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11 results for Credit Risk Analysis Manager in Fairfield, CA

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000 - 155000 USD / Yearly
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-08-14T00:00:00Z

Sr. Credit Policy Analyst

Vacaville, CA
onsite
Permanent / Full Time
105000 - 130000 USD / Yearly
We are looking for an experienced Sr. Credit Policy Analyst to support credit strategy and policy governance in Solano County, California. This role focuses on shaping lending guidelines through data-driven analysis, regulatory awareness, and a strong understanding of portfolio risk. The ideal candidate brings sound judgment, strong quantitative skills, and the ability to partner across business functions to improve credit performance and policy effectiveness. Responsibilities:• Develop, refine, and maintain credit policies that support responsible lending decisions, regulatory adherence, and sustainable portfolio performance.• Evaluate current and proposed policy changes by analyzing their effect on credit risk, loss exposure, and overall business results.• Review lending practices to confirm alignment with internal standards as well as applicable external compliance requirements.• Measure the performance of credit policies using portfolio trends, key metrics, and analytical findings, then recommend practical improvements.• Research economic conditions, industry developments, and competitor activity to identify factors that may influence credit strategy.• Partner with stakeholders across finance, risk, and operations to roll out policy updates and promote consistent execution.• Build and interpret credit risk models, portfolio analysis, and reporting that support policy recommendations and decision-making.• Prepare clear presentations and visual reports for leadership to explain policy rationale, risk insights, and performance outcomes.
2026-08-21T00:00:00Z

Financial Analyst

Livermore, CA
onsite
Temporary / Contract
35 - 49.5 USD / Hourly
We are looking for a Financial Analyst to join an organization in Livermore, California on a Long-term Contract basis. In this role, you will evaluate cost movements, support pricing decisions, and provide financial insight that helps business partners respond effectively to changing conditions. The position offers a strong opportunity to work across sales, supply chain, and finance while contributing to forecasting, analysis, and process improvement initiatives. Responsibilities:• Analyze changes in inventory-related costs and determine how those shifts influence customer pricing and overall financial outcomes.• Work closely with sales and supply chain partners to collect key inputs, confirm assumptions, and relay pricing impacts in a clear and timely manner.• Manage assigned pricing segments from the initial quotation stage through final invoicing at build completion, ensuring consistency and accuracy throughout the process.• Prepare well-structured customer communications that explain pricing adjustments using accurate financial data and supporting analysis.• Build ad hoc financial models and run scenario-based evaluations to assess the effects of cost volatility on pricing and margin.• Assist with recurring planning activities, including monthly forecasts, budget preparation, and analysis of actual results versus expectations.• Help enhance FP&A resources by improving reporting tools, standard templates, and analytical processes used by the finance team.• Review current reporting workflows, identify control or efficiency gaps, and recommend practical improvements to strengthen decision support.• Deliver accurate financial insights to stakeholders on schedule and collaborate across functions to support business-aligned financial decisions.
2026-08-20T00:00:00Z

Financial Analyst

Sacramento, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Lisa Cole with Robert Half is partnering with a growing manufacturing organization that is seeking a Financial Analyst to support finance with a focus on cost accounting, inventory forecasting, and operational finance. This role partners closely with Operations and Supply Chain to improve financial performance, inventory efficiency, and working capital. Key Responsibilities<ul><li>Own plant cost accounting, including standard costs, BOM/routings, labor and overhead rates, absorption, and inventory valuation</li><li>Analyze manufacturing variances (material, labor, overhead, yield, mix) and communicate drivers</li><li>Develop and maintain inventory forecasts aligned to demand, production, and MRP outputs</li><li>Analyze inventory KPIs including turns, and support reserve modeling</li><li>Support budgeting, forecasting, and long‑range planning for plant operations</li><li>Partner with Operations on OEE, throughput, labor efficiency, and continuous improvement initiatives</li><li>Support capital projects, fixed assets, and depreciation tracking</li></ul>
2026-07-31T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
42 - 55 USD / Hourly
We are seeking a Financial Analyst to support budgeting, forecasting, financial reporting, and performance analysis for a growing San Francisco organization. This hybrid contract role will work with accounting and business leaders to provide clear and actionable financial insights.Responsibilities<ul><li>Prepare monthly financial reports, forecasts, and budget-to-actual analyses.</li><li>Analyze revenue, expenses, headcount, and operational performance.</li><li>Maintain financial models and departmental reporting schedules.</li><li>Investigate financial variances and communicate key business drivers.</li><li>Partner with department leaders to gather forecasting assumptions.</li><li>Assist with annual budgeting and long-range planning activities.</li><li>Develop dashboards and management presentations.</li><li>Validate financial data across accounting and planning systems.</li><li>Support scenario analysis and business-case development.</li><li>Improve reporting processes through Excel, Power BI, or other tools.</li></ul>
2026-08-13T00:00:00Z

Financial Analyst

Sacramento, CA
onsite
Permanent / Full Time
35 - 50 USD / Hourly
Financial analysts help organizations make sound business decisions by evaluating financial data, forecasting trends and providing actionable insights. These professionals play a key role in budgeting, reporting and strategic planning across departments. The Robert Half consulting division is seeking an experienced Financial Analyst in the Sacramento Area. <ul><li>Analyzing financial data to identify trends, variances and performance drivers</li><li>Preparing reports, dashboards and presentations for leadership and stakeholders</li><li>Supporting budgeting, forecasting and long-range planning processes</li><li>Conducting profitability, cost and investment analysis to guide decision-making</li><li>Collaborating with cross-functional teams to align financial goals and strategies</li><li>Monitoring key performance indicators (KPIs) and financial metrics</li><li>Building and maintaining financial models to support business initiatives</li><li>Assisting with scenario planning and risk analysis</li><li>Staying current on industry trends, economic developments and financial best practices</li></ul>
2026-08-19T00:00:00Z

Financial Analyst

Oakland, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
We are seeking a detail-oriented and analytical Financial Analyst with 2-4 years of experience to join our client's growing finance team. This individual will support budgeting, forecasting, financial reporting, variance analysis, and strategic business initiatives. The ideal candidate is highly proficient in Excel, experienced with SQL or Power BI, and able to transform financial data into actionable insights for business leaders. Key Responsibilities<ul><li>Prepare monthly, quarterly, and annual financial reports and analyses.</li><li>Perform budget-to-actual and forecast-to-actual variance analysis.</li><li>Assist with annual budgeting, forecasting, and long-range financial planning.</li><li>Build and maintain financial models to support business decision-making.</li><li>Analyze revenue, expenses, profitability, and key business drivers.</li><li>Partner with Accounting during month-end close activities.</li><li>Develop dashboards and reporting packages for leadership.</li><li>Identify trends, risks, and opportunities through data analysis.</li><li>Support ad hoc financial projects, process improvements, and strategic initiatives.</li><li>Present findings and recommendations to management.</li></ul>
2026-08-06T00:00:00Z

Financial Analyst I

Livermore, CA
onsite
Temporary / Contract
29 - 32 USD / Hourly
We are looking for a detail-oriented Financial Analyst I to support program accounting activities for a long-term contract position based in Livermore, California. In this role, you will help manage monthly payments, accruals, reconciliations, and reporting while providing analytical support that strengthens financial accuracy and operational performance. This opportunity is ideal for someone who is comfortable working with large data sets, communicating financial findings clearly, and managing priorities with a high degree of independence. Responsibilities: • Prepare monthly network payment calculations and accrual entries, ensuring amounts are accurate, well-documented, and aligned with financial reporting timelines. • Reconcile payments, accrual balances, and related financial records by investigating discrepancies and resolving issues in coordination with relevant stakeholders. • Analyze large and complex data sets using database and query tools to produce payment support, transaction analysis, and recurring financial reports. • Contribute to budgeting, forecasting, and financial modeling activities by compiling data, validating assumptions, and supporting management requests. • Generate weekly, monthly, quarterly, and year-end reports that assist with close activities and help maintain complete and reliable financial statements. • Examine budget-to-actual and forecast-to-actual variances, identify underlying drivers, and summarize findings for business and finance partners. • Prepare and review journal entries during month-end and year-end close processes while maintaining compliance with internal accounting standards. • Identify opportunities to improve workflows, reduce manual effort, and strengthen controls through standardization and process enhancement initiatives. • Support audit-related review activities by researching network submissions, tracking findings, and helping streamline analysis and documentation efforts. • Complete ad hoc financial research, reporting, and analysis assignments as needed to support departmental priorities and decision-making.
2026-08-13T00:00:00Z

Senior Wealth Analyst – High-Impact Role with Direct Client

San Francisco, CA
onsite
Permanent / Full Time
115000 - 145000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Senior Wealth Analyst opportunity with a highly respected wealth management firm in San Francisco. If you're a Wealth Analyst who wants to move beyond simply preparing reports and actually get closer to portfolio management, financial planning, investment management, and clients, this could be a great next step. 💰 $115K–$145K base + up to 20% bonus + profit sharing📍 San Francisco Financial District🏢 Hybrid – 2 days/week in office 🚀 Why This Role Stands OutYou'll work directly alongside Wealth Managers and gain exposure across the full wealth management process—not just one narrow piece of it.Your work will include:📊 Portfolio management & analysis📈 Investment management🧮 Financial planning & modeling📋 Quarterly portfolio reviews🤝 Preparing materials for client meetings💡 Supporting Wealth Managers with high-level client strategies And importantly, this is a role with a path forward. The team structure provides a clear progression from Wealth Analyst → Senior Wealth Analyst → Wealth Advisor → Wealth Manager.
2026-08-17T00:00:00Z

Sr. Financial Analyst

Rutherford, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Join a dynamic organization where finance plays a key role in shaping business strategy and operational performance. This highly visible position partners closely with leadership, production, and vineyard teams to drive budgeting, forecasting, financial reporting, and decision support. The ideal candidate brings strong analytical and financial modeling skills, experience with cost accounting and operational finance, and the ability to turn complex data into actionable business insights. This is an excellent opportunity for a finance professional who enjoys partnering with the business, influencing decisions, and helping drive growth and profitability. For confidential consideration or additional information, please contact: Robyn Rosemon 707.387.0299 Responsibilities:• Lead budgeting, forecasting, and long-range financial planning activities using Adaptive Planning and advanced Excel models, with particular focus on production assumptions and scenario development.• Develop and refresh rolling cost forecasts by facility and product line, incorporating grape supply expectations, bulk inventory levels, bottling timing, and planned product launches.• Estimate annual grape costs across vineyards, varietals, and brand allocations by analyzing contracted volumes, projected yields, farming expense patterns, and external purchase agreements.• Review monthly standard costs against actual results, investigate cost variances, and recommend updates to rates or assumptions when needed.• Work closely with winemaking and accounting partners to support accurate inventory valuation and proper cost layering within financial records.• Prepare and support monthly operating reports, quarterly board materials, external reporting packages, and ad hoc presentations for management.• Create performance reporting for operations, highlighting budget alignment, emerging risks, and improvement opportunities through clear financial insights.• Produce vineyard-level analyses covering cost per acre, cost per ton, yield performance, and related trends across owned and leased properties.• Build scenario models for blend choices, new product opportunities, product portfolio decisions, and capital investments such as vineyard development, replanting, or acquisitions.
2026-07-29T00:00:00Z

Sr. Financial Analyst

Petaluma, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
We are looking for an experienced Sr. Financial Analyst to support financial planning, performance reporting, and strategic decision-making in Petaluma, California. This role focuses on turning complex financial data into clear insights, building robust models, and helping business leaders understand trends, risks, and opportunities. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to deliver meaningful analysis in a fast-paced environment. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Lead budgeting, forecasting, and financial modeling; validate assumptions and consolidate data</li><li>Analyze variances, KPIs, and trends (MoM/YTD); provide clear insights</li><li>Partner with cross-functional teams to support data accuracy and business performance</li><li>Serve as key finance contact for operations and support FP&A reporting and planning</li><li>Improve financial models, processes, and reporting efficiency</li><li>Deliver data-driven insights and support initiatives (e.g., systems, M&A, IPO readiness)</li><li>Align financial plans with strategy and promote collaboration within finance</li></ul>
2026-07-24T00:00:00Z