Vista, CA, 92085, USA
17 days ago
Financial Analyst
Description We are looking for an experienced Financial Analyst to join our team on a long-term contract basis in Vista, California. In this role, you will leverage your expertise in financial planning and analysis to support a portfolio company, utilizing advanced tools and methodologies to drive insightful business decisions. This opportunity is ideal for candidates with a strong analytical mindset and a proven track record in private equity or similar environments. Responsibilities: • Conduct detailed financial planning and analysis, including forecasting and budgeting, to provide actionable insights. • Develop, maintain, and enhance three-statement financial models to support strategic decision-making. • Analyze financial data using systems such as NetSuite, Power BI, and other large-scale ERP platforms. • Collaborate with portfolio companies and private equity firms to ensure alignment with financial goals and objectives. • Prepare comprehensive financial reports and presentations for stakeholders, highlighting key findings and recommendations. • Utilize advanced Excel functions, including VBA, to automate processes and improve efficiency. • Support capital management initiatives by evaluating investment opportunities and risk analyses. • Perform ad hoc financial analysis to address specific business needs or challenges. • Assist in the implementation and optimization of accounting and reporting systems. • Leverage data mining techniques to identify trends and opportunities for cost savings or revenue growth. Requirements • Minimum of 5-7 years of experience in financial planning and analysis, preferably in a private equity or portfolio company setting. • Proficiency in three-statement financial modeling and advanced Excel functions, including VBA. • Familiarity with accounting software systems such as NetSuite and reporting tools like Power BI. • Strong analytical capabilities with a proven ability to interpret complex financial data. • Experience working with large ERP systems and managing data integrations. • Solid understanding of accrual accounting, budgeting processes, and capital management. • Bachelor’s degree in Finance, Accounting, or a related field. • Excellent communication and presentation skills to convey financial insights effectively. 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. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. 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. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
Confirm your E-mail: Send Email