Description
We are looking for an experienced Senior Financial Analyst to perform modeling, planning, forecasting, and analytical reporting for a growing organization in Irvine, California. This role will partner closely with senior leadership and private equity stakeholders to translate financial performance into clear insights, forward-looking recommendations, and executive materials. The ideal candidate brings strong modeling expertise, a strategic mindset, and the ability to turn complex data into meaningful business decisions.
Responsibilities:
Participate in the annual budget, long-range planning, and recurring forecast processes to support company objectives and financial visibility.
Build and maintain robust financial models that evaluate performance, guide decision-making, and improve the accuracy of projections.
Prepare executive-level reporting packages and presentation materials for leadership, board meetings, and private equity stakeholders.
Analyze financial and operational trends using Power BI and other reporting tools to identify risks, opportunities, and performance drivers.
Partner with cross-functional leaders to develop actionable insights around revenue, expenses, and overall business results.
Deliver clear variance analysis and management reporting that explains results against budget, forecast, and prior periods.
Support the continued evolution of planning and reporting capabilities through data-driven process improvements and enhanced analytical tools.
Contribute to acquisition-related analysis and future M& A evaluation efforts as the organization continues to expand.
Requirements
3+ years financial planning and analysis, including budgeting, forecasting, and corporate performance reporting.
Strong financial modeling skills with the ability to create detailed analyses for strategic and operational decision-making.
Experience using Power BI or similar business intelligence tools to interpret trends and communicate data insights is a plus.
Excellent communication skills with the ability to present complex financial information in a concise and effective manner.
Manufacturing industry or private equity reporting experience is a plus
FOR CONFIDENTIAL CONSIDERATION please apply to this posting. If you are already working with a recruiter from Robert Half, please contact them directly regarding job number 00320-0013507843 presented by Ameri Ramirez to expedite your candidacy for this role.
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.
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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.
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