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3 results for Operational Risk Analyst in Carlsbad, CA

Operations Administrator

San Diego, CA
onsite
Temporary to Hire
22 - 24 USD / Hourly
We are looking for an Operations Administrator to support agent onboarding, licensing coordination, and contracting activities for a growing financial services organization. This position is ideal for someone who excels in a structured, high-volume environment and can keep multiple workflows moving with accuracy and professionalism. The role will work closely with internal partners and external stakeholders to help ensure documentation, case activity, and service expectations are handled efficiently. Candidates who are organized, responsive, and comfortable working across multiple systems will be well suited for this opportunity. Responsibilities:• Manage the end-to-end administrative process for agent licensing, appointments, and contracting submissions to insurance carriers.• Review applications and supporting documents for completeness and accuracy before forwarding materials for carrier review.• Maintain up-to-date agent, client, and case records within Salesforce and other operational platforms.• Track outstanding items and proactively communicate with agents or internal teams to obtain missing documentation and resolve delays.• Oversee active contracting and case workflows while documenting progress and keeping files organized and audit-ready.• Use multiple carrier portals and follow each provider's procedures to submit information correctly and efficiently.• Monitor turnaround expectations and prioritize daily activities to meet service deadlines and internal performance standards.• Partner with cross-functional teams to strengthen process consistency and deliver a smooth experience for agents throughout onboarding and case administration.
2026-05-13T00:00:00Z

Financial Analyst

San Diego, CA
onsite
Permanent / Full Time
85000 - 95000 USD / Yearly
We are looking for a detail-oriented Financial Analyst to join our consultancy team in San Diego, California. In this role, you will play a vital part in supporting financial planning and analysis, managing budgets, and delivering insightful data-driven recommendations. This position offers an exciting opportunity to collaborate with stakeholders and contribute to operational efficiency. Responsibilities: • Perform financial analysis and modeling to support strategic decision-making. • Assist in preparing and maintaining budgets and forecasts. • Analyze variances and trends to identify key insights and opportunities. • Utilize data mining techniques to extract and interpret large datasets. • Partner with business stakeholders to provide financial guidance and recommendations. • Develop and maintain reports and dashboards using tools such as Tableau. • Support process improvement initiatives to enhance operational efficiency. • Conduct ad hoc financial analyses to address specific business questions. • Collaborate with cross-functional teams to achieve organizational goals.
2026-04-15T00:00:00Z

Financial Analyst

Tustin, CA
onsite
Permanent / Full Time
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.
2026-05-06T00:00:00Z