5 results for Financial Advisor in Mountain View, CA

Financial Analyst

San Marcos, CA
onsite
Permanent
75000 - 90000 USD / Yearly
Essential Duties & Responsibilities • Collect and record historical financial data • Manage databases of financial records • Create and update financial analysis reports and models • Collect financial data from internal and external sources • Set and track key performance indicators (KPIs) and objectives • Collaborate with accounting and operations teams • Use predictive, driver-based, and multi-scenario planning for forecasts • Maintain an orderly financial records library and data store • Ensure timely and accurate financial reporting • Foster a culture of ethics, integrity, and good governance • Provide technical support to department heads • Assist with budgets, forecasts, and financial modeling • Prepare variance analyses, risk/opportunity assessments, and ad hoc reports • Identify and research variances in forecasts, budgets, and prior-year expenses • Participate in corporate projects impacting the organization Required Knowledge, Skills, & Abilities • Strong knowledge of accounting, financial, and operational principles • Excellent interpersonal and communication skills • High commitment to quality, ethics, and compliance • Ability to navigate ambiguous situations • Superior attention to detail with the ability to manage multiple priorities and meet deadlines. • Proficiency in Excel and PowerPoint • Advanced skills in system, database, and data analysis • Effective leadership and teamwork abilities • Capability to analyze financial data and prepare reports Education & Experience • Bachelor’s degree in accounting, finance, or business administration preferred • 2+ years of experience in accounting or financial analysis preferred • Strategic planning and implementation experience is a plus • Strong background in systems, databases, and information technology Join our team to help shape and drive our financial strategy while ensuring our company's financial health and growth. Are you a numbers whiz with a knack for turning data into actionable insights? We're looking for a dynamic Financial Planner and Analyst to join our team! Reporting directly to the Chief Financial Officer, you'll be at the heart of our financial strategy, helping to shape the future of our company. If you love diving into data, collaborating with a passionate team, and making a real impact, this job is for you!
2026-02-19T00:00:00Z

Financial Analyst

Encinitas, CA
onsite
Temporary
42 - 48 USD / Hourly
Data-driven decision making has become one of the most valuable assets in modern business. Our recruiting team is partnering with a growing North County company that is seeking a Financial Analyst to help leadership translate financial data into strategic insight. This role will play a key part in forecasting, financial modeling, and analyzing business performance. The Financial Analyst will work closely with leadership to evaluate trends, support budgeting initiatives, and provide insights that guide important business decisions.Responsibilities<ul><li>Develop financial models and forecasting tools</li><li>Analyze financial performance and trends</li><li>Support budgeting and strategic planning initiatives</li><li>Prepare financial reports for leadership teams</li><li>Identify operational and financial improvement opportunities</li></ul>
2026-03-16T00:00:00Z

Finance Manager

San Diego, CA
onsite
Permanent
120000 - 150000 USD / Yearly
We are looking for a dedicated Finance Manager to join our team in San Diego, California. In this role, you will oversee financial systems and compliance while ensuring alignment with industry regulations and best practices. This position is pivotal in driving strategic financial initiatives, optimizing processes, and supporting organizational goals. Responsibilities: • Collaborate with IT and finance teams to maintain compliance with regulations and implement cybersecurity best practices. • Act as the primary finance liaison to ensure adherence to fiscal policies and financial accountability. • Conduct research to provide insights and recommendations for improving finance operations. • Produce detailed reports and perform ad-hoc analyses to support internal and external financial requests. • Evaluate revenue positions to identify risks and opportunities within development activities. • Enhance systems and protocols to achieve operational excellence in finance processes. • Partner with leadership to support annual revenue planning, including analyzing staffing and resource allocation. • Monitor monthly financial structures to ensure expense tracking, timely reporting, and accurate payment processing. • Oversee forecasting and planning systems to support informed financial decision-making. • Manage and analyze data systems that streamline tracking, reporting, and progress toward financial objectives.
2026-03-09T00:00:00Z

Senior Financial Analyst

Solana Beach, CA
onsite
Temporary
48 - 55 USD / Hourly
Our client is hiring a Senior Financial Analyst to join their growing finance organization and play a key role in guiding financial strategy and operational decision making. As companies continue to navigate complex financial environments, experienced analysts who can interpret data, evaluate performance, and provide meaningful business insights have become an essential part of successful leadership teams. This position offers the opportunity to work closely with senior executives and department leaders to evaluate financial performance, develop forecasts, and support long-term strategic planning initiatives. Rather than focusing solely on historical reporting, the Senior Financial Analyst will help drive forward-looking analysis that informs critical business decisions and supports sustainable growth. Our client is seeking a finance professional who understands the broader business implications of financial analysis. The ideal candidate will be comfortable working with large data sets, building advanced financial models, and presenting financial insights in a clear and strategic manner to both finance and non-finance stakeholders.Key Responsibilities<ul><li>Lead financial planning and forecasting initiatives</li><li>Analyze financial results and provide strategic insights</li><li>Develop and maintain advanced financial models</li><li>Support budgeting and long-term financial planning</li><li>Prepare executive-level financial reports and presentations</li><li>Partner with department leaders to evaluate financial performance</li></ul>
2026-03-06T00:00:00Z

Family Law Attorney

San Diego, CA
onsite
Permanent
125000 - 225000 USD / Yearly
A respected boutique family law firm located in downtown San Diego is seeking an experienced Family Law Attorney (5+ years) to join its growing practice. The firm is known for providing compassionate, strategic counsel and delivering exceptional client outcomes across all aspects of family law - from complex dissolutions to custody disputes and premarital planning. About the RoleThis is an ideal opportunity for an attorney who enjoys hands-on case management and client interaction within a collaborative, high-caliber team. The role offers a hybrid schedule (50% on-site, 50% remote) and the chance to take ownership of a diverse caseload. What You’ll Do<ul><li>Manage cases from initial consultation through resolution or trial.</li><li>Handle all aspects of discovery, depositions, mediation, and motion practice.</li><li>Draft pleadings, declarations, and settlement agreements.</li><li>Appear in court regularly for hearings, conferences, and trials.</li><li>Provide strategic guidance and empathetic support to clients navigating sensitive family matters.</li></ul>Compensation & Benefits<ul><li>Competitive base salary commensurate with experience.</li><li>Bonus potential tied to performance and billable hours.</li><li>Hybrid work schedule (downtown office + remote flexibility).</li><li>Comprehensive benefits including health, and 401(k) with match.</li><li>UNLIMITED PTO</li></ul>
2026-02-13T00:00:00Z