Financial Analyst - Entry Level Job at Robert Half, San Mateo, CA

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  • Robert Half
  • San Mateo, CA

Job Description

Job Description

Job Description

We are offering a short term contract employment opportunity for a Financial Analyst - Entry Level in Foster City, California. This role is primarily in the wealth management sector where the candidate will be expected to aid in a significant project.

Responsibilities:
• Ensure the accuracy of data within investment management accounts and trades.
• Leverage Salesforce and Excel for efficient data management and comprehensive reporting.
• Contribute significantly to the success of the project within a detail oriented wealth management setting.
• Identify and highlight discrepancies in data comparisons.
• Execute heavy data analysis using Excel and other accounting software systems.
• Carry out auditing and budget processes as part of the job function.
• Utilize CRM and the Salesforce platform for effective customer relationship management.
• Apply data mining techniques to gather relevant information.
• Perform capital management and other accounting functions as necessary.
• Use ADP - Financial Services and Crystal Reports for financial operations.

• Proficiency in Accounting Software Systems

• Understanding of Accounting Functions

• Familiarity with Budget Processes

• Knowledge of Capital Management

• Proficiency in Microsoft Excel

• Experience with Salesforce Platform

Job Tags

Fixed term contract,

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