Financial Analyst

Responsibilities

• Analyze financial results, trends, and key performance indicators to support business planning and decision-making.
• Build and maintain financial models that forecast revenue, profitability, and long-range performance scenarios.
• Prepare ad hoc reports and detailed analyses for leadership to address emerging business questions and strategic priorities.
• Review budget-to-actual results, identify material variances, and communicate the drivers behind financial performance.
• Use data mining techniques to gather, organize, and interpret large data sets for actionable financial insights.
• Support corporate financial planning activities, including budgeting, forecasting, and scenario analysis.
• Partner with internal stakeholders and external clients to explain findings clearly and provide practical financial guidance.
• Ensure work aligns with applicable financial services regulations, licensing standards, and compliance expectations.

Requirements

• 3–5 years of experience in financial analysis, financial advising, investment support, or a related financial services role.
• Active Series 7 and Series 66 licenses, or Series 63 and 65 in combination.
• Current Life, Health, and Variable Annuity insurance licenses.
• A certification such as CFP or CFA is required.
• Demonstrated strength in financial modeling, variance analysis, and ad hoc reporting.
• Working knowledge of securities regulations and compliance standards at the federal and state level.
• Proven ability to build trust, communicate complex financial concepts clearly, and maintain long-term client relationships.
• Experience in a broker-dealer setting, familiarity with advisor technology tools, bilingual ability, or credit union exposure is a plus.

Benefits

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.

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.

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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