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FP&A Analyst
Career Insights for Financial Analyst (General)
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Scorecard
Based on California data
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What they do
A Financial Analyst evaluates investment opportunities and makes recommendations to individuals and businesses. Analyzes the performance of different types of investments, studies business and economic trends and analyzes data to project company earnings
$99,687 / year median in California
-21% projected decline
Job Description
Description Full-Time Engagement Professional (FTEP)
Location:
San Mateo County, CA (Hybrid)
Employment Type:
Full-Time About the Opportunity Join Robert Half's Full-Time Engagement Practice and combine the stability of full-time employment with the opportunity to support a variety of organizations across the Peninsula. This role is ideal for a finance professional who enjoys business partnering, forecasting, strategic analysis, and helping leadership make informed decisions that drive growth and profitability. This position offers exposure to diverse industries, executive leadership teams, business transformation initiatives, system implementations, and high-impact financial projects. Position Overview The FP& A Analyst/Senior FP& A Analyst will support budgeting, forecasting, financial modeling, management reporting, variance analysis, and strategic planning initiatives. The successful candidate will serve as a trusted business partner to finance and operational leaders, delivering actionable insights that improve business performance and support key decision-making. The ideal candidate possesses strong analytical skills, financial acumen, and the ability to communicate complex financial information to non-financial stakeholders. Key Responsibilities
+ Develop and maintain annual budgets, quarterly forecasts, and long-range financial plans.
+ Prepare monthly management reporting packages and executive dashboards.
+ Perform variance analysis and identify key business drivers impacting performance.
+ Build, maintain, and enhance financial models to support strategic decision-making.
+ Partner with department leaders to evaluate operational and financial results.
+ Analyze revenue, expenses, profitability, headcount, and cash flow trends.
+ Support month-end close by partnering with Accounting and Finance teams.
+ Prepare board, investor, and executive-level reporting materials.
+ Develop KPI reporting and business performance metrics.
+ Evaluate investment opportunities and business cases through ROI analysis.
+ Support M& A due diligence, integration activities, and strategic initiatives.
+ Assist with system implementations, reporting automation, and process improvements.
+ Provide ad hoc financial analysis and recommendations to leadership. Requirements Qualifications
+ Bachelor's degree in Finance, Accounting, Economics, Business, or related field. + 3+ years of FP& A, corporate finance, financial analysis, investment banking, consulting, or related experience.
+ Strong understanding of financial statements and corporate finance principles.
+ Advanced Microsoft Excel skills including financial modeling, Pivot Tables, XLOOKUP, INDEX/MATCH, scenario analysis, and forecasting.
+ Experience with ERP and planning systems such as NetSuite, Oracle, SAP, Workday Adaptive Planning, Anaplan, Hyperion, Vena, or similar platforms.
+ Strong analytical, organizational, and problem-solving skills.
+ Excellent presentation and communication abilities.
+ Ability to manage multiple priorities and meet deadlines in fast-paced environments. Preferred Qualifications
+ MBA, CPA, CFA, or advanced finance certification preferred.
+ Experience supporting SaaS, technology, healthcare, manufacturing, or high-growth organizations.
+ Exposure to private equity-backed, venture-backed, or public company environments.
+ Experience developing executive dashboards and board-level reporting.
+ Strong business partnering and stakeholder management experience.
+ Experience supporting business transformation, forecasting automation, or system implementations. What Success Looks Like
+ Delivers accurate forecasts and insightful financial analyses.
+ Identifies key business trends, risks, and opportunities.
+ Builds credibility as a trusted advisor with finance and operational leaders.
+ Develops meaningful reporting that drives better business decisions.
+ Improves forecasting accuracy and reporting efficiency.
+ Demonstrates ownership, strategic thinking, and a solutions-oriented mindset. In addition to competitive compensation, employees receive:
+ Annual bonus opportunity
+ Medical, dental, and vision benefits + 401(k) with company match
+ Paid time off and company holidays
+ Professional development and continuing education support
+ Exposure to multiple industries and executive leadership teams
+ Career stability combined with consulting-style variety Why Join the Full-Time Engagement Practice? This opportunity offers the best of both worlds: the security of full-time employment and the accelerated career growth that comes from supporting a diverse portfolio of organizations throughout San Mateo County and the Peninsula. You'll gain exposure to strategic finance initiatives, executive-level decision-making, business transformation projects, forecasting processes, and advanced financial systems while continuously expanding your expertise and market value. 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 "," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .