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Robert Half

Sr. Financial Analyst

Career Insights for Financial Analyst (General)

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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

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Job Description

Robert Half is recruiting for an interim Data analytics/ SFA consultant to help our Education client with management level KPIs and dashboards. The SFA consultant will develop a comprehensive HR scorecard dashboard using data exported from the client's HRIS and related systems. The consultant will build executive reporting, automate dashboard updates where possible, document processes, and train a designated internal employee to assume ongoing ownership and maintenance of the reporting environment upon project completion. This opportunity will be located hybrid schedule in Redlands, CA. ResponsibilitiesDesign and develop executive HR dashboards and scorecards.

Consolidate and analyze HR data provided by the client through standard report exports.

Create reporting and analytics related to:

Headcount and workforce trendsTurnover and retentionRecruiting and hiring metricsCompensation and workforce costsDiversity and inclusion metricsEmployee engagementAttendance and overtimeLearning and developmentDevelop KPI calculations and reporting standards.

Create visually effective dashboards using Power BI, Tableau, or similar reporting tools.

Validate data accuracy and ensure consistency of reporting metrics.

Document dashboard processes, KPI definitions, and reporting procedures.

Create user guides and training materials.

Train and mentor a designated employee to manage reports, refresh data, maintain dashboards, and perform ongoing analysis.

Provide knowledge transfer and transition support through project completion.

Dashboard reports will include:

Executive HR Scorecard DashboardWorkforce Analytics DashboardKPI Definitions and Reporting StandardsProcess DocumentationUser Training MaterialsKnowledge Transfer PlanQualificationsExperience building HR analytics and workforce reporting dashboards. ( must have) Advanced Power BI, Tableau, or similar business intelligence expertise.

Strong Excel and data analysis skills.

Experience reporting on headcount, turnover, retention, recruiting, compensation, and workforce metrics.

Ability to translate business requirements into meaningful executive reporting.

Excellent documentation, training, and knowledge transfer capabilities.

Project Success Criteria