Add your latest resume to match with open positions.
2 results for Wealth Advisor in Mountain View, CA
- Valley Center, California
- onsite
- Temporary / Contract
- 42 - 48 USD / Hourly
- <p><strong>A well-established San Diego organization is adding a Financial Analyst to support its Finance and Operations teams.</strong> This position sits at the intersection of finance and day-to-day business operations, making it a great fit for someone who likes to analyze financial information, spot trends, and turn data into useful business insights.</p><p>You’ll have ownership over recurring reporting while also getting involved in <strong>forecasting, headcount analysis, operating expenses, and longer-term business planning.</strong></p><p><strong>Key Responsibilities:</strong></p><ul><li>Develop monthly and quarterly financial reports</li><li>Analyze operating expenses, revenue, and departmental performance</li><li>Prepare budget-to-actual and forecast-to-actual analyses</li><li>Maintain financial models and planning schedules</li><li>Assist with annual operating plan and forecasting cycles</li><li>Monitor headcount, labor costs, and department spending</li><li>Research significant financial variances and provide explanations</li><li>Partner with Accounting on month-end reporting and financial data validation</li><li>Create dashboards and reporting packages for leadership</li><li>Analyze trends and identify areas requiring additional investigation</li><li>Support business cases, cost analyses, and special financial projects</li><li>Improve existing reporting processes and automate repetitive Excel work</li><li>Present findings and recommendations to Finance and Operations leadership</li></ul><p><br></p>
- 2026-09-23T00:00:00Z
- San Luis Rey, California
- onsite
- Temporary / Contract
- 38 - 48 USD / Hourly
- <p><strong>Robert Half is partnering with a growing consumer products organization in North County San Diego that is looking for a Financial Analyst to join its Finance team.</strong> This is a great opportunity for someone who enjoys digging into the numbers but also wants to understand the <em>why</em> behind the numbers. You’ll work closely with Finance, Accounting, Sales, and Operations to analyze business performance, prepare forecasts, and provide reporting that helps leadership make informed decisions.</p><p>This role would be a strong fit for someone who enjoys a combination of <strong>FP&A, reporting, budgeting, and business analysis</strong> rather than spending the entire day focused on traditional accounting.</p><p><strong>What You’ll Do:</strong></p><ul><li>Prepare monthly financial reporting packages and management reports</li><li>Analyze actual results against budget, forecast, and prior-year performance</li><li>Investigate revenue, expense, and margin variances and communicate key findings</li><li>Assist with annual budgeting and quarterly forecasting</li><li>Maintain and update financial models used for business planning</li><li>Track departmental spending and operating expenses</li><li>Partner with Sales and Operations to understand business trends and performance</li><li>Prepare recurring dashboards and KPI reporting</li><li>Assist with month-end financial analysis and accrual review</li><li>Identify opportunities to improve reporting processes and data accuracy</li><li>Build ad hoc analyses for leadership and department heads</li><li>Translate financial information into clear takeaways for non-finance partners</li></ul>
- 2026-09-23T00:00:00Z