Job Information

Robert Half Financial Data Analyst in San Diego, California

Description

We are seeking a highly skilled Financial Data Analyst with expertise in data management processes using Salesforce and Tamarac. This position requires advanced data analysis skills and experience with financial tools and systems to provide actionable insights and drive efficient workflows. The role will focus on analyzing financial data to support strategic decision-making, optimizing financial operations through technology, and leveraging Salesforce and Tamarac platforms to ensure data integrity and business alignment.

Key Responsibilities:

  • Data Analysis and Reporting: Analyze large financial datasets to identify trends, performance metrics, and areas for improvement. Generate insightful reports tailored to stakeholder needs using Salesforce and Tamarac tools.

  • Salesforce Integration: Develop and manage dashboards and reports within Salesforce to track and optimize financial workflows, client relationship data, and business efficiency.

  • Tamarac Utilization: Leverage Tamarac to monitor portfolio performance, perform reconciliations, and create financial modeling for investment recommendations.

  • Automation and Optimization: Build automation workflows within Salesforce and Tamarac to streamline financial reporting and reduce manual effort.

  • Collaboration: Partner with key stakeholders, including finance teams, investment analysts, and IT departments, to ensure systems meet functional requirements.

  • Compliance and Data Governance: Ensure the financial processes align with company policies, industry regulations, and data privacy standards.

    Requirements

  • Bachelor’s degree in Finance, Accounting, Data Science, Information Technology, or a related field.

  • 3-5 years of experience in financial data analysis or related roles.

  • Proven experience with Salesforce and Tamarac, including report generation, system optimization, and integration with financial tools.

  • Experience in industries such as financial services, investment management, or corporate finance is strongly preferred.

  • Technical Proficiency: Advanced knowledge of Salesforce reporting, dashboard creation, workflow automation, and data integrity processes.

  • Tamarac: Familiarity with Tamarac Advisor View, including generating portfolio analysis, performance reporting, and financial modeling.

  • Analytical Skills: Expertise in financial analysis, working with complex datasets, and interpreting data to provide actionable insights.

  • Problem-Solving: Strong troubleshooting skills to identify and resolve discrepancies in data or system workflows.

  • Communication: Ability to translate technical findings into business terms and present them to non-technical stakeholders.

  • Familiarity with tools like Power BI, Excel, SQL, or Python is an added advantage.

    Technology Doesn't Change the World, People Do.®

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.

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