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Robert Half Sr. Financial Analyst in Bridgewater, Massachusetts


Our client a billion dollar plus financial services organization seeks a senior Financial analyst. This is a highly visible role reporting to the C-suite. Company offers a hybrid model and candidate can sit in company offices north or south of of Boston

FUNCTIONAL SUMMARY: Supports financial decision-making information by collecting,

analyzing, investigating and reporting financial data. Assists in the ALCO reporting, financial forecasting and budgeting process.


  1. Provides financial analysis, forecasting, financial reporting, variance analysis and other decision support services to executive management.

  2. Assists in preparation of annual budget including balance sheet, income statement, cash flows, and depreciation / amortization forecasts.

  3. Collaborates with external third parties involved in the ALM process as applicable to ensure accurate and timely results, document assumptions, coordinate what-if scenarios and recommend improvements.

  4. Coordinate the reporting package for the monthly management ALCO package and quarterly BOD ALCO meetings.

  5. Monitors and reports on the credit union’s daily cash and liquidity position. Develops and produces investment and liquidity forecasting reports.

  6. Assists management in the implementation of new financial programs. Provides recommendations on process improvements and quality controls.

  7. Assists in the development and maintenance of the product and location profitability models.

  8. Supports the CFO and assists on projects as assigned.


  1. Bachelor’s degree in Accounting / Finance or Economics or equivalent experience required.

  2. Minimum of four years similar or related experience.

  3. Prior asset liability modeling experience preferred.

  4. Organizational and analytical skills with the ability to work independently and in a team.

  5. Proficient in spreadsheets, databases, MS Office(Excel, Word, etc) and financial software applications is required.


Requirements - Bachelor's Degree in Finance, MBA preferred

  • Solid understanding of Analyze Financial Statements

  • Expertise in Annual Financial Plan

  • General familiarity with Annual Budget

  • Demonstrated knowledge of financial planning

  • Financial analysis experience preferred

  • Deep understanding of Complex Financial Analysis

  • Budget forecasting experience highly preferred

  • Adeptness in financial modeling

  • Practical knowledge of Budget Processes

  • Financial Institutions experience highly desired

    • Ability to simplify complex problems and build solutions

    • Distinguished presentation skills

  • 3+ years' experience with advanced financial analysis, planning and budget controls required

    • Extremely efficient with financial reporting tools

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 puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.5461. 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. Visit for more information.

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