Financial Analyst

Robert Half - Northbrook, IL

Full-time - Entry Level

Northbrook, IL

Administrative and Support Services

About the position

The Financial Analyst role at Robert Half is a short-term contract position based in Northbrook, Illinois. This pivotal role in the financial industry involves analyzing and reporting on costs, overhead burden rates, and inflection points for both new and existing clients. The position requires advanced financial modeling skills and the ability to present actionable insights to stakeholders.

Responsibilities

• Develop and maintain complex financial models to determine customer acquisition costs and overhead burden rates.
• Utilize advanced Excel skills for financial modeling and analysis.
• Employ SQL and Power BI tools for enhanced data analysis and reporting.
• Analyze and identify cost structures for different business scenarios.
• Prepare and present financial reports to stakeholders.
• Conduct financial analysis to identify patterns, predict trends, and provide actionable insights.
• Participate in budgeting and forecasting processes.
• Monitor customer accounts and take appropriate action based on the analysis.
• Maintain up-to-date knowledge of investment financial modeling techniques.
• Stay abreast of financial analytics trends and best practices.

Requirements

• Solid understanding and experience in budget processes
• Ability to develop and use complex financial models
• Proficiency in financial modeling and financial analysis
• Experience in investment financial modeling and financial analytics
• Knowledge of customer acquisition strategies and techniques
• Familiarity with budgeting, forecasting, and planning programming
• Proficiency in Excel formulas and Microsoft Excel
• Experience in using Power BI and Microsoft Power BI
• Familiarity with Power Business Intelligence tools
• Knowledge of SQL and Python programming languages
• Ability to effectively utilize the Planning, Programming, Budgeting & Execution Process (PPBE)

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• Life insurance
• Disability insurance
• 401(k) plan