6 results for Operational Risk Analyst in Carlsbad, CA

Risk Manager

Irvine, CA
onsite
Temporary
70 - 100 USD / Hourly
We are looking for a highly skilled Risk Manager with extensive experience in financial services to join our team on a long-term contract basis. This role is based in Irvine, California, and involves working on strategic enterprise risk management initiatives, due diligence processes, and data analysis to support regulatory compliance and business objectives. The ideal candidate will bring expertise in risk management frameworks and consumer lending, along with a proactive approach to problem-solving. Responsibilities: • Evaluate and optimize the enterprise risk management framework, ensuring functionality and identifying areas for improvement. • Perform detailed due diligence, including managing trust center operations and assigning roles within the team. • Analyze existing standard reports and dissect data sets to verify accuracy and reliability. • Collaborate with stakeholders to produce audit reports by gathering and structuring relevant data. • Support regulatory audit examinations by providing insights and documentation to meet compliance standards. • Apply auditing skills to reassess and enhance risk management practices across the organization. • Develop and implement risk management strategies tailored to enterprise-level needs. • Utilize data science techniques to extract actionable insights from complex data sets. • Ensure that consumer lending practices align with regulatory requirements and organizational risk policies. • Communicate findings and recommendations effectively to senior management and relevant teams.
2026-03-27T00:00:00Z

Operations Specialist

Carlsbad, CA
onsite
Contract / Temporary to Hire
30 - 40 USD / Hourly
We are looking for a meticulous and efficient Operations Specialist to join a dynamic financial advisory team in Carlsbad, California. In this Contract to permanent position, you will play a pivotal role in ensuring the smooth preparation and organization of financial planning documents, client information, and advisor support materials. Your contribution will directly support client meetings and administrative processes, making you an integral part of the team's success. Responsibilities: • Prepare comprehensive financial planning documents and advisor packets well in advance of scheduled client meetings. • Analyze advisor meeting notes to determine required materials, including statements, forms, and client-related information. • Organize and maintain documentation pertaining to investment strategies, annuities, and asset transfers. • Update and manage activities, tasks, and workflows using CRM systems, such as Redtail. • Assist clients with policy modifications, account updates, and follow-through on administrative tasks. • Compile planning materials into high-quality, client-ready packages for advisor review and presentation. • Ensure the confidentiality, accuracy, and quality of all financial documents and processes. • Work independently to meet deadlines, resolve issues proactively, and present viable solutions to challenges. • Collaborate effectively with team members to ensure seamless communication and workflow.
2026-03-27T00:00:00Z

Junior Financial Analyst (Operations Support)

Solana Beach, CA
onsite
Temporary
25 - 30 USD / Hourly
Bioscience is a fast-evolving space — where research, funding, and operations must stay tightly aligned. A biotech company in San Diego is hiring a Junior Financial Analyst to support budgeting, reporting, and operational tracking across research teams. This is a great opportunity for someone early in their finance career who wants to learn how financial data supports scientific progress. This role works closely with both finance and lab operations, helping ensure that projects stay organized, funded, and on track. The ideal candidate is analytical, curious, and comfortable working with data in a collaborative environment. Key Responsibilities<ul><li>Assist with budgeting and expense tracking for research teams</li><li>Maintain spreadsheets and financial tracking tools</li><li>Support monthly reporting and variance analysis</li><li>Help track project costs and operational spend</li><li>Coordinate with internal teams on financial updates</li><li>Assist with data entry, reconciliations, and documentation</li><li>Prepare basic reports for leadership review</li><li>Support ad hoc financial and operational projects</li></ul>
2026-03-30T00:00:00Z

Financial Analyst

Encinitas, CA
onsite
Temporary
42 - 48 USD / Hourly
Data-driven decision making has become one of the most valuable assets in modern business. Our recruiting team is partnering with a growing North County company that is seeking a Financial Analyst to help leadership translate financial data into strategic insight. This role will play a key part in forecasting, financial modeling, and analyzing business performance. The Financial Analyst will work closely with leadership to evaluate trends, support budgeting initiatives, and provide insights that guide important business decisions.Responsibilities<ul><li>Develop financial models and forecasting tools</li><li>Analyze financial performance and trends</li><li>Support budgeting and strategic planning initiatives</li><li>Prepare financial reports for leadership teams</li><li>Identify operational and financial improvement opportunities</li></ul>
2026-03-16T00:00:00Z

Financial Analyst

Tustin, CA
onsite
Permanent
80000 - 90000 USD / Yearly
We are looking for a detail-oriented Financial Analyst to join our team in Tustin, California. This role involves analyzing financial data, generating reports, and supporting decision-making processes to ensure the organization meets its financial goals. The ideal candidate will have expertise in accounting systems and a strong ability to interpret complex data. Responsibilities: • Analyze financial data to identify trends, variances, and opportunities for improvement. • Prepare accurate financial reports using tools such as Crystal Reports and other reporting platforms. • Implement and optimize accounting software systems to enhance operational efficiency. • Conduct audits to ensure compliance with financial regulations and organizational standards. • Manage budget processes, including forecasting and monitoring expenditures. • Perform data mining techniques to extract valuable insights for financial planning. • Support capital management strategies to optimize resource allocation. • Collaborate with cross-functional teams to provide financial insights and recommendations. • Ensure accurate accrual accounting practices are maintained. • Assist in the evaluation and improvement of CRM systems related to financial operations.
2026-03-23T00:00:00Z

Treasury Analyst

Tustin, CA
onsite
Temporary
22 - 25 USD / Hourly
We are looking for a detail-oriented Treasury Analyst to join our team in Tustin, California, on a contract basis. This part-time position is ideal for professionals with a strong background in cash flow analysis and payment processing. If you have at least two years of experience in treasury operations and are skilled in corporate treasury functions, we encourage you to apply. Responsibilities: • Manage daily payment processing activities to ensure timely and accurate transactions. • Analyze cash flow patterns to support effective financial planning and decision-making. • Collaborate with the treasury team to optimize cash management processes. • Prepare detailed reports on treasury operations and financial metrics. • Monitor and forecast cash positions to maintain adequate liquidity. • Utilize Microsoft Excel to perform complex financial calculations and data analysis. • Assist in maintaining compliance with corporate treasury policies and procedures. • Contribute to the development and implementation of treasury management strategies. • Support the integration of treasury functions with other financial departments.
2026-04-02T00:00:00Z