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.
Provides financial analysis, forecasting, financial reporting, variance analysis and other decision support services to executive management.
Assists in preparation of annual budget including balance sheet, income statement, cash flows, and depreciation / amortization forecasts.
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.
Coordinate the reporting package for the monthly management ALCO package and quarterly BOD ALCO meetings.
Monitors and reports on the credit union’s daily cash and liquidity position. Develops and produces investment and liquidity forecasting reports.
Assists management in the implementation of new financial programs. Provides recommendations on process improvements and quality controls.
Assists in the development and maintenance of the product and location profitability models.
Supports the CFO and assists on projects as assigned.
Bachelor’s degree in Accounting / Finance or Economics or equivalent experience required.
Minimum of four years similar or related experience.
Prior asset liability modeling experience preferred.
Organizational and analytical skills with the ability to work independently and in a team.
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.
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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 https://roberthalf.gobenefits.net/ for more information.
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