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2 results for Mutual Fund Accountant in Palm Springs, CA
- Murrieta, CA
- onsite
- Permanent / Full Time
- 85000 - 110000 USD / Yearly
- <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>
- 2026-10-22T00:00:00Z
- Moreno Valley, CA
- onsite
- Permanent / Full Time
- 80000 - 94000 USD / Yearly
- 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.
- 2026-10-13T00:00:00Z