Sr. Financial Analyst

Description We are looking for a Sr. Financial Analyst to join a Contract position based in Ventura, California. This role will focus on delivering high-impact financial analysis, forecasting, and modeling that supports business planning and executive decision-making. The ideal candidate will bring strong analytical judgment, experience working with complex data, and the ability to translate financial results into clear business insights for a variety of stakeholders.

Responsibilities:

• Build and refine financial models that support budgeting, forecasting, long-range planning, and strategic evaluations across the organization.

• Examine financial and operational results to uncover trends, explain variances, identify unusual performance patterns, and recommend practical next steps.

• Produce detailed profitability analysis for products, services, channels, member segments, and portfolio performance, including assessment of new offerings and key value drivers.

• Perform scenario, sensitivity, variance, and trend analysis to help leadership evaluate financial outcomes and make informed business decisions.

• Contribute to asset and liability management reporting, including analysis related to balance sheet performance, liquidity, and concentration exposure.

• Support loan and deposit portfolio reviews and assist with forecasting tied to balance sheet strategy and broader business initiatives.

• Collaborate with business teams and technology partners to create reliable data solutions, reporting frameworks, dashboards, and scorecards that scale effectively.

• Validate report accuracy, resolve data quality issues, and improve documentation, controls, and reporting processes to strengthen consistency and reliability.

• Present financial findings and recommendations to leaders in a concise, persuasive manner, making complex concepts accessible to both technical and non-technical audiences. Requirements

• 5+ years of experience in financial analysis, financial planning, or related analytical roles.

• Demonstrated expertise in financial modeling, variance analysis, and ad hoc analysis within a complex business environment.

• Experience supporting asset liability management activities, including liquidity, portfolio, and risk-related analysis.

• Strong background in business intelligence, reporting, and data analysis (Preferred: work with BI/DW environments and reporting tools such as BIRT.)

• Ability to interpret large data sets, identify root causes, and convert findings into actionable business recommendations.

• Proven skill in building dashboards, scorecards, and automated reporting solutions with a high degree of accuracy and attention to detail.

• Strong communication and presentation abilities, with experience delivering insights to leadership and cross-functional stakeholders.

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.

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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.

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