34 results for Financial Planning Analyst in Newport Beach, CA

FINANCE - Financial Analyst

Newport Beach, CA
onsite
Temporary
55 - 65 USD / Hourly
We are looking for a skilled Finance Professional to join our team on a long-term contract basis in Newport Beach, California. This role will focus on delivering key financial planning and analysis activities, including forecasting, variance analysis, and financial modeling, while collaborating closely with business and finance stakeholders. The ideal candidate will thrive in a dynamic, deadline-driven environment and bring expertise in providing actionable insights to support organizational decision-making. Responsibilities:• Conduct monthly and quarterly budget variance analysis to monitor financial performance against targets.• Develop and maintain accurate financial forecasts and projections to support planning efforts.• Analyze financial trends, identify risks and opportunities, and present insights to business stakeholders.• Build and manage detailed financial models to support management reporting and decision-making processes.• Handle large datasets to ensure accuracy and consistency in financial outputs.• Collaborate with cross-functional teams to provide financial insights that drive strategic decisions.• Prepare comprehensive management reports, highlighting key financial metrics and recommendations.• Utilize advanced Excel skills, including pivot tables and complex formulas, to streamline data analysis.• Support ad hoc financial reporting and analysis requests as needed.• Ensure timely and precise delivery of financial outputs in a fast-paced environment.
2026-02-26T00:00:00Z

Financial Analyst

Rancho Cucamonga, CA
onsite
Permanent
90000 - 100000 USD / Yearly
We are looking for a talented Financial Analyst to join our team in Rancho Cucamonga, California. In this role, you will play a vital part in supporting financial operations, providing insights, and ensuring compliance with internal controls. The ideal candidate will have a strong background in financial analysis, advanced Excel skills, and experience with business systems. Please call Brigitte Mendez @ 909-717-4037 if interested or call your Robert Half Recruiter directly. Responsibilities:• Develop and maintain the annual budget, ensuring accuracy and alignment with company goals.• Prepare monthly forecasts and weekly financial updates to provide timely insights for decision-making.• Execute month-end close procedures, including reconciliation and reporting tasks.• Generate comprehensive monthly financial reports to summarize performance and highlight key trends.• Conduct ad-hoc financial analyses to address business needs and support strategic planning.• Evaluate and test internal controls to ensure compliance with regulatory standards.• Collaborate with cross-functional teams to analyze and improve cash flow processes.• Utilize advanced Excel functionalities to optimize financial models and streamline reporting.• Leverage knowledge of business systems to enhance efficiency in financial operations.
2026-02-24T00:00:00Z

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

Tustin, CA
onsite
Permanent
80000 - 90000 USD / Yearly
We are looking for a detail-oriented Financial Analyst to join our team in Tustin, California. This role involves analyzing financial data, generating reports, and supporting decision-making processes to ensure the organization meets its financial goals. The ideal candidate will have expertise in accounting systems and a strong ability to interpret complex data. Responsibilities: • Analyze financial data to identify trends, variances, and opportunities for improvement. • Prepare accurate financial reports using tools such as Crystal Reports and other reporting platforms. • Implement and optimize accounting software systems to enhance operational efficiency. • Conduct audits to ensure compliance with financial regulations and organizational standards. • Manage budget processes, including forecasting and monitoring expenditures. • Perform data mining techniques to extract valuable insights for financial planning. • Support capital management strategies to optimize resource allocation. • Collaborate with cross-functional teams to provide financial insights and recommendations. • Ensure accurate accrual accounting practices are maintained. • Assist in the evaluation and improvement of CRM systems related to financial operations.
2026-03-05T00:00:00Z

Financial Analyst

Carlsbad, CA
onsite
Temporary
37 - 43 USD / Hourly
A fast-growing manufacturing and distribution company in Carlsbad is seeking a sharp and forward-thinking Financial Analyst to support operational finance and strategic planning initiatives. This role sits at the intersection of finance and operations, helping leadership understand performance drivers across production, inventory, and margin.If you enjoy digging into the numbers and turning data into actionable business intelligence, this is a high-visibility opportunity. What You’ll Be Responsible For<ul><li>Build and maintain financial models to support forecasting and planning</li><li>Analyze production costs, margins, and inventory trends</li><li>Prepare monthly variance analysis and performance reporting</li><li>Support annual budgeting and rolling forecasts</li><li>Partner with operations leaders to evaluate financial performance</li><li>Develop dashboards and management reporting packages</li><li>Identify opportunities for cost efficiencies and process improvements</li><li>Assist with month-end close support and ad hoc analysis</li></ul>
2026-02-19T00:00:00Z

Financial Operations Analyst

San Marcos, CA
onsite
Temporary
43 - 50 USD / Hourly
Robert Half is supporting a high-growth retail/distribution company in San Marcos seeking a sharp, analytical Financial Operations Analyst to strengthen their FP&A and operational performance tracking. This role blends traditional financial analysis with inventory analytics, margin reviews, forecasting, and cross-functional partnership. Ideal for someone who enjoys fast-changing environments and making data meaningful for business leaders. What You’ll Do<ul><li>Analyze sales, margin, inventory, and operational performance across multiple product categories</li><li>Prepare weekly and monthly KPI dashboards with insights for leadership</li><li>Support budgeting/forecasting cycles with models, scenarios, and variance commentary</li><li>Partner with Purchasing, Supply Chain, and Operations to validate cost and volume data</li><li>Evaluate pricing changes, promotions, and product performance trends</li><li>Work with Accounting to reconcile inventory variances, landed cost, COGS, and shrink</li><li>Assist with monthly close support: accruals, reconciliations, journal entries, and reporting</li><li>Develop and refine models for demand forecasting, revenue planning, and operational efficiency</li><li>Prepare presentations for senior leadership, highlighting risks, trends, and opportunities</li></ul>
2026-02-27T00:00:00Z

Sr. Financial Analyst

Irvine, CA
onsite
Permanent
95000 - 110000 USD / Yearly
We are looking for an experienced Senior Financial Analyst to join our team in Irvine, California. In this role, you will play a key part in driving financial planning, forecasting, and performance analysis across multiple brands and categories. This position offers the opportunity to work closely with leadership and cross-functional teams to support strategic decision-making and enhance profitability. Responsibilities: • Coordinate and contribute to the multi-year financial planning process for multiple brands, ensuring accurate reporting and consolidation of plans. • Collaborate with demand planning, sales, and product development teams to create and validate rolling revenue forecasts, identifying trends, risks, and opportunities. • Present financial insights and forecasting updates to the executive team, highlighting key findings and recommendations. • Monitor and analyze performance metrics across categories, regions, and channels to identify areas for profitability improvement. • Develop and maintain detailed expense models and forecasts to support informed business adjustments. • Conduct variance analyses to compare actual financial results against forecasts and budgets, providing actionable insights. • Build and deliver ad hoc financial reports and analyses as needed to support leadership decisions. • Utilize data mining techniques to uncover valuable insights and drive improvements in financial processes. • Partner with cross-functional teams to ensure alignment on financial objectives and strategies. • Investigate and resolve discrepancies in financial data to ensure accuracy and reliability.
2026-02-05T00:00:00Z

Sr. Financial Analyst

Long Beach, CA
onsite
Permanent
90000 - 110000 USD / Yearly
📊 Senior Financial Analyst – Long Beach, CA | ManufacturingJoin a growing manufacturing company in Long Beach as a Senior Financial Analyst and play a key role in driving profitability, improving operations, and influencing strategic decisions.What You'll Do:<ul><li>Analyze performance across product lines, capital projects, and operations</li><li>Provide site-level insights on sales, labor, and efficiency metrics</li><li>Build forecasts, budgets, and financial models</li><li>Partner with teams across operations, accounting, and leadership</li><li>Present key financial trends and recommendations to senior management</li></ul>What You Bring:<ul><li>Strong analytical and modeling skills</li><li>Experience in manufacturing or related industries</li><li>Ability to turn data into actionable business insights</li></ul>Why Join Us?Competitive pay, full benefits, and a chance to impact real results in a fast-paced environment.WApply today and help shape the financial future of a leading manufacturer. For confidential consideration, please email your Robert Half recruiter. If you're not currently working with anyone at Robert Half, please click "Apply" or call 562-800-3963 and ask for David Bizub. Please reference job order number 00460-0013216937 email resume to [email protected]
2026-02-27T00:00:00Z

Sr. Financial Analyst

Tustin, CA
onsite
Permanent
90000 - 110000 USD / Yearly
We are looking for an experienced Senior Financial Analyst to join our team in Tustin, California. In this role, you will play a crucial part in driving financial insights, managing data analysis, and ensuring the accuracy of reporting processes. This position offers an excellent opportunity to contribute to strategic decision-making and optimize business systems. Responsibilities: • Conduct comprehensive financial analyses to support organizational decision-making. • Utilize data mining techniques to identify trends and opportunities for process improvement. • Develop and maintain reports using tools such as Crystal Reports and Confluence. • Collaborate with cross-functional teams to optimize business systems and ensure operational efficiency. • Assist in the preparation and management of budgets and capital planning processes. • Perform auditing tasks to ensure compliance and accuracy in financial reporting. • Support accounting functions by analyzing financial data and reconciling discrepancies. • Provide recommendations for improving financial performance and cost management. • Monitor and report on key performance indicators to track organizational success. • Train and guide team members on financial analysis tools and methodologies.
2026-03-05T00:00:00Z

Junior Financial Analyst

Carlsbad, CA
onsite
Temporary
28 - 30 USD / Hourly
Our client is hiring a Junior Financial Analyst to support their finance team and assist with financial planning, analysis, and reporting initiatives. This opportunity is ideal for an early-career finance professional who is eager to develop analytical skills while contributing to meaningful financial insights that support business decision making. In today’s competitive business environment, organizations rely heavily on data-driven financial analysis to guide strategic planning, evaluate performance, and identify areas for improvement. The Junior Financial Analyst will work closely with experienced finance leaders to gather financial data, perform analysis, and help transform complex financial information into clear and actionable insights. This role offers exposure to many of the core functions that define modern finance departments, including budgeting, forecasting, financial modeling, and performance reporting. Our client is seeking a candidate who is curious, analytical, and comfortable working with financial data while collaborating with cross-functional teams.Key Responsibilities<ul><li>Assist with financial reporting and analysis</li><li>Support budgeting and forecasting processes</li><li>Analyze financial performance and identify trends</li><li>Build and maintain financial models and spreadsheets</li><li>Prepare reports and presentations for leadership</li><li>Assist with data collection and financial research</li></ul>
2026-03-06T00:00:00Z

Cost and Pricing Analyst

Gardena, CA
onsite
Contract / Temporary to Hire
38 - 48 USD / Hourly
We are looking for an experienced Cost and Pricing Analyst to join our team in Gardena, California. In this Contract to permanent role, you will play a key part in developing and managing cost models, pricing strategies, and financial analyses to support business operations and decision-making. This position requires a strong analytical mindset and the ability to adapt to geopolitical and market shifts while maintaining profitability. Responsibilities: • Analyze and calculate landed costs by incorporating freight, duties, minimum order quantities, and packaging expenses. • Compare factory pricing across multiple suppliers to identify cost-effective options and evaluate production shifts based on tariffs and logistics. • Develop pricing structures for both domestic and international distributors, ensuring margin consistency and distributor profitability. • Create pricing models for direct-to-hotel programs, including bulk dispenser initiatives, liquid amenities, and custom projects. • Monitor and assess tariff changes, advising leadership on sourcing adjustments due to geopolitical developments. • Establish pricing strategies for miscellaneous and special projects such as custom packaging, airline kits, and promotional items. • Collaborate with sales teams to structure competitive pricing strategies for large-volume deals and promotional campaigns. • Maintain and update pricing databases to ensure accuracy and alignment with organizational goals. • Support private label pricing structures and custom pricing calculations for unique client needs. • Design promotional pricing campaigns, including volume-based discounts and distributor incentives.
2026-03-05T00:00:00Z

Benefits Analyst

Cheviot Hills, CA
remote
Temporary
35 - 50 USD / Hourly
We are looking for an experienced Benefits Analyst to join our team on a contract basis. This role involves managing and optimizing employee benefits programs, with a particular focus on self-funded plans and ensuring compliance with relevant regulations. The ideal candidate will have experience working with self-funded plans, UKG, Plansource and will have experience with complex benefit programs. Previous experience working with both domestic and international employees is particularly helpful. Responsibilities:• Oversee and administer employee benefits programs, including self-funded health plans, ensuring smooth operations and compliance.• Serve as the subject matter expert for benefits platforms, managing system configurations, maintaining accurate data, and resolving technical issues.• Conduct detailed audits and reconciliations to ensure accuracy and compliance with benefits policies.• Support the annual open enrollment process, including vendor coordination and communication development.• Analyze benefits data to identify trends, project costs, and inform decision-making.• Ensure compliance with regulatory requirements related to benefits programs.• Collaborate with HR, Payroll, and Finance teams to align benefits administration with organizational goals.• Develop and present reports on benefits utilization and program effectiveness.• Provide guidance to employees regarding benefits options and address inquiries effectively.• Assist in managing vendor relationships to ensure service quality and cost-efficiency.
2026-03-05T00:00:00Z

Finance Manager

Santa Fe Springs, CA
onsite
Temporary
70 - 80 USD / Hourly
Robert Half is recruiting for a strong Finance Consultant for a privately held equipment rental client. The FPA Consultant needs to have Advanced Excel skills and strong understanding of P&L, balance sheet, cash flows, budgeting and forecasting. This role supports financial reporting, revenue/margin analysis, and operational performance tracking across multiple data sources. This role will be onsite or possibly hybrid schedule in Santa Fe Springs, CA. Key Responsibilities* Analyze P&L, balance sheet, cash flow, and key drivers across revenue streams.* Break down revenue mix, gross margin, profit margin, and operational KPIs.* Build and maintain budgets, forecasts, and financial models.* Develop complex reporting schedules using Excel and BI tools.* Prepare daily, weekly, monthly, quarterly, and annual financial and operational reports.* Produce weekly KPI dashboards and monthly reporting packs for management.* Complete variance and trend analysis with clear commentary.* Consolidate data from ERP/CRM systems and ensure accuracy for reporting.* Support sales and operational reporting tied to day-to-day transactions. Required Skills-Advanced Excel skills and strong modeling capability.-Experience with large data sets and multiple data sources.-Strong understanding of financial statements and margin analysis.-Ability to communicate effectively with all levels of management-Strong analytical mindset and attention to detail.-Experience with Business Central ( preferred)-Familiarity with Power BI or Tableau-Background in multi‑revenue‑stream environments.
2026-03-04T00:00:00Z

Business Analyst

Torrance, CA
onsite
Temporary
55 - 58 USD / Hourly
We are looking for an experienced Business Analyst to join our team in Southern California for a long-term contract position. The ideal candidate will excel at translating business requirements into actionable technical specifications, focusing on digital analytics, user behavior tracking, and marketing technology strategies. Responsibilities:• Collaborate with business teams to analyze and document requirements, ensuring clear communication with technical stakeholders.• Develop detailed analytics specifications for web and mobile platforms to track user actions and marketing performance.• Identify essential data points and events for effective user behavior tracking.• Create comprehensive documentation for analytics requirements, including event triggers and parameters, to guide development teams.• Partner with developers to ensure accurate implementation of analytics tags across various systems.• Conduct quality assurance checks to validate that analytics tracking aligns with defined requirements.• Perform audits on existing analytics systems to ensure data accuracy and compliance with privacy standards.• Recommend strategies for integrating marketing technology systems with customer data platforms, CRMs, and personalization tools.• Support Agile workflows by managing project backlogs, facilitating sprint planning, and ensuring timely delivery.• Maintain technical documentation, including system specifications, design documents, and deployment plans.
2026-03-03T00:00:00Z

Investment Accountant

Beverly Hills, CA
onsite
Permanent
100000 - 120000 USD / Yearly
We are looking for an experienced Investment Accountant to join a reputable real estate firm in Beverly Hills, California. This role is ideal for someone who is detail oriented and has a solid background in accounting, particularly within the real estate investment and development sector. You will play a key role in managing financial processes and ensuring accurate reporting for multifamily investments and syndications. Responsibilities: • Perform month-end closing activities, ensuring accurate and timely reporting. • Maintain and reconcile the general ledger, ensuring all journal entries are correctly recorded. • Conduct thorough account and bank reconciliations to ensure financial accuracy. • Utilize QuickBooks to manage accounting operations and streamline processes. • Analyze financial data related to real estate investments and development projects. • Prepare detailed reports for multifamily investment portfolios and syndications. • Collaborate with internal teams to support financial decision-making and strategy. • Ensure compliance with accounting standards and regulations. • Monitor and address discrepancies in financial records or transactions. • Assist in audits and provide necessary documentation to external auditors.
2026-02-16T00:00:00Z

Business Analyst - WFS

Chino, CA
onsite
Temporary
75 - 85 USD / Hourly
Robert half is recruiting for experience BSA/ Business System Analyst Consultant for our client in public sector to provide post-go-live support for their SuccessFactors Workforce Management system (WFS), as well as for the broader HRIS ecosystem. This BSA Consultant will partner closely with HR, IT, and business stakeholders to drive optimization, troubleshoot issues, document processes, and ensure high system adoption and data integrity. This role will be located onsite in Chino, CA. Key Responsibilities:• Provide daily support and subject matter expertise for SAP SuccessFactors Workforce Management and integrated HRIS modules.• Serve as a point of escalation for user issues, troubleshooting system errors, researching root causes, and implementing timely resolutions.• Partner with HR operations to gather business requirements for new enhancements, system changes, data loads, and integrations.• Develop and maintain system documentation, process maps, SOPs, and training materials.• Monitor and improve data quality, security controls, and user access within SuccessFactors and connected HRIS platforms.• Support release management and regression testing during system updates, feature rollouts, or integrations with other HR or business systems and cross-module alignment
2026-02-25T00:00:00Z

Business Analyst - WFS

Chino, CA
onsite
Temporary
65 - 75 USD / Hourly
Robert Half is seeking experienced SAP FICO Business Systems Analyst Consultant to provide functional support for finance operations, drive configuration enhancements, troubleshoot application issues, and serve as a subject matter expert on SAP FICO modules. The ideal BSA candidate will support end users, identify and resolve technical and functional issues, and ensure the system reliably supports business processes in Accounting, Controlling, and Finance. This role will be located onsite in Chino, CA. Key Responsibilities:• Configure, test, and implement SAP FICO/ SAP S4 Hana (Finance and Controlling) solutions to meet business requirements• Provide day-to-day FICO functional support, including troubleshooting user issues and managing service requests• Analyze, document, and optimize business processes related to General Ledger, Accounts Payable/Receivable, Asset Accounting, Banking, and Cost Center Accounting• Collaborate with business stakeholders and IT resources to assess needs, gather requirements, and recommend effective solutions• Prepare functional specifications, configuration documentation, and end-user training materials• Coordinate and execute system testing, validation, and deployment activities for enhancements and projects-Participate in cross-functional meetings to support application integration with other SAP modules (MM, SD, HR, etc.)
2026-03-06T00:00:00Z

Regional Finance & Accounting Manager

Cheviot Hills, CA
onsite
Permanent
160000 - 190000 USD / Yearly
📣 We’re Hiring: Regional Finance Manager – Los Angeles, CA (hybrid) We’re looking for an experienced Regional Finance Manager to lead financial operations for a $100M+ portfolio and play a key strategic role supporting regional leadership.If you’re a finance leader who thrives in fast‑moving, project‑driven environments—especially within construction —this is a high‑impact opportunity to shape financial performance at scale. What You’ll Do<ul><li>Lead regional financial operations and deliver accurate, timely reporting</li><li>Mentor and manage a team of 7–10 finance/accounting professionals</li><li>Drive forecasting, budgeting, and scenario planning</li><li>Prepare and analyze regional P&L, WIP and ad hoc reports on a monthly, quarterly, and annual basis.</li><li>Partner closely with operations to analyze project‑level performance</li><li>Provide financial insights that influence strategic decision‑making</li><li>Ensure compliance, governance, and financial accountability across the region</li></ul>
2026-03-03T00:00:00Z

Pricing Analyst/Cost Estimator

Gardena, CA
onsite
Permanent
85000 - 110000 USD / Yearly
We are looking for a skilled Pricing Analyst/Cost Estimator to join our team in Gardena, California, within the aerospace industry. In this role, you will specialize in pricing analysis, leveraging your expertise to develop strategic cost models and ensure competitive market positioning. This is an exciting opportunity to collaborate across departments and contribute to critical business decisions. Responsibilities:• Collaborate with Account Managers to provide essential pricing support and ensure customer satisfaction.• Develop strategic pricing models for major proposals using internal cost data and market trends.• Analyze data to address complex cost and pricing challenges, ensuring accurate recommendations.• Review technical specifications, including component drawings and bills of materials, to calculate current costs.• Align pricing strategies with market conditions while meeting margin objectives.• Build and maintain strong relationships with Engineering, Purchasing, and Manufacturing teams to enhance collaboration.• Coordinate with Engineering to ensure customer requirements align with product designs and technical standards.• Validate cost data with Purchasing and Engineering teams to ensure accuracy for pricing calculations.• Process and review customer Requests for Quote (RFQs) to deliver timely and precise proposals.• Present daily quote metrics to sales team management and recommend improvements based on data analysis.
2026-02-13T00:00:00Z

IAM Analyst

Torrance, CA
onsite
Temporary
45 - 55 USD / Hourly
We are looking for an experienced IAM Analyst to join our team. In this role, you will focus on developing, implementing, and maintaining identity and access management solutions to safeguard the organization’s digital assets. Collaborating with various teams, you will ensure appropriate access controls and compliance with security standards. This is a long-term contract position, offering a dynamic opportunity to contribute to the organization’s cybersecurity initiatives. Responsibilities:• Design, implement, and manage identity and access management solutions to protect organizational data and systems.• Collaborate with business and application teams to ensure proper access control measures are in place.• Develop and enforce policies, standards, and procedures related to identity management.• Conduct audits and walkthroughs to identify process gaps and implement necessary improvements.• Monitor compliance with corporate policies, ethical practices, and regulatory requirements.• Create and present metrics and key performance indicators (KPIs) to track progress and measure the effectiveness of IAM strategies.• Lead IAM-related projects, including planning, resource coordination, and timeline management.• Administer user accounts, groups, and access privileges within the identity management system.• Troubleshoot and resolve IAM-related incidents and issues to maintain operational efficiency.• Provide expert recommendations on IAM tools and technologies to enhance organizational security.
2026-03-03T00:00:00Z

Accounts Receivable Analyst

Cheviot Hills, CA
onsite
Temporary
30 - 34 USD / Hourly
Accounts Receivable Specialist – <ul><li>Make daily collection calls and send email correspondence to customer Accounts Payable departments.</li><li>File claims and manage account actions using customer web portals.</li><li>Monitor customer account details for non-payment, delayed payment, and irregularities.</li><li>Send customer statements and invoice copies to resolve outstanding balances.</li><li>Process daily deductions, including identification, validation, and dispute resolution.</li><li>Minimize deductions by ensuring compliance procedures are communicated across relevant departments.</li><li>Collaborate with Sales and Trade Management teams on client-related issue resolution.</li><li>Compile and organize supporting documentation for validation and dispute processes.</li><li>Identify and implement process improvements as needed.</li><li>Process customer receipts (ACH, wire, credit card, checks) according to established procedures.</li><li>Reconcile customer accounts weekly and monthly; investigate and resolve discrepancies.</li><li>Assist with cash application of customer payments and account allocations.</li><li>Develop and manage recovery timelines; document and execute collection efforts.</li><li>Professionally communicate with clients regarding invoicing issues and outstanding payments via phone, email, or online portals.</li><li>Support Senior Manager and team members with ad hoc requests and special projects.</li><li>Analyze aged receivable reports to spot trends and identify risk accounts.</li><li>Assist in internal and external audit requests related to accounts receivable.</li></ul>Critical Skills<ul><li>Demonstrate professionalism and maintain confidentiality while handling multiple tasks accurately and efficiently.</li><li>Strong analytical and strategic thinking skills with proven problem-solving ability.</li><li>Effective negotiating and decision-making skills.</li><li>Proficiency in math, logical deduction, and business communication (written & verbal).</li><li>Adaptability to changing priorities, unexpected events, and frequent interruptions.</li><li>Capacity to communicate professionally across business units, customers, and vendors.</li><li>Ability to navigate challenging situations with consistent professionalism.</li><li>Independent prioritization and management of workload to meet deadlines, including flexibility for ad hoc and period-end close requests.</li><li>Positive and professional attitude.</li><li>Ability to train, assist, and mentor team members while adhering to credit and collection policies.</li></ul>
2026-03-06T00:00:00Z

Corporate Finance Manager

Brea, CA
remote
Temporary
90 - 110 USD / Hourly
Robert Half is seeking a highly skilled Corporate Finance Consultant with extensive experience analyzing potential acquisitions, navigating deal-making processes, and driving strategic financial initiatives. The ideal candidate will bring a strong background from a private equity firm, investment bank, or corporate finance team within a large enterprise. This interim M&A consultant will play a key role in supporting deal evaluation, structuring and execution, and delivering critical financial insights to guide strategic decision-making.This role will be part time hours and approximately 20-30 hours per week and can be done remote. -Key Responsibilities:Acquisition Analysis: Conduct in-depth financial analysis of potential acquisitions, including preparing valuations, modeling pro forma financial impacts, and assessing synergy potential.Deal Structuring and Execution: Manage the entire deal lifecycle—from due diligence and identifying opportunities to negotiation, structuring, and closing transactions.Market Research: Perform market, industry, and competitive analysis to identify strategic opportunities aligned with corporate growth objectives.Financial Modeling: Develop robust financial models, including discounted cash flow (DCF), leveraged buyout (LBO), and merger analysis models to evaluate financial viability.Due Diligence: Lead financial and operational due diligence efforts, coordinating with external advisors and cross-functional teams to assess risks and integrate findings into actionable recommendations.Presentation Development: Prepare investment memos and presentations for executive leadership teams, boards of directors, and capital partners.Collaboration with Teams: Work closely with internal teams, including strategy, legal, and operations, to ensure seamless execution of transactions and integration plans.Strategic Advisory: Provide recommendations to senior executives on corporate financial strategies, capital allocation, and portfolio optimization.Trend Monitoring: Stay updated on M&A market trends, sector dynamics, and regulatory developments to align deals with emerging opportunities.-Key Skills and Qualifications:Education: Bachelor's degree in finance, economics, accounting, or a related field. MBA or CFA designation preferred.Experience: Minimum of 5–7 years of experience in private equity, investment banking, or corporate finance, with a focus on mergers and acquisitions.Technical Expertise: Proficiency in financial modeling, valuation techniques, and excel analytics. Experience with financial databases such as Bloomberg, Capital IQ, or PitchBook is a plus.Analytical Skills: Strong aptitude for problem-solving, along with the ability to distill complex financial data into actionable insights.Communication: Exceptional written and verbal communication skills, with the ability to present findings clearly to both technical and non-technical stakeholders.Project Management: Adept at managing multiple projects and priorities in a fast-paced, deadline-driven environment.Attention to Detail: A meticulous eye for accuracy in financial analysis, modeling, and reporting.Negotiation Skills: Experience in structuring and negotiating complex financial transactions.
2026-02-20T00:00:00Z

VP of Finance

Fallbrook, CA
onsite
Permanent
200000 - 240000 USD / Yearly
Key Responsibilities • Build and lead the FP&A function from the ground up • Establish budgeting and forecasting discipline • Lead cash flow forecasting and liquidity management • Oversee audit relationships (CLA) and ensure timely reporting • Manage investor relations and reporting packages • Lead financing strategy and capital structure planning • Support pre-acquisition diligence and integration • Partner with CEO on board reporting, covenant reporting, and financial performance updates • Evaluate whether to keep outsourced accounting or bring functions in-house • Ensure timely consolidation of acquired businesses • Implement scalable financial processes, systems, and controls • Support a rapidly growing field services business with budget setting and cost oversight ________________________________________ Must-Have Qualifications • Strong financial acumen with experience in high-growth environments • Ability to build FP&A, budgeting, forecasting, and cash flow models • Experience with debt-financed businesses and capital allocation • Hands-on leadership style; willingness to “roll up your sleeves” • Strong Excel / financial modeling • Experience overseeing audits and managing external accounting relationships • Ability to operate in a complex environment with multiple systems and acquisitions • Cultural fit: collaborative, grounded, analytical, and execution-focused ________________________________________
2026-03-02T00:00:00Z

Grant Analyst

Carlsbad, CA
onsite
Contract / Temporary to Hire
24.7 - 28.6 USD / Hourly
We are looking for a skilled Grant Analyst to join our team in Carlsbad, California. In this Contract to permanent position, you will play a key role in ensuring accurate financial reporting and effective grant management within the healthcare sector. This role requires a detail-oriented individual who can analyze complex data, collaborate across teams, and contribute to the financial health of the organization. Responsibilities: • Monitor Medicaid funding streams within county systems and ensure compliance with financial reporting standards. • Prepare and submit detailed cost reports at the conclusion of each fiscal period. • Maintain accurate tracking of revenue and expenses using the organization's electronic practice management system, reconciling data manually when required. • Work closely with the billing team to capture revenue accurately and address discrepancies exceeding a 5% threshold. • Identify and resolve inconsistencies in financial data, implementing improvements to enhance reporting accuracy. • Support grant management processes by reviewing budgets, analyzing expenses, and advising non-finance personnel on effective budget utilization. • Assist in developing the annual budget for the upcoming fiscal year, ensuring alignment with organizational goals. • Collaborate with stakeholders to optimize financial processes and ensure compliance with grant requirements. • Provide insights and recommendations to improve financial operations and reporting efficiency.
2026-03-04T00:00:00Z

FP&A Manager

Beverly Hills, CA
remote
Temporary
80 - 90 USD / Hourly
Robert Half Management Resources is recruiting for a strong Financial Business Analyst to support our entertainment client on a 6–8-month project starting immediately. The Financial Business Analyst will primarily be responsible for assisting with a large-scale OneStream implementation, and will assist with the following tasks: Responsibilities:• Contribute to the successful implementation of OneStream by offering technical expertise and insights gained from previous experience.• Collaborate with the OneStream Solution Architect to provide functional guidance and ensure governance throughout the project.• Partner with the systems integrator to optimize delivery and enhance proposed solutions to meet organizational needs.• Gather, analyze, and document business requirements, ensuring they are accurately reflected in the system design.• Engage with Oracle teams to critically evaluate proposed solutions, ensuring they are tailored to business objectives.• Work closely with technical teams and business units during the design and implementation phases to ensure functional requirements are met.• Support the go-live phase by providing functional expertise to facilitate a smooth transition.• Actively participate in the final design and initial implementation stages, ensuring all functional and technical aspects align with objectives.• Communicate effectively with stakeholders to ensure project goals are understood and achieved.• Document processes and workflows to support ongoing system usage and enhancements.
2026-03-03T00:00:00Z