Description 1. Communicate with clients to gather the appropriate financial information 2. Analyze financial data for trends and anomalies 3. Develop innovative approaches to produce deliverables that show the solution to a client’s questions 4. Work with our team to make financial recommendation or opinions based on financial analysis performed 5. Assess the economic performance of the client’s practice 6. Respond to client inquires & questions in a detail oriented and timely manner 7. Provide information for clients to lenders to facilitate lending process Requirements CRM, Database, EO/IR systems, Maps API, Microsoft Excel, About Time, AB Testing, Auditing, Budget Processes, 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. © 2024 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) .