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Financial Analyst
Vacaville, CA

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Robert Half

Sr. Financial Analyst

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Job Description

We are looking for a Sr. Financial Analyst to support strategic financial planning and performance reporting for our organization in Solano County, California. This role partners across departments to deliver insightful analysis related to budgeting, profitability, liquidity, and balance sheet performance while helping leadership make informed decisions. The ideal candidate brings strong financial modeling skills, advanced Excel expertise, and the ability to translate complex data into clear, accurate reporting for management and board-level audiences.
Responsibilities:
  • Develop and deliver financial reports and analytical insights covering budget performance, profitability, liquidity, balance sheet trends, pricing, and other business metrics.
  • Administer and operate internal and third-party financial models and analytical platforms, ensuring outputs are reliable and useful for decision-making.
  • Lead budgeting support by collecting departmental inputs, preparing annual plans, updating quarterly forecasts, and evaluating scenario-based results against historical performance.
  • Perform product and portfolio profitability reviews and build pricing analyses that support sound product strategy and financial returns.
  • Reconcile, validate, and upload data used in budgeting, profitability, loan analytics, and asset-liability models, then transform model results into meaningful reporting.
  • Complete recurring financial control and analysis activities such as share and loan balancing, deposit trend analysis, peer comparisons, dividend validation, and benchmark development.
  • Prepare precise and timely materials for monthly management reporting and board presentations.
  • Act as a key finance partner to internal teams as well as external data and software providers, supporting cross-functional initiatives and reporting needs.
  • Contribute expertise in areas such as asset-liability management, concentration risk, investments, and liquidity monitoring while helping coordinate project work when needed.