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3 results for Crm Business Analyst in Orange, CA
- San Bernardino, CA
- onsite
- Permanent / Full Time
- 75000 - 95000 USD / Yearly
- We are looking for a Business Analyst to support data integrity, reporting, and technology operations for programs based in San Bernardino, California. This role combines analytical work, systems support, and process improvement to help teams make informed decisions and maintain reliable business operations. The ideal candidate will be comfortable working across reporting tools, business systems, and user support needs while promoting accuracy, efficiency, and strong documentation practices.<br><br>Responsibilities:<br>• Oversee the quality and reliability of information across core business platforms, ensuring records remain accurate, complete, and consistent.<br>• Create and validate recurring and ad hoc reports used for operational oversight, leadership review, funding requirements, and compliance activities.<br>• Build dashboards and analytical resources that measure key program indicators such as referral flow, enrollment activity, placements, caseload trends, outcomes, and target performance.<br>• Review datasets for errors, unusual patterns, and reporting gaps, then partner with internal teams to resolve issues and strengthen data accuracy.<br>• Define and maintain reporting standards, data rules, control procedures, and related documentation to support consistent use of information.<br>• Manage assigned Salesforce and Smartsheet administration tasks, including user permissions, forms, workflows, automations, and reporting features.<br>• Provide day-to-day technical support for Microsoft 365, software tools, user accounts, hardware, and routine connectivity concerns.<br>• Coordinate with external IT partners on advanced troubleshooting, maintenance activities, cybersecurity matters, system testing, upgrades, and integrations.<br>• Improve operational workflows by developing automation, data checks, performance alerts, training materials, and practical recommendations for staff and leadership.
- 2026-10-22T00:00:00Z
- Torrance, CA
- onsite
- Temporary / Contract
- 35 - 40 USD / Hourly
- We are looking for a Contract Business Analyst to support accounting and business operations for an IT Software organization in Torrance, California. This position is ideal for someone who is detail oriented and has strong NetSuite expertise, and who can guide end users, strengthen reporting practices, and improve day-to-day financial processes. The role combines business analysis with hands-on accounting knowledge, requiring close collaboration with stakeholders to identify operational gaps and turn system capabilities into practical solutions.<br><br>Responsibilities:<br>• Partner with accounting and business teams to evaluate workflows, identify process inefficiencies, and recommend effective solutions using NetSuite.<br>• Deliver hands-on training to accounting staff on NetSuite functionality, reporting tools, and best practices for daily system use.<br>• Create, refine, and maintain reports, dashboards, and saved searches to support financial visibility and operational decision-making.<br>• Analyze current procedures and document business requirements, process flows, and functional recommendations for stakeholders.<br>• Support accounts payable, accounts receivable, general ledger activity, and reconciliation-related tasks by aligning business needs with system capabilities.<br>• Review financial records and transactions, including journal entry support and balance sheet reconciliation activities, to help maintain accurate reporting.<br>• Collaborate within Agile environments to track priorities, clarify requirements, and contribute to iterative process improvements.<br>• Conduct gap analysis across accounting operations and customer service-related workflows to help optimize efficiency and reporting outcomes.
- 2026-11-05T00:00:00Z
- San Fernando, CA
- onsite
- Temporary / Contract
- 47.5 - 55 USD / Hourly
- We are looking for a Business Analyst to join a Contract assignment based in San Fernando, California. In this approximately three-month engagement, you will partner closely with company leadership to evaluate available business data, strengthen reporting capabilities, and turn raw information into practical performance insights. This role is ideal for someone who combines financial and operational perspective with strong hands-on experience in analysis, dashboard development, and management reporting.<br><br>Responsibilities:<br>• Review data available across the company’s business systems and current reporting tools to identify gaps, inconsistencies, and opportunities for better decision support.<br>• Design and build dependable reports and dashboards that give leadership clear visibility into sales results, margin performance, backlog status, inventory position, and operational outcomes.<br>• Define meaningful key performance indicators that align with business goals and document calculation logic so reporting remains consistent and transparent.<br>• Validate data accuracy by reconciling outputs, investigating reporting discrepancies, and establishing repeatable methods for ongoing measurement.<br>• Translate financial and operational findings into actionable recommendations that support decision-making for owners and management.<br>• Work with existing Power BI assets and related data sources to improve usability, clarity, and relevance of reporting deliverables.<br>• Prepare reporting documentation, metric definitions, and process guidance to support long-term adoption by internal stakeholders.<br>• Provide knowledge transfer and training to team members so they can maintain and use reports effectively after the engagement ends.
- 2026-10-08T00:00:00Z