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7 results for Treasury Analyst in Fallbrook, CA

Financial Analyst
  • Solana Beach, CA
  • onsite
  • Temporary / Contract
  • 45 - 50 USD / Hourly
  • <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>
  • 2026-05-27T00:00:00Z
Sr. Financial Analyst
  • Carlsbad, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 130000 USD / Yearly
  • We are looking for an experienced Sr. Financial Analyst to support program finance activities for a high-technology engineering environment in Carlsbad, California. This role works closely with program leadership and cross-functional teams to strengthen cost visibility, improve forecast accuracy, and provide insight into program financial performance. The ideal candidate brings strong analytical judgment, a proactive approach to risk identification, and the ability to translate complex financial data into clear business recommendations.<br><br>Responsibilities:<br>• Lead the preparation and ongoing refinement of estimates at completion by evaluating incurred costs and building forward-looking, time-phased cost projections.<br>• Assess program financial results against plans and forecasts, then communicate key drivers, trends, and variances to stakeholders in a timely manner.<br>• Partner with teams across program management, supply chain, accounting, operations, and engineering to support execution, resolve financial issues, and improve decision-making.<br>• Establish and maintain program cost baselines that align budget expectations with schedule performance across multiple programs.<br>• Produce recurring and on-demand financial reports using available data sources to support internal reviews and external reporting needs.<br>• Identify financial risks and favorable opportunities, recommend response strategies, and help drive actions that improve program outcomes.<br>• Support annual operating plans and forecast cycles by developing revenue, margin, and cost assumptions grounded in program data.<br>• Contribute financial expertise during proposal activity, audit support, fact-finding exercises, and negotiation preparation as needed.<br>• Provide guidance to less experienced analysts through work review, knowledge sharing, and coaching on financial practices and procedures.
  • 2026-06-02T00:00:00Z
Sr. Financial Analyst
  • Newport Beach, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 140000 USD / Yearly
  • We are looking for a Senior Financial Analyst to join our team in Newport Beach, California. In this role, you will take the lead in managing and analyzing the financial performance of our fleet of commercial aircraft. You will be responsible for delivering insightful analyses, identifying risks, and recommending strategies to optimize asset returns, while collaborating with cross-functional teams to ensure effective decision-making.<br><br>Responsibilities:<br>• Conduct comprehensive maintenance condition analyses for the entire portfolio and individual aircraft to support trading and risk management initiatives.<br>• Develop and maintain forecast assumptions related to maintenance costs and timing by collaborating with internal teams and adjusting to market trends.<br>• Review and validate monthly utilization data from airline partners, ensuring accurate reporting in the data management system and coordinating with billing and risk teams as needed.<br>• Manage maintenance reserve reconciliations, rate escalations, and end-of-lease financial adjustments by working closely with airline operators and technical subject matter experts.<br>• Prepare technical budgets for aircraft transitions or repossessions, identifying cost-saving opportunities and risk mitigation strategies based on market conditions and historical data.<br>• Collaborate with pricing and commercial teams to optimize maintenance cash flows, aircraft conditions, and contractual terms for sales, lease extensions, and transitions.<br>• Provide due diligence for the acquisition of used aircraft, ensuring all technical and utilization data is accurate and comprehensive.<br>• Synthesize data from various sources to estimate future maintenance costs, exposure, and sales outcomes, effectively communicating findings to stakeholders across the organization.<br>• Partner with accounting teams to ensure correct handling of maintenance-related costs, including accruals and capitalizations.<br>• Offer strategic recommendations to deal teams to enhance asset performance and maximize returns.
  • 2026-05-27T00:00:00Z
Accounts Receivable Analyst
  • Oceanside, CA
  • onsite
  • Temporary / Contract
  • 30 - 38 USD / Hourly
  • <p>A fast-growing consumer products company in Oceanside is hiring an Accounts Receivable Analyst to support customer account management, collections analysis, and cash application activities. The finance team is looking for someone who enjoys problem solving, can communicate professionally with clients, and understands how to balance relationship management with collections follow-up. This role offers strong exposure to operational finance within a company continuing to scale throughout the West Coast.</p><p><br></p><p><strong>Day-to-Day Responsibilities</strong></p><ul><li>Monitor aging reports and follow up on outstanding balances</li><li>Reconcile customer accounts and resolve billing discrepancies</li><li>Apply customer payments and maintain accurate account records</li><li>Coordinate with sales and operations teams regarding account issues</li><li>Assist with collections reporting and cash flow tracking</li><li>Support month-end close and AR reconciliation activities</li><li>Maintain detailed documentation of account communication and payment status</li></ul>
  • 2026-05-27T00:00:00Z
Billing Analyst
  • Costa Mesa, CA
  • onsite
  • Temporary to Hire
  • 35 - 42 USD / Hourly
  • 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.
  • 2026-06-02T00:00:00Z
Tax Supervisor
  • Riverside, CA
  • onsite
  • Permanent / Full Time
  • 135000 - 170000 USD / Yearly
  • <p>Our client, a prestigious local firm is seeking a <strong>Sr. Tax Manager </strong>to lead and oversee a growing tax practice within a public accounting environment. This key leadership role is responsible for managing all aspects of the tax department, including compliance, planning, client advisory services, team development, operational performance, and strategic growth initiatives.</p><p>The ideal candidate is a technically strong tax professional with demonstrated leadership experience in public accounting. This individual will bring a proactive, client-focused approach, strong management capabilities, and the ability to drive both departmental excellence and firmwide success.</p><p><strong>Key Responsibilities</strong></p><p> </p><p>Department Leadership &amp; Strategy</p><ul><li>Lead and manage the tax department, including workflow oversight, staffing, scheduling, and day-to-day operations</li><li>Establish and implement departmental goals, processes, and best practices to improve efficiency, quality, and profitability</li><li>Monitor changes in federal, state, and local tax laws to ensure ongoing compliance and technical excellence</li><li>Partner with firm leadership on strategic planning, growth initiatives, staffing, and expansion of service offerings</li><li>Champion continuous improvement and adoption of technology within the tax function</li></ul><p>Client Service &amp; Tax Advisory</p><ul><li>Manage a portfolio of tax clients and serve as a trusted advisor on complex tax matters</li><li>Review and approve complex tax returns for individuals, partnerships, S corporations, C corporations, trusts, estates, and nonprofit organizations</li><li>Provide high-level tax planning, consulting, and advisory services across a variety of industries</li><li>Research and resolve complex tax issues, communicating recommendations clearly to clients and internal teams</li><li>Represent clients before taxing authorities during audits, examinations, and disputes as needed</li><li>Identify opportunities for expanded services and contribute to business development efforts</li></ul><p>Team Leadership &amp; Development</p><ul><li>Supervise, mentor, and develop tax managers, senior associates, staff accountants, and interns</li><li>Conduct performance evaluations and provide ongoing coaching, feedback, and technical training</li><li>Build and maintain a collaborative, accountable, and high-performing team culture</li><li>Ensure effective delegation and review processes to uphold quality standards and meet deadlines</li><li>Support recruiting, interviewing, and hiring for the tax department</li></ul><p>Practice Management</p><ul><li>Oversee engagement budgeting, billing, realization, and departmental profitability</li><li>Ensure timely completion of tax engagements and adherence to quality control standards</li><li>Support client retention and practice development initiatives in collaboration with firm leadership</li><li>Participate in networking, professional associations, and community involvement activities to support practice growth</li><li>Maintain strong relationships with clients, referral sources, and professional contacts</li></ul><p><br></p>
  • 2026-05-29T00:00:00Z
Accounting Specialist
  • Carlsbad, CA
  • onsite
  • Temporary / Contract
  • 30 - 34 USD / Hourly
  • <p>A professional services company in Carlsbad is seeking an Accounting Specialist to support daily accounting operations including accounts payable, accounts receivable, reconciliations, and financial reporting support. This position is ideal for someone who enjoys working across multiple accounting functions while contributing to a collaborative finance team. The Accounting Specialist will play a key role in maintaining financial accuracy and supporting operational accounting processes in a fast-paced business environment.</p><p><br></p><p><strong>Responsibilities</strong></p><p>Accounting Operations</p><ul><li>Process accounts payable and accounts receivable transactions</li><li>Reconcile bank accounts, vendor statements, and customer accounts</li><li>Assist with journal entries and general ledger maintenance</li><li>Support month-end close and financial reporting activities</li><li>Maintain organized accounting documentation and records</li><li>Assist with invoice tracking and payment processing</li></ul><p>Reporting &amp; Administrative Support</p><ul><li>Prepare financial reports and account reconciliations</li><li>Support audit preparation and accounting documentation requests</li><li>Assist with data analysis and accounting process improvements</li><li>Collaborate with finance and operational teams regarding account inquiries</li></ul>
  • 2026-05-21T00:00:00Z