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12 results for Financial Planning Analyst in Murrieta, 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

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.
2026-07-21T00:00:00Z

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

Financial Reporting Manager

Newport Beach, CA
onsite
Temporary / Contract
65 - 85 USD / Hourly
We are looking for an experienced Financial Reporting Manager to support a leading financial services organization in Newport Beach, California. This Long-term Contract opportunity is ideal for a highly detail-oriented individual who brings strong expertise in financial reporting, fund accounting, and asset management within an investment-focused environment. The person in this role will oversee key reporting activities, monitor compliance obligations, and provide accurate financial information to internal and external stakeholders. This position is onsite five days per week and is well suited for someone who can operate confidently in a fast-paced, highly regulated setting. Responsibilities: • Prepare and deliver recurring liquidity reports on a daily and weekly basis to support business visibility and decision-making. • Produce a range of financial reports, including regulatory filings, investor materials, and special-request analyses, while ensuring accuracy and timeliness. • Support internal reporting needs by translating financial data into clear and reliable updates for leadership and business partners. • Review transaction structures to confirm alignment with established requirements, controls, and governing agreements. • Monitor borrowing-related obligations and help ensure ongoing adherence to debt covenant requirements. • Partner with cross-functional teams to gather, validate, and reconcile financial information used in reporting packages. • Create presentation-ready financial summaries and supporting schedules using Excel and PowerPoint for stakeholder review.
2026-07-17T00:00:00Z

Finance Manager

Newport Beach, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
We are looking for a skilled Finance Manager to oversee the financial operations and strategies within our organization. This role requires someone with strong attention to detail who can analyze business performance, identify opportunities for growth, and provide actionable recommendations to senior leadership. The ideal candidate will work collaboratively across departments to ensure alignment with our strategic goals. Responsibilities: • Analyze current business performance and identify areas for improvement or growth. • Develop and maintain comprehensive financial models to support decision-making processes. • Collaborate with senior management to provide actionable recommendations based on financial insights. • Lead the annual budget planning process, ensuring alignment with organizational objectives. • Perform variance analysis to track performance against budgets and forecasts. • Support strategic initiatives by evaluating their financial impact and feasibility. • Partner with cross-functional teams to ensure financial goals are integrated into operational plans. • Prepare and present detailed financial reports for stakeholders. • Monitor and refine budget processes to enhance accuracy and efficiency. • Ensure compliance with financial regulations and internal policies.
2026-07-22T00:00:00Z

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

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

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

Planning Specialist

Carlsbad, CA
onsite
Temporary to Hire
20 - 25 USD / Hourly
We are looking for a meticulous and efficient Operations Specialist to join a dynamic financial advisory team in Carlsbad, California. In this Contract to permanent position, you will play a pivotal role in ensuring the smooth preparation and organization of financial planning documents, client information, and advisor support materials. Your contribution will directly support client meetings and administrative processes, making you an integral part of the team's success. Responsibilities: • Prepare comprehensive financial planning documents and advisor packets well in advance of scheduled client meetings. • Analyze advisor meeting notes to determine required materials, including statements, forms, and client-related information. • Organize and maintain documentation pertaining to investment strategies, annuities, and asset transfers. • Update and manage activities, tasks, and workflows using CRM systems, such as Redtail. • Assist clients with policy modifications, account updates, and follow-through on administrative tasks. • Compile planning materials into high-quality, client-ready packages for advisor review and presentation. • Ensure the confidentiality, accuracy, and quality of all financial documents and processes. • Work independently to meet deadlines, resolve issues proactively, and present viable solutions to challenges. • Collaborate effectively with team members to ensure seamless communication and workflow.
2026-07-25T00:00:00Z

Sr. Asset Analyst

Newport Beach, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for an experienced Sr. Asset Analyst to oversee the financial and maintenance performance of a portfolio of commercial aircraft in Newport Beach, California. This position partners with teams across finance, technical operations, trading, and commercial functions to evaluate asset condition, project maintenance-related cash flows, and support informed business decisions. The ideal candidate brings strong analytical judgment, comfort working with complex datasets, and the ability to translate findings into clear recommendations for stakeholders. Responsibilities: • Lead recurring and ad hoc reviews of aircraft maintenance condition across the portfolio, identifying exposure trends, remaining service life, and projected maintenance-related cash requirements for individual assets. • Build, refine, and communicate forecasts for maintenance timing, cost, and asset performance by partnering with technical, finance, legal, trading, and marketing stakeholders. • Validate monthly aircraft utilization information received from operators, maintain accurate asset records, and coordinate updates with internal teams that rely on current status reporting. • Support monthly maintenance reserve processes by working with billing and risk partners to calculate reserve amounts and help maintain related collateral requirements. • Manage annual maintenance reserve reconciliations, escalation updates, and lease-end financial assessments, including compensation calculations and other maintenance-related adjustments. • Prepare technical budget estimates for aircraft transitions, repossessions, or similar events, and recommend actions that improve returns or reduce financial and operational risk. • Advise pricing and commercial teams on portfolio transactions such as sales, extensions, and transitions by providing maintenance cash flow analysis, condition outlooks, and economically sound technical term recommendations. • Conduct asset and contract diligence for used aircraft acquisitions by reviewing utilization, technical records, and maintenance-related information to support investment decisions.
2026-07-21T00:00:00Z

FP&A Manager

Anaheim, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
We are looking for a detail-oriented finance specialist to help guide planning, reporting, and performance analysis for our team. This on-site role will support budgeting, forecasting, and long-range planning while turning financial and operational data into clear business insights. The ideal candidate brings strong modeling capability, excellent communication skills, and the ability to partner effectively with leadership in a deadline-driven environment. Responsibilities: • Build and refine detailed financial models that support the annual budget, recurring forecasts, and longer-term strategic planning efforts. • Review financial performance against established plans, investigate key variances, and summarize conclusions for business leaders. • Develop recurring monthly reporting materials that give leadership and operational teams a clear view of results and trends. • Partner with department leaders to connect financial targets with operating priorities and execution plans. • Analyze information from accounting and operational sources to identify meaningful performance indicators and answer business questions. • Conduct special analyses that inform decision-making, evaluate opportunities, and support strategic initiatives. • Create presentation materials for executive discussions, business reviews, and other planning or analytical meetings, translating data into a clear narrative. • Assist with required organizational reports, business plans, survey responses, and other external deliverables. • Identify opportunities to improve reporting workflows and increase efficiency through process enhancement and automation.
2026-07-18T00:00:00Z

Operations Analyst

Elfin Forest, CA
onsite
Temporary / Contract
35 - 45 USD / Hourly
A growing healthcare organization is seeking an Operations Analyst to help improve business performance through reporting, workflow optimization, and operational analysis. This role is perfect for someone who enjoys digging into data, identifying trends, and partnering with leadership to improve efficiency across multiple departments. If you're naturally curious, analytical, and passionate about finding smarter ways to work, you'll have the opportunity to make a measurable impact while supporting a mission-driven organization. ResponsibilitiesBusiness Operations<ul><li>Analyze operational metrics and identify process improvement opportunities</li><li>Develop reports and dashboards for leadership using Excel and reporting tools</li><li>Monitor departmental KPIs and recommend workflow enhancements</li><li>Support project implementation and operational initiatives</li><li>Assist with budgeting, forecasting, and resource planning</li></ul>Cross-Functional Collaboration<ul><li>Work closely with Finance, Human Resources, and Operations leadership</li><li>Document business processes and standard operating procedures</li><li>Support system implementations and operational projects</li><li>Present findings and recommendations to management</li></ul>
2026-07-16T00:00:00Z