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Financial Analyst
<p>A premium wellness and lifestyle organization in Rancho Santa Fe is seeking a polished and analytical <strong>Financial Analyst</strong> to support revenue analytics, service line performance, and executive reporting. This role is ideal for someone who thrives in a relationship-driven business environment and enjoys translating financial data into strategic insights that support growth and client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze revenue trends, pricing models, and service profitability</li><li>Support forecasting and long-range planning initiatives</li><li>Prepare executive dashboards and KPI reporting</li><li>Partner with department leaders on budget performance</li><li>Monitor expenses and identify optimization opportunities</li><li>Assist with financial presentations for leadership meetings</li><li>Support ad hoc reporting and special projects</li><li>Ensure data accuracy across financial systems</li></ul>
<p><br></p><ul><li>Bachelor’s degree in Finance, Accounting, Economics, or related field</li><li>2–4 years of financial analysis or FP& A experience</li><li>Strong Excel and financial modeling capabilities</li><li>Experience with BI tools or dashboards a plus</li><li>Excellent written and verbal communication skills</li><li>High attention to detail and business curiosity</li><li>Experience in hospitality, wellness, or service industries preferred</li></ul><p><br></p>
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  • Rancho Santa Fe, CA
  • onsite
  • Temporary
  • 36.00 - 42.00 USD / Hourly
  • <p>A premium wellness and lifestyle organization in Rancho Santa Fe is seeking a polished and analytical <strong>Financial Analyst</strong> to support revenue analytics, service line performance, and executive reporting. This role is ideal for someone who thrives in a relationship-driven business environment and enjoys translating financial data into strategic insights that support growth and client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze revenue trends, pricing models, and service profitability</li><li>Support forecasting and long-range planning initiatives</li><li>Prepare executive dashboards and KPI reporting</li><li>Partner with department leaders on budget performance</li><li>Monitor expenses and identify optimization opportunities</li><li>Assist with financial presentations for leadership meetings</li><li>Support ad hoc reporting and special projects</li><li>Ensure data accuracy across financial systems</li></ul>
  • 2026-02-19T19:18:44Z

Financial Analyst Job in Rancho Santa Fe, CA | Robert Half