Financial Analyst

We are looking for a detail-oriented Financial Analyst to support portfolio reporting and data management for a team based in Menlo Park, California. This is a Contract position with part-time hours of approximately 20 per week, offering an opportunity to contribute to financial analysis, reporting preparation, and portfolio data accuracy in a hybrid work environment. The ideal candidate will be comfortable working with investment-related financial information, building organized reporting materials, and collaborating with senior stakeholders.

Responsibilities:
• Maintain accurate portfolio company information across financial tracking platforms and generate reports as needed to support decision-making.
• Prepare presentation materials, summaries, and supporting documents for recurring portfolio review discussions.
• Organize investor-facing financial records and ensure documentation is stored in a consistent and accessible format.
• Gather, validate, and structure financial and operational data received from portfolio companies for analysis and reporting.
• Update and manage relevant records in Salesforce to keep internal information current and reliable.
• Provide ad hoc support for reporting, document preparation, and other analytical tasks tied to portfolio oversight.

Qualifications:

• At least 1 year of experience in venture capital, private equity, investment banking, startup finance, or a closely related environment.
• Strong spreadsheet skills in Excel or Google Sheets, including functions such as lookups, pivot tables, and data cleansing techniques.
• Ability to compile, review, and interpret key financial and operating metrics such as burn rate, headcount, and revenue performance trends.
• Experience with financial analysis, financial modeling, variance analysis, and ad hoc analytical work.
• Familiarity with Salesforce administration and exposure to portfolio monitoring or reporting tools is preferred.
• Excellent attention to detail with the ability to manage work independently and communicate clearly in writing.
• Strong presence and confidence when working with senior team members and stakeholders.

Compensation

$28.50-$33.00 Hourly

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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