Fishers, IN, 46038, USA
11 hours ago
Sr. Financial Analyst
Description We are offering an exciting opportunity for a Sr. Financial Analyst in Fishers, Indiana. The individual will play a significant role in the life science industry, primarily focusing on financial planning, forecasting, and analysis. The role is critical in supporting financial decision-making, providing timely and insightful analysis to guide business growth. Responsibilities • Evaluate and track weekly bookings data, delivering clear updates to senior management on pipeline status, wins, and losses. • Drive the monthly bookings forecast process by working closely with client-facing and executive teams to incorporate essential data and assumptions. • Administer revenue forecasting, recognition processes, and investigate how sales timing influences revenue outcomes. • Supervise the preparation, review, and variance analysis of the company’s financial statements, including cash flows, income statements, and balance sheets. Aid with the monthly close process, including critical tasks such as revenue recognition. • Support the management team by reviewing deliverables (monthly, quarterly, and annual flash reports) to confirm accuracy and clarity. Address feedback from different departments promptly. • Create internal reporting packages for stakeholders and deliver them on schedule. • Conduct comprehensive ad-hoc financial reviews and analyses as required, including identifying account variances and trends to assist management’s decision-making. • Help coordinate the annual budgeting process through tools like budget calendars and financial templates. • Work with the leadership team to develop KPIs to measure strategic initiatives, integrating these metrics into the company’s reporting framework. • Lead financial forecasting efforts, coordinating with executives and department heads to collect and validate relevant data. • Prepare board-level performance presentations, including quarterly updates and ad hoc reports, ensuring clarity and visual appeal. • Develop dashboards and monthly/quarterly reporting tools using advanced financial software. • Collaborate with the company’s private equity partner, providing requested data and fostering productive communication. • Act as a backup for the FP& A Director when necessary, ensuring operational continuity. • Contribute to additional finance-related projects and tasks as assigned. Requirements • Position title: Sr. Financial Analyst • Minimum of 5 years of experience in a similar role or relevant field • Proficiency in business systems and their functionalities • Demonstrable experience with Crystal Reports for comprehensive reporting • Knowledge and application of data mining techniques for financial analysis • Familiarity with budget processes and the ability to effectively manage them • Proficiency in Financial Planning & Analysis (FP& A) for strategic decision-making • Advanced proficiency in Microsoft Excel for data analysis and report generation • Experience in Salesforce Sales Cloud for managing customer relationships • Proven track record in budgeting and forecasting for financial planning. 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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