33 results for Sr Financial Analyst in Carlsbad, CA

Senior Financial Analyst John Asdell with Robert Half is partnered with a multi-billion-dollar company based in San Diego with national operations. The company is continuing to expand its FP& A function and is hiring a Senior Financial Analyst to support two of the fastest growing business units in the firm. The scope of the duties will be traditional commercial finance tasks and provide a high degree of visibility for this Sr. FPA Analyst. This person will report directly to the Director of Finance and be afforded the opportunity to be mentored in corporate strategy with an eye toward corporate development. The role offers a hybrid work schedule with a very competitive compensation package that includes an above market base salary with an annual bonus. Responsibilities: • Collaborate with various departments to collect and analyze data and information• Develop and maintain accurate financial models at the corporate and project levels• Provide analytical support to the C-suite and finance organization, assisting with critical business analyses• Present analytical findings and data to various teams in a clear, concise manner• Monitor project status, capital spend, cash flows, and other financial metrics on a weekly basis• Assist with financial reporting tasks as required by the company• Conduct budget to actual variance analyses for project and corporate costs and cash flows• Track information for project transactions and associated data rooms• Evaluate company performance through detailed analysis and critical thinking• Complete ad hoc tasks and analysis as necessary to support the company's objectives.

Senior Financial Analyst We are offering an exciting opportunity for a Senior Financial Analyst in the Real Estate & Property industry, located in San Diego, California. This role involves driving process improvements, implementing technical innovations, and enhancing data visibility to support executive decision-making. Responsibilities: • Implement improvements in financial planning and reporting systems. • Collaborate with cross-functional teams to enhance data accuracy and availability for financial insights. • Lead and assist in corporate budgeting and forecasting processes for accurate financial projections and capital planning. • Utilize Power BI or SQL to build financial dashboards and automate reporting. • Develop and maintain advanced financial models to support strategic decision-making. • Prepare variance analysis and provide actionable insights on financial performance. • Create and maintain monthly, quarterly, and annual financial reports. • Drive a culture of innovation and process modernization, adopting and implementing new technologies. • Identify process bottlenecks, propose automation solutions, and leverage advanced analytics techniques to enhance efficiency and insight. • Champion the use of emerging tools such as Python, R, or AI/ML to optimize data integration and refine financial workflows.

Sr. Financial Analyst We are in search of a Sr. Financial Analyst to join our team, situated in Tustin, California, 92780, United States. In this role, you will undertake a variety of tasks including financial reporting, analysis, forecasting, and budgeting. Collaborating with multiple teams, you will provide valuable insights, forecasts, and actionable recommendations that steer our strategic decision-making process. Responsibilities • Carry out comprehensive financial analyses to back pivotal business decisions, inclusive of cost optimization, capital investments, and pricing strategies. • Develop and sustain complex financial models that support strategic initiatives and operational decisions, with a focus on accuracy and scalability. • Collaborate with various departments to set annual budgets, track performance, and analyze variances to ensure consistency in financial planning. • Prepare and scrutinize monthly and quarterly financial reports to monitor company performance. • Actively participate in ad-hoc financial analysis to address emerging business needs and opportunities. • Utilize your skills in 'Business systems', 'Confluence', 'CRM', 'Crystal Reports', 'Data Mining Techniques', 'About Time', 'Accounting Functions', 'Auditing', 'Budget Processes', 'Capital Management' to enhance your performance in this role.

Financial Analyst Robert Half is seeking an experienced and motivated Financial Analyst for a prestigious client looking to strengthen their strategic decision-making processes with accurate financial insights. The Financial Analyst will be responsible for analyzing financial data, creating detailed reports, and providing actionable insights to support business decisions. You’ll work closely with cross-functional teams to assess key financial metrics, optimize budgeting processes, and identify opportunities for growth and efficiency within the organization. Key Responsibilities:<ul><li>Collect, analyze, and interpret financial data to support decision-making processes.</li><li>Prepare timely and accurate financial reports, dashboards, and presentations for senior leadership.</li><li>Conduct variance analyses for budgets, forecasts, and performance metrics, providing recommendations for improvement.</li><li>Evaluate financial models and conduct profitability analyses to assess ROI and project outcomes.</li><li>Monitor trends in key financial metrics to identify risks and opportunities for the organization.</li><li>Partner with leadership, operations, and accounting teams to develop and refine budgets and forecasts.</li><li>Support reporting and compliance for audits and regulatory requirements.</li><li>Proactively identify and drive process improvements for financial workflows, reporting systems, and analytic tools.</li></ul>

Financial Analyst - Non-Profit Robert Half is seeking a detail-oriented financial analyst to join our team on a contract basis, supporting one of our undisclosed nonprofit clients. This role is ideal for an analytical professional with experience in financial planning, grant reporting, and budgeting within the nonprofit sector. If you have a passion for data-driven decision-making and a strong understanding of fund accounting and financial compliance, we encourage you to apply. Key Responsibilities<ul><li>Analyze financial statements, program budgets, and grant expenditures to ensure compliance with funding requirements.</li><li>Prepare and maintain budget-to-actual reports, identifying key variances and providing recommendations.</li><li>Assist in grant reporting, ensuring financial transparency and compliance with donor restrictions.</li><li>Develop financial models to support strategic planning and funding decisions.</li><li>Monitor and track restricted and unrestricted funds, ensuring proper allocation and reporting.</li><li>Prepare cash flow forecasts and financial projections to assist leadership with decision-making.</li><li>Conduct cost analysis on program expenses to optimize resource allocation.</li><li>Support audit preparation, gathering necessary financial documentation and assisting with external auditor requests.</li><li>Collaborate with program managers and finance teams to improve budget accuracy and efficiency.</li><li>Identify and implement process improvements to enhance financial reporting and data integrity.</li></ul>

Financial Analyst Robert Half is partnering with an innovative and fast-growing biotech firm to hire a Financial Analyst who will play a key role in driving data-driven financial decisions. If you are a forward-thinking, skilled professional who thrives in a collaborative environment and is excited about contributing to advancements in biotech, this is your opportunity to make an impact. Responsibilities:<ul><li>Develop, analyze, and maintain detailed financial models to support management decisions across various projects and departments.</li><li>Prepare and deliver comprehensive financial forecasts, budgets, and variance analyses.</li><li>Partner with cross-functional teams (e.g., R& D, operations) to monitor project financials and communicate actionable insights.</li><li>Conduct revenue and expense trend analyses, highlighting opportunities for cost savings and efficiencies.</li><li>Assist in the preparation of monthly, quarterly, and annual financial reports for internal and external stakeholders.</li><li>Perform detailed profitability and pricing analysis on biotech products and pipeline projects.</li><li>Support strategic decision-making by providing financial data and ad hoc analysis as requested.</li><li>Stay updated on biotech industry trends and benchmarks to provide valuable insights during planning discussions.</li></ul>

Financial Analyst We are offering an exciting opportunity for a Financial Analyst in Irvine, California. In this role, you will be instrumental in providing financial insights and analysis to support business decisions. You will work with various teams to ensure data accuracy and compliance, support business transactions, and improve financial processes. Responsibilities: • Analyze financial documents and market trends to identify potential business opportunities and risks. • Create financial models and projections to aid in decision-making processes. • Develop, monitor, and interpret key performance indicators and financial metrics. • Participate in budgeting, financial planning, and cost analysis activities. • Conduct industry-specific research to gain insights into financial trends and investment opportunities. • Compile reports and presentations for the senior management team and other stakeholders. • Identify financial risks and propose strategies to mitigate these risks. • Collaborate with accounting and finance teams to ensure data accuracy and regulatory compliance. • Contribute to mergers, acquisitions, and investment decisions by providing thorough financial analysis. • Evaluate, refine, and improve financial processes to boost efficiency and profitability.

Financial Analyst We are in search of a Financial Analyst to join our team in San Clemente, California. In this role, you will be responsible for evaluating, managing, and optimizing our investments, assets, and financial resources. Your tasks will encompass a wide range of activities, including data analysis, report preparation, and providing recommendations to enhance the value of our assets. Responsibilities: • Evaluate and analyze the financial and operational performance of our current assets, including investment portfolios and real estate holdings. • Conduct market research to assess the value, opportunities, and risks associated with various assets. • Monitor market changes that could potentially impact asset performance. • Prepare detailed financial models and forecasts to predict future asset performance. • Develop accurate and concise reports summarizing your findings and recommendations. • Present data-driven insights to support decision-making processes for asset acquisition, divestiture, or optimization. • Ensure our asset management and investments comply with internal policies, industry regulations, and financial standards. • Assist in financial audits and oversee the accuracy of records related to asset performance. • Identify opportunities to improve the efficiency and profitability of portfolio holdings. • Provide actionable recommendations to mitigate risk and enhance return on investment. • Track key performance indicators (KPIs) and benchmarks to measure asset success against organizational goals. • Collaborate with finance, accounting, operations, legal, and IT teams to ensure effective asset management. • Act as a liaison between internal teams, clients, and third-party vendors.

Financial Analyst We are offering an exciting opportunity in Newport Beach, California for a Financial Analyst. This role is within the finance industry, where you will be expected to handle sensitive data with confidentiality, manage payroll processing, and perform bookkeeping duties. Responsibilities: • Accurately process employee payroll, including calculations for hours, overtime, bonuses, deductions, stipends, reimbursements, and more. • Collaborate with HR and Accounting teams to manage benefits deductions, employee changes, and reporting. • Accurately maintain employee payroll records. • Respond to employee inquiries regarding pay, deductions, and payroll processes in a timely manner. • Handle payroll tax filings, garnishments, and other statutory deductions. • Ensure compliance with federal, state, and local payroll laws and regulations. • Identify and resolve payroll discrepancies or errors on time. • Prepare and process contributions, withdrawals, loans and other transactions relating to retirement plan. • Ensure retirement plan adheres to all relevant regulations and legal requirements. • Assist with audits related to payroll and retirement plan records and processes. • Use accounting software systems to assist with other accounting duties such as bank reconciliations, journal entries, accounts payable, invoicing correspondence, etc. as needed.

Tax Senior We are offering an exciting opportunity for a Tax Senior in San Diego, California. The successful candidate will be playing a vital role in our team, providing comprehensive tax services to a diverse range of clients. This role incorporates tax planning, compliance, preparation, audits, and client relationship management, ensuring adherence to tax laws and regulations. Responsibilities: • Managing tax compliance and preparation procedures for various clients, ranging from individuals to small businesses and corporations. • Ensuring that all tax filings adhere strictly to federal, state, and local tax laws and regulations. • Providing strategic tax solutions and identifying opportunities for tax savings for our clients. • Playing a critical role in delivering high-quality tax services by effectively managing client relationships. • Utilizing proficiency in tax software and accounting tools, such as Accounting Software Systems, CaseWare, CCH IntelliConnect, CCH Prosystem, and CCH ProSystem Fx. • Conducting audits and managing accounting functions with a high level of attention to detail and organizational skills. • Managing entity formation and ensuring financial statement compliance. • Implementing excellent analytical and problem-solving skills in the role. • Working both independently and as part of a team to achieve optimal results.

Director of Finance We are in the market for a Director of Finance to join our team in San Diego, California. The successful candidate will be tasked with the management of financial operations, budget preparation, vendor management, and the overall financial leadership of our organization. Responsibilities: • Oversee all financial operations including banking, payroll, and contract management. • Work closely with the Executive Director to ensure effective financial management and controls. • Develop and manage annual and project-specific budgets while implementing systems to monitor expenditure. • Act as the primary contact and manage relationships with the organization's contracted accounting and IT support firms. • Lead and support the finance, investment, and audit committees of the Board of Directors. • Oversee the organization's physical plant management including security measures and emergency planning. • Handle the procurement, maintenance, and disposal of organizational equipment and supplies. • Work alongside the Executive Director and department heads to manage the human resources function, including staff onboarding and offboarding. • Lead the organization's safety, security, and emergency preparedness efforts. • Contribute to the strategic planning of the organization, focusing on operational excellence and mission growth. • Supervise the Operations Associate in their support of the Finance and Administration Department. • Take on additional tasks as identified and assigned by the Executive Director.

CFO We are on the hunt for a Chief Financial Officer (CFO) to be an integral part of our team in the aviation industry. Based in Irvine, California, the CFO will play a key role in strategic planning, managing, and operating finance and accounting activities. This is an offering an exciting opportunity. Responsibilities: • Undertake the responsibility of managing all finance and accounting activities • Handle business planning, budgeting, and forecasting tasks efficiently • Oversee financial and administrative functions, including finance, accounting, and investments • Conduct internal audits to ensure financial transparency and compliance • Represent the department's interests in financial policy, aviation, and technical matters • Utilize '3M', 'Accounting Software Systems', 'ADP - Financial Services', 'Business systems', 'CRM' for efficient operations • Oversee all accounting functions for financial clarity • Conduct auditing to ensure all financial operations are within the legal framework • Manage budget processes to maintain financial health of the organisation • Handle capital management and cash flow analysis to ensure financial stability.

VP, Global Finance Position SummaryJohn Asdell with Robert Half is partnered with a global manufacturing and distribution company with annual revenues of approximately $500 million worldwide that is seeking an experienced and strategic Vice President of Finance to join its executive leadership team. This role provides comprehensive financial leadership across the company’s international footprint with operations in Asia and the United States. Reporting directly to the CEO and President, the VP of Finance will drive financial strategies, oversee operational efficiency, and ensure the company is well-positioned to achieve its growth objectives. Seeking candidates local to Southern California. The role will be base in San Diego County in the US headquarters. Relocation assistance is not available for this position. ResponsibilitiesFormulate and execute strategic financial initiatives that align with the company’s global vision and long-term objectives.Serve as the financial advisor to the CEO, President, and executive leadership team, ensuring data-driven decisions that maximize profitability and mitigate risk.Oversee financial planning, forecasting, and budgeting processes, including identifying opportunities to optimize operations and reduce costs.Oversee treasury management, including cash flow optimization, liquidity planning, and vendor payment processes.Serve as the point of contact for global banking relationships, ensuring favorable terms and optimizing credit, lending, and debt agreements.Implement FX hedging strategies and other financial tools to mitigate currency exchange risks across international operations.Lead the financial evaluation of M& A opportunities, including valuation modeling, synergies forecasting, and integration planning.Conduct thorough due diligence and risk assessment for potential acquisitions or partnerships.Support post-merger planning and execution, ensuring financial alignment throughout the integration process.Manage financial operations across Asia and the U.S., ensuring compliance with local and international regulations, including tax laws, GAAP, and IFRS.Develop standardized processes, tools, and reporting practices to provide consistent, transparent financial data globally.Advise on transfer pricing strategies and international tax planning to optimize overall financial performance.Collaborate with manufacturing, supply chain, and procurement teams to manage costs, enhance efficiency, and analyze profitability at a product and regional level.Lead financial risk management initiatives, including inventory financing, insurance coverage, and debt management.Partner with IT and business units to enhance ERP systems and streamline financial operations.Ensure the timely preparation of accurate, detailed financial close, statements, and reporting for internal and external stakeholders.Direct corporate governance efforts and ensure strict compliance with all regulatory and legal reporting requirements.Manage internal and external audits and establish system-wide controls to safeguard company assets.Build, inspire, and lead a high-performing finance organization across multiple countries and regions.Foster cross-functional collaboration within the finance team and ensure professional development opportunities for team members.

Accounting Manager We are offering a short term contract employment opportunity in Bonita, California for an Accounting Manager. As an Accounting Manager, your role will revolve around managing and overseeing the daily operations of our accounting department, which includes the creation of cash flow forecasts and budgeting, as well as ensuring compliance with GAAP Accounting standards. Responsibilities: • Oversee and manage the daily operations of the accounting department • Create and maintain cash flow forecasts to ensure financial stability • Develop, implement, and maintain budgeting and forecasting systems • Ensure compliance with Generally Accepted Accounting Principles (GAAP) • Analyze financial data and create financial reports for management • Continually improve and streamline the accounting department's processes and systems • Coordinate with other departments to gather data for budgeting and forecasting • Handle sensitive information in a confidential manner • Resolve accounting discrepancies and irregularities • Conduct financial audits to ensure accuracy and transparency of financial records.

Accounting Manager John Asdell with Robert Half is partnered with a dynamic and rapidly growing private company in the construction industry with approximately $80M. Over the past three years, the company has nearly doubled in size, and as they continue to expand, they are seeking an experienced and proactive Accounting Manager to join our tight-knit team. This is an excellent opportunity to make a meaningful contribution to a thriving organization with a collaborative and high-performing culture. Position Summary: The Accounting Manager will be an individual contributor reporting directly to the CFO. This individual will be responsible for managing the general ledger and preparing financial statements for one of our two primary entities, as well as overseeing the accounting and financial reporting for two joint venture entities. While prior experience in the construction industry or with job costing is not required, the ideal candidate will bring strong technical accounting skills, attention to detail, and a hands-on, solutions-oriented mindset. Key Responsibilities:<ul><li>Financial Statement Preparation: Prepare accurate and timely monthly, quarterly, and annual financial statements in compliance with GAAP for one primary company entity and two joint venture entities.</li><li>General Ledger Management: Perform overall management and maintenance of the general ledger, including preparing and reviewing journal entries, account reconciliations, and month-end/year-end closings.</li><li>Joint Venture Accounting: Collaborate with joint venture partners to ensure proper accounting treatment, financial reporting, and reconciliations for the two joint ventures under your purview.</li><li>Variance Analysis: Conduct ongoing variance analysis to provide insight into financial performance and identify areas for cost optimization or process improvement.</li><li>Audit Support: Serve as the key point of contact for external auditors, providing documentation and explanations as needed for annual audits.</li><li>Process Improvement: Continuously seek opportunities to streamline accounting processes, improve financial reporting accuracy, and enhance efficiencies.</li><li>Collaboration & Reporting: Work closely with the CFO and cross-functional team members to provide financial insights and contribute to company-wide initiatives.</li><li>Compliance: Ensure that all financial reporting and accounting practices adhere to relevant legal and regulatory requirements.</li></ul>

Financial Reporting Manager • We are seeking an experienced Reporting Manager with 4+ years of experience in real estate or investment management whose strengths lie in financial analysis and reporting• Ability to prioritize and handle multiple tasks with flexibility to adapt and adjust on an ad hoc basis, as needed• Excellent organizational and communication skills, both written and oral• Team player with a collaborative approach• Bachelor’s Degree in Accounting or Finance required• CPA required• Strong, general, full-cycle accounting experience, preferably in real estate• Big 4 and/or with industry experience preferred• IFRS experience preferred Responsibilities:• As a member of the Finance & Accounting team, you will interact with management• Duties include, but are not limited to, maintaining and analyzing accounting and reporting records, reviewing quarterly financial reports, preparing interim and year-end audit work papers, submitting lender and tax compliance reports, as well as other financial reports to management and/or owners, under specific deadlines• This is a permanent position, hybrid role, daily hours of 9:00 a.m. to 5:00 p.m.• Provide regular reporting regarding financial and operating trends and metrics, as well as analyze and benchmark performance of assets, and progress of ad-hoc business and digital transformation projects to the Director of Accounting and Reporting• The position is based at the Company’s Costa Mesa offices and reports to the Director of Accounting and Reporting

Accounts Payable We are offering a long-term contract employment opportunity for an Accounts Payable role in Irvine, California, 92626, United States. As an Accounts Payable, you will be tasked with the efficient and accurate processing of field invoices for specific projects and divisions on a monthly basis. You will also be required to assist in reviewing check runs weekly to meet set deadlines. Responsibilities:• Efficiently process monthly field invoices for specific projects and divisions• Assist in reviewing weekly check runs to meet set deadlines• Utilize Microsoft Excel and Microsoft Office Suites effectively for various tasks• Use Oracle and Concur software systems as needed• Maintain open lines of communication, demonstrating good communication skills• Stay organized and detail-oriented in all tasks• Follow instructions as given by the team or management• Adapt to any additional responsibilities as needed.

Assistant Manager Do you have the leadership skills to inspire and guide a team while ensuring day-to-day operations run smoothly? A busy and growing company in Oceanside, CA, is looking for a talented Assistant Manager to join their team. This is a fantastic opportunity for an individual who thrives in a leadership role that blends customer service, team management, and operational excellence.Join a company known for its welcoming culture and commitment to exceptional service while developing management experience that can fast-track your career. Key Responsibilities:<ul><li>Assist the Manager in overseeing all aspects of day-to-day operations.</li><li>Supervise, develop, and motivate staff to deliver exceptional service and meet performance goals.</li><li>Handle scheduling, workflow assignments, and staff evaluations in coordination with the Manager.</li><li>Ensure compliance with company policies and procedures, as well as local laws and regulations.</li><li>Assist in inventory management, including ordering, tracking, and merchandise display.</li><li>Resolve customer issues and provide guidance to staff on delivering excellent customer experiences.</li><li>Monitor and report on key operational and financial metrics.</li><li>Step in to manage the location in the Manager’s absence.</li></ul>

Accounting Manager A premier resort in Carlsbad, CA, is seeking an experienced and enthusiastic Accounting Manager to oversee and manage its accounting operations. This role offers the chance to work in a beautiful setting while ensuring the financial health of one of the area’s most renowned destinations. Join a culture that values teamwork, innovation, and guest satisfaction, and take on a key leadership role in the resort’s financial management team. Key Responsibilities:<ul><li>Lead and manage all day-to-day accounting operations, including accounts payable, accounts receivable, bank reconciliations, and journal entries.</li><li>Prepare monthly and annual financial statements in accordance with GAAP.</li><li>Supervise and mentor a team of accounting professionals, providing guidance and support as necessary.</li><li>Monitor cash flow, budgets, and forecasts to ensure alignment with the resort's strategic objectives.</li><li>Review and enforce internal controls to ensure compliance, accuracy, and efficiency with all financial processes.</li><li>Coordinate audits, tax preparation, and compliance with federal, state, and local laws.</li><li>Work closely with the executive and operations teams to identify opportunities for cost savings and process improvements.</li></ul>

Cost Accounting Manager We are offering an exciting opportunity for a Cost Accounting Manager at our Lake Forest, California location. The individual will play a vital role in maintaining fiscal records in compliance with GAAP and emphasizing transactions like cash, accounts receivable, payable, inventory, fixed assets, and accruals. You will also be in charge of updating costs regularly and working closely with various departments to understand and validate the standard cost of each part. Responsibilities: • Maintain fiscal records in accordance with GAAP, with a focus on transactions such as cash, accounts receivable, and accounts payable, inventory, fixed assets, and accruals • Regularly update standard costs and work in collaboration with Engineering, Customer Service, and Production to understand and validate the standard cost of each part • Generate weekly, monthly, and annual financial reports and present them to plant leadership and the Corporate Finance team • Monitor key financial metrics, including EBITDA, operating cash flow, and other KPIs, and use this information to make accurate forecasts and decisions to maximize profitability • Prepare and/or approve the business case for capital investments and manage the capital budget • Use the Epicor (ERP) system to record accounting transactions and provide financial support to other members of the Management team to assist them in their decision-making processes • Analyze manufacturing variances and job profitability, and adjust to improve financial accuracy • Use Accounting Software Systems, ADP - Financial Services, Crystal Reports, Epicor, ERP - Enterprise Resource Planning, Accounting Functions, Accounts Payable (AP), Auditing, Budget Processes, Cost Accounting, and Annual Standard Cost skills to fulfill job responsibilities.

Director of Accounts Receivable We are working on an exciting opportunity for a Director of Accounts Receivable position to join our team. The primary role of this position is to streamline and enhance the accounts receivable processes and credit management within our organization. This role involves leading a team of professionals, ensuring accuracy in invoicing and reconciliation, and providing detailed reporting on AR metrics. Responsibilities:• Implement strategies to enhance collections efficiency and reduce DSO.• Oversee the creation of robust and scalable processes by evaluating and enhancing the current SOPs.• Lead a team of AR professionals, instilling a high-performance and result-oriented culture.• Develop streamlined workflows for improved invoicing, reconciliation, and reporting accuracy within a multi-entity framework.• Utilize Business Central 365 for maintaining AR integrity and optimizing system usage for reporting and operational purposes.• Collaborate with cross-functional teams like finance, operations, and credit to resolve disputes and incorporate AR best practices throughout the organization.• Deliver detailed and timely reporting on AR metrics, trends, and performance to the executive leadership.• Ensure compliance with company policies, regulatory requirements, and audit standards across all entities.

Accounting Manager We are in search of an Accounting Manager for our Communications team based in San Diego, California. In this role, you will oversee various accounting tasks, including the development of accounting processes, revenue recognition, and financial reporting. Additionally, the role involves maintaining SKU level product standard costs in the ERP system and supervising both AR Staff Accountant and AP Staff Accountant. Responsibilities: • Overseeing the creation and implementation of accounting processes to ensure accurate accounting information is produced in a timely manner. • Handling company revenue recognition, including reconciling revenue and conducting gross margin analysis. • Assisting in generating monthly, quarterly, and annual financial reports. • Establishing and maintaining SKU level product standard costs in the ERP system following company policies and procedures. • Ensuring month-end close and bi-monthly schedules are prepared accurately for various GL accounts and departments. • Supervising AR Staff Accountant tasks, including reviewing and approving customer invoices and monitoring shipments for revenue recognition. • Regularly reviewing the AR Aging report to ensure all comments and actions are updated. • Overseeing AP Staff Accountant duties, including reviewing and approving Accounts Payable invoice processing. • Approving daily purchase requests for accurate and timely reporting of expenses. • Reviewing Company payment lists from Contract Manufacturer to ensure standard costs are accurately represented in the ERP. • Identifying and implementing process improvements by documenting new and existing workflows. • Supporting and assisting in the management of the annual audit, preparing schedules, and responding to auditor requests. • Ensuring all tax compliance deadlines are met. • Carrying out supervisory responsibilities according to company policies. • Providing reports on an ad-hoc basis and handling other deliverables or projects as assigned. • Supporting A/P and A/R staff in their duties.

Finance Manager We are in search of a Finance Manager to join our team in Irvine, California. The role is within the commercial real estate finance industry and will involve overseeing loan processes, maintaining client relationships, and ensuring effective data management. This position offers a unique opportunity to apply your expertise in managing financial operations and coordinating with various stakeholders. Responsibilities: • Oversee the loan closing process, including coordinating lender due diligence, maintaining loan closing checklists, and ensuring effective post-closing file maintenance. • Maintain a proactive communication line with clients, lenders, and counsel, responding promptly to inquiries and requests. • Execute loan closing actions in a timely manner to ensure an efficient closing process. • Develop and maintain positive relationships with stakeholders such as the Lender, Lender’s Counsel, Loan Officer, and Title Company. • Manage the collection and filing of all borrower information and financials. • Review and manage information provided by internal team members. • Oversee the coordination and commissioning of all required 3rd party reports. • Ensure timely delivery of required information by coordinating appraisal and other third-party reports. • Manage information flow in SharePoint for both internal and external parties involved in the transaction. • Maintain complete transaction information by updating and managing internal electronic transactions and DRE files. • Follow up on outstanding entity requirements and understand entity documents to identify authorized signors for documents. • Utilize skills in Accounting Software Systems, ADP - Financial Services, CRM, Crystal Reports, Data Mining Techniques, Accounting Functions, Accrual Accounting, Auditing, Budget Processes, and Capital Management.

CFO We are offering an exciting opportunity for a CFO at our Huntington Beach, California location. The individual will play a pivotal role in managing and scaling the financial and administrative teams, analyzing financial trends, preparing insightful dashboards, and supporting performance improvement initiatives from a financial perspective. This role also involves financial forecasting, cash flow management, and supporting acquisition initiatives. Responsibilities • Lead and manage the financial and administrative teams, ensuring efficient operations. • Analyze monthly financials for identifying trends and potential challenges. • Develop and present insightful dashboards to the executive level, providing a consolidated view of the business. • Collaborate with Branch, Installation, and Service managers, offering them insights and forward-looking visibility for informed decision-making. • Drive Finance Department initiatives, such as software and systems implementation, and other improvements as needed. • Create annual forecasts for branches and the consolidated company, and monitor actual performance against the plan. • Manage cash flow and provide accurate forecasting. • Ensure compliance with bank covenants through proper forecasting and planning. • Support acquisition initiatives and integrate the acquired accounting and finance systems into our platform. • Use Accounting Software Systems, CRM, and other relevant tools for managing accounting functions and cash flow analysis.

Audit Manager - Public We are offering an exciting opportunity for an Audit Manager to join our team based in Irvine, California. This role is within the public sector and involves overseeing various auditing processes. Responsibilities: • Manage and coordinate audit engagements to ensure they are conducted in accordance with the company's audit program • Utilize accounting software systems to maintain accurate records and data • Develop and implement audit plans to ensure all relevant financial information is captured • Communicate effectively with clients, addressing their inquiries and resolving any issues • Leverage knowledge of accounting functions to provide insightful analysis and recommendations • Use CaseWare, CCH ProSystem Fx, and CCH Sales Tax software for auditing purposes • Engage in budgeting processes to ensure financial viability and sustainability • Maintain flexibility in work hours especially during busy seasons to meet client needs • Promote work-life balance among team members by allowing flexible work arrangements when necessary • Encourage and support team members to work towards obtaining their CPA certification for detail oriented growth.