Sr. Financial Analyst

Robert Half Management Resources is looking for a Sr. Financial Analyst to support order-to-cash operations for one of our growing SaaS clients on an interim basis. This long-term contract position is ideal for someone who can evaluate contracts, manage order activity, and assess billing and financial impacts with accuracy and sound judgment. The role works closely with cross-functional teams to improve operational efficiency, resolve exceptions, and maintain reliable data across core systems.

Responsibilities:

• Oversee order activity from intake through completion, ensuring transactions move through the order-to-cash cycle accurately and on schedule.

• Examine contracts, order documentation, and commercial terms to confirm alignment with company policies, billing rules, and operational requirements.

• Identify unusual or non-standard agreement terms and evaluate how they may affect invoicing, revenue treatment, and downstream processes.

• Collaborate with partners across Sales, Finance, Legal, Customer Success, and Operations to address order issues and remove processing roadblocks.

• Analyze the operational and billing effects of renewals, amendments, cancellations, and other order updates before execution.

• Maintain complete and accurate customer and order information within Salesforce and related business systems.

• Track open work queues, prioritize urgent items, and take proactive steps to meet service expectations and reduce delays.

• Recommend workflow enhancements that improve scalability, control, and overall process efficiency.

• Provide support for reporting, audit requests, and broader operational initiatives tied to order management and billing oversight.

Qualifications:

• Detail-oriented experience in financial analysis, order management, billing, or related operational finance functions.

• Strong understanding of order-to-cash processes, contract compliance, and the financial impact of order changes within a SaaS environment.

• Advanced ability to interpret commercial agreements and identify terms that may influence billing, revenue, or process execution.

• Hands-on experience using Salesforce is required and familiarity with D365 is highly preferred.

• Proven analytical skills in areas such as variance analysis, financial modeling, ad hoc analysis, and data mining.

• Ability to work effectively with cross-functional stakeholders and communicate clearly when resolving complex issues.

• Strong organizational skills, attention to detail, and sound judgment when assessing risk and prioritizing work.

Compensation

About Us

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.

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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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