3 results for Systems Analyst in Mountain View, CA

Financial Analyst

Encinitas, CA
onsite
Temporary
42 - 48 USD / Hourly
Data-driven decision making has become one of the most valuable assets in modern business. Our recruiting team is partnering with a growing North County company that is seeking a Financial Analyst to help leadership translate financial data into strategic insight. This role will play a key part in forecasting, financial modeling, and analyzing business performance. The Financial Analyst will work closely with leadership to evaluate trends, support budgeting initiatives, and provide insights that guide important business decisions.Responsibilities<ul><li>Develop financial models and forecasting tools</li><li>Analyze financial performance and trends</li><li>Support budgeting and strategic planning initiatives</li><li>Prepare financial reports for leadership teams</li><li>Identify operational and financial improvement opportunities</li></ul>
2026-03-16T00:00:00Z

Operations Specialist

Carlsbad, CA
onsite
Contract / Temporary to Hire
30 - 40 USD / Hourly
We are looking for a meticulous and efficient Operations Specialist to join a dynamic financial advisory team in Carlsbad, California. In this Contract to permanent position, you will play a pivotal role in ensuring the smooth preparation and organization of financial planning documents, client information, and advisor support materials. Your contribution will directly support client meetings and administrative processes, making you an integral part of the team's success. Responsibilities: • Prepare comprehensive financial planning documents and advisor packets well in advance of scheduled client meetings. • Analyze advisor meeting notes to determine required materials, including statements, forms, and client-related information. • Organize and maintain documentation pertaining to investment strategies, annuities, and asset transfers. • Update and manage activities, tasks, and workflows using CRM systems, such as Redtail. • Assist clients with policy modifications, account updates, and follow-through on administrative tasks. • Compile planning materials into high-quality, client-ready packages for advisor review and presentation. • Ensure the confidentiality, accuracy, and quality of all financial documents and processes. • Work independently to meet deadlines, resolve issues proactively, and present viable solutions to challenges. • Collaborate effectively with team members to ensure seamless communication and workflow.
2026-03-27T00:00:00Z

Business Systems Manager

San Diego, CA
onsite
Permanent
130000 - 165000 USD / Yearly
We are looking for a skilled Business Systems Administrator/Manager to oversee and optimize enterprise IT systems for a dynamic organization in San Diego, California. In this role, you will manage and integrate key platforms, including NetSuite, ServiceNow, and Salesforce, while ensuring seamless operations across logistics, sales, and customer service workflows. This is an excellent opportunity for someone with a strong attention to detail, a solid technical background, and a deep understanding of business processes. Responsibilities:• Administer and maintain NetSuite systems, ensuring seamless integration with warehouse, shipping, finance, and operational tools.• Configure and support ServiceNow workflows, integrations, and support processes to enhance system functionality.• Oversee Salesforce administration, including user management, data flow support, and customizations.• Manage and troubleshoot integrations across platforms using tools like Boomi, MuleSoft, and Microsoft Fabric.• Develop and implement custom solutions utilizing SuiteScript, SuiteFlow, SuiteQL, RESTlets, and automation tools.• Translate business requirements from logistics, operations, and sales into scalable technical solutions.• Diagnose and resolve issues related to data quality, workflows, and cross-platform integrations.• Perform testing, quality assurance, and validation for system updates and enhancements.• Create comprehensive documentation and training materials for end-users.• Collaborate with cross-functional teams to drive technology initiatives and align systems with business goals.• Exercise vendor relations to assist when needed
2026-03-17T00:00:00Z