Job Information
Robert Half Financial Analyst in New York, New York
Description Robert Half is looking for an outstanding Senior Fixed Income Analyst to join a fast-growing company. In this position, you will conduct financial modeling on various financial products as well as measure, analyze, and forecast performance in conjunction with operating plans. In addition to preparing reports for management, you will help advise management on the distribution of resources to best complete objectives. You will be a part of a dynamic team being a key business partner in areas such as forecasting, performance reporting, and expense management. The Financial Analyst role will consist of supporting world class strategic and financial planning methods, building long-range operating plans to support business imperatives and developing rolling forecast processes to ensure resources every quarter are consumed at maximum effectiveness. Additional aspects of this position include operationalizing and cultivating a more data-driven planning process and improved monthly and quarterly reporting. In this role, you will be directly involved in the coordination of various planning cycles (annual planning, quarterly forecasts and monthly outlooks), while providing strategic analyses and recommendations. You will provide variance analysis of bookings, revenues and expenses, clearly explaining the business reasons for variances and adjusting the outlook models to reflect operational adjustments. This Financial Analyst role, which is a full-time employment opportunity, is located in the New York, New York.
Responsibilities
Explain and understand internal and external drivers impacting performance and trending
Analyze performance to date and assess potential risks and opportunities
Assemble and review forecasting reports
Work with Accounting on the monthly and quarterly financial close process
Support weekly, quarterly and annual Area/Segment-level Bookings and P& L forecasting
Keep track of monthly and quarterly performance by comparing actuals versus expectations and enabling business partners to handle their resources
Drive monthly reporting to business partners on financial results and if any actions are required
An ideal candidate should be highly flexible, comfortable with large amounts of information, and adept at managing expectations
Work closely with cross functional partners in Accounting and Operations to execute against plans
Work with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation, and prioritization
Provide valuable foresight and decision support through effective Business Intelligence (BI) Requirements - Spreadsheet and ERP system experience preferred
Fixed Income Portfolio experience preferred
Fixed income investments experience highly desired
Proficiency in Fixed Income Markets
Command of Fixed Income Instruments
Proven knowledge of asset backed securities
General familiarity with Commercial Mortgage-Backed Securities (CMBS)
Solid understanding of fixed income
Well-founded grasp of mortgage backed securities
BA/BS degree in finance or a related field
Experience in problem solving through statistical analysis or with large data sets highly preferable (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)
Familiarity with Business Intelligence (BI) reporting tools required
Experience in problem solving through statistical analysis or with large data sets highly preferable (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)
Critical thinking, problem solving, ability to work independently
Financial planning & analysis (go-to-market experience a plus)
Excellent written/verbal communication and organizational skills
Able to build and deliver effective presentations to audiences with wide-ranging backgrounds
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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