<p>Data Specialist</p><p>6-Month Contract | Education Industry</p><p>Position Overview</p><p>Our client, a growing organization within the education sector, is seeking a highly detail-oriented Data Specialist to support a large-scale data organization and cleanup initiative. This six-month contract position will be responsible for maintaining, auditing, organizing, and validating critical business data across Excel and HubSpot.</p><p>The ideal candidate will have strong technical skills in Excel, experience working within CRM systems, and a proven ability to manage large volumes of data with a high degree of accuracy. This role regularly supports executive leadership and requires professionalism, discretion, and excellent communication skills.</p><p>Key Responsibilities</p><p>Data Management & Organization</p><ul><li>Review, organize, clean, and maintain large datasets across multiple platforms.</li><li>Input, update, and validate information in Excel spreadsheets and HubSpot CRM.</li><li>Ensure data accuracy, consistency, and completeness across systems.</li><li>Identify and correct discrepancies, duplicate records, and incomplete information.</li><li>Assist with data migration, standardization, and ongoing data maintenance efforts.</li></ul><p>Reporting & Analysis</p><ul><li>Utilize advanced Excel functions to organize and analyze data.</li><li>Create and maintain Pivot Tables, VLOOKUPs, and other reporting tools.</li><li>Generate reports and dashboards to support business operations and executive decision-making.</li><li>Analyze data trends and provide insights regarding data quality and integrity.</li><li>Assist leadership with ad hoc reporting requests and special projects.</li></ul><p>CRM Administration</p><ul><li>Manage data entry and updates within HubSpot.</li><li>Maintain accurate contact, company, and account information.</li><li>Support database integrity through ongoing audits and quality control reviews.</li><li>Collaborate with internal teams to ensure data is properly captured and maintained.</li></ul><p>Executive Support & Cross-Functional Collaboration</p><ul><li>Work directly with executives and department leaders to fulfill data-related requests.</li><li>Communicate professionally regarding project updates, reporting needs, and data findings.</li><li>Handle confidential and sensitive information with discretion.</li><li>Collaborate with multiple departments to gather, verify, and organize information.</li></ul><p><br></p>
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.<br><br>Responsibilities:<br>• Analyze financial data to identify trends, variances, and opportunities for improvement.<br>• Prepare accurate financial reports using tools such as Crystal Reports and other reporting platforms.<br>• Implement and optimize accounting software systems to enhance operational efficiency.<br>• Conduct audits to ensure compliance with financial regulations and organizational standards.<br>• Manage budget processes, including forecasting and monitoring expenditures.<br>• Perform data mining techniques to extract valuable insights for financial planning.<br>• Support capital management strategies to optimize resource allocation.<br>• Collaborate with cross-functional teams to provide financial insights and recommendations.<br>• Ensure accurate accrual accounting practices are maintained.<br>• Assist in the evaluation and improvement of CRM systems related to financial operations.
<p>A real estate investment and development group in Solana Beach is seeking a Financial Analyst to support acquisitions, budgeting, forecasting, and portfolio reporting initiatives. This role is ideal for someone who enjoys digging into financial data, building reports, and contributing directly to business strategy and investment decisions.</p><p>The company is looking for someone highly analytical who can communicate financial insights clearly while supporting multiple ongoing projects across a growing portfolio.</p><p><br></p><p><strong><u>Responsibilities</u></strong></p><ul><li>Build and maintain financial models and forecasting reports</li><li>Analyze property performance, budgets, and operational trends</li><li>Assist with acquisitions analysis and investment reporting</li><li>Prepare monthly and quarterly financial reporting packages</li><li>Support cash flow forecasting and variance analysis</li><li>Collaborate with accounting and asset management teams</li><li>Assist leadership with strategic reporting and business planning initiatives</li></ul>
We are looking for a detail-oriented Billing Analyst to join our team in Costa Mesa, California in a Contract to Permanent capacity. This position focuses on accurate invoicing, accounts receivable support, and billing analysis while partnering closely with clients and internal teams to keep processes on track. The ideal candidate brings strong Excel skills, a thoughtful approach to problem-solving, and the ability to manage deadlines with professionalism and flexibility.<br><br>Responsibilities:<br>• Manage the complete billing cycle from invoice preparation through final review, ensuring timely and accurate processing.<br>• Monitor accounts receivable activity, research discrepancies, and support collection efforts to maintain healthy outstanding balances.<br>• Analyze billing data, work in progress, and account activity to identify trends, resolve issues, and improve reporting accuracy.<br>• Use advanced Microsoft Excel functions, including pivot tables and formulas such as SUMIFS, to reconcile data and prepare billing summaries.<br>• Collaborate with clients and internal stakeholders to address billing questions, provide updates, and maintain strong working relationships.<br>• Support customer service needs related to invoicing, payment status, and account documentation with patience and professionalism.<br>• Maintain billing records within designated software systems and ensure information is current, complete, and audit-ready.<br>• Prioritize multiple assignments effectively in order to meet deadlines in a fast-paced, client-focused environment.
<p>We are currently seeking a Financial Analyst to support operational and financial reporting for a manufacturing company in Vista. This position will play a key role in budgeting, forecasting, cost analysis, and reporting initiatives that directly support business operations and strategic decision-making. The ideal candidate is highly analytical, detail-oriented, and comfortable working cross-functionally with finance and operations teams.</p><p><strong>Responsibilities</strong></p><ul><li>Prepare financial reports, forecasts, and budgeting analysis</li><li>Analyze operational costs, spending trends, and business performance metrics</li><li>Assist with monthly and quarterly financial reporting packages</li><li>Support variance analysis and identify areas for operational improvement</li><li>Maintain financial models and reporting dashboards</li><li>Partner with accounting and operations teams on forecasting initiatives</li><li>Assist leadership with strategic reporting and financial planning requests</li><li>Support data accuracy and financial process improvement initiatives</li></ul>