Morgan Hill, CA, 95038, USA
20 hours ago
Financial Analyst
Description We are on the search for a Financial Analyst to become a part of our team. The role is based in Morgan Hill, California, 95037, United States. The industry we operate in is steeped in accounting systems, CRM, and data mining techniques. This role offers a short term contract employment opportunity. Responsibilities: • Accurately and efficiently process customer credit applications using Accounting Software Systems and ADP - Financial Services • Maintain comprehensive and up-to-date customer credit records • Respond to and resolve customer inquiries related to their credit status • Monitor customer accounts and take appropriate action when necessary • Utilize CRM and Crystal Reports to manage customer relationships and generate reports • Implement Data Mining Techniques to analyze financial data and forecast trends • Oversee accounting functions to ensure financial accuracy • Follow accrual accounting principles to record financial transactions • Conduct auditing processes to verify financial data and procedures • Participate in budget processes and capital management activities to optimize financial resources. Requirements • Proficiency in Accounting Software Systems • Familiarity with ADP - Financial Services • Proficient in CRM usage • Experience with Crystal Reports • Knowledge of Data Mining Techniques • Ability to perform Accounting Functions • Understanding of Accrual Accounting • Experience in Auditing • Familiarity with Budget Processes • Proficient in Capital Management 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 works to put you in the best position to succeed. 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 (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. 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. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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