15 results for Financial Planning Analyst in Carlsbad, CA

FINANCE - Financial Analyst

Newport Beach, CA
onsite
Temporary
55 - 65 USD / Hourly
We are looking for a skilled Finance Professional to join our team on a long-term contract basis in Newport Beach, California. This role will focus on delivering key financial planning and analysis activities, including forecasting, variance analysis, and financial modeling, while collaborating closely with business and finance stakeholders. The ideal candidate will thrive in a dynamic, deadline-driven environment and bring expertise in providing actionable insights to support organizational decision-making. Responsibilities:• Conduct monthly and quarterly budget variance analysis to monitor financial performance against targets.• Develop and maintain accurate financial forecasts and projections to support planning efforts.• Analyze financial trends, identify risks and opportunities, and present insights to business stakeholders.• Build and manage detailed financial models to support management reporting and decision-making processes.• Handle large datasets to ensure accuracy and consistency in financial outputs.• Collaborate with cross-functional teams to provide financial insights that drive strategic decisions.• Prepare comprehensive management reports, highlighting key financial metrics and recommendations.• Utilize advanced Excel skills, including pivot tables and complex formulas, to streamline data analysis.• Support ad hoc financial reporting and analysis requests as needed.• Ensure timely and precise delivery of financial outputs in a fast-paced environment.
2026-02-26T00:00:00Z

Financial Analyst

San Marcos, CA
onsite
Permanent
75000 - 90000 USD / Yearly
Essential Duties & Responsibilities • Collect and record historical financial data • Manage databases of financial records • Create and update financial analysis reports and models • Collect financial data from internal and external sources • Set and track key performance indicators (KPIs) and objectives • Collaborate with accounting and operations teams • Use predictive, driver-based, and multi-scenario planning for forecasts • Maintain an orderly financial records library and data store • Ensure timely and accurate financial reporting • Foster a culture of ethics, integrity, and good governance • Provide technical support to department heads • Assist with budgets, forecasts, and financial modeling • Prepare variance analyses, risk/opportunity assessments, and ad hoc reports • Identify and research variances in forecasts, budgets, and prior-year expenses • Participate in corporate projects impacting the organization Required Knowledge, Skills, & Abilities • Strong knowledge of accounting, financial, and operational principles • Excellent interpersonal and communication skills • High commitment to quality, ethics, and compliance • Ability to navigate ambiguous situations • Superior attention to detail with the ability to manage multiple priorities and meet deadlines. • Proficiency in Excel and PowerPoint • Advanced skills in system, database, and data analysis • Effective leadership and teamwork abilities • Capability to analyze financial data and prepare reports Education & Experience • Bachelor’s degree in accounting, finance, or business administration preferred • 2+ years of experience in accounting or financial analysis preferred • Strategic planning and implementation experience is a plus • Strong background in systems, databases, and information technology Join our team to help shape and drive our financial strategy while ensuring our company's financial health and growth. Are you a numbers whiz with a knack for turning data into actionable insights? We're looking for a dynamic Financial Planner and Analyst to join our team! Reporting directly to the Chief Financial Officer, you'll be at the heart of our financial strategy, helping to shape the future of our company. If you love diving into data, collaborating with a passionate team, and making a real impact, this job is for you!
2026-02-19T00:00:00Z

Financial Analyst

Rancho Santa Fe, CA
onsite
Temporary
44 - 50 USD / Hourly
A fast-scaling software/technology firm is partnering with Robert Half to add an analytical, forward-thinking Financial Analyst to their FP&A team. This is an exciting opportunity for someone who loves modeling, working cross-functionally, and supporting strategic decision-making in a high-growth environment. What You’ll Do<ul><li>Build and maintain complex financial models, revenue forecasts, and multi‑scenario analyses</li><li>Prepare monthly reporting packages, KPI dashboards, and budget-to-actual variance explanations</li><li>Support planning cycles: annual budget, quarterly forecasting, and long‑range models</li><li>Partner with Sales, Product, and Operations to analyze performance drivers</li><li>Conduct SaaS metric analysis (ARR, churn, renewals, margins, customer cohorts)</li><li>Assist with board presentations and investor-ready reporting</li><li>Evaluate business cases for new products, pricing, software spend, and headcount planning</li><li>Identify trends, risks, and opportunities to support strategic initiatives</li></ul>
2026-02-24T00:00:00Z

Financial Analyst

Rancho Santa Fe, CA
onsite
Temporary
36 - 42 USD / Hourly
A premium wellness and lifestyle organization in Rancho Santa Fe is seeking a polished and analytical Financial Analyst 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. Key Responsibilities<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>
2026-02-19T00:00:00Z

Financial Analyst

Carlsbad, CA
onsite
Temporary
37 - 43 USD / Hourly
A fast-growing manufacturing and distribution company in Carlsbad is seeking a sharp and forward-thinking Financial Analyst to support operational finance and strategic planning initiatives. This role sits at the intersection of finance and operations, helping leadership understand performance drivers across production, inventory, and margin.If you enjoy digging into the numbers and turning data into actionable business intelligence, this is a high-visibility opportunity. What You’ll Be Responsible For<ul><li>Build and maintain financial models to support forecasting and planning</li><li>Analyze production costs, margins, and inventory trends</li><li>Prepare monthly variance analysis and performance reporting</li><li>Support annual budgeting and rolling forecasts</li><li>Partner with operations leaders to evaluate financial performance</li><li>Develop dashboards and management reporting packages</li><li>Identify opportunities for cost efficiencies and process improvements</li><li>Assist with month-end close support and ad hoc analysis</li></ul>
2026-02-19T00:00:00Z

Financial Operations Analyst

San Marcos, CA
onsite
Temporary
43 - 50 USD / Hourly
Robert Half is supporting a high-growth retail/distribution company in San Marcos seeking a sharp, analytical Financial Operations Analyst to strengthen their FP&A and operational performance tracking. This role blends traditional financial analysis with inventory analytics, margin reviews, forecasting, and cross-functional partnership. Ideal for someone who enjoys fast-changing environments and making data meaningful for business leaders. What You’ll Do<ul><li>Analyze sales, margin, inventory, and operational performance across multiple product categories</li><li>Prepare weekly and monthly KPI dashboards with insights for leadership</li><li>Support budgeting/forecasting cycles with models, scenarios, and variance commentary</li><li>Partner with Purchasing, Supply Chain, and Operations to validate cost and volume data</li><li>Evaluate pricing changes, promotions, and product performance trends</li><li>Work with Accounting to reconcile inventory variances, landed cost, COGS, and shrink</li><li>Assist with monthly close support: accruals, reconciliations, journal entries, and reporting</li><li>Develop and refine models for demand forecasting, revenue planning, and operational efficiency</li><li>Prepare presentations for senior leadership, highlighting risks, trends, and opportunities</li></ul>
2026-02-27T00:00:00Z

Sr. Financial Analyst

Irvine, CA
onsite
Permanent
95000 - 110000 USD / Yearly
We are looking for an experienced Senior Financial Analyst to join our team in Irvine, California. In this role, you will play a key part in driving financial planning, forecasting, and performance analysis across multiple brands and categories. This position offers the opportunity to work closely with leadership and cross-functional teams to support strategic decision-making and enhance profitability. Responsibilities: • Coordinate and contribute to the multi-year financial planning process for multiple brands, ensuring accurate reporting and consolidation of plans. • Collaborate with demand planning, sales, and product development teams to create and validate rolling revenue forecasts, identifying trends, risks, and opportunities. • Present financial insights and forecasting updates to the executive team, highlighting key findings and recommendations. • Monitor and analyze performance metrics across categories, regions, and channels to identify areas for profitability improvement. • Develop and maintain detailed expense models and forecasts to support informed business adjustments. • Conduct variance analyses to compare actual financial results against forecasts and budgets, providing actionable insights. • Build and deliver ad hoc financial reports and analyses as needed to support leadership decisions. • Utilize data mining techniques to uncover valuable insights and drive improvements in financial processes. • Partner with cross-functional teams to ensure alignment on financial objectives and strategies. • Investigate and resolve discrepancies in financial data to ensure accuracy and reliability.
2026-02-05T00:00:00Z

Junior Financial Analyst

San Diego, CA
onsite
Temporary
28 - 35 USD / Hourly
A well-established recreation and hospitality organization in Rancho Bernardo is seeking a detail-oriented Junior Financial Analyst to assist with revenue analysis, performance tracking, and financial planning initiatives. This role blends accounting fundamentals with business analytics, making it ideal for someone who enjoys interpreting numbers and understanding how they impact operations. Core Responsibilities<ul><li>Analyze revenue streams and attendance metrics</li><li>Assist with forecasting seasonal performance trends</li><li>Support month-end reporting and budget tracking</li><li>Create financial summaries and performance dashboards</li><li>Identify cost-saving opportunities and operational efficiencies</li><li>Partner with department managers to review financial results</li><li>Assist in long-term strategic planning analysis</li></ul>
2026-02-18T00:00:00Z

Junior Financial Analyst

Rancho Santa Fe, CA
onsite
Temporary
28 - 35 USD / Hourly
A growing manufacturing company in San Diego is seeking a motivated and analytical Junior Financial Analyst to support operational finance and performance reporting. This role offers hands-on exposure to cost analysis, budgeting, and inventory financial management. You’ll work directly with senior finance leaders and operations teams to analyze trends and improve financial visibility. Primary Responsibilities<ul><li>Assist with monthly financial reporting and variance analysis</li><li>Support budgeting and forecasting processes</li><li>Analyze production costs and inventory trends</li><li>Prepare financial models and support data-driven decision making</li><li>Reconcile financial data and investigate discrepancies</li><li>Generate dashboards and summary reports for leadership</li><li>Assist with audit preparation and documentation</li></ul>
2026-02-18T00:00:00Z

Payroll Analyst

San Diego, CA
onsite
Temporary
32 - 35 USD / Hourly
Our client is seeking a detail-oriented Payroll Analyst to support their payroll operations and ensure timely, accurate payroll processing. This role is ideal for professionals with strong analytical skills and a thorough understanding of payroll systems and compliance in a fast-paced environment. Key Responsibilities:<ul><li>Process and audit payroll transactions for accuracy and compliance</li><li>Maintain payroll records and reconcile payroll reports</li><li>Assist with quarterly and annual payroll filings, tax reporting, and year-end processes</li><li>Resolve payroll discrepancies and answer employee queries</li><li>Support payroll system upgrades and process improvements</li><li>Collaborate with HR and Finance teams to implement payroll policies and procedures</li></ul>
2026-02-26T00:00:00Z

VP of Finance

Fallbrook, CA
onsite
Permanent
200000 - 240000 USD / Yearly
Key Responsibilities • Build and lead the FP&A function from the ground up • Establish budgeting and forecasting discipline • Lead cash flow forecasting and liquidity management • Oversee audit relationships (CLA) and ensure timely reporting • Manage investor relations and reporting packages • Lead financing strategy and capital structure planning • Support pre-acquisition diligence and integration • Partner with CEO on board reporting, covenant reporting, and financial performance updates • Evaluate whether to keep outsourced accounting or bring functions in-house • Ensure timely consolidation of acquired businesses • Implement scalable financial processes, systems, and controls • Support a rapidly growing field services business with budget setting and cost oversight ________________________________________ Must-Have Qualifications • Strong financial acumen with experience in high-growth environments • Ability to build FP&A, budgeting, forecasting, and cash flow models • Experience with debt-financed businesses and capital allocation • Hands-on leadership style; willingness to “roll up your sleeves” • Strong Excel / financial modeling • Experience overseeing audits and managing external accounting relationships • Ability to operate in a complex environment with multiple systems and acquisitions • Cultural fit: collaborative, grounded, analytical, and execution-focused ________________________________________
2026-03-02T00:00:00Z

Grant Analyst

Carlsbad, CA
onsite
Contract / Temporary to Hire
24.7 - 28.6 USD / Hourly
We are looking for a skilled Grant Analyst to join our team in Carlsbad, California. In this Contract to permanent position, you will play a key role in ensuring accurate financial reporting and effective grant management within the healthcare sector. This role requires a detail-oriented individual who can analyze complex data, collaborate across teams, and contribute to the financial health of the organization. Responsibilities: • Monitor Medicaid funding streams within county systems and ensure compliance with financial reporting standards. • Prepare and submit detailed cost reports at the conclusion of each fiscal period. • Maintain accurate tracking of revenue and expenses using the organization's electronic practice management system, reconciling data manually when required. • Work closely with the billing team to capture revenue accurately and address discrepancies exceeding a 5% threshold. • Identify and resolve inconsistencies in financial data, implementing improvements to enhance reporting accuracy. • Support grant management processes by reviewing budgets, analyzing expenses, and advising non-finance personnel on effective budget utilization. • Assist in developing the annual budget for the upcoming fiscal year, ensuring alignment with organizational goals. • Collaborate with stakeholders to optimize financial processes and ensure compliance with grant requirements. • Provide insights and recommendations to improve financial operations and reporting efficiency.
2026-03-04T00:00:00Z

Data Analyst

Irvine, CA
onsite
Permanent
140000 - 170000 USD / Yearly
We are looking for a skilled Revenue Operations Analyst to oversee the development and optimization of reporting and analytics across Sales, Marketing, and Customer Care teams. This role requires a strategic thinker who can transform data into actionable insights, standardize performance metrics, and enhance operational efficiency. Based in Irvine, California, this position offers the opportunity to lead data-driven initiatives that support organizational growth. Responsibilities:• Create and maintain dashboards and automated reports for Sales, Marketing, and Customer Care teams using Salesforce, Excel, and visualization tools.• Define and implement standardized key performance indicators (KPIs) to measure and optimize the revenue cycle from lead generation to customer satisfaction.• Conduct detailed analyses of sales funnel performance, conversion rates, and customer care trends to identify actionable insights.• Act as a Salesforce expert, ensuring data accuracy, optimizing workflows, and developing advanced reports.• Manage and mentor a team of two analysts, fostering their attention to detail and maintaining high-quality standards.• Write and maintain queries to extract, transform, and analyze data from Salesforce and associated databases.• Document data definitions, reporting logic, and business rules to ensure consistency and institutional knowledge.• Identify inefficiencies in revenue processes and propose data-driven solutions for improvement.• Provide historical data insights and predictive analysis to support campaign planning.• Ensure compliance with industry regulations and internal standards in all data management and reporting activit
2026-03-03T00:00:00Z

VP/Director of Finance

Newport Beach, CA
onsite
Permanent
150000 - 200000 USD / Yearly
We are looking for an experienced financial leader to oversee and optimize financial operations for a multi-site organization in Newport Beach, California. This role requires a strategic thinker who can manage financial forecasting, budgeting, and reporting while ensuring alignment with the company’s high-end service and product standards. The ideal candidate will bring expertise in managing financial models and a deep understanding of cash flow and balance sheet dynamics. Responsibilities: • Develop and maintain three-way financial statement models to support strategic decision-making. • Monitor and manage cash flow, including creating and maintaining a 13-week cash forecast model. • Supervise financial operations across 300 locations divided into nine regions, ensuring consistency and accuracy. • Lead month-end close processes and oversee the preparation of accurate financial reports. • Establish and refine annual budgeting processes that align with organizational goals. • Provide insights into balance sheet management and ensure proper financial controls are in place. • Manage and develop one direct report, with potential for team growth in the future. • Understand the nuances of the company’s high-end product offerings and customer service standards to align financial strategies with business objectives. • Collaborate with regional leaders to ensure financial alignment across all locations.
2026-02-05T00:00:00Z

Accounting Specialist

El Toro, CA
onsite
Contract / Temporary to Hire
23.75 - 25 USD / Hourly
We are looking for an Accounting Specialist to join our team in Foothill Ranch, California. This Contract to permanent position offers an excellent opportunity to contribute to a growing organization while enhancing your skills in accounts payable, accounts receivable, and financial operations. If you have a background in accounting and enjoy working in a collaborative office environment, we encourage you to apply. Responsibilities: • Process accounts payable and accounts receivable transactions accurately and efficiently. • Utilize QuickBooks Desktop to manage financial records and ensure data integrity. • Prepare and maintain Excel spreadsheets with basic formulas and data organization. • Collaborate with vendors to manage relationships and resolve billing inquiries. • Assist in the reconciliation of accounts and preparation of financial reports. • Support the senior accountant in daily accounting tasks and month-end processes. • Ensure compliance with company policies and accounting standards. • Perform cash application duties, including posting payments and handling discrepancies. • Monitor and address any overdue accounts or outstanding balances. • Contribute to the improvement of accounting procedures and workflows.
2026-03-04T00:00:00Z