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Robert Half Logo Robert Half · Finance

Junior Financial Analyst

United States, Rancho Santa Fe · Job Posted January 16, 2026
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Job Description

A well-established organization in Rancho Santa Fe is seeking a motivated Junior Financial Analyst to support financial planning, performance analysis, and reporting initiatives across multiple business units. This role is designed for an early-career finance professional who is eager to deepen analytical skills, gain exposure to executive-level decision-making, and build a strong foundation in corporate finance. You will work closely with senior finance leadership to transform data into actionable insights that support operational efficiency and long-term growth.

Job Responsibility

  • Assist in preparing monthly, quarterly, and annual financial reports and variance analyses
  • Analyze revenue trends, expense patterns, and operational metrics to identify risks and opportunities
  • Support budgeting and forecasting activities, including data gathering and model updates
  • Maintain and enhance Excel-based financial models and dashboards
  • Assist with cash flow tracking and working capital analysis
  • Collaborate cross-functionally with accounting, operations, and leadership teams
  • Prepare presentation materials and summaries for management review
  • Ensure accuracy, consistency, and integrity of financial data

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • 1–2 years of financial analysis, accounting, or relevant internship experience
  • Strong Excel skills (pivot tables, VLOOKUP/XLOOKUP, formulas)
  • Analytical mindset with strong attention to detail
  • Ability to interpret data and communicate findings clearly

Nice to have

Experience with ERP or financial reporting systems is a plus

What we offer

  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
  • free online training
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