Menlo Park, CA, 94025, USA
5 days ago
Sr. Financial Analyst
Description We are in search of a Sr. Financial Analyst to join our team in the non-profit sector, based in Menlo Park, California. As a Sr. Financial Analyst, your focus will be on managing accounting functions, auditing, and capital management, along with utilizing various business systems, including CRM and Confluence. This role offers a long-term contract employment opportunity. Responsibilities: • Utilize data mining techniques for effective financial planning and decision making • Manage and perform various accounting functions to ensure financial accuracy • Use CRM and Confluence for efficient business system management • Conduct regular auditing to maintain financial integrity • Implement budget processes for optimal capital management • Generate reports using Crystal Reports for financial analysis and forecasting • Monitor and manage customer credit records accurately • Process customer credit applications with precision and efficiency • Resolve customer inquiries and ensure customer satisfaction • Keep track of customer accounts and take necessary actions when required. Requirements • Demonstrated proficiency in business systems • Experience with Tableau • Proficiency in CRM (Customer Relationship Management) • Knowledge of Crystal Reports software • Familiarity with data mining techniques • Proficiency using About Time software • Solid understanding of accounting functions • Experience in auditing practices • Familiarity with budget processes • Understanding of capital management principles 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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