collaborating with various departments to gather financial information, identifying key performance indicators (KPIs), and recommending strategies for profitability improvement and cost optimization. Experience with financial software and advanced Excel skills are essential. A Bachelor's degree in Finance, Accounting, Economics, or a related field is required, and a CPA or CFA designation is a strong plus. Minimum of 5 years of relevant experience in financial analysis or planning is expected. You must possess excellent communication and presentation skills, with the ability to clearly articulate complex financial information to non-financial stakeholders. The successful candidate will be a proactive problem-solver, adept at working under pressure and meeting tight deadlines. This is an exceptional opportunity to make a significant contribution to a leading company and advance your career in a challenging and rewarding financial environment. Join our team and play a vital role in shaping the financial future of our organization.
Apply Now

Senior Financial Analyst

94103 San Francisco, California $95000 Annually WhatJobs

Posted 1 day ago

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Job Description

full-time
Our client, a prominent financial institution headquartered in the vibrant city of San Francisco, California, US , is seeking an exceptional Senior Financial Analyst to join their dynamic team. This role offers a unique opportunity to make a significant impact within a fast-paced and innovative environment. The successful candidate will be responsible for in-depth financial modeling, forecasting, budgeting, and variance analysis. You will collaborate closely with various departments, including executive leadership, to provide strategic financial insights and recommendations. Key responsibilities include developing complex financial models to support strategic initiatives, preparing monthly and quarterly financial reports for senior management, and identifying key performance indicators (KPIs) to drive business growth. You will also be involved in the annual budgeting process, ensuring alignment with company objectives and financial targets.

The ideal candidate possesses a strong understanding of corporate finance principles, advanced analytical skills, and the ability to translate complex financial data into actionable business strategies. Experience with financial planning and analysis (FP&A) software is essential. You will be expected to present financial findings and recommendations clearly and concisely to diverse audiences. This role requires a proactive individual with excellent problem-solving abilities and a meticulous attention to detail.

Key Responsibilities:
  • Develop and maintain sophisticated financial models for forecasting, budgeting, and valuation.
  • Analyze financial performance against budget and forecast, identifying trends and drivers of variances.
  • Prepare comprehensive financial reports and presentations for executive management.
  • Support strategic decision-making through robust financial analysis and ad-hoc modeling.
  • Collaborate with business partners to understand their financial needs and provide support.
  • Contribute to the continuous improvement of financial processes and systems.
  • Ensure accuracy and integrity of financial data.

Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 5+ years of progressive experience in financial analysis, FP&A, or a similar role.
  • Proficiency in Microsoft Excel (advanced functions, pivot tables, macros) and financial modeling.
  • Experience with ERP systems and BI tools (e.g., SAP, Oracle, Tableau) is a plus.
  • Strong understanding of accounting principles and financial statements.
  • Excellent communication, presentation, and interpersonal skills.
This is an exciting opportunity to grow your career in a challenging and rewarding financial landscape. Our client is committed to fostering a collaborative work environment and offers competitive compensation and benefits.
Apply Now
 

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