Robert Half Sr Financial Analyst Jobs in Usa

At Bel, we are not just a company—we are a company on a Mission, built on 160 years of bold innovation, family values, and a commitment to social purpose. With beloved brands like Babybel®, GoGo squeeZ®, The Laughing Cow®, and Boursin®, our snacking solutions bring more than joy; they want to serve as a force for good. Our U.S. Mission? To help close the critical 80% nutrition gap by making it easier for Americans to eat more fruits, veggies, and dairy as part of their daily lives. #IWorkForAllForGood

Job Description Summary

The Senior Financial Analyst plays a key role within the FP&A team, collaborating with cross-functional partners to deliver timely and accurate financial reporting, insightful performance analysis, and effective budgeting support. This position is actively involved in month-end close activities, P&L reviews, and forecasting, while partnering closely with Sales Finance, Supply Chain Finance, and Accounting. This role offers the opportunity to work hands-on with key business drivers and supports professional growth within a dynamic, fast-paced CPG environment.

Essential Duties and Responsibilities

Financial Reporting & Close (30%)

• Support monthly close activities, ensuring compliance with US GAAP and IFRS standards.
• Prepare profit and loss statements and related supporting schedules.
• Conduct variance analysis, comparing actuals to forecasts, budgets, and prior periods.
• Ensure accurate and timely completion of financial reports, providing clear explanations as needed.

Performance Analysis & KPIs (25%)

• Monitor business performance by regularly reviewing results versus budget and forecast.
• Analyze key performance indicators and business drivers to deliver actionable insights.
• Proactively flag risks and opportunities, sharing significant findings with management.
• Assist in preparing materials for management presentations and business reviews.

Budgeting & Forecasting Support (20%)

• Participate in annual budgeting and forecasting processes by collecting and validating cross-functional inputs.
• Assist with profit and loss modeling and help develop underlying planning assumptions.
• Reconcile financial data across systems to ensure accuracy and consistency.

Ad Hoc Analysis & Business Support (15%)

• Conduct ad hoc financial analyses to inform business decisions.
• Provide analytical support for special projects and strategic initiatives as needed.

Systems & Process Improvement (10%)

• Maintain and improve financial models, reports, and templates to enhance clarity and effectiveness.
• Support ongoing upgrades to finance systems and reporting processes.
• Identify and recommend improvements to strengthen data accuracy and operational efficiency.

Qualifications and Skills

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Minimum 3 years of experience in FP&A, corporate finance, or a similar analytical role.
• Experience in CPG, manufacturing, or consumer products is preferred.
• Advanced financial and analytical skills with strong attention to detail.
• Advanced proficiency in Excel; familiarity with SAP, Power BI, or similar tools is a plus.
• Strong written and verbal communication abilities, with the capacity to present insights clearly.
• Proven organizational skills and ability to manage multiple priorities and deadlines.
• Curious, proactive, and solutions-oriented, with a self-starter mindset and eagerness to learn.

Working Conditions

Work is performed largely in an office environment. Hours of work will generally be during regular business hours with at least 40 hours a week. At times there will be some variation in work hours due to special projects, deadlines and other concerns. Up to 10% business travel may be required.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Acknowledgement

This job description describes the general nature and level of work performed by the employee assigned to this position. It does not state or imply that these are the only duties and responsibilities assigned to the job. The employee may be required to perform other job-related duties as requested management. All requirements are subject to change over time and to possible modifications to reasonably accommodate individuals with a disability.

Total Rewards

• Base Salary: $100,000 - $110,000
• Bonus Opportunity: 10%
• PTO
• 4% match on 401k
• Health care by BCBS
• Vision & Dental
• Hybrid work schedule in NYC

Bel Brands is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability status or any other basis protected by applicable federal, state, or local laws. Bel Brands also prohibits harassment of applicants or employees based on any of these protected categories. It is also Bel Brand’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Bel Brands is committed to recruiting, hiring and promoting people with disabilities and veterans. If you need an accommodation or assistance in using the website, please call 312-462-1500.

If you think that this job is for you, please click now on the button "Apply".

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Bel, makers of iconic brands including Babybel, The Laughing Cow, Boursin, and GoGo squeeZ is a growing global company that values your contributions, strives to create a sense of belonging for everyone and offers career growth and development opportunities, as well as competitive total compensation and meaningful well-being benefits from day one. For All, For Good, our company signature, reflects Bel’s commitment to Purpose*Full Snacking which unlocks nourishment, joy, and the future of food by providing fruit, veggie and dairy goodness - for all.

The company has headquarters in Chicago (Bel USA) and New York City (Materne North America) and operates 4 manufacturing plants in Little Chute, WI; Brookings, SD; Traverse City, MI; and Nampa, ID.

Job Description Summary

The Sales Finance Senior Financial Analyst is a cross-functional business partner responsible for supporting the Sales and Finance organizations through comprehensive analysis, reporting, and forecast. This role enhances financial performance by providing clear and actionable insights, ensuring forecasting accuracy, and driving strategic financial decision-making. The SFA supports monthly close processes, leads trade accuracy initiatives, and collaborates extensively with Sales and Revenue Management teams to strengthen financial accountability and business alignment.

Essential Duties and Responsibilities

Financial Planning, Analysis & Reporting

• Conduct monthly variance analysis on volume, gross sales, and trade versus prior forecasts to ensure accuracy.
• Investigate key drivers of change in volume, gross sales, and trade forecasts at both customer and brand levels; align Sales teams on notable trade rate changes.
• Prepare and analyze volume-price-mix files for Finance leadership.
• Support month-end closing SAP activities such as trade IO settlements and to-down processes.
• Perform ad-hoc analyses to support customer-level insights and financial decision-making.

Trade Accuracy & Forecast Governance

• Lead monthly Trade Forecast Accuracy meetings with Sales team members.
• Issue monthly Trade Forecast Accuracy scorecard to drive accountability and continuous improvement.
• Oversee forecasting and validation of all non-promoted trade accounts such as distressed, customer penalties, slotting, and marketing trade.

Customer & Specialized Financial Support

• Manage customer-specific forecasting processes including Costco forecast files and Club account promotional event P&L’s.
• Develop and distribute Customer P&L’s; provide live walkthroughs with Field Sales on financials and trade levels.
• Support cross-functional initiatives such as TVAT customer budgets with volume-rate-mix analyses and CBR presentation preparation.
• Drive automation and process improvement for reporting efficiency.
• Support adoption of Power BI and other digital tools.

Special Projects and other duties as assigned.

Qualifications and Competencies

• Bachelor’s Degree in Finance/Accounting or related field.

• Minimum 3+ years of experience in Finance, Accounting, or Audit; manufacturing/consumer products a plus.
• Advanced Excel skills; proficiency in Word and PowerPoint.
• Experience with SAP and BPC reporting systems.
• Experience with XTEL and Customer Analytics tools is a plus.
• Strong written and verbal communication skills.
• Ability to manage multiple deadlines and priorities.
• High curiosity, self-starter mindset, eagerness to learn.

Performance Expectations: Quality, accuracy, timeliness, reliability, and thoroughness of work performed; ability to gain the trust and respect of management, coworkers and brokers; maintain the integrity of confidential business and product information; ability to communicate effectively and develop good working relationships with other employees is essential to accomplish goals and objectives of the department.

Working Conditions: Work is performed largely in an office environment. Hours of work will generally be during regular business hours with at least 40 hours a week. At times there will be some variation in work hours due to special projects, deadlines and other concerns.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Total Rewards

• Base Salary: $90,000 - $100,000
• Bonus Opportunity: 12%
• PTO and Medical, Dental and Vision Benefits from Day 1
• 401k Match
• Hybrid work schedule in Chicago

Bel Brands is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability status or any other basis protected by applicable federal, state, or local laws. Bel Brands prohibits harassment of applicants or employees based on any of these protected categories. It is also Bel Brand’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Bel Brands is committed to recruiting, hiring and promoting people with disabilities and veterans. If you need an accommodation or assistance in using the website, please call 312-462-1500.

If you think that this job is for you, please click now on the button "Apply".

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We are seeking a Sr. Financial Analyst - Inventory Control to join our Finance team and support the growth and profitability of our travel retail operations. This role will be responsible for financial oversight of inventory investment, stock integrity risk, shrink exposure, and working capital performance. Owns the forward-looking financial framework, analytics, governance, and decision support related to inventory, provisions, and control effectiveness. Ensures inventory-related financial signals, trends, and risks are translated into actionable insight for executive decision-making and capital allocation.

• Location: Support Center, 6600 S Bermuda Rd, Las Vegas, NV 89119 (Fully onsite; remote and hybrid work arrangements are not available.)
• Pay: $105,000-$110,000/annual
• Job Type: Full-time

Job Responsibilities:

• Assist Director of IC in the ownership of enterprise financial oversight of inventory investment and stock integrity risks.
• Help lead financial governance for inventory accuracy, shrink exposure, and provisioning strategy.
• Prepare financial modeling for inventory provisions, shrink accruals, and GRNI exposure.
• Provide executive-level reporting and analytics on inventory trends and risk.
• Deliver inventory-related KPI and dashboard frameworks for Finance and ELT.
• Lead working capital projections tied to inventory positions and turns.
• Deliver forward-looking inventory risk & opportunity (R&O) insights.
• Provide financial decision support for inventory investments and initiatives.
• Prepare audit schedules as needed

Qualifications:

• Bachelor’s degree in finance, economics, accounting, or a related field. CPA a plus
• 3+ years’ work experience including financial and/or operational analysis as it relates to inventory control, preferably in a retail company
• Strong technical, analytical, and problem-solving skills
• Strong communication and collaboration skills
• Experience with inventory systems, building dashboards, and synthesizing a large amount of data into actionable insights
• Must be a self-starter and willing to work in a fast paced, high growth environment
• Must be comfortable interacting with and presenting to executives and senior leadership

Benefits

• Employee Discount
• Employer-Paid Life Insurance
• Flex Time Off
• Disability Insurance
• Medical, Dental, and Vision Insurance
• Paid Parental Leave
• 401(k) with company match

About Us

WHSmith is a leading global travel retailer with over 1,700 stores across 30 countries worldwide. WHSmith North America, incorporating Marshall Retail Group (MRG) and InMotion, represents over half of the Company’s international store estate, with a collection of attractive, successful specialty retail stores located in airports and resorts across North America.

EEO/ADA/DFWP

WHSmith North America is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sexual orientation, national origin/ancestry, age, gender identity, gender expression, military/veteran status, marital status, disability status or any other basis prohibited by law. Reasonable accommodation will be provided for qualified individuals with disabilities.

Job Summary:

The Senior Financial Analyst Credit Management will support the assessment and mitigation of direct and indirect credit risk to Chubb across a broad range of credit counterparties within various industries and geographies, with the role including but not limited to analysis of credit counterparty financial strength and credit quality, assisting and advising on appropriate credit risk mitigation measures, preparing and discussing recommendations and findings with management and other stakeholders as required, and completing associated administrative, contractual, and reporting functions.

Credit counterparties in scope represent entities with contractual payment or reimbursement obligations to Chubb, namely insureds with large deductibles/retained risk, captive reinsurers, brokers, agents, MGAs, vendors, third-party administrators, and collateral-issuing providers.

Critical factors to succeed include strong written and oral communication skills, attention to detail, organizational skills, ownership and accountability, track record for delivering desired outcomes within prescribed timeframes, willingness to learn and further development, and ability to thrive in a fast-paced environment.

Responsibilities:

• Assess Counterparty Credit Quality
  • Perform due diligence and financial assessment of counterparty credit quality for both existing programs and prospective new business opportunities, which includes an in-depth analysis of financial statements and associated MD&A, forecasts, business model and strategy, industry and macroeconomic factors, as well as other publicly available information and/or information from direct Q&A with qualified counterparty sources.
• Consult on Program Structure / Collateral Requirements and Collateral Form
  • Collaborate with Underwriting, Actuarial, Legal, and other internal stakeholders as necessary on the appropriateness of the program design, and ensure the collateral determination and adequacy adheres to guidelines and delegated authorities.
  • Engage with Legal to incorporate required credit-related language into program agreements and contracts, as well as preferred and negotiated collateral language.
  • Review and approve collateral amount, collateral form, collateral language, and collateral-issuing provider for acceptability and compliance within corporate standards and regulatory requirements, specifically as pertains to Letters of Credit, Trusts/Pledge Agreements, Surety Bonds, and Cash/Escrow deposits.
• Manage Counterparty Credit Risk / Minimize Credit Losses / Promulgate Guidelines
  • Interface with various internal and external stakeholders on credit-related matters and deliverables.
  • Ensure receipt, care, custody, and control of incoming collateral instruments and associated documentation.
  • Assist with Bankruptcy & Insolvency Management.
  • Provide and maintain internal control reports and status reports on credit-related items including outstanding collateral and documentation.
• Engage in Special Projects or Ad-hoc Assignments

The Financial Analyst for the Infrastructure & Operations (I&O) department supports financial planning, analysis, and budget management for I&O projects and operations.

Our client is a third-party administration and consulting firm specializing in employee stock ownership plans. Our client guides privately held businesses through every stage of their employee stock ownership plan journey from feasibility analysis to long-term sustainability.

Location: Appleton, Wisconsin (in office role)

Essential Responsibilities:

Financial Modeling & Analysis

• Build and maintain detailed feasibility models, including:
• Company valuation assumptions and transaction sizing
• Cash flow and debt service capacity analysis
• Repurchase obligation forecasts
• Tax impact and contribution modeling
• Run multiple transaction scenarios and sensitivity analyses to evaluate sustainability and risk.
• Identify financial constraints, red flags, and limiting factors in proposed company structures.

Feasibility and Transaction Support & Documentation

• Prepare clear analytical outputs, schedules, and summaries for use in client-facing presentations.
• Document assumptions, methodologies, and conclusions to support defensibility and consistency.
• Support diligence requests and follow-up analysis during sales and transaction phases.

Cross-Functional Collaboration

• Work closely with Solution Engineers to understand client objectives and refine feasibility scenarios.
• Coordinate with valuation, tax, and administration teams to align assumptions and inputs.
• Support transition from feasibility analysis to transaction execution and administration.

Quality & Standards

• Maintain modeling templates, tools, and internal best practices.
• Ensure analyses align with ERISA requirements, IRS regulations, and industry standards.
• Stay current on technical developments and regulatory changes.

Compensation & Benefits

• Base = $90-$110k base salary
• Variable Bonus: ~10% of base (annual payout in January), tied to production hours target (≈1,500 production hours)
• Projected Year One Earnings: $100k - $120k
• Health – employer pays 60% of the employee’s monthly premium
• Dental and vision insurance – employee pays 100%
• Short and Long-term Disability

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.

As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.

Position Summary

As the Senior Analyst of Planning & Business Analytics reporting into the Lead Director, Coupon Planning & Capabilities you will own the expense and funding portfolio management and utilize your analytic and problem-solving skills to develop and report on various financial models.

You will impact our business in the following ways:

• Synthesizes weekly and monthly sales, margin and markdown impact projections, actuals vs. planned on core KPIs as part of monthly leadership business review.
• Assist with the development and reporting of business cases to support price/promo/coupon initiatives, innovations, and capability development. This includes developing, evaluating assumptions, creating, and modeling alternative financial scenarios, and appropriately including business case elements in multi-year planning exercises.
• Understand, track, report progress against budget, forecast, capability development and implementation plans scheduled to drive budgeted business growth including key milestones, deliverables, customer, trip, sales & margin, capital, and expense impacts.
• Oversee the reviewing of monthly accruals, invoice reconciliation along with their supported documentation prior to posting journal entries in SAP and prepare the monthly operational expenditure reports.
• Support consolidation of Pharmacy and Consumer Wellness annual operating plan and annual strategic plan preparation including socialization and formal business reviews with leadership.

Required Qualifications

• Strategic Leadership & Collaboration: 2+ years of experience engaging with executive leadership, using strong logical reasoning and storyboarding to influence strategic decision-making.
• Proven ability to collaborate effectively across diverse business functions, leadership styles, and organizational levels.
• Data & Analytical Proficiency: Advanced proficiency in Microsoft Excel (including pivot tables, formulas, and data modeling) and PowerPoint for data visualization and executive reporting.
• Comfortable working with imprecise or incomplete data, with a strong attention to detail and a data-driven mindset.
• Knowledge of Generally Accepted Accounting Principles (GAAP) and their application in financial analysis and reporting.
• Communication & Influence: Excellent verbal and written communication skills, with the ability to clearly convey complex information to a variety of audiences.
• Strong influencing skills with the ability to engage and align key stakeholders both within and outside the finance function.
• Adaptability & Execution: Self-motivated and capable of working independently in a fast-paced, deadline-driven environment.
• Demonstrated ability to thrive in high-paced and fluid settings, maintaining focus and delivering results under pressure.
• Willingness and ability to travel up to 20% of the time, based on business needs.
• Flexibility to take on additional tasks as assigned by management.

Preferred Qualifications

• Strategic Leadership & Collaboration: 3+ years' experience demonstrated ability to support a large organization and manage a multi-million-dollar business unit to achieve financial and business results.
• Experience working for a Fortune 500 company in merchandising, loyalty or promo, or a similar function for an omnichannel retail or retail pharmacy company.
• Demonstrated capability to address complex issues decisively while considering broader organizational dynamics and empowering leaders to drive results.
• Data & Analytical Proficiency: 2+ years' of hands-on experience with enterprise tools such as SAP S/4HANA, Ariba, Tableau, and/or Salesforce.
• Communication & Influence: Strong influencing skills with the ability to engage and align key stakeholders both within and outside the finance function.
• Adaptability & Execution: Willingness to work on ad-hoc projects.

Education

• Bachelor's degree in accounting, Finance or Business Management OR MBA

Anticipated Weekly Hours: 40

Time Type: Full time

Pay Range: The typical pay range for this role is: $46,988.00 - $112,200.00. This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.

Great benefits for great people

We take pride in our comprehensive and competitive mix of pay and benefits investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:

• Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.
• No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
• Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.

Applications will be accepted until July 31, 2025.

Robert Half has partnered with a reputable health care organization looking for a Financial Analyst.

*Must have hospital FP&A experience

*Must live in the DFW metroplex

The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership.

Responsibilities

• Analyze current and past financial data and performance to make recommendations on profit enhancement
• Consistently analyze financial information based on both routine and ad-hoc reports
• Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators
• Communicate financial insights suggesting business issues to management

Qualifications

• Bachelor's degree in Accounting, Economics, or Finance or equivalent experience
• Hospital FP&A experience
• 2 - 3 years' financial analysis and modeling experience
• Advanced knowledge of Excel