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8 results for Operational Risk Analyst in Fallbrook, CA

Operations Administrator

San Diego, CA
onsite
Temporary / Contract
22 - 24 USD / Hourly
Position Summary Our client in the insurance industry is seeking a highly organized and detail-oriented Operations Administrator to support day-to-day business operations and ensure smooth workflow across multiple departments. This role is ideal for someone who thrives in a structured, fast-paced environment and enjoys supporting both administrative and operational functions.The Operations Administrator will play a key role in coordinating processes, maintaining documentation, and supporting internal teams to ensure accuracy, efficiency, and compliance within insurance operations. Key Responsibilities<ul><li>Support daily operational workflows across underwriting, claims, or policy administration teams</li><li>Maintain accurate records and documentation in internal systems and ensure data integrity</li><li>Assist with processing insurance applications, policy changes, and related administrative tasks</li><li>Coordinate communication between internal departments, carriers, and external partners as needed</li><li>Review and organize policy and client documentation for completeness and compliance</li><li>Support reporting efforts by gathering and inputting operational data into spreadsheets or systems</li><li>Monitor workflow queues and assist in prioritizing and routing tasks appropriately</li><li>Respond to internal inquiries regarding policy status, documentation, or operational processes</li><li>Assist with audit preparation and compliance-related documentation tracking</li><li>Provide general administrative support to operations leadership and team members </li></ul>
2026-06-26T00:00:00Z

Operations Administrator

San Diego, CA
onsite
Temporary to Hire
22 - 24 USD / Hourly
Our client is a well-established and growing financial services organization committed to delivering exceptional support and innovative solutions to its clients and business partners. With a collaborative, team-oriented culture, the company values professionalism, accuracy, and outstanding customer service. This is an excellent opportunity to join a fast-paced organization where your administrative and operational expertise will make a meaningful impact. Position SummaryOur client is seeking a detail-oriented Operations Administrator to support the day-to-day operations of their financial services team. This role is responsible for coordinating administrative processes, maintaining accurate records, supporting internal teams, and ensuring a seamless experience for clients and business partners. The ideal candidate thrives in a fast-paced environment, enjoys problem-solving, and takes pride in delivering exceptional customer service while maintaining a high level of accuracy. Key Responsibilities<ul><li>Answer and direct incoming calls, greet clients and business partners professionally, and respond to inquiries.</li><li>Coordinate and process administrative documentation while ensuring accuracy and completeness.</li><li>Maintain and update client records, files, and internal databases.</li><li>Review documentation for completeness and follow up with clients, vendors, or internal departments as needed.</li><li>Track outstanding items and proactively communicate updates to ensure timely completion.</li><li>Prepare, process, and distribute reports, correspondence, and operational documents.</li><li>Provide exceptional customer service through professional phone and email communication.</li><li>Assist with scheduling, calendar coordination, and meeting preparation.</li><li>Support operational workflows by identifying opportunities to improve efficiency and streamline processes.</li><li>Collaborate with cross-functional teams to meet deadlines and achieve departmental goals.</li><li>Maintain confidentiality of sensitive client and company information.</li><li>Perform additional administrative and operational duties as assigned.</li></ul>
2026-07-07T00:00:00Z

Operations Administrator

San Diego, CA
onsite
Temporary to Hire
21.85 - 25.3 USD / Hourly
We are looking for an Operations Administrator to support agent onboarding, licensing, and carrier contracting activities in San Diego, California. This contract-to-permanent opportunity is ideal for someone who brings strong administrative discipline, a service-minded approach, and the ability to manage detailed workflows in a regulated environment. In this role, you will help ensure records, applications, and case activity are processed accurately and on schedule while working across multiple platforms and coordinating with internal partners. Responsibilities: • Examine agent licensing and contracting submissions for completeness, accuracy, and readiness before forwarding materials to insurance carriers. • Maintain up-to-date agent and case records by entering, updating, and organizing information across Salesforce and related internal systems. • Track pending items and proactively request missing forms, supporting documents, and appointment details to keep cases moving without delay. • Coordinate the progression of contracting files from intake through completion while preserving thorough and accurate documentation at each stage. • Work within various carrier portals and follow each provider’s specific submission procedures and processing requirements. • Monitor turnaround expectations and daily workflow targets to ensure service commitments and internal deadlines are consistently met. • Partner with cross-functional teams to streamline administrative processes and create an efficient experience for agents during onboarding and contracting. • Deliver responsive, clear communication while managing a high-volume workload that requires accuracy, consistency, and attention to detail.
2026-07-07T00:00:00Z

Operations Administrator

San Diego, CA
onsite
Temporary / Contract
22 - 24 USD / Hourly
Position Summary Our client in the financial services industry is seeking a detail-oriented and highly organized Operations Administrator to support daily business operations across client service, account administration, and internal operations functions. This role is ideal for someone who thrives in a fast-paced, compliance-driven environment and enjoys working with data, documentation, and cross-functional teams.The Operations Administrator will help ensure operational accuracy, timely processing, and high-quality service delivery to both internal stakeholders and external clients. Key Responsibilities<ul><li>Support day-to-day operational workflows across client onboarding, account maintenance, and transaction processing</li><li>Maintain and update client and account records with a high level of accuracy and confidentiality</li><li>Assist with processing forms, account changes, and service requests in accordance with internal policies and regulatory requirements</li><li>Coordinate with client service teams, advisors, and operations staff to resolve inquiries and ensure timely completion of tasks</li><li>Review documentation for completeness, accuracy, and compliance with financial regulations and internal standards</li><li>Monitor workflow queues and help prioritize and route operational tasks appropriately</li><li>Support reporting by collecting, organizing, and entering operational and financial data into internal systems</li><li>Assist with audit preparation, compliance tracking, and documentation management</li><li>Respond to internal and external inquiries regarding account status, processes, or documentation requirements</li><li>Provide general administrative and operational support to leadership and team members</li></ul>
2026-06-26T00:00:00Z

Business Intelligence Analyst

Irvine, CA
remote
Temporary / Contract
50 - 65 USD / Hourly
We are seeking a Business Intelligence Analyst with strong experience supporting Microsoft Dynamics 365 Finance & Operations (F&O) and Dynamics 365 Customer Engagement (CE/CRM) environments. This role will be responsible for developing enterprise reporting solutions that provide actionable insights into sales, inventory, and operational performance.The ideal candidate understands how data flows through Dynamics 365 modules and can transform that data into meaningful Power BI dashboards and reports. This position will play a key role in ongoing efforts to unify Dynamics F&O and CRM data, delivering a centralized reporting experience for executive leadership and business stakeholders. This role is HYBRID (3 days onsite) in Irvine, CA Key Responsibilities<ul><li>Develop and maintain Power BI dashboards and reports that support sales, inventory, finance, and operational reporting.</li><li>Leverage expertise in Dynamics 365 F&O and Dynamics 365 CE/CRM to ensure accurate reporting and data interpretation.</li><li>Analyze Dynamics 365 data structures, relationships, and workflows to build scalable reporting solutions.</li><li>Partner with business stakeholders to gather requirements and translate them into executive-level dashboards and self-service reporting tools.</li><li>Support companywide initiatives to integrate and unify data across Dynamics 365 platforms.</li><li>Create reporting solutions that combine ERP and CRM data into a single source of truth.</li><li>Improve report performance, usability, and adoption across the organization.</li><li>Assist with the migration of reporting assets from Azure Synapse to Microsoft Fabric.</li><li>Validate, test, and optimize reporting solutions within Microsoft's modern data ecosystem.</li><li>Help reduce reliance on ad-hoc reporting by delivering trusted, centralized business intelligence solutions.</li></ul>
2026-07-02T00:00:00Z

Financial Analyst

Valley Center, CA
onsite
Temporary / Contract
43 - 58 USD / Hourly
Robert Half is currently representing one of San Diego's fastest-growing organizations seeking a Financial Analyst who wants to move beyond reporting and become a true business partner. Our client is experiencing significant growth and needs a finance professional who can provide leadership with actionable insights, strategic recommendations, and meaningful financial analysis. This role offers the opportunity to work directly with senior leadership and play a key part in shaping business decisions.This position is ideal for someone who enjoys solving complex business challenges, uncovering opportunities within data, and building strong partnerships across multiple departments. Responsibilities<ul><li>Create and maintain financial models</li><li>Prepare annual budgets and quarterly forecasts</li><li>Analyze revenue and profitability trends</li><li>Conduct variance analysis and present findings</li><li>Evaluate operational performance metrics</li><li>Support strategic planning initiatives</li><li>Develop executive-level reporting packages</li><li>Assist with business case development for new initiatives</li><li>Monitor KPI performance and identify opportunities for improvement</li><li>Support mergers, acquisitions, and growth initiatives when applicable</li></ul>
2026-07-10T00:00:00Z

Financial Analyst

San Marcos, CA
onsite
Temporary / Contract
38 - 50 USD / Hourly
Robert Half is currently recruiting for a Financial Analyst on behalf of a growing North County employer. This role will play a critical part in providing business leaders with actionable financial insights, budgeting support, forecasting analysis, and performance reporting. The successful candidate will have a strong understanding of financial modeling, business intelligence, and strategic planning. This is a highly visible position offering direct interaction with executive leadership and opportunities to contribute to major business decisions.Key Responsibilities<ul><li>Develop annual budgets and financial forecasts</li><li>Analyze financial performance and business trends</li><li>Prepare monthly, quarterly, and annual management reports</li><li>Build financial models to support strategic initiatives</li><li>Monitor key performance indicators and operational metrics</li><li>Provide variance analysis and recommendations</li><li>Support pricing, revenue, and profitability analysis</li><li>Assist with long-range planning and capital expenditure analysis</li><li>Partner with department leaders to improve financial performance</li><li>Prepare presentations for executive leadership</li></ul>
2026-07-08T00:00:00Z

Procurement Analyst

San Diego, CA
onsite
Temporary to Hire
26.6 - 30 USD / Hourly
We are looking for a Procurement Analyst to join a growing team in San Diego, California in a contract capacity with the potential to become permanent. This position is well suited for someone who enjoys detailed administrative work, is comfortable reviewing business agreements, and can organize key information with accuracy. The role works closely with Accounting and IT while also supporting needs across procurement, facilities, HR, and specialized services. It offers strong exposure to vendor operations and can create a path into broader procurement or contract administration work. Responsibilities: • Review incoming supplier agreements and capture essential terms, deadlines, penalties, and risk-related provisions in internal tracking tools. • Perform high-volume data entry and maintain organized, accurate spreadsheet records to support purchasing and contract activities. • Use basic Excel functions to update logs, validate information, and keep contract and vendor data current. • Upload contracts into AI-enabled tools, assess the extracted details, and confirm accuracy through careful human review. • Identify missing information, inconsistencies, or potential issues within agreements and escalate concerns when needed. • Support day-to-day back-office purchasing coordination by maintaining documentation and helping manage contract-related administrative tasks. • Process a steady volume of agreements each day, often handling straightforward contracts efficiently while preserving attention to detail. • Contribute support across multiple operational areas, including procurement, facilities, HR, training-related activity, and specialized services vendor coordination.
2026-06-30T00:00:00Z