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13 results for Treasury Analyst in Fallbrook, CA

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.
2026-07-17T00:00:00Z

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. Responsibilities: • Lead the preparation and ongoing refinement of estimates at completion by evaluating incurred costs and building forward-looking, time-phased cost projections. • Assess program financial results against plans and forecasts, then communicate key drivers, trends, and variances to stakeholders in a timely manner. • Partner with teams across program management, supply chain, accounting, operations, and engineering to support execution, resolve financial issues, and improve decision-making. • Establish and maintain program cost baselines that align budget expectations with schedule performance across multiple programs. • Produce recurring and on-demand financial reports using available data sources to support internal reviews and external reporting needs. • Identify financial risks and favorable opportunities, recommend response strategies, and help drive actions that improve program outcomes. • Support annual operating plans and forecast cycles by developing revenue, margin, and cost assumptions grounded in program data. • Contribute financial expertise during proposal activity, audit support, fact-finding exercises, and negotiation preparation as needed. • Provide guidance to less experienced analysts through work review, knowledge sharing, and coaching on financial practices and procedures.
2026-07-07T00:00:00Z

Business Analyst

Newport Beach, CA
onsite
Permanent / Full Time
125000 - 135000 USD / Yearly
We are looking for a Business Analyst to support operational improvement and digital enablement initiatives in Newport Beach, California. This role works across business and technology teams to uncover process gaps, define more effective ways of working, and help deliver scalable solutions that improve performance across core supply chain activities. The position is well suited for someone who can connect business goals with system capabilities, guide cross-functional collaboration, and promote practical, data-informed decision-making. Responsibilities: • Evaluate existing business workflows to uncover inefficiencies, process bottlenecks, and opportunities for greater consistency across operations. • Create improved future-state processes that use system functionality and automation to reduce manual tasks and strengthen execution. • Lead business analysis efforts for initiatives involving warehouse operations, procurement activities, and order management processes. • Collaborate with business leaders, technical teams, and external partners to define requirements and align solutions with strategic priorities. • Support the delivery lifecycle from initial discovery and requirements gathering through testing, rollout, and user adoption. • Develop repeatable process models and documentation that can be applied across multiple sites and warehouse environments. • Conduct gap assessments between current operations and desired capabilities, recommending practical improvements through D365 and connected platforms. • Help drive digital transformation efforts by identifying opportunities to improve reporting, analytics, and operational decision support.
2026-07-16T00:00:00Z

Business Analyst

Newport Beach, CA
remote
Permanent / Full Time
125000 - 135000 USD / Yearly
We are looking for an experienced Business Analyst to support enterprise process improvement initiatives in Newport Beach, California. This role will work closely with operational leaders and technology teams to shape effective solutions using Microsoft Dynamics 365 Customer Engagement and the Power Platform. The position focuses on translating business goals into practical system capabilities, improving workflows, and driving measurable results across customer-facing functions. Responsibilities: • Partner with business leaders and technical teams to gather, clarify, and prioritize functional needs for Microsoft Dynamics 365 Customer Engagement initiatives. • Analyze current workflows, identify process gaps, and recommend scalable improvements that increase efficiency across sales, service, and field operations. • Convert business objectives into detailed requirements, user stories, process maps, and supporting documentation for delivery teams. • Collaborate with developers, architects, and project stakeholders to design and refine solutions built on Dynamics 365 and Power Platform tools. • Support implementation efforts by validating configurations, coordinating user acceptance testing, and ensuring solutions align with operational expectations. • Help establish adoption strategies, usage standards, and governance practices that promote consistent and effective platform utilization. • Facilitate communication between technical and non-technical stakeholders to keep projects aligned, informed, and moving forward. • Monitor solution performance after deployment, gather feedback from users, and drive ongoing enhancements based on business value. • Contribute to integration planning for Dynamics 365 with Microsoft applications, Azure services, or external systems when required.
2026-07-16T00:00:00Z

Sr. Research Analyst

San Diego, CA
remote
Temporary / Contract
30 - 40 USD / Hourly
We are seeking a Senior Research Analyst to join a growing research and analytics team. This individual will analyze financial, transportation, demographic, and socioeconomic data to identify trends, develop predictive models, and provide data-driven insights that support strategic decision-making. The ideal candidate will serve as both a technical expert and project lead, driving advanced economic research, forecasting, and analytical initiatives. This role is HYBRID (2 days onsite, 3 remote) in San Diego, CA Key Responsibilities<ul><li>Develop and maintain econometric and statistical models to support forecasting, policy analysis, and strategic planning efforts.</li><li>Analyze economic, financial, demographic, and market data to identify trends and quantify impacts.</li><li>Conduct economic impact studies, benefit-cost analyses, and forecasting projects.</li><li>Apply quantitative and econometric methodologies to solve complex business and economic challenges.</li><li>Interpret current and historical data to forecast future economic conditions and outcomes.</li><li>Create tools and models that support ongoing scenario analysis and forecasting updates.</li><li>Prepare technical reports, presentations, data visualizations, and executive summaries for both technical and non-technical audiences.</li><li>Collaborate with cross-functional stakeholders to support research initiatives and analytical projects.</li><li>Document methodologies, assumptions, and results to ensure transparency and reproducibility.</li></ul>
2026-07-02T00:00:00Z

Billing Analyst

Costa Mesa, CA
onsite
Temporary to Hire
35 - 42 USD / Hourly
Are you a numbers-driven professional who thrives on turning data into clarity and keeping business operations running smoothly? We’re partnering with a dynamic, growth-oriented company in Costa Mesa to add a Billing Analyst to their team on a contract-to-hire basis. This is an opportunity to step into a highly visible role where your accuracy, insight, and collaboration directly impact financial operations and client relationships.If you enjoy digging into data, solving problems, and partnering cross-functionally, this role offers the perfect blend of analytics, client interaction, and process improvement. What You’ll Do<ul><li>Own the billing cycle: Take charge of end-to-end invoicing—from preparation to final review—ensuring accuracy, timeliness, and compliance.</li><li>Drive AR performance: Monitor receivables, investigate discrepancies, and support collections to keep cash flow strong and accounts current.</li><li>Turn data into insights: Analyze billing activity, WIP, and account trends to identify issues, improve reporting, and support better decision-making.</li><li>Leverage Excel expertise: Utilize advanced functions (pivot tables, SUMIFS, etc.) to reconcile data, build reports, and streamline processes.</li><li>Partner with stakeholders: Collaborate with clients and internal teams to resolve billing questions, provide updates, and deliver a seamless experience.</li><li>Elevate the customer experience: Respond to inquiries related to invoices, payments, and account details with professionalism and urgency.</li><li>Maintain audit-ready records: Ensure billing data is accurate, organized, and up to date within internal systems.</li><li>Thrive in a fast-paced environment: Balance multiple priorities while meeting deadlines and maintaining exceptional attention to detail.</li></ul>Why This Role Stands Out<ul><li>Contract-to-hire opportunity with long-term potential</li><li>High-impact, visible role supporting key financial operations</li><li>Collaborative environment with strong cross-functional exposure</li><li>Opportunity to enhance reporting and influence process improvements</li></ul>
2026-07-17T00:00:00Z

Hospital Financial/Accounting Analyst

Tustin, CA
onsite
Temporary / Contract
40 - 48 USD / Hourly
We are looking for a Financial/Accounting Analyst to join a finance team in Tustin, California on a Long-term Contract basis. This opportunity is well suited for someone who enjoys digging into data, uncovering the reasons behind discrepancies, and turning findings into practical recommendations. The role calls for a resourceful and detail-oriented individual who can manage independent analysis, support recurring reporting needs, and help leaders make informed financial and operational decisions. Responsibilities: • Conduct financial and operational reviews in Excel to identify trends, exceptions, and business performance insights. • Investigate unpaid invoices and payment discrepancies by tracing issues through relevant workflows and recommending corrective steps. • Perform research across multiple data sources to isolate transaction variances and determine underlying causes. • Gather, verify, and organize information from different systems to support accurate reporting and analysis. • Produce recurring month-end reporting related to labor, net revenue, and other operating metrics. • Monitor project progress, maintain visibility to open items, and follow up with stakeholders to keep deliverables on track. • Prepare customized reports, reconciliations, and summary materials for finance leadership as business needs arise. • Document conclusions clearly and communicate findings and suggested actions to partners and decision-makers.
2026-07-17T00:00:00Z

FP&A Analyst

Irvine, CA
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
We are looking for a detail-oriented FP&A Analyst to support financial planning, reporting, and business performance analysis for a growing organization in Irvine, California. This role partners closely with finance leadership and cross-functional teams to deliver clear insights that guide budgeting, forecasting, and operational decision-making. The ideal candidate brings strong analytical ability, sound financial acumen, and the discipline to manage multiple priorities in a fast-moving environment. Responsibilities: • Develop recurring monthly and quarterly financial reporting materials for management and executive stakeholders, including presentations used for leadership and Board review. • Create and maintain reporting that compares actual results against budget and forecast, and summarize key variances, trends, and business drivers. • Contribute to annual budgeting and periodic forecasting activities by updating planning models, validating submitted data, and supporting departmental financial reviews. • Work with business leaders and finance partners to provide analysis that improves visibility into performance and supports informed decision-making. • Monitor cash flow expectations and evaluate working capital activity by analyzing major balance and trend movements across the business. • Build and update dashboards and scorecards that track operational and financial performance for business units and corporate teams. • Collaborate with accounting and department leaders during close and review cycles to understand results, explain deviations, and refine outlooks for the remainder of the year. • Support cost management and efficiency efforts through targeted analysis, opportunity tracking, and ad hoc reporting as needed. • Prepare presentation materials, scheduled analyses, and special financial reports for senior executives and other key stakeholders.
2026-07-18T00:00:00Z

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 Systems Auditor

Irvine, CA
remote
Temporary to Hire
52.25 - 60.5 USD / Hourly
We are looking for a Financial Systems Auditor to support a contract-to-permanent opportunity based in California. This role is ideal for a hands-on systems specialist who can connect finance operations, application configuration, testing, and documentation in a regulated environment. You will work closely with finance and technology partners to shape system solutions, confirm they meet business needs, and help drive a successful deployment with strong audit readiness. Responsibilities: • Drive discovery sessions with finance and technical stakeholders to define needs, document workflows, and translate operational goals into system design decisions for the Concur environment. • Build and manage a comprehensive testing approach by creating test scenarios, coordinating user validation activities, tracking issues, and confirming fixes through final release. • Prepare and maintain clear system documentation, including functional requirements, standard operating procedures, workflow visuals, training content, and materials suitable for audit review. • Participate directly in system setup and validation activities, contributing hands-on configuration support rather than serving only in a coordination capacity. • Collaborate on interface testing across Concur and NetSuite, and support additional connected platforms such as payroll systems when applicable. • Partner daily with IT and finance teams to ensure business requirements are accurately reflected in configuration choices and fully covered by test execution. • Monitor defects, facilitate prioritization discussions, and support regression efforts to protect system performance through go-live and stabilization. • Help maintain compliance-focused records and controls that support a regulated operating environment and internal audit expectations.
2026-07-17T00:00:00Z

Tax Manager

La Jolla, CA
onsite
Permanent / Full Time
115000 - 150000 USD / Yearly
We are looking for an experienced Tax Manager to join a public accounting team in California. This role is suited for someone who can oversee a varied client portfolio, deliver accurate tax work across multiple entity types, and build trusted client relationships through clear guidance. The ideal candidate brings strong technical tax knowledge, sound judgment, and the ability to manage competing priorities in a deadline-driven environment. Responsibilities: • Oversee the preparation and review of tax filings for corporations, partnerships, individuals, and estates while maintaining accuracy and compliance. • Manage multiple client engagements at once, establishing priorities, monitoring timelines, and ensuring responsive, high-quality service. • Provide practical tax guidance to clients by explaining complex regulations in a clear and approachable manner. • Conduct technical research on tax matters and apply findings to support planning, reporting, and compliance needs. • Prepare and review annual income tax provisions and federal tax returns for a range of business and individual clients. • Support matters related to entity formation and advise clients on tax considerations connected to organizational structure. • Use industry-standard tools and software, including Microsoft Office, QuickBooks, and tax preparation platforms such as Lacerte, to complete engagements efficiently. • Identify tax issues, resolve filing challenges, and recommend effective solutions that align with client objectives and regulatory requirements.
2026-07-10T00:00:00Z