9 results for Financial Analyst in Ojai, CA

Financial Analyst

Calabasas, CA
onsite
Permanent
80000.00 - 90000.00 USD / Yearly
Are you ready to make an impact in a growing organization? Robert Half is seeking a Financial Analyst for our growing client in Calabasas, CA. This hybrid role is primarily onsite, offering an excellent opportunity to contribute directly to business performance and strategic initiatives. Key Responsibilities:<ul><li>Prepare variance analyses and clearly summarize key drivers, trends, and insights for management.</li><li>Support the preparation of budgets, forecasts, and financial plans, collaborating with Finance and cross-functional teams.</li><li>Develop and maintain recurring management reporting on a daily, weekly, and monthly basis.</li><li>Assist with month-end close activities, including consolidated billing support, journal entry support, and account reconciliations.</li><li>Conduct ad hoc financial analysis, such as cost-benefit and ROI analysis for business initiatives.</li><li>Identify trends, anomalies, and opportunities for improvement within financial and operational data.</li><li>Ensure accuracy, completeness, and compliance with internal controls, company policies, and applicable regulations.</li><li>Partner with Accounting and operational teams to improve data quality, reporting efficiency, and financial visibility.</li><li>Perform other duties as assigned.</li></ul>
2026-03-04T18:08:42Z

Financial Analyst

Goleta, CA
onsite
Temporary
38.00 - 44.00 USD / Hourly
We are looking for a skilled Financial Analyst to join our team on a long-term contract basis in Goleta, California. In this role, you will provide critical financial insights and analysis to support business decision-making. Your expertise in financial modeling and data analysis will play a key role in driving success for our organization. Responsibilities: • Create detailed financial models to support budgeting, forecasting, and strategic planning processes. • Analyze financial data and trends to provide meaningful insights and recommendations. • Conduct ad hoc financial analyses to address specific business questions and challenges. • Perform variance analysis to identify discrepancies and provide actionable solutions. • Utilize data mining techniques to extract valuable information from complex datasets. • Collaborate with cross-functional teams to ensure alignment on financial objectives and outcomes. • Prepare comprehensive reports and presentations to communicate findings to stakeholders. • Continuously refine financial processes to improve efficiency and accuracy. • Monitor key performance indicators and track financial progress against objectives.
2026-02-27T17:04:56Z

Business Analyst - Financial Services

Carpinteria, CA
onsite
Permanent
68000.00 - 75000.00 USD / Yearly
We are looking for a skilled Business Analyst to join our team. This position offers a unique opportunity to contribute to process improvements and ensure operational excellence within the financial services sector. Responsibilities:• Provide operational support to various desks based on workload and specific needs.• Lead and manage projects, including quarterly quality checks, fee audits, and statement reviews.• Coordinate system specifications and project plans between operations stakeholders and IT teams.• Analyze operational and system trends to identify issues and propose solutions to management.• Process departmental service and research requests with efficiency and accuracy.• Collaborate with department managers to evaluate and enhance processes, addressing breakdowns and recommending improvements.• Monitor and report trends that may require training updates or process enhancements.• Conduct yearly audits and ensure compliance with established operational standards.• Support business continuity plans by being prepared to perform essential functions remotely when necessary.• Participate in ad-hoc projects as assigned by management
2026-02-11T22:03:51Z

Credit Analyst

Oxnard, CA
onsite
Permanent
60000.00 - 83200.00 USD / Yearly
We are looking for a detail-oriented Credit Analyst to join our team in Oxnard, California. In this role, you will be responsible for evaluating creditworthiness, managing credit applications, and ensuring adherence to financial policies. This position requires strong analytical skills, sound judgment, and the ability to work collaboratively within a dynamic environment. Responsibilities: • Assess and grade credit applications, preparing detailed reports for internal use. • Provide training and guidance to entry-level finance team members and credit personnel. • Take primary responsibility for underwriting credit transactions exceeding $250,000. • Develop predictive models to analyze credit trends and identify risk patterns. • Evaluate potential borrowers to determine their risk profiles using careful judgment. • Monitor open files daily, maintaining clear communication with dealers and internal staff. • Manage the credit application process from initial receipt to final funding. • Collect and analyze credit score data for quarterly updates and performance evaluations. • Stay informed about market conditions to enhance risk assessment in credit transactions. • Contribute to continuous improvement initiatives and participate in team meetings or events.
2026-03-06T22:18:41Z

Accounting Manager

Calabasas, CA
onsite
Permanent
140000.00 - 160000.00 USD / Yearly
Accounting Manager – Manufacturing Employment Type: permanent Robert Half is seeking a experienced and dynamic Accounting Manager to oversee daily accounting operations for our growing manufacturing client. This is a hands-on management role focused on team development, financial accuracy, and strategic business partnership. Key Responsibilities: Oversee daily accounting operations, including general ledger, accounts receivable, and cash management. Supervise and validate work completed by accounting and AR staff; mentor and develop a team of two. Lead monthly, quarterly, and annual closing processes, ensuring timely and accurate financial statements in accordance with GAAP. Review, approve, and maintain journal entries and financial records including balance sheet reconciliations. Perform month-end reconciliations and ensure all accounts are accurate and fully supported. Collaborate with corporate accounting on financial close processes and SEC reporting (10-Q/10-K supporting documentation). Prepare monthly financial packages for senior management, including activity reports, performance metrics, and support schedules. Participate in the development and consolidation of budgets and forecasts aligned with company objectives. Develop and document internal controls, accounting policies, and SOPs to support audit readiness and sustainable growth. Act as the key liaison for accounting issues, staying updated on regulatory changes and compliance requirements. Coordinate annual audits with internal/external auditors.
2026-03-09T23:37:42Z

Business Systems Analyst

Woodland Hills, CA
onsite
Permanent
130000.00 - 140000.00 USD / Yearly
We are looking for an experienced Business Systems Analyst to join our team in Woodland Hills, California. In this role, you will support and enhance Microsoft Dynamics 365 Finance and Operations (D365 F& O) solutions, working closely with business stakeholders to identify and implement effective system improvements. The ideal candidate will bring strong expertise in financial management modules and thrive in a collaborative, fast-paced environment. Responsibilities: • Analyze and assess business requirements to determine feasibility and recommend optimal solutions within the D365 F& O platform. • Provide ongoing support and troubleshooting for the D365 F& O system, addressing issues raised by business teams. • Collaborate with stakeholders to gather, document, and refine business requirements for system enhancements. • Design, develop, and test solutions within the Microsoft Dynamics 365 platform to meet organizational needs. • Support monthly and quarterly system upgrades, ensuring smooth implementation and minimal disruption. • Create and maintain documentation for system design, project specifications, and training materials. • Partner with technical teams to develop and integrate solutions that align with business processes. • Research and document transaction flows to enhance understanding and improve system processes. • Identify opportunities for process improvement and implement best practices to optimize workflows. • Manage time effectively, prioritize tasks, and communicate progress to stakeholders.
2026-02-23T22:04:11Z

Credit Manager II

Van Nuys, CA
onsite
Permanent
90000.00 - 150000.00 USD / Yearly
We are looking for an experienced Credit Manager II to lead and oversee credit operations in Van Nuys, California. In this role, you will play a vital part in managing credit risk, ensuring timely collection of payments, and supporting the financial stability of the organization. The ideal candidate will have strong analytical skills and a thorough understanding of credit policies and procedures. Responsibilities: • Assess and approve credit applications by analyzing financial statements, credit scores, and risk factors. • Develop and update credit policies and procedures to maintain consistency and regulatory compliance. • Monitor accounts receivable and manage overdue accounts to minimize financial risks. • Supervise and guide credit staff, ensuring efficient departmental operations and attention to detail in staff development. • Set credit limits and payment terms while collaborating with collection agencies when necessary. • Provide insights to sales teams to balance profitability with credit risk management. • Analyze customer creditworthiness and control overall credit exposure to reduce bad debt. • Ensure timely collections and resolve disputes related to credit and payments. • Support business growth by aligning credit strategies with organizational goals. • Generate reports and present findings to senior management to aid strategic decision-making.
2026-02-14T00:23:46Z

Accounting Manager

Pacoima, CA
onsite
Temporary
50.00 - 55.00 USD / Hourly
We are looking for an experienced Accounting Manager to join our team in Pacoima, California. This role is ideal for someone who is detail oriented, with a strong background in financial processes, accounting systems, and compliance. As this is a long-term contract position, the selected candidate will play a key role in ensuring accurate financial reporting and supporting operational efficiency. Responsibilities: • Oversee the monthly close process, ensuring timely and accurate completion of financial reports. • Manage accounts payable and accounts receivable operations to maintain smooth financial transactions. • Maintain fixed asset records, including depreciation schedules and reconciliations. • Perform general ledger accounting tasks, such as account reconciliations and journal entries. • Conduct balance sheet and profit and loss analyses during month-end close. • Support system testing and data validation to align processes with organizational requirements. • Ensure compliance with internal accounting policies and applicable standards. • Prepare detailed process flowcharts and accounting procedures for systems in use, including SAP S/4HANA and legacy platforms. • Collaborate with auditors during financial statement audits to ensure transparency and accuracy. • Provide expertise in aligning financial practices with organizational goals and systems.
2026-03-10T17:33:47Z

Credit Manager

Van Nuys, CA
onsite
Permanent
90000.00 - 115000.00 USD / Yearly
• Develop and maintain sound credit policies • Set customer credit limits that judiciously balance potential risk and reward • Manage and motivate staff to generate the maximum collection potential • Analyze and interpret credit reporting from Dun & Bradstreet and Experian • Assess credit worthiness of potential new accounts • Interact with customers to obtain additional credit information to support credit decisions • Conduct periodic credit reviews of existing customers • Check for credit visibility on request for extended terms, pre-lien able jobs, and evaluate various adjustments or exception documents • Analyze trends of high risk accounts, negotiating additional security [collateral] and/or extended payment terms where necessary • Monitor receivables and collections and provide periodic updates • Identify accounts requiring collections agency or legal action and coordinate collections with third party contractors • Implement liens as necessary to delinquent accounts • Analyze delinquent accounts and prepare report on highest risk accounts including recommendations for resolution • Negotiate payment programs with delinquent customers • Approve collection placements • Approve write-offs • Ensure control and safeguard practices over customer’s data • Approve credits and adjustments to customer accounts within company policy limits • Perform monthly DSO calculation and other AR metrics Job Requirements • Working knowledge of current credit market conditions • Ability to develop customer rapport • Strong negotiation skills • Work related experience in the wholesale industry or construction trade • High School Diploma Preferred Qualifications • 7+ years of experience in a Credit and Collections supervisory role with direct reports • PCI Compliance experience • A Bachelor’s degree in Accounting, Finance, Economics, Business, or other related fields • Proficiency in PC applications, including MS Office suite • Knowledge of UCC code • Strong analytical skills with ability to conduct research, data analysis and resolve complex problems
2026-02-25T19:14:07Z