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Sr. Financial Analyst

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Petaluma

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We are looking for an experienced Sr. Financial Analyst to support financial planning, performance reporting, and strategic decision-making in Petaluma, California. This role focuses on turning complex financial data into clear insights, building robust models, and helping business leaders understand trends, risks, and opportunities. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to deliver meaningful analysis in a fast-paced environment. For immediate consideration, please contact Leon Chang directly via Linked-In.

Job Responsibility:

  • Lead budgeting, forecasting, and financial modeling
  • validate assumptions and consolidate data
  • Analyze variances, KPIs, and trends (MoM/YTD)
  • provide clear insights
  • Partner with cross-functional teams to support data accuracy and business performance
  • Serve as key finance contact for operations and support FP&A reporting and planning
  • Improve financial models, processes, and reporting efficiency
  • Deliver data-driven insights and support initiatives (e.g., systems, M&A, IPO readiness)
  • Align financial plans with strategy and promote collaboration within finance

Requirements:

  • Bachelor’s degree in Accounting, Finance, or related field
  • CA/CPA required
  • 3+ years FP&A or corporate finance experience (industry or advisory)
  • tech/legal a plus
  • Strong financial modeling (budgeting, forecasting, scenarios) and advanced Excel skills
  • Clear communicator with strong attention to detail and ability to present to leadership
  • Good understanding of financial reporting and FP&A linkage
  • Experience in fast-paced, cross-functional environments
  • Strong collaboration and teamwork skills

Nice to have:

tech/legal a plus

What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
May 16, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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