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9 results for Financial Analyst Entry Level in Carlsbad, CA

Financial Analyst
  • Irvine, CA
  • onsite
  • Permanent / Full Time
  • 70000 - 90000 USD / Yearly
  • 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&amp;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
  • 2026-10-22T00:00:00Z
Financial Analyst
  • Murrieta, CA
  • onsite
  • Permanent / Full Time
  • 85000 - 110000 USD / Yearly
  • <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>
  • 2026-10-22T00:00:00Z
Financial Analyst/Manager
  • Irvine, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 150000 USD / Yearly
  • 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.
  • 2026-10-22T00:00:00Z
Sr. Financial Analyst
  • Costa Mesa, CA
  • onsite
  • Temporary / Contract
  • 76 - 88 USD / Hourly
  • We are looking for a Sr. Financial Analyst to support financial planning and performance reporting for defense manufacturing programs in Costa Mesa, California. This Long-term Contract position will focus on delivering clear insight into project financial health through recurring and on-demand analysis, helping stakeholders understand spending trends, forecast alignment, and overall program performance. The ideal candidate brings strong analytical judgment, experience with federally funded contract reporting, and the ability to translate complex financial data into practical business recommendations.<br><br>Responsibilities:<br>• Prepare weekly, monthly, and special-request financial reports that evaluate program results against forecasts, budgets, and operating plans.<br>• Analyze budget-to-actual performance and identify key drivers behind cost variances, schedule impacts, and changes in resource usage.<br>• Monitor project burn rates and spending patterns to provide timely visibility into financial status and potential risks.<br>• Produce reporting for government-funded programs, including contract-related expenditure summaries, labor utilization details, and fund tracking documentation.<br>• Build and maintain financial models that support forecasting, scenario planning, and decision-making for program and finance leadership.<br>• Perform ad hoc analysis by extracting, organizing, and interpreting financial data to address emerging business questions.<br>• Partner with cross-functional teams to improve reporting accuracy, validate assumptions, and strengthen financial controls across assigned projects.
  • 2026-10-22T00:00:00Z
Risk Analyst - Operational
  • Dana Point, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 200000 USD / Yearly
  • 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.
  • 2026-10-14T00:00:00Z
Data Analyst
  • Irvine, CA
  • onsite
  • Temporary / Contract
  • 30.4 - 33 USD / Hourly
  • <p>We are looking for a detail-oriented Data Analyst to support operations in Irvine, California through accurate data management and insightful reporting. This Long-term Contract position focuses on maintaining data quality, producing timely analyses, and helping stakeholders review financial and operational information with confidence. The role is well suited for someone who is comfortable working with large datasets, identifying irregular patterns, and using Power BI to turn information into clear business insight.</p><p><br></p><p>Responsibilities:</p><p>• Maintain and update datasets to ensure records remain complete, accurate, and ready for reporting needs.</p><p>• Prepare ad hoc analyses and recurring reports that help teams monitor business performance and respond to emerging questions.</p><p>• Review financial information for consistency, highlight unusual findings, and support follow-up analysis when discrepancies appear.</p><p>• Build and refine Power BI dashboards and visual reports that present trends, exceptions, and key metrics in a clear format.</p><p>• Examine transactional and operational data to detect suspicious activity and contribute to fraud-related analysis efforts.</p><p>• Support investigations by organizing relevant data, validating source information, and summarizing findings for internal stakeholders.</p><p>• Perform routine data quality checks and resolve inconsistencies to improve reliability across reporting outputs.</p>
  • 2026-10-16T00:00:00Z
Equity Fund Accountant
  • Newport Beach, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 110000 USD / Yearly
  • We are looking for an Equity Fund Accountant to support investor accounting and fund operations for a private investment platform in Newport Beach, California. This position partners closely with operations, compliance, and investment teams to oversee capital activity, maintain accurate records, and help deliver timely financial reporting. The ideal candidate brings strong analytical ability, sound judgment, and a proactive approach to improving processes in a detail-driven environment.<br><br>Responsibilities:<br>• Maintain the integrity of investor, entity, property, and custodian records within internal accounting and operational systems.<br>• Prepare and review capital activity, including contributions, distributions, investor elections, and related cash movement across escrow and partnership accounts.<br>• Calculate capital calls, investor allocations, management fees, preferred returns, and carried interest in accordance with governing agreements.<br>• Support valuation and reporting processes by analyzing fund activity and ensuring financial data is complete, accurate, and timely.<br>• Interpret partnership and offering documents to confirm that allocations, fee treatment, and investor transactions align with fund terms.<br>• Monitor intercompany and affiliate loan activity and help track related balances and repayment activity.<br>• Coordinate with external audit and tax advisors by providing documentation, responding to inquiries, and supporting deliverable deadlines.<br>• Lead communication with internal stakeholders and external partners on investor accounting matters, client deliverables, and operational priorities.<br>• Identify workflow gaps, recommend practical improvements, and contribute to projects that strengthen controls, reduce risk, and increase efficiency.
  • 2026-10-22T00:00:00Z
Finance Manager
  • San Diego, CA
  • onsite
  • Permanent / Full Time
  • 170000 - 180000 USD / Yearly
  • We are looking for a Finance Manager to support business performance and financial decision-making across our North America operations in San Diego, California. This role combines strategic finance leadership with hands-on oversight of planning, reporting, and commercial analysis, helping leaders make informed decisions that support growth and profitability. The position will also strengthen financial processes, improve reporting quality, and provide practical insight across revenue, margin, cash flow, and operating performance.<br><br>Responsibilities:<br>• Serve as a key finance partner to regional leadership by providing financial insight, balanced recommendations, and constructive input on strategic and day-to-day decisions.<br>• Direct the budgeting, forecasting, and planning cycle for North America, ensuring assumptions are well supported and aligned with broader business goals.<br>• Manage commercial finance activities tied to profit and loss performance, including revenue trends, gross margin, customer economics, and business risks.<br>• Lead recurring performance reviews with business stakeholders, highlighting key drivers, areas of concern, and agreed follow-up actions.<br>• Build financial models and scenario analyses to evaluate investments, pricing approaches, and resource allocation decisions.<br>• Convert operational and financial data into clear recommendations related to sales performance, cost management, profitability, and cash flow.<br>• Prepare management reporting, forecast updates, budget submissions, and variance commentary in partnership with broader finance teams.<br>• Oversee finance operations across accounts receivable, accounts payable, and payroll governance to support accuracy, control, and policy compliance.<br>• Identify opportunities to improve reporting and decision support through analytics, automation, and modern finance tools.
  • 2026-10-09T00:00:00Z
Accounting Specialist
  • Oceanside, CA
  • onsite
  • Temporary / Contract
  • 24 - 29 USD / Hourly
  • <p>A public-sector organization is seeking an Accounting Specialist to support daily financial operations, maintain accurate accounting records, and assist with departmental financial transactions. This opportunity is ideal for someone who enjoys structured accounting work, follows established procedures, and takes pride in accuracy and accountability.</p><p>The person in this role will work with finance and administrative staff to process transactions, reconcile records, and ensure documentation is complete. Candidates with experience in municipal government, public agencies, education, or other regulated environments are encouraged to apply.</p><p><strong>Key Responsibilities</strong></p><ul><li>Process accounts payable and accounts receivable transactions in accordance with established procedures.</li><li>Review invoices, purchase orders, reimbursement requests, and supporting documentation for accuracy.</li><li>Assist with payroll and timekeeping records, including researching discrepancies.</li><li>Reconcile financial transactions, cash receipts, and departmental account balances.</li><li>Enter accounting data and maintain accurate electronic records.</li><li>Review transactions for coding errors, missing approvals, and duplicate entries.</li><li>Prepare routine financial summaries, spreadsheets, and departmental reports.</li><li>Respond to internal questions regarding payment status and transaction documentation.</li><li>Maintain organized records for audits and financial reviews.</li><li>Coordinate with other departments to resolve discrepancies and obtain missing information.</li><li>Assist with month-end processes and special accounting projects as assigned.</li></ul><p><br></p>
  • 2026-10-23T00:00:00Z