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Robert Half

Senior Finanial Analyst

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Job 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.