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Robert Half M&A Analyst in Olathe, Kansas


If you're a Financial Analyst with effective communication skills, this position is right for you. We're looking for someone who enjoys working as part of a team. Robert Half is working with a thriving company to find a skilled Financial Analyst with experience in M& A and valuation activities. Duties will consist of financial modeling on various financial products as well as measure, analyze, and forecast performance in conjunction with operating plans. Other important responsibilities will consist of advising management on the allocation of resources to best accomplish objectives and preparing reports for management. This role via Robert Half provides an exciting opportunity to perform in a business partner capacity in areas such as forecasting, performance reporting, and expense management with fellow colleagues. The Financial Analyst role is a permanent employment opportunity in the downtown KC area.

What you get to do every single day

  • Drive monthly reporting to business partners on financial results and actions required

  • Explain and understand internal and external drivers impacting performance and trending

  • Track monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources

  • Produce and manage forecasting reports

  • Flexible individuals comfortable with large amounts of information, and adept at managing expectations

  • Drive Area/Segment-level Bookings on a weekly, quarterly and annual basis, as well as P& L forecasting

  • Enable effective Business Intelligence (BI) to provide forward-looking insight and decision support

  • Analyze performance to date and assess potential risks and opportunities

  • Work closely with cross functional partners in Accounting and Operations to execute against plans

  • Work on monthly and quarterly financial close processes in collaboration with the Accounting team

  • Collaborate with senior executives on strategic deep dives through the development of financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation, and prioritization

    Requirements - Financial planning & analysis (go-to-market experience preferable)

  • Ability to simplify complex problems and build solutions

  • Spreadsheet and ERP system experience preferred

  • Experience in problem solving through statistical analysis or with large data sets highly preferable (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)

  • Ability to communicate verbally and in writing effectively throughout all levels of the company

  • BA/BS degree in finance or a related field

  • Understanding of Business Intelligence (BI) reporting tools required

  • Expertise in Microsoft Excel

  • Solid understanding of Mergers & Acquisitions (M& A)

  • 1+ years of experience in problem solving through statistical analysis or with large data sets highly preferable (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)

  • Able to build and deliver effective presentations to audiences with wide-ranging backgrounds

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.

© 2023 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) .