Jobs · Finance

Senior Manager, Financial Innovation and Intelligence

Robert Half · San Ramon, CA · 1 mo ago
RemoteRemoteFinance$116k–$180k/yrFull-time

About the role

Robert Half, one of FORTUNE’s World’s Most Admired Companies and a Fortune 100 Best Companies to Work For, is hiring for a Senior Manager, Financial Innovation and Intelligence (FI&I) to join the Corporate Finance - Financial Planning and Analytics (FP&A) department.

Responsibilities

  • Team Leadership and FI&I Capability Building: Lead the team, lead, coach, and develop Finance Analytics Solutions Partners, set clear goals, priorities, and development plans for each team member; Scale the job family: own the FI&I job family, define role expectations across levels, guide career progression, and build the hiring and succession plan as the team grows; Set the standard: establish the operating rhythm, analytical standards and documentation, and ways of working that make the FI&I team resilient, scalable, and consistently high-quality; Foster a culture of continuous improvement, collaboration, and accountability; Advance analytics maturity: foster the design and delivery of predictive models, scenario and sensitivity analysis, and enterprise financial models that translate business questions into scalable and repeatable analytical solutions; Drive consistency: ensure analytics methodologies are consistent, well-documented, and applied uniformly across regions and business units; Champion diversity, equity, and inclusion within the finance organization, promoting a workplace culture that values diverse perspectives and ideas.
  • Financial Systems, Tools & Automation: Build the tools: identify and lead high value automation opportunities, including managing automation of manual reporting and analysis to release team capacity toward higher-value insight and business partnership; Know and protect the data: partner with Financial Data & Analytics (FD&A), IT, and Data Governance to ensure trusted, well-defined data; Lead innovation: set the FI&I innovation experience delivering automation and process-improvement initiatives that increase accuracy and efficiency.
  • Financial Analysis & Reporting: Manage the preparation and presentation of the quarterly enterprise forecast, annual enterprise budget, monthly financial reports, including key performance indicators (KPIs), variance analysis, and functional performance; Guide the development of sophisticated financial models and forecasting tools to evaluate business performance, client profitability, and support strategic initiatives; Oversee team that provides relevant information required for external disclosures, earnings releases, investor scripts, and management reporting, including fluctuation and trending analysis, forecast results, and long-term planning information as needed; Shape substantive analytical support to executive management as part of the quarterly earnings cycle, including helping executives understand trends and anomalies in business results to support financial regulatory activities.
  • Operational Excellence & Process Improvement: Identify opportunities and manage initiatives to enhance tools and data analytics capabilities, improving FP&A’s ability to deliver timely and actionable financial insights.
  • Business Partnering & Stakeholder Engagement: Build and maintain strong relationships across the global Robert Half CFO organization; Manage financial due diligence efforts for strategic initiatives, providing expert financial analysis and recommendations to senior leadership.

Requirements

  • Bachelor's Degree in Finance, Accounting, Economics, Data Analytics, Information Systems, Business Administration, or a related field; an MBA or equivalent is strongly preferred.
  • 10+ years of progressive experience in financial planning and analysis with at least 3 years in a managerial or leadership role.
  • Strong executive presence and storytelling ability to translate complex financial, operational, and analytical concepts into clear, high-quality executive-ready insights and recommendations.
  • Strong ability to align financial strategies with business objectives.
  • Exceptional communication skills, with a talent for driving collaboration across teams.
  • Experience scaling a finance analytics, BI, or FP&A innovation capability.
  • Experience developing career frameworks, or analytics talent pipelines.
  • Deep understanding of financial systems, data architecture, and advanced financial analytics tools.
  • Proficiency in financial management software and data visualization tools such as DOMO, Adaptive Insights, and Power BI.
  • Hands-on experience deploying AI/ML or generative-AI solutions in finance workflows.
  • Experience with analytics, automation, and query tools such as SQL, Python, or R, with the ability to guide technical work and translate business needs into scalable solutions.
  • Demonstrated excellence with data validation, quality standards and review discipline with time sensitive deadlines.
  • Strong organizational and time-management skills to manage numerous requests and projects.
  • Ability to comprehend and effectively apply industry-specific financial metrics to drive business results.
  • Strong understanding of economic and geopolitical factors that impact financial planning and analysis.
  • Experience operating in a large, global, matrixed enterprise; staffing or professional-services industry a plus.

Qualifications

  • Certifications such as CPA, CFA, or CMA are highly preferred, demonstrating a deep understanding of financial management principles and regulatory compliance.

Benefits

  • Exceptional earning potential and a competitive benefits package, including group health insurance benefits (medical, vision, dental), FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave of up to 6 weeks, and short/long term disability.
  • Paid time off for vacation, personal needs, and sick time.
  • The opportunity to contribute to our company 401(k) savings and investment plan or deferred compensation plan (if eligible), with an employer match of 100% on the first 3% of your contributions for eligible employees.

Pay

The typical annual salary range for this position is $116,000.00 - $180,000.00, and the position is eligible for a discretionary annual bonus.

Schedule

Not specified.

Skills

  • Financial Management
  • Data Analytics
  • Automation
  • Financial Planning and Analysis
  • Leadership
  • Collaboration
  • Process Improvement
  • Business Partnering
  • Stakeholder Engagement

Benefits

  • Group Health Insurance
  • FSA and HSA Healthcare Accounts
  • Life and Accident Insurance
  • Adoption and Fertility Assistance
  • Paid Parental Leave
  • Short/Long Term Disability

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