We are looking for an experienced financial reporting leader to oversee external reporting, technical accounting, and compliance activities for the organization in San Diego, California. This role will guide the preparation of public company filings, strengthen reporting processes, and partner across the business to support accurate and timely financial communication. The ideal candidate brings strong U.S. GAAP expertise, public company reporting experience, and a hands-on approach to process improvement and team development.<br><br>Responsibilities:<br>• Direct the end-to-end preparation, review, and submission of periodic and event-driven public filings, including annual, quarterly, current, and proxy reporting documents.<br>• Lead the reporting calendar from initial drafting through final issuance, ensuring all disclosures are complete, accurate, and submitted on schedule.<br>• Improve and maintain financial statement disclosures within reporting tools such as ActiveDisclosure to support consistency, clarity, and compliance.<br>• Act as the primary subject matter expert for technical accounting matters by researching complex issues, documenting conclusions, and preparing formal accounting position papers.<br>• Assess the accounting treatment for financing arrangements, equity activity, stock-based compensation, and other significant business transactions.<br>• Oversee compliance and internal control documentation efforts, while collaborating with internal teams and external advisors to strengthen the control environment.<br>• Identify and implement opportunities to automate workflows, reduce manual tasks, and enhance reporting accuracy through technology and process optimization.<br>• Support modernization initiatives, including accounting system enhancements such as the transition from QuickBooks to NetSuite.<br>• Lead, mentor, and develop accounting team members, while partnering closely with Finance, Legal, Clinical Operations, external auditors, and executive leadership.
<p>We are looking for an experienced Senior Financial Analyst to perform modeling, planning, forecasting, and analytical reporting for a growing organization in Irvine, California. This role will partner closely with senior leadership and private equity stakeholders to translate financial performance into clear insights, forward-looking recommendations, and executive materials. The ideal candidate brings strong modeling expertise, a strategic mindset, and the ability to turn complex data into meaningful business decisions.</p><p><br></p><p>Responsibilities:</p><p>• Participate in the annual budget, long-range planning, and recurring forecast processes to support company objectives and financial visibility.</p><p>• Build and maintain robust financial models that evaluate performance, guide decision-making, and improve the accuracy of projections.</p><p>• Prepare executive-level reporting packages and presentation materials for leadership, board meetings, and private equity stakeholders.</p><p>• Analyze financial and operational trends using Power BI and other reporting tools to identify risks, opportunities, and performance drivers.</p><p>• Partner with cross-functional leaders to develop actionable insights around revenue, expenses, and overall business results.</p><p>• Deliver clear variance analysis and management reporting that explains results against budget, forecast, and prior periods.</p><p>• Support the continued evolution of planning and reporting capabilities through data-driven process improvements and enhanced analytical tools.</p><p>• Contribute to acquisition-related analysis and future M&A evaluation efforts as the organization continues to expand.</p>
<p><strong>A well-established San Diego organization is adding a Financial Analyst to support its Finance and Operations teams.</strong> This position sits at the intersection of finance and day-to-day business operations, making it a great fit for someone who likes to analyze financial information, spot trends, and turn data into useful business insights.</p><p>You’ll have ownership over recurring reporting while also getting involved in <strong>forecasting, headcount analysis, operating expenses, and longer-term business planning.</strong></p><p><strong>Key Responsibilities:</strong></p><ul><li>Develop monthly and quarterly financial reports</li><li>Analyze operating expenses, revenue, and departmental performance</li><li>Prepare budget-to-actual and forecast-to-actual analyses</li><li>Maintain financial models and planning schedules</li><li>Assist with annual operating plan and forecasting cycles</li><li>Monitor headcount, labor costs, and department spending</li><li>Research significant financial variances and provide explanations</li><li>Partner with Accounting on month-end reporting and financial data validation</li><li>Create dashboards and reporting packages for leadership</li><li>Analyze trends and identify areas requiring additional investigation</li><li>Support business cases, cost analyses, and special financial projects</li><li>Improve existing reporting processes and automate repetitive Excel work</li><li>Present findings and recommendations to Finance and Operations leadership</li></ul><p><br></p>
<p><strong>Robert Half is partnering with a growing consumer products organization in North County San Diego that is looking for a Financial Analyst to join its Finance team.</strong> This is a great opportunity for someone who enjoys digging into the numbers but also wants to understand the <em>why</em> behind the numbers. You’ll work closely with Finance, Accounting, Sales, and Operations to analyze business performance, prepare forecasts, and provide reporting that helps leadership make informed decisions.</p><p>This role would be a strong fit for someone who enjoys a combination of <strong>FP&A, reporting, budgeting, and business analysis</strong> rather than spending the entire day focused on traditional accounting.</p><p><strong>What You’ll Do:</strong></p><ul><li>Prepare monthly financial reporting packages and management reports</li><li>Analyze actual results against budget, forecast, and prior-year performance</li><li>Investigate revenue, expense, and margin variances and communicate key findings</li><li>Assist with annual budgeting and quarterly forecasting</li><li>Maintain and update financial models used for business planning</li><li>Track departmental spending and operating expenses</li><li>Partner with Sales and Operations to understand business trends and performance</li><li>Prepare recurring dashboards and KPI reporting</li><li>Assist with month-end financial analysis and accrual review</li><li>Identify opportunities to improve reporting processes and data accuracy</li><li>Build ad hoc analyses for leadership and department heads</li><li>Translate financial information into clear takeaways for non-finance partners</li></ul>
AR + Financial Analysis + Commercial Finance + Finance Business Partner<br>This person will support assigned customer accounts and partner with Sales and Operations throughout the customer lifecycle.<br>Core Responsibilities<br>• Own AR and Order-to-Cash activities<br>• Invoicing, booking, clearing and reconciliations<br>• AR aging and collection follow-up<br>• Customer deductions and dispute resolution<br>• Trade spend and promotional expense management<br>• Accruals and customer-related expenses<br>• Pricing and commercial analysis<br>• Build simulated P&Ls<br>• Evaluate business terms and promotional strategies<br>• Financial reporting and analysis<br>• Process improvement<br>• Finance systems/digitalization initiatives<br>• Partner directly with Sales and Operations<br>Ideal Background<br>Target:<br>• Financial Analyst<br>• Accounting Analyst<br>• Senior Accountant with strong analytical skills<br>• Commercial Finance Analyst<br>• Channel Finance Analyst<br>• Revenue Analyst<br>• AR Analyst ready for a step up<br>• Finance Business Partner
<p>We are looking for a Financial Analyst/Manager to support strategic and operational decision-making for a well-established organization in Moreno Valley, California. This role will translate financial data into clear insights, guide budgeting and forecasting activities, and help leaders improve performance across key business areas. The ideal candidate brings strong analytical judgment, advanced reporting capabilities, and a background partnering with both finance and operations teams in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Develop financial models and performance reports that help leadership evaluate trends, risks, and business opportunities.</p><p>• Lead annual budgeting, forecasting, and reforecasting activities while ensuring alignment with company objectives and operational plans.</p><p>• Perform variance analysis on revenue, expenses, and operational metrics, then present actionable recommendations to stakeholders.</p><p>• Partner with operations and cross-functional leaders to assess financial impact across distribution, supply chain, or retail-related activities.</p><p>• Create dashboards and reporting tools in Excel and Power BI to improve visibility into business performance and support data-driven decisions.</p><p>• Review budget processes and identify opportunities to strengthen planning accuracy, reporting consistency, and financial controls.</p><p>• Provide guidance to entry-level analysts or team members, offering support on analytical methods, reporting standards, and project execution.</p><p>• Prepare presentations and summaries for leadership that clearly communicate financial results, key drivers, and forward-looking expectations.</p>
We are looking for a Financial Analyst/Manager to support institutional planning and financial decision-making for a university environment in Irvine, California. This role oversees the annual budgeting cycle, leads forecasting activities throughout the year, and delivers meaningful analysis that helps departments manage resources effectively. The position also partners closely with campus leaders to evaluate financial performance, assess new proposals, and provide clear reporting on budget variances and trends.<br><br>Responsibilities:<br>• Lead the full annual budgeting cycle, coordinating with finance partners, faculty, and administrative teams to develop plans aligned with organizational priorities.<br>• Prepare and present monthly comparisons of actual results against budget, highlighting key variances and recommending actions to improve financial performance.<br>• Build and maintain rolling forecasts, scenario models, and what-if analyses to identify risks, opportunities, and expected financial outcomes.<br>• Review departmental financial activity and spending patterns using budgeting and accounting tools to strengthen cost control and support informed decision-making.<br>• Partner with budget owners across the organization to monitor revenue and expenses, address emerging issues, and help keep operations on track with approved plans.<br>• Assess the financial viability of program proposals, pro formas, and funding requests by analyzing assumptions, projected results, and strategic fit.<br>• Monitor restricted funds and related balances on a regular basis, providing recommendations on the appropriate use and release of available resources.<br>• Maintain financial structures such as departments and cost centers within the accounting framework to support accurate reporting and budget oversight.<br>• Track profitability by program and revenue source, including development and upkeep of cost allocation methodologies.<br>• Contribute to external and regulatory reporting requirements by preparing financial data, analysis, and supporting documentation as needed.