Sales Reporting Financial Analyst Job at Robert Half (Newport Beach)

Financial Analyst

We are looking for a skilled Financial Analyst to join our team near Oakbrook, I...

Location

United States , Oakbrook

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Accounting, or a related field is required
A minimum of 3-5 years of experience in financial planning, corporate finance, or a similar role
Strong proficiency in financial modeling, data analysis, and advanced Excel functions
Solid understanding of accounting principles and financial reporting standards
Experience working with financial planning and reporting software tools
Excellent analytical, problem-solving, and strategic thinking abilities
Strong interpersonal and communication skills to effectively collaborate with teams and present findings
Familiarity with mergers, acquisitions, and corporate treasury functions is a plus

Job Responsibility

Develop and maintain detailed financial models, including 13-week cash flow forecasts and historical performance analyses
Coordinate and prepare bank borrowing base reports, working closely with financial controllers and external consultants to ensure accurate submissions
Analyze and report on key metrics such as sales performance, profit margins, inventory levels, and working capital to support informed decision-making
Support the preparation and execution of the annual budget, long-term financial plans, and periodic forecasting processes
Collaborate with leadership and cross-functional teams to align financial plans with organizational goals and strategies
Provide actionable insights and strategic recommendations to executive leadership based on financial data and trends
Assist in evaluating potential business opportunities, including mergers, acquisitions, and investments
Drive enhancements in financial systems, processes, and reporting tools to improve efficiency and accuracy
Communicate regularly with senior leadership and external banking partners to provide updates on financial activities and forecasts

What we offer

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

Fulltime

Product Sales Analyst

The Product Sales Analyst is a trainee professional role requiring good knowledg...

Location

Mexico , Piedras Negras

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Previous banking experience preferred
Experiencia previa en ventas y/o atención a clientes (1 a 2 años)
Habilidad para desenvolverse efectivamente
Disponibilidad para viajar 100% (indispensable) República Mexicana
Disponibilidad de horario
Con facilidad para trasladarse en Acuña y Piedras Negras

Job Responsibility

Communicate daily market update and trading strategic plan for clients and individual sales staff
Provide guidance to customers by identifying financial gaps in their current wealth or asset allocation and to introduce suitable products
Communication on banking (FX, Insurance, etc) products through daily interactions
Enhance product knowledge and sales technique to branch colleagues on particular products by regular market update and technical analysis
Work with Branch Managers to set plan to meet financial commitment
Responsible for driving bankers to meet team goals
Strictly abide by the requirements of compliance & internal control on sales activities
Maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Fulltime

Senior Financial Analyst

FloQast is seeking a talented finance professional for a unique opportunity supp...

Location

United States , San Jose

Salary:

96000.00 - 144000.00 USD / Year

FloQast

Expiration Date

Until further notice

Requirements

Bachelor’s Degree in accounting or Finance
4+ years of experience in Financial Analysis and Accounting
Experience in financial modeling and forecasting, with exposure to SaaS sales and marketing metrics (e.g., LTV, CAC)
Strong accuracy and attention to detail in fast-paced, multitasking environments
Proven ability to meet tight deadlines with excellent organizational skills
Strong cross-functional collaboration across all levels of management
Advanced Excel and PowerPoint skills
confident presenting to leadership
3+ years of experience with ERP & Financial Planning systems (e.g., NetSuite, Anaplan, Adaptive, Pigment)
Used tools like ChatGPT, Gemini, or Excel AI to enhance productivity and speed up routine tasks

Job Responsibility

Business Partnering: Collaborate with Go-To-Market teams (Sales, Marketing, Partnerships, CS, RevOps, et al.) to provide budgeting support and financial insights
Financial Modeling: Assist in building ad-hoc financial models for scenario planning and analysis
Business Analysis: Maintain dashboards and track key metrics to help inform business decisions
Annual Planning: Support the annual planning and budgeting process, including data gathering, analysis, and coordination across departments
Financial Reporting: Support the preparation of monthly, quarterly, and annual financial performance reports
Revenue Forecasting: Support our bookings and GAAP revenue forecast processes
Pricing: Provide analytical support for the pricing function by modeling and reporting on key metrics and discounting trends, and collaborate across teams to identify and evaluate pricing opportunities
Capacity Planning: Maintain analysis on workforce capacity in partnership with designated business partners
Executive Presentations: Create presentations that distill complex financial data into clear, concise charts and tables for senior leadership

What we offer

Medical
Dental
Vision
Family Forming benefits
Life & Disability Insurance
Unlimited Vacation
participation in our Employee Stock Program

Fulltime

Financial Analyst

Location

United States , San Jose

Salary:

81000.00 - 100000.00 USD / Year

INTELLIPRO TECHNOLOGIES CANADA INC.

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, or closely related fields plus 2 years of experience
Foreign degree equivalent is acceptable
Experience to include budget forecasting, financial reporting, conducting financial analytical projects, analyzing business operations and trends, developing financial objectives, researching economic trends and analyzing research results
Must have experience working with CRM software, Zoho Platform, QuickBooks and Excel

Job Responsibility

Analyzing financial statements and predicting the company’s future performance, including forecasting future revenues and expenditures, as well as budgeting and financial data modeling
Budget forecasting, financial reporting, conducting financial analytical projects, analyzing business operations and trends, developing financial objectives, researching economic trends and analyzing research results
Execute regular payroll reporting as required and assist with financial audits related to pay records and associated general ledger
Analyze pay practices related to FLSA, fringe benefit reporting and other payroll areas and determine how those practices apply to advise management
Reconcile accounts monthly to ensure accurate reporting and ledger maintenance, collaborate with the accounting team on the monthly and quarterly financial close process and drive P& L forecasting on a quarterly and annual basis
Analyze and interpret financial data by comparing key costs such as salaries and wages, business insurance, taxes and permits and legal expenses and compiles statistical reports, charts and graphs on current financial developments
Track monthly and quarterly sales and gross margin performance through comparison of actuals versus expectations and enable account managers and directors to handle their resources efficiently
Build key assumptions for HR service revenue projection and maintain financial models for payroll and overhead cost budgeting, forecasting, and long-range planning to help drive all associated reporting deliverables to the executive leadership team
Monitor current Intellipro’s customer sales trend and build future sales projections by customer, region, product etc., work with account management leaders to uncover areas of revenue opportunity in our customer and prospect base
Explain and understand internal and external drivers such as competition, customer demand, local unemployment rates, governmental regulations and environmental conditions that impact job market trending to produce forecast of business, industry, and economic conditions for use in managerial decision-making

Fulltime

Senior Financial Analyst

The finance team at Babylist is expanding! As a Senior Financial Analyst support...

Location

United States

Salary:

116532.00 - 139855.00 USD / Year

Babylist

Expiration Date

Until further notice

Requirements

At least 3-5 years of experience, ideally with experience in an FP&A role in a high growth consumer technology or e-commerce company
Strong background in E-commerce and associated metrics and concepts, such as AOV, gross to net, unit economics, gross margin vs contribution margin, etc.
Strong attention to detail, with the ability to ensure accuracy and precision in financial analysis, reporting, and modeling
Advanced Excel skills with expertise in financial modeling, scenario analysis, and large dataset management
Excellent analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights
Exceptional communication and presentation skills (including data visualization), with the ability to effectively communicate financial information to non-financial stakeholders
Strong sense of ownership, intellectual curiosity and an ability to think creatively and critically and thrive in a fast-paced, dynamic environment and manage multiple priorities
Passion to continuously provide exceptional customer service to all internal business partners
Demonstrated expertise in synthesizing large datasets from business intelligence platforms and financial systems to empower an organization to efficiently plan and monitor financial performance
Bachelor's degree in economics, Finance or a related field. MBA is plus

Job Responsibility

Monthly financial business review preparation for the E-commerce business, providing insights on sales, margins, and trends
Own E-commerce forecasting, budgeting, and variance analysis in partnership with Merchandising, Planning and Accounting
Support development of pricing and promotional strategies, including ROI analysis and optimization
Analyze Co-Op, DDA, and rebate programs to assess financial impact and track accruals
Deliver SKU and departmental reporting from revenue through margin
Ensure data integrity of key ecommerce metrics in collaboration with Data and Engineering
Prepare financial reporting including, dynamic dashboards, business analyses, financial statements, KPI reporting, operational dashboard reporting, analysis of key business trends, and comprehensive executive level explanations of differences
Take ownership of establishing and managing new financial processes to address current gaps
Design and implement processes and reporting frameworks to enhance operational transparency
Leverage financial systems to provide visibility and transparency to business leaders in order to better track against financial targets

What we offer

We invest in the infrastructure you’ll need to be supported and successful: tools, opportunities to connect with colleagues, and a stipend to help you set up your office
We offer competitive pay and meaningful opportunities for career advancement
We have great benefits like company paid medical, dental, and vision, a generous paid parental leave policy, and 401k with company match
We care about employee wellbeing with perks for physical, mental and emotional health, parenting, childcare, and financial planning
Babylist offers equity, bonus opportunities, and a comprehensive benefits package, including company-paid health, dental, and vision insurance, 401(k) matching, flexible spending accounts, and paid leave, including PTO and parental leave

Fulltime

Senior Financial Analyst

We are currently looking for a Senior Financial Analyst to join our Financial Pl...

Location

Canada; United States , Calgary; Toronto; Vancouver

Salary:

100300.00 - 135700.00 CAD / Year

Clio

Expiration Date

Until further notice

Requirements

Bachelor's degree in a relevant field (finance, accounting)
CPA or CFA designation is preferred
Have 3+ years of Financial Planning or Business Analyst experience
Proven experience in Investment Banking, Financial Consulting, or finance within a high-growth or SaaS-driven environment, with a strong track record in financial modeling, forecasting, and strategic analysis
Strong understanding of SaaS business metrics and key performance indicators is a big asset
Be passionate about effective and intuitive data visualization
Be deeply data-driven, analytical, and curious
Be self-motivated, independent, and deadline-oriented
Be passionate about building data-driven organizations and having an impact on the business
Clear, concise, articulate, professional verbal and written reasoning and storytelling skills to communicate effectively to audiences at all levels of the organization

Job Responsibility

Gather data from various sources to prepare monthly, quarterly, and annual forecasts, and provide key analytics, analyses, and summaries as required
Develop and maintain comprehensive revenue forecasting models, in collaboration with revenue-generating teams, focusing on SaaS business models
Deeply analyze data and work closely with business partners to identify opportunities for revenue optimization and growth
Provide insights and decision-making support for business partners and the leadership team. Examples of analyses: ROI, Unit economics scenario analysis, Lifetime value and customer acquisition cost, and Sales efficiency trends
Develop and update financial models with actuals, conduct variance analysis, find and communicate insights, and forecast future performance
Monitor and develop KPIs, identify trends and proactively work with operational leaders on opportunities to grow the business
Collaborate cross-functionally on strategic initiatives. Examples: financial modelling and presentations of findings and strategic insights to stakeholders, including the executive leadership team
Ensure we have strong data cleanliness and source of truth reporting
Work closely with Accounting to ensure all financial information is accurate

What we offer

Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, and Dublin) to be in office minimum 2 days per week on our Anchor Days
Flexible time off policy, with an encouraged 20 days off per year
$2000 annual counseling benefit
RRSP matching and RESP contribution
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

Fulltime

Financial Analyst

The Financial Analyst is responsible for all financial analyses of real estate p...

Location

United States , Brentwood

Salary:

Not provided

The Kirkland Company

Expiration Date

Until further notice

Requirements

Motivated by highly analytical work
Willing to take on tedious and challenging tasks
Constant reader/listener of audiobooks/podcasts
Sets and follows through on personal and professional goals
Sets and sticks to moral boundaries
Has a track record of success
Potential in other areas including Operations, Marketing, and Human Resources

Job Responsibility

Underwriting/valuation of multifamily and retail properties
Performance of complex financial modeling in Excel and other financial systems
Evaluation of commercial loans
Review and analysis of operating statements and rent rolls
Tracking and reporting of commercial real estate rental and sales comparables
Develop financial based arguments for investment rationale
Assist brokers in researching and divulging market statistics and information
Constant collaboration with other back office members
Attend weekly meetings aimed at improving yourself and your trade
Ad hoc requests such as scanning files, running errands, inputting data

Financial Analyst

This role will work closely with the accounting department to deliver critical i...

Location

United States , Liverpool

Salary:

60000.00 - 70000.00 USD / Year

American Food & Vending

Expiration Date

Until further notice

Requirements

Bachelor’s degree in accounting, finance, business, or a related field
2+ years of experience in financial analysis, accounting, or operations support (vending, retail, or distribution industry experience preferred)
Strong analytical and problem-solving skills, with the ability to interpret and reconcile complex data sets
Excellent attention to detail, organization, and communication skills
High level proficiency in Microsoft Office Suite and related financial programs
Ability to work cross-functionally and manage multiple priorities in a dynamic environment

Job Responsibility

Analyze trends and performance metrics to identify discrepancies, opportunities, and actionable insights for leadership
Support leadership with ad hoc financial analysis to inform strategic and operational decisions
Partner with Accounting and Operations to confirm alignment between system data, financial records, and contractual terms
Identify opportunities to automate and streamline vending financial processes
Support the ongoing enhancement of reporting tools and dashboards to improve data accessibility and usability
Coordinate updates and data consistency between Operations, Sales, and Accounting teams
Track project milestones, deliverables, and report outcomes to stakeholders

Sales Reporting Financial Analyst

Robert Half

Location:
United States , Newport Beach

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 13, 2026

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