<p>Credit & Chargeback Analyst</p><p><strong>Position Summary:</strong></p><p>Seeking an experienced Credit & Chargeback Analyst to manage customer accounts, oversee B2B collections, evaluate credit risk, and resolve customer chargebacks and deductions. This role will work closely with Sales, Cash Applications, and other internal teams to ensure timely payments, accurate account balances, and effective dispute resolution.</p><p>Key Responsibilities</p><ul><li>Manage assigned customer accounts, monitor aging balances, and proactively collect past-due payments.</li><li>Research and resolve payment discrepancies, unapplied cash, invoice issues, and customer account reconciliations.</li><li>Evaluate customer creditworthiness, review credit limits and payment terms, and coordinate with external credit agencies.</li><li>Review credit holds, order releases, and credit limit increase requests.</li><li>Investigate customer chargebacks and deductions, dispute invalid claims, and recover outstanding balances.</li><li>Partner with Sales, Logistics, and Customer Service to resolve billing and payment disputes.</li><li>Maintain accurate collection notes, credit documentation, and account activity in SAP, YayPay, and customer portals.</li></ul><p><br></p>
We are looking for an experienced Operational Risk Analyst to support insurance, claims, and risk management activities for a real estate-focused asset management environment in Dana Point, California. This position plays a key role in protecting the portfolio by strengthening insurance program oversight, improving claim outcomes, and reducing operational exposure across managed properties. The ideal candidate brings strong analytical judgment, knowledge of risk transfer practices, and the ability to work closely with leadership, brokers, carriers, and third-party property managers.<br><br>Responsibilities:<br>• Support the yearly renewal cycle for multiple insurance programs by gathering underwriting information, reviewing coverage details, and helping assess options that improve protection and cost effectiveness.<br>• Oversee property and liability claims from initial notification through closure, coordinating with brokers, insurers, adjusters, and internal stakeholders to keep matters moving efficiently.<br>• Organize and review claim documentation such as incident records, photographs, estimates, invoices, and correspondence to ensure complete and timely submissions.<br>• Track litigation, demand response deadlines, coverage positions, and reserve activity, escalating issues when claim handling or insurer performance creates additional risk.<br>• Examine loss trends across the portfolio to identify recurring causes, high-exposure assets, and opportunities to reduce future incidents.<br>• Partner with property management teams to strengthen prevention efforts related to water damage, premises liability, safety, security, and other common property risks.<br>• Review management, vendor, and contractor agreements to confirm appropriate indemnity, insurance, and risk transfer provisions are in place.<br>• Maintain oversight of certificates of insurance for third-party partners, verifying compliance before property access or service activity begins.<br>• Assist with insurance and risk-related audit requests, lender documentation, and transaction due diligence for acquisitions, refinancings, and dispositions.<br>• Monitor property management reporting performance, enforce incident escalation standards, and provide risk-focused feedback on recurring operational weaknesses.
We are looking for a Financial Analyst/Manager to support institutional planning and financial decision-making for a university environment in Irvine, California. This role oversees the annual budgeting cycle, leads forecasting activities throughout the year, and delivers meaningful analysis that helps departments manage resources effectively. The position also partners closely with campus leaders to evaluate financial performance, assess new proposals, and provide clear reporting on budget variances and trends.<br><br>Responsibilities:<br>• Lead the full annual budgeting cycle, coordinating with finance partners, faculty, and administrative teams to develop plans aligned with organizational priorities.<br>• Prepare and present monthly comparisons of actual results against budget, highlighting key variances and recommending actions to improve financial performance.<br>• Build and maintain rolling forecasts, scenario models, and what-if analyses to identify risks, opportunities, and expected financial outcomes.<br>• Review departmental financial activity and spending patterns using budgeting and accounting tools to strengthen cost control and support informed decision-making.<br>• Partner with budget owners across the organization to monitor revenue and expenses, address emerging issues, and help keep operations on track with approved plans.<br>• Assess the financial viability of program proposals, pro formas, and funding requests by analyzing assumptions, projected results, and strategic fit.<br>• Monitor restricted funds and related balances on a regular basis, providing recommendations on the appropriate use and release of available resources.<br>• Maintain financial structures such as departments and cost centers within the accounting framework to support accurate reporting and budget oversight.<br>• Track profitability by program and revenue source, including development and upkeep of cost allocation methodologies.<br>• Contribute to external and regulatory reporting requirements by preparing financial data, analysis, and supporting documentation as needed.
<p>Robert Half is in search for a Financial Analyst for local ongoing opportunities. The Financial Analyst, you will conduct financial modeling on various financial products as well as measure, analyze and forecast performance in conjunction with operating plans. Additional duties include advising management on the allocation of resources to best accomplish objectives and preparing reports for management. For Immediate consideration please email your resume and call 626.463.2030 to schedule an interview. </p><p>Financial Modeling:</p><p>· Develop and maintain financial models to analyze and forecast company performance</p><p>· Use spreadsheet tools to create projections, scenario analyses, and sensitivity analyses.</p><p>Budgeting and Forecasting:</p><p>· Collaborate with various departments to create and manage budgets.</p><p>· Prepare financial forecasts, identifying trends and potential areas of concern or opportunity.</p><p>Financial Reporting:</p><p>· Generate and analyze financial reports, including income statements, balance sheets, and cash flow statements.</p><p>· Communicate financial results and trends to management and stakeholders.</p><p>Variance Analysis:</p><p>· Conduct variance analysis to compare actual financial performance against budgets and forecasts.</p><p>· Identify and investigate discrepancies, providing explanations for variances.</p><p>Decision Support:</p><p>· Provide decision support by analyzing financial data and making recommendations for strategic and operational decisions.</p><p>· Assess the financial impact of potential investments, projects, or business initiatives.</p><p>Market and Industry Analysis:</p><p>· Monitor economic and industry trends that may impact the organization's financial performance.</p><p>· Conduct market research and competitor analysis to inform strategic decision-making.</p><p> </p><p><br></p>
<p>Senior Financial Analyst</p><p><br></p><p>A growing subscription-based technology company is seeking a Senior Financial Analyst to support budgeting, forecasting, and financial modeling initiatives.</p><p><br></p><p>Key Responsibilities</p><p>Lead the development, tracking, and management of annual operating budgets, with a focus on sales and marketing.</p><p>Build and maintain revenue and expense forecasting models across multiple recurring-revenue business lines.</p><p>Partner with finance leadership to support planning, reporting, and strategic decision-making.</p><p>Collaborate cross-functionally with teams including Accounting, Human Resources, IT, and Sales Operations to improve reporting processes and KPI analysis.</p><p>Analyze trends and provide insights to support financial performance and operational efficiency.</p><p><br></p><p><br></p>
AR + Financial Analysis + Commercial Finance + Finance Business Partner<br>This person will support assigned customer accounts and partner with Sales and Operations throughout the customer lifecycle.<br>Core Responsibilities<br>• Own AR and Order-to-Cash activities<br>• Invoicing, booking, clearing and reconciliations<br>• AR aging and collection follow-up<br>• Customer deductions and dispute resolution<br>• Trade spend and promotional expense management<br>• Accruals and customer-related expenses<br>• Pricing and commercial analysis<br>• Build simulated P&Ls<br>• Evaluate business terms and promotional strategies<br>• Financial reporting and analysis<br>• Process improvement<br>• Finance systems/digitalization initiatives<br>• Partner directly with Sales and Operations<br>Ideal Background<br>Target:<br>• Financial Analyst<br>• Accounting Analyst<br>• Senior Accountant with strong analytical skills<br>• Commercial Finance Analyst<br>• Channel Finance Analyst<br>• Revenue Analyst<br>• AR Analyst ready for a step up<br>• Finance Business Partner
<p>We are looking for a Credit Specialist to join an electronic components manufacturing organization in Brea, California. This contract opportunity with permanent potential is ideal for someone who thrives in a fast-paced finance environment and can confidently manage account reconciliations, payment issues, and deduction research. The person in this role will help maintain accurate customer account balances, support healthy cash flow, and collaborate with internal partners to resolve billing-related concerns.</p><p><br></p><p>Responsibilities:</p><p>• Reconcile assigned customer accounts by reviewing chargebacks, short payments, and other account discrepancies to ensure records remain accurate.</p><p>• Investigate overdue invoices and follow up with customers to secure payment or determine the cause of delayed remittance.</p><p>• Analyze customer deductions, validate supporting documentation, and work toward timely resolution of disputed items.</p><p>• Review account standing and release orders for shipment when credit conditions and payment status support approval.</p><p>• Prepare recurring updates for leadership that highlight collection activity, aging trends, cash expectations, and past-due balances.</p><p>• Partner with teams across sales, sales support, and accounting to address billing questions and resolve account-related issues efficiently.</p><p>• Provide guidance to colleagues within the credit function when training support is needed or assigned by management.</p><p>• Offer backup assistance for select supervisory tasks when department leadership is unavailable.</p><p>• Contribute to additional credit and collections activities as needed to support departmental priorities and service levels.</p>
We are looking for an experienced Human Resources Risk Manager to support a non-profit organization in West Covina, California in a contract capacity with the potential for a long-term opportunity. This role is well suited for a risk specialist who can guide leadership on exposure reduction, claims oversight, insurance matters, and workplace safety within a complex public-facing environment. The selected candidate will help strengthen risk controls, improve loss-prevention practices, and partner across departments to protect organizational operations and employees.<br><br>Responsibilities:<br>• Direct the day-to-day administration of a broad risk management program covering liability, property exposure, workers’ compensation, and other key areas of organizational risk.<br>• Assess operational and legal exposure across departments and recommend practical strategies to reduce potential losses and improve compliance.<br>• Oversee workers’ compensation and liability claims by coordinating with third-party administrators, carriers, adjusters, legal partners, and other external stakeholders.<br>• Review claim activity and loss information to identify trends, recommend corrective actions, and support cost-containment efforts.<br>• Create, update, and implement policies and procedures related to risk control, safety practices, claims handling, and loss prevention.<br>• Manage insurance-related activities such as coverage evaluation, policy renewals, certificate review, and maintenance of supporting documentation.<br>• Examine contracts, permits, leases, and service agreements to confirm appropriate insurance terms, indemnity language, and risk-transfer protections are in place.<br>• Advise department leaders and staff on incident reporting, safe work practices, exposure awareness, and preventative measures to reduce organizational risk.<br>• Prepare reports, presentations, and recommendations for senior leadership and other governing groups while maintaining accurate risk management records and files.
We are looking for a Sr. Financial Analyst to support financial planning and performance reporting for defense manufacturing programs in Costa Mesa, California. This Long-term Contract position will focus on delivering clear insight into project financial health through recurring and on-demand analysis, helping stakeholders understand spending trends, forecast alignment, and overall program performance. The ideal candidate brings strong analytical judgment, experience with federally funded contract reporting, and the ability to translate complex financial data into practical business recommendations.<br><br>Responsibilities:<br>• Prepare weekly, monthly, and special-request financial reports that evaluate program results against forecasts, budgets, and operating plans.<br>• Analyze budget-to-actual performance and identify key drivers behind cost variances, schedule impacts, and changes in resource usage.<br>• Monitor project burn rates and spending patterns to provide timely visibility into financial status and potential risks.<br>• Produce reporting for government-funded programs, including contract-related expenditure summaries, labor utilization details, and fund tracking documentation.<br>• Build and maintain financial models that support forecasting, scenario planning, and decision-making for program and finance leadership.<br>• Perform ad hoc analysis by extracting, organizing, and interpreting financial data to address emerging business questions.<br>• Partner with cross-functional teams to improve reporting accuracy, validate assumptions, and strengthen financial controls across assigned projects.
We are looking for a Sr. Financial Analyst to support strategic and operational decision-making through insightful financial reporting and business analysis. This role will partner with cross-functional teams to evaluate performance, identify trends, and develop financial models that improve planning and forecasting. Based in Pasadena, California, the position requires a strong command of data interpretation and the ability to translate complex findings into clear recommendations.<br><br>Responsibilities:<br>• Build and maintain financial models that support forecasting, budgeting, and long-range planning activities.<br>• Analyze monthly and quarterly results to identify performance trends, explain key variances, and highlight business risks and opportunities.<br>• Deliver ad hoc financial analyses that help leadership evaluate initiatives, spending patterns, and operational performance.<br>• Mine and interpret large data sets to uncover actionable insights and improve the quality of financial decision-making.<br>• Partner with business leaders to prepare reports, dashboards, and presentations for management review.<br>• Assess financial outcomes against plans and forecasts, providing clear commentary on drivers behind changes in results.<br>• Support process improvements within financial analysis workflows to increase accuracy, efficiency, and consistency.
<p>Robert Half Management Resources is recruiting for an experienced Sr. Financial Analyst to join our team to support a large and multifaceted organization in west Los Angeles, California. This 4+ month contract opportunity is ideal for a finance specialist who excels in budgeting, forecasting, reporting, and cross-functional support while working closely with operational leadership. The role is based on-site and will play a key part in helping leaders understand performance, manage resources effectively, and maintain strong financial oversight during a critical coverage period.</p><p><br></p><p>Responsibilities:</p><p>• Direct financial planning activities for a major operating budget of roughly $58M, while also maintaining visibility over related managed funds.</p><p>• Act as the lead finance contact for facilities and operations teams, offering guidance on budgets, projections, and financial decision-making.</p><p>• Produce recurring monthly reporting that highlights actual results against plan, explains key variances, and supports leadership review.</p><p>• Build quarterly financial packages and written summaries for the broader budget and finance organization.</p><p>• Evaluate spending patterns and performance trends to support business reviews and translate financial results into clear insights for stakeholders.</p><p>• Conduct month-end expense analysis, monitor transactions for accuracy, and prepare accounting reclassifications when necessary.</p><p>• Analyze workforce-related costs, including headcount trends and labor spending, to support planning and oversight.</p><p>• Manage purchasing card reconciliation activities and help enforce compliance with internal financial controls.</p><p>• Partner with facilities leaders to monitor a capital renewal fund of approximately $17M, including project budgeting, spend tracking, and reporting.</p><p>• Contribute to process documentation, standard operating procedures, and finance support tied to the upcoming PeopleSoft-to-Dayforce transition.</p>
We are looking for a Financial/Operations Analyst to support data-driven decision-making for a retail operation in Moreno Valley, California. This role focuses on interpreting financial and operational performance, identifying trends, and delivering insights that improve efficiency and business results. The ideal candidate brings strong analytical judgment, advanced Excel capability, and the ability to work effectively in a fast-moving environment.<br><br>Responsibilities:<br>• Analyze financial and operational data to identify performance trends, cost drivers, and opportunities for improvement across retail business functions.<br>• Build and maintain reporting tools, dashboards, and financial models that support planning, forecasting, and day-to-day operational decisions.<br>• Perform ad hoc analysis to answer business questions, evaluate outcomes, and provide actionable recommendations to leadership.<br>• Investigate variances between actual results and forecasts or budgets, explaining key drivers and highlighting areas that require attention.<br>• Use data mining techniques and visualization tools such as Tableau to turn complex information into clear, useful insights.<br>• Partner with cross-functional teams to gather business requirements, improve reporting accuracy, and support process efficiency initiatives.<br>• Prepare concise summaries and presentations that communicate analytical findings to stakeholders with varying levels of financial knowledge.