Job Information
Robert Half Financial Business Analyst in Watsonville, California
Description
We are in search of a Financial Business Analyst to become part of our team in Watsonville, California. This role centers around processing customer credit applications, maintaining accurate customer records, and resolving customer inquiries. The position also involves monitoring customer accounts and taking appropriate action.
Responsibilities
• Utilize Accounting Software Systems to process customer credit applications with precision and efficiency
• Maintain and update customer credit records using ADP - Financial Services
• Address and resolve customer inquiries using CRM
• Generate reports using Crystal Reports to assist with data analysis and decision-making
• Apply Data Mining Techniques to extract valuable information from large volumes of data
• Carry out Accounting Functions to ensure financial accuracy
• Implement Accrual Accounting practices for the organization's financial dealings
• Conduct Auditing to ensure compliance and accuracy in financial records
• Oversee Budget Processes to manage the organization's finances effectively
• Perform Capital Management to optimize the organization's capital usage
• Use Microsoft Power BI and Power Business Intelligence to create interactive visualizations and business intelligence capabilities.
Posted by Director of Staffing Scott Moore
Requirements
• Proficiency in Accounting Software Systems
• Experience with ADP - Financial Services
• Strong knowledge of CRM
• Ability to utilize Crystal Reports
• Familiarity with Data Mining Techniques
• Understanding of Accounting Functions
• Knowledge of Accrual Accounting
• Experience in Auditing
• Familiarity with Budget Processes
• Knowledge of Capital Management
• Proficiency in Microsoft Power BI
• Experience with Power BI
• Knowledge of Power Business Intelligence
Posted by Director of Staffing Scott Moore
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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