Financial Analyst/Manager Job at Robert Half, Buellton, CA

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  • Robert Half
  • Buellton, CA

Job Description

Description Responsibilities: - Oversees cash flow positions, borrowing needs, and available funds for investment. - Monitors and evaluates financial and operational performance of portfolio companies, identifying trends, risks, and opportunities. - Supports budgeting, forecasting, and long-term financial planning with business leadership. - Partners with management teams to track KPIs and operational initiatives, ensuring alignment with value-creation plans. - Develops standardized reporting packages, dashboards, and analysis for internal stakeholders and investors. - Conducts benchmarking, and scenario modeling to assess business performance and strategic outlook for current or new acquisitions. - Reviews monthly investment data on tribal investment funds and complete quarterly performance reports. - Prepares internal, external, and Fund Committee meeting materials. - Monitors treasury/bank accounts, trades, and settlements of stocks and bonds, and real estate and mutual fund transactions from third-party managers. - Evaluates enterprise contracts for financial terms and conditions. - Contributes to strategic initiatives such as new acquisitions, working capital optimization, or exit readiness. - Serves as a point of contact for audit activities, tax filings, and compliance documentation. - Provides detailed analysis related to real estate finance, including asset performance and reporting. - Work on special projects as assigned. - Upholds a work environment that promotes teamwork, partnership, recognition, mutual respect, and collaboration, while role modeling the company values, behaviors, and culture of - Performs other duties as assigned. Qualifications: - Bachelor's degree in accounting or finance. - Certified Public Accountant required - Seven years of progressive finance/accounting experience, preferably in a manufacturing setting. - Extensive experience in financial reporting, accounting principles, and internal controls. - Familiarity with manufacturing, property accounting, or real estate industries highly preferred. - Strong financial modeling, valuation, and data visualization skills. - Skilled in ERP and financial systems (e.g., NetSuite, Oracle, Cognos, Anaplan, Power BI). - Advanced proficiency in computers, including Microsoft Office, email, and Internet. Requirements Financial Modeling, Financial Analysis, Annual Budget, Variance Analysis, Budget Processes, Power BI, CPA, NetSuite 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 ( 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 "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Job Tags

Permanent employment, Contract work, Temporary work, Work at office,

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