Description

We are seeking a meticulous and analytical Financial Analyst to join our team in Walnut Creek, California. As the Finance Analyst, you’ll apply advanced cash and accrual accounting fundamentals to prepare, evaluate, maintain, and deliver complete and accurate financial reports and reconciliations for a complex portfolio of clients and properties.

What You’ll Do:

• Complete accounting transactions in preparation of client financial statement packages.

• Create and post journal entries and ensure that all expenses, receipts, owner's distributions, funding requests, and other transactions for the accounting period have been accurately posted.

• Use aggregate data from multiple sources to generate reports and complete reconciliations.

• Generate financial packages for accuracy and comprehensive reporting.

• Review the accuracy of information provided and respond to requests from management, clients and vendors.

• Review and audit funding and payment requests for accuracy, documentation, and authorization in accordance with established operating procedures.

• Understand and work with scenario planning (exit/maintain/grow) tools/models, while analyzing trends in general business conditions.

• Respond to and resolve issues and requests from management teams and clients regarding various accounting issues and reports.

• Research open accounting issues and recognize potential issues and conflicts so corrective action can intercept and minimize issues.

• Have knowledge of standard GAAP accounting principles with limited practical experience in applying them.

• Lead by example and model behaviors that are consistent with company values.

• Work within standardized procedures and practices to achieve objectives and meet deadlines.

• Exchange straightforward information, ask questions, and check for understanding.

  Requirements

What You’ll Need:

• Bachelor's Degree preferred in accounting, finance, or business.

• Excellent communication skills.

• Ability to successfully work independently, with strong attention to detail.

• Organizational skills with a strong inquisitive mindset.

• Ability to use existing procedures to solve standard problems.

• Ability to work collaboratively, with a variety of departments and personalities to achieve quality results.

• Experience with analyzing information and standard practices to make judgments.

• In-depth knowledge of Microsoft Office products. Intermediate level Excel skills required.

• Intermediate math skills. Ability to calculate difficult figures such as allocations, percentages, fractions, and other financial-related calculations.

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) .