About the Financial Analyst Role at Robert Half

Robert Half's Loan Staff Practice is excited to welcome a talented Financial Analyst to our team in San Mateo, California. This is a full-time, permanent position as a Robert Half employee, offering the perfect blend of consulting excitement and employment stability. If you thrive in dynamic environments, love diving into financial data, and want to work across multiple industries without the uncertainty of contract work, this role is for you.

In this hybrid role (combining on-site and remote work based on client needs), you'll partner directly with client finance teams to deliver high-impact financial insights. From budgeting and forecasting to advanced modeling and strategic analysis, your work will drive key business decisions for leading organizations in the Bay Area. Join Robert Half, a global leader in finance and accounting staffing, and elevate your career with variety, growth, and security.

Why Financial Analysts Love Working at Robert Half

Unlike traditional consulting firms, our Loan Staff Practice provides the consulting lifestyle—project variety, industry exposure, and travel opportunities—while ensuring you're a valued permanent employee with full benefits. Gain experience in tech, healthcare, manufacturing, and more, all from the innovative hub of San Mateo, CA.

Key Responsibilities

As a Financial Analyst, you'll be at the heart of financial operations, delivering actionable insights that shape business strategy. Here's what your day-to-day will look like:

• Financial Reporting: Prepare accurate monthly, quarterly, and annual reports, ensuring compliance and clarity for stakeholders.
• Budgeting & Forecasting: Build comprehensive budgets and rolling forecasts, conducting variance analyses to identify trends and opportunities.
• Advanced Analytics: Develop financial models, run scenario analyses, and track KPIs to forecast performance and mitigate risks.
• Insight Generation: Analyze revenue, expenses, and profitability metrics, presenting findings to leadership for informed decision-making.
• Project Support: Handle ad hoc reporting, special projects, and business case evaluations to support growth initiatives.
• Collaboration: Partner with accounting, operations, sales, and executive teams to align financial strategies with business goals.
• Process Optimization: Identify inefficiencies and implement improvements in reporting tools and workflows for greater accuracy and speed.
• Adaptability: Quickly onboard to new client systems (e.g., NetSuite, Workday), processes, and cultures in a fast-paced consulting environment.

Required Qualifications

To succeed in this role, you need a mix of technical expertise, analytical prowess, and interpersonal skills. We are looking for:

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related field (MBA or advanced certification like CPA/CFA preferred).
• 3-5+ years of progressive experience in financial analysis, FP&A, or corporate finance.
• Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, financial functions); experience with Power BI, Tableau, or SQL is a plus.
• Demonstrated skills in financial modeling, forecasting, and variance analysis.
• Strong business acumen with the ability to translate data into strategic recommendations.
• Excellent communication skills for presenting to non-finance stakeholders.
• Proven adaptability in consulting or multi-client environments.
• Local to San Mateo, CA, or willing to work hybrid in the Bay Area.

Bonus points for experience in high-growth industries or with ERP systems like SAP, Oracle, or QuickBooks.

Why Join Robert Half's Loan Staff Practice?

Robert Half offers more than just a job—it's a career launchpad. Enjoy a competitive salary range of $85,000 - $110,000 (based on experience), plus performance bonuses. Our comprehensive benefits package includes medical, dental, vision coverage, 401(k) with match, generous PTO, and professional development stipends.

Experience the best of both worlds: the thrill of diverse projects and the security of full-time employment. Network with top Bay Area companies, build your resume with marquee clients, and grow within a company ranked #1 in staffing by Forbes. In San Mateo, CA, amid Silicon Valley's innovation ecosystem, you'll position yourself for long-term success in finance.

Ready to advance your finance career? Apply now and become part of Robert Half's elite Loan Staff Practice. We can't wait to see how your skills can drive client success!