<p>Senior Financial Analyst</p><p><br></p><p>A growing subscription-based technology company is seeking a Senior Financial Analyst to support budgeting, forecasting, and financial modeling initiatives.</p><p><br></p><p>Key Responsibilities</p><p>Lead the development, tracking, and management of annual operating budgets, with a focus on sales and marketing.</p><p>Build and maintain revenue and expense forecasting models across multiple recurring-revenue business lines.</p><p>Partner with finance leadership to support planning, reporting, and strategic decision-making.</p><p>Collaborate cross-functionally with teams including Accounting, Human Resources, IT, and Sales Operations to improve reporting processes and KPI analysis.</p><p>Analyze trends and provide insights to support financial performance and operational efficiency.</p><p><br></p><p><br></p>
AR + Financial Analysis + Commercial Finance + Finance Business Partner<br>This person will support assigned customer accounts and partner with Sales and Operations throughout the customer lifecycle.<br>Core Responsibilities<br>• Own AR and Order-to-Cash activities<br>• Invoicing, booking, clearing and reconciliations<br>• AR aging and collection follow-up<br>• Customer deductions and dispute resolution<br>• Trade spend and promotional expense management<br>• Accruals and customer-related expenses<br>• Pricing and commercial analysis<br>• Build simulated P&Ls<br>• Evaluate business terms and promotional strategies<br>• Financial reporting and analysis<br>• Process improvement<br>• Finance systems/digitalization initiatives<br>• Partner directly with Sales and Operations<br>Ideal Background<br>Target:<br>• Financial Analyst<br>• Accounting Analyst<br>• Senior Accountant with strong analytical skills<br>• Commercial Finance Analyst<br>• Channel Finance Analyst<br>• Revenue Analyst<br>• AR Analyst ready for a step up<br>• Finance Business Partner
We are looking for an HRIS Analyst to support and optimize key human resources systems for a Contract position based in Encinitas, California. In this role, you will help maintain reliable HR technology that supports employee data, payroll, benefits, onboarding, and recruiting activities. You will partner with cross-functional teams to improve data quality, resolve system-related issues, and deliver reporting that supports business decisions. This opportunity is ideal for someone who combines technical HRIS knowledge with strong problem-solving and collaboration skills.<br><br>Responsibilities:<br>• Administer and support HR systems that manage employee records, payroll processing, benefits administration, onboarding tasks, and recruiting workflows.<br>• Troubleshoot system questions and functional issues raised by HR, Payroll, and partner departments, providing timely and practical solutions.<br>• Maintain accurate and well-organized employee information by reviewing data integrity and making updates as needed.<br>• Produce reports and analyze workforce-related information to help teams monitor key HR metrics and operational trends.<br>• Support recurring annual programs such as open enrollment, compensation updates, and incentive payout processing within HR systems.<br>• Collaborate with HR, Payroll, Accounting, and IT teams to ensure systems operate effectively and meet business needs.<br>• Develop user guides, process documentation, and training materials to improve adoption and effective use of HR technology.<br>• Identify process improvement opportunities and recommend system enhancements that increase efficiency and data reliability.
We are looking for a Financial Analyst/Manager to support institutional planning and financial decision-making for a university environment in Irvine, California. This role oversees the annual budgeting cycle, leads forecasting activities throughout the year, and delivers meaningful analysis that helps departments manage resources effectively. The position also partners closely with campus leaders to evaluate financial performance, assess new proposals, and provide clear reporting on budget variances and trends.<br><br>Responsibilities:<br>• Lead the full annual budgeting cycle, coordinating with finance partners, faculty, and administrative teams to develop plans aligned with organizational priorities.<br>• Prepare and present monthly comparisons of actual results against budget, highlighting key variances and recommending actions to improve financial performance.<br>• Build and maintain rolling forecasts, scenario models, and what-if analyses to identify risks, opportunities, and expected financial outcomes.<br>• Review departmental financial activity and spending patterns using budgeting and accounting tools to strengthen cost control and support informed decision-making.<br>• Partner with budget owners across the organization to monitor revenue and expenses, address emerging issues, and help keep operations on track with approved plans.<br>• Assess the financial viability of program proposals, pro formas, and funding requests by analyzing assumptions, projected results, and strategic fit.<br>• Monitor restricted funds and related balances on a regular basis, providing recommendations on the appropriate use and release of available resources.<br>• Maintain financial structures such as departments and cost centers within the accounting framework to support accurate reporting and budget oversight.<br>• Track profitability by program and revenue source, including development and upkeep of cost allocation methodologies.<br>• Contribute to external and regulatory reporting requirements by preparing financial data, analysis, and supporting documentation as needed.
We are looking for an experienced Operational Risk Analyst to support insurance, claims, and risk management activities for a real estate-focused asset management environment in Dana Point, California. This position plays a key role in protecting the portfolio by strengthening insurance program oversight, improving claim outcomes, and reducing operational exposure across managed properties. The ideal candidate brings strong analytical judgment, knowledge of risk transfer practices, and the ability to work closely with leadership, brokers, carriers, and third-party property managers.<br><br>Responsibilities:<br>• Support the yearly renewal cycle for multiple insurance programs by gathering underwriting information, reviewing coverage details, and helping assess options that improve protection and cost effectiveness.<br>• Oversee property and liability claims from initial notification through closure, coordinating with brokers, insurers, adjusters, and internal stakeholders to keep matters moving efficiently.<br>• Organize and review claim documentation such as incident records, photographs, estimates, invoices, and correspondence to ensure complete and timely submissions.<br>• Track litigation, demand response deadlines, coverage positions, and reserve activity, escalating issues when claim handling or insurer performance creates additional risk.<br>• Examine loss trends across the portfolio to identify recurring causes, high-exposure assets, and opportunities to reduce future incidents.<br>• Partner with property management teams to strengthen prevention efforts related to water damage, premises liability, safety, security, and other common property risks.<br>• Review management, vendor, and contractor agreements to confirm appropriate indemnity, insurance, and risk transfer provisions are in place.<br>• Maintain oversight of certificates of insurance for third-party partners, verifying compliance before property access or service activity begins.<br>• Assist with insurance and risk-related audit requests, lender documentation, and transaction due diligence for acquisitions, refinancings, and dispositions.<br>• Monitor property management reporting performance, enforce incident escalation standards, and provide risk-focused feedback on recurring operational weaknesses.