<p>Robert Half is currently representing one of San Diego's fastest-growing organizations seeking a <strong>Financial Analyst</strong> who wants to move beyond reporting and become a true business partner. Our client is experiencing significant growth and needs a finance professional who can provide leadership with actionable insights, strategic recommendations, and meaningful financial analysis. This role offers the opportunity to work directly with senior leadership and play a key part in shaping business decisions.</p><p>This position is ideal for someone who enjoys solving complex business challenges, uncovering opportunities within data, and building strong partnerships across multiple departments.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Create and maintain financial models</li><li>Prepare annual budgets and quarterly forecasts</li><li>Analyze revenue and profitability trends</li><li>Conduct variance analysis and present findings</li><li>Evaluate operational performance metrics</li><li>Support strategic planning initiatives</li><li>Develop executive-level reporting packages</li><li>Assist with business case development for new initiatives</li><li>Monitor KPI performance and identify opportunities for improvement</li><li>Support mergers, acquisitions, and growth initiatives when applicable</li></ul><p><br></p>
<p>We are looking for an Application Intake Analyst to support the evaluation and onboarding of business applications in for a stellar company in the Professional Services Space. This role helps guide requests for new systems, enhancements, integrations, and software services through established governance, security, and compliance review processes. The ideal candidate brings strong organizational skills, sound judgment in regulated environments, and the ability to coordinate across technical and business teams while maintaining clear documentation.</p><p><br></p><p>Responsibilities:</p><p>• Lead the intake workflow for proposed applications, platform updates, integrations, and SaaS offerings from initial request through onboarding readiness.</p><p>• Act as the main liaison among business stakeholders, IT, security, risk, compliance, vendor oversight, and controls teams to keep reviews aligned and moving forward.</p><p>• Define and document access-related needs, including user roles, authentication methods, authorization structure, provisioning expectations, and privileged access considerations.</p><p>• Analyze incoming requests to determine appropriate access models, service account needs, user populations, and compatibility with enterprise identity and directory solutions.</p><p>• Review submitted intake materials for quality, completeness, and consistency with governance expectations, control standards, and approved technology direction.</p><p>• Identify and document security, privacy, compliance, and operational impacts associated with each application request and route items for the proper risk-based reviews.</p><p>• Maintain intake records, decision histories, process documentation, and governance artifacts to support traceability and operational consistency.</p><p>• Monitor service levels, intake metrics, and key performance indicators to support reporting, process refinement, and continuous improvement efforts.</p><p>• Assist with audits and examinations by preparing documentation, supplying evidence, and supporting walkthroughs related to application onboarding and controls.</p><p>• Contribute to process enhancements, control design activities, and special initiatives tied to IT governance and application lifecycle management.</p>
We are looking for an experienced Business Analyst to support enterprise process improvement initiatives in Newport Beach, California. This role will work closely with operational leaders and technology teams to shape effective solutions using Microsoft Dynamics 365 Customer Engagement and the Power Platform. The position focuses on translating business goals into practical system capabilities, improving workflows, and driving measurable results across customer-facing functions.<br><br>Responsibilities:<br>• Partner with business leaders and technical teams to gather, clarify, and prioritize functional needs for Microsoft Dynamics 365 Customer Engagement initiatives.<br>• Analyze current workflows, identify process gaps, and recommend scalable improvements that increase efficiency across sales, service, and field operations.<br>• Convert business objectives into detailed requirements, user stories, process maps, and supporting documentation for delivery teams.<br>• Collaborate with developers, architects, and project stakeholders to design and refine solutions built on Dynamics 365 and Power Platform tools.<br>• Support implementation efforts by validating configurations, coordinating user acceptance testing, and ensuring solutions align with operational expectations.<br>• Help establish adoption strategies, usage standards, and governance practices that promote consistent and effective platform utilization.<br>• Facilitate communication between technical and non-technical stakeholders to keep projects aligned, informed, and moving forward.<br>• Monitor solution performance after deployment, gather feedback from users, and drive ongoing enhancements based on business value.<br>• Contribute to integration planning for Dynamics 365 with Microsoft applications, Azure services, or external systems when required.
We are looking for a Business Analyst to support operational improvement and digital enablement initiatives in Newport Beach, California. This role works across business and technology teams to uncover process gaps, define more effective ways of working, and help deliver scalable solutions that improve performance across core supply chain activities. The position is well suited for someone who can connect business goals with system capabilities, guide cross-functional collaboration, and promote practical, data-informed decision-making.<br><br>Responsibilities:<br>• Evaluate existing business workflows to uncover inefficiencies, process bottlenecks, and opportunities for greater consistency across operations.<br>• Create improved future-state processes that use system functionality and automation to reduce manual tasks and strengthen execution.<br>• Lead business analysis efforts for initiatives involving warehouse operations, procurement activities, and order management processes.<br>• Collaborate with business leaders, technical teams, and external partners to define requirements and align solutions with strategic priorities.<br>• Support the delivery lifecycle from initial discovery and requirements gathering through testing, rollout, and user adoption.<br>• Develop repeatable process models and documentation that can be applied across multiple sites and warehouse environments.<br>• Conduct gap assessments between current operations and desired capabilities, recommending practical improvements through D365 and connected platforms.<br>• Help drive digital transformation efforts by identifying opportunities to improve reporting, analytics, and operational decision support.
We are looking for a detail-oriented FP&A Analyst to support financial planning, reporting, and business performance analysis for a growing organization in Irvine, California. This role partners closely with finance leadership and cross-functional teams to deliver clear insights that guide budgeting, forecasting, and operational decision-making. The ideal candidate brings strong analytical ability, sound financial acumen, and the discipline to manage multiple priorities in a fast-moving environment.<br><br>Responsibilities:<br>• Develop recurring monthly and quarterly financial reporting materials for management and executive stakeholders, including presentations used for leadership and Board review.<br>• Create and maintain reporting that compares actual results against budget and forecast, and summarize key variances, trends, and business drivers.<br>• Contribute to annual budgeting and periodic forecasting activities by updating planning models, validating submitted data, and supporting departmental financial reviews.<br>• Work with business leaders and finance partners to provide analysis that improves visibility into performance and supports informed decision-making.<br>• Monitor cash flow expectations and evaluate working capital activity by analyzing major balance and trend movements across the business.<br>• Build and update dashboards and scorecards that track operational and financial performance for business units and corporate teams.<br>• Collaborate with accounting and department leaders during close and review cycles to understand results, explain deviations, and refine outlooks for the remainder of the year.<br>• Support cost management and efficiency efforts through targeted analysis, opportunity tracking, and ad hoc reporting as needed.<br>• Prepare presentation materials, scheduled analyses, and special financial reports for senior executives and other key stakeholders.