Sr. Financial Analyst

Sr. Financial Analyst

Robert Half is recruiting for an interim Data analytics/ SFA consultant to help our Education client with management level KPIs and dashboards. The SFA consultant will develop a comprehensive HR scorecard dashboard using data exported from the client's HRIS and related systems. The consultant will build executive reporting, automate dashboard updates where possible, document processes, and train a designated internal employee to assume ongoing ownership and maintenance of the reporting environment upon project completion. This opportunity will be located hybrid schedule in Redlands, CA.

Responsibilities

• Design and develop executive HR dashboards and scorecards.
• Consolidate and analyze HR data provided by the client through standard report exports.
• Create reporting and analytics related to:
• Headcount and workforce trends
• Turnover and retention
• Recruiting and hiring metrics
• Compensation and workforce costs
• Diversity and inclusion metrics
• Employee engagement
• Attendance and overtime
• Learning and development
• Develop KPI calculations and reporting standards.
• Create visually effective dashboards using Power BI, Tableau, or similar reporting tools.
• Validate data accuracy and ensure consistency of reporting metrics.
• Document dashboard processes, KPI definitions, and reporting procedures.
• Create user guides and training materials.
• Train and mentor a designated employee to manage reports, refresh data, maintain dashboards, and perform ongoing analysis.
• Provide knowledge transfer and transition support through project completion.

Dashboard reports will include:

• Executive HR Scorecard Dashboard
• Workforce Analytics Dashboard
• KPI Definitions and Reporting Standards
• Process Documentation
• User Training Materials
• Knowledge Transfer Plan

Qualifications

• Experience building HR analytics and workforce reporting dashboards. ( must have)

• Advanced Power BI, Tableau, or similar business intelligence expertise.

• Strong Excel and data analysis skills.

• Experience reporting on headcount, turnover, retention, recruiting, compensation, and workforce metrics.

• Ability to translate business requirements into meaningful executive reporting.

• Excellent documentation, training, and knowledge transfer capabilities.

• Project Success Criteria

• 5+ years of experience in analytics, financial analysis, or workforce reporting within a structured environment.

• Demonstrated success creating HR analytics dashboards and KPI reporting for management or executive audiences. ( must have)

• Advanced proficiency with Power BI, Tableau, or comparable business intelligence platforms.

• Strong Excel capabilities and the ability to organize, analyze, and interpret large data sets.

• Experience reporting on workforce measures such as headcount, turnover, retention, recruiting activity, compensation, and labor costs.

• Ability to convert business questions into practical dashboards, scorecards, and decision-ready reporting.

• Strong documentation, training, and knowledge transfer skills with a structured, detail-oriented approach.

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