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4 results for Financial Analysis Manager in Bakersfield, CA

Financial Planning & Analysis Manager

Bakersfield, CA
onsite
Permanent / Full Time
95000.00 - 120000.00 USD / Yearly
Tammy Power, Recruiting Manager with Robert Half is looking for a Financial Planning & Analysis Manager to join our team in Bakersfield, California. This position plays a central role in guiding budgeting, forecasting, and performance reporting while turning complex financial data into practical business recommendations. The ideal candidate will work closely with leaders across operations, commercial teams, and support functions to strengthen planning processes and improve decision-making. This is a hands-on opportunity for someone who combines analytical depth with strong business partnership skills. For immediate and confidential consideration contact Tammy Power via LinkedIn. Responsibilities:• Lead core FP& A activities by driving the annual budget cycle, maintaining rolling forecasts, producing monthly performance reports, and delivering timely financial analysis.• Manage key elements of the monthly financial review process, highlighting results, explaining business drivers, and identifying emerging risks and opportunities.• Collaborate with department and executive leaders to convert operational and commercial priorities into financial plans, scenarios, and measurable targets.• Oversee forecast consolidation by gathering inputs from cross-functional teams, aligning planning assumptions, and developing a reliable view of future performance.• Evaluate pricing, product mix, profitability, and investment options to support sound business decisions and improved financial outcomes.• Support cash flow planning and working capital analysis to help inform capital deployment and liquidity management.• Contribute to long-range planning efforts through scenario modeling and financial assessment of strategic initiatives.• Improve planning accuracy and consistency by refining forecasting methods, strengthening assumptions, and enhancing collaboration across teams.• Assist with upgrades to FP& A reporting tools, systems, and workflow processes to build more efficient and scalable financial operations.• Prepare concise, decision-oriented presentations and reporting materials for senior leadership discussions.
2026-06-05T14:13:47Z

CFO

Mountain Mesa, CA
onsite
Permanent / Full Time
150000.00 - 210000.00 USD / Yearly
We are looking for an experienced Chief Financial Officer (CFO) to take charge of financial operations and strategy for a community-focused healthcare organization in Mountain Mesa, California. This leadership role is ideal for someone who excels in financial management, enjoys collaborating across departments, and seeks to make a meaningful impact in the healthcare industry. The CFO will play a critical role in shaping the organization’s financial policies and ensuring its long-term sustainability. Responsibilities: • Develop and present comprehensive financial reports, performance analyses, and trend evaluations to assist executive decision-making. • Lead the formulation of budgets, forecasts, and long-term financial plans to maintain fiscal stability. • Oversee cost accounting, purchasing, capital asset management, auditing, and regulatory compliance efforts. • Manage relationships with external entities, including lenders, insurers, auditors, and regulatory agencies. • Implement and maintain robust internal controls and financial processes across all organizational departments. • Collaborate with executive leadership to provide strategic financial guidance and shape organizational priorities. • Supervise and mentor finance teams, fostering detail-oriented growth and cross-functional collaboration. • Ensure optimal healthcare reimbursement processes and compliance with industry standards. • Drive initiatives that enhance operational efficiency and support the organization’s mission-driven goals. • Monitor and manage financial risks while identifying opportunities for organizational growth.
2026-06-05T14:13:47Z

Planning Associate

Visalia, CA
remote
Temporary to Hire
22.00 - 25.00 USD / Hourly
We are seeking a detail-oriented and client-focused Financial Planning Associate to join our client's growing team. This role combines elements of financial planning support, client service, and paraplanning responsibilities. The ideal candidate will be highly organized, professional, and able to manage multiple priorities while supporting advisors and maintaining exceptional client relationships. Key ResponsibilitiesFinancial Planning Support<ul><li>Manage financial plan renewals and ensure plans are delivered accurately and on time.</li><li>Collect, organize, and maintain client financial information and documentation.</li><li>Prepare financial summaries, analyses, and planning materials for client meetings.</li><li>Document assumptions, calculations, and planning recommendations.</li><li>Follow up with clients to validate information and clarify financial objectives.</li><li>Assist with research and analysis to support client planning strategies.</li><li>Ensure all action items are completed in a timely and thorough manner.</li></ul>Administrative & Team Support<ul><li>Document all client activity and communications within Redtail CRM.</li><li>Coordinate and prepare materials, reports, and documentation for upcoming client appointments.</li><li>Act as a liaison between the advisor and internal partners to ensure seamless communication and execution.</li><li>Assist with incoming calls and ensure appropriate routing and follow-up.</li><li>Attend and actively participate in team meetings.</li><li>Support special projects and process improvement initiatives to enhance planning efficiency and consistency.</li><li>Monitor deadlines and prioritize workload to ensure timely completion of deliverables.</li></ul>Client Service & Relationship Management<ul><li>Serve as a point of contact for client inquiries and requests.</li><li>Build and maintain strong client relationships through responsive communication and exceptional service.</li><li>Assist advisors with ongoing wealth planning initiatives and client relationship management.</li><li>Participate in client meetings and document meeting discussions and action items.</li><li>Screen referrals and prospective clients.</li><li>Maintain strict confidentiality and compliance with company policies and procedures.</li></ul>
2026-05-28T22:48:53Z

Assistant Controller

Bakersfield, CA
onsite
Permanent / Full Time
100000.00 - 140000.00 USD / Yearly
Tammy Power, Recruiting Manager with Robert Half is looking for a skilled Assistant Controller to join a healthcare organization in Bakersfield, California. This role is ideal for an experienced accounting specialist who thrives in a dynamic, mission-driven environment and excels in both routine and complex financial tasks. The position offers an opportunity to contribute to meaningful work while advancing your career in the healthcare industry.For immediate consideration, reach out to Tammy Power via LinkedIn. Responsibilities:• Oversee general ledger maintenance and ensure accurate financial records.• Perform journal entries and reconcile accounts, including bank and investment accounts.• Prepare and review financial statements, cost reports, and regulatory filings.• Track and reconcile cash receipts, revenue, and departmental reports.• Coordinate workflow by reviewing entries and reports from team members.• Manage fixed asset records and depreciation schedules.• Participate in corporate and program audits, ensuring compliance.• Analyze financial data to identify trends and provide actionable insights.• Support the Controller in implementing efficient accounting processes and systems.• Ensure adherence to governmental and healthcare reporting standards.
2026-05-29T14:04:19Z