<p>We are looking for a skilled Revenue Operations Analyst to oversee the development and optimization of reporting and analytics across Sales, Marketing, and Customer Care teams. This role requires a strategic thinker who can transform data into actionable insights, standardize performance metrics, and enhance operational efficiency. Based in Irvine, California, this position offers the opportunity to lead data-driven initiatives that support organizational growth.</p><p><br></p><p>Responsibilities:</p><p>• Create and maintain dashboards and automated reports for Sales, Marketing, and Customer Care teams using Salesforce, Excel, and visualization tools.</p><p>• Define and implement standardized key performance indicators (KPIs) to measure and optimize the revenue cycle from lead generation to customer satisfaction.</p><p>• Conduct detailed analyses of sales funnel performance, conversion rates, and customer care trends to identify actionable insights.</p><p>• Act as a Salesforce expert, ensuring data accuracy, optimizing workflows, and developing advanced reports.</p><p>• Manage and mentor a team of two analysts, fostering their attention to detail and maintaining high-quality standards.</p><p>• Write and maintain queries to extract, transform, and analyze data from Salesforce and associated databases.</p><p>• Document data definitions, reporting logic, and business rules to ensure consistency and institutional knowledge.</p><p>• Identify inefficiencies in revenue processes and propose data-driven solutions for improvement.</p><p>• Provide historical data insights and predictive analysis to support campaign planning.</p><p>• Ensure compliance with industry regulations and internal standards in all data management and reporting activit</p>
<p>We are seeking a QA Analyst for a dynamic, fast-paced weekly release environment to support and ensure high-quality delivery.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Execute manual QA testing activities in a weekly release cycle.</li><li>Perform thorough scope testing and regression testing for every release.</li><li>Conduct hands-on testing of Salesforce applications.</li><li>Test integrations with other platforms and validate APIs.</li><li>Create and expand test cases rooted in impacted functionality and new requirements.</li><li>Collaborate closely with developers, product managers, and business stakeholders to understand requirements, priorities, and areas affected by code changes.</li><li>Identify bugs early in the lifecycle before code reaches production.</li><li>Work independently with minimal supervision, proactively raising potential quality concerns.</li><li>Leverage tools such as Postman for API testing.</li><li>Document detailed defect reports and track issues to resolution.</li></ul>
<p>Our client is seeking a Financial Planning & Analysis Manager to oversee critical financial functions and support strategic decision-making within our organization. This role requires a dynamic leader who can manage forecasting, budgeting, and financial modeling while ensuring compliance with accounting standards. Based in the Rancho Cucamonga area, this position offers an opportunity to drive impactful financial insights and operational improvements.</p><p><br></p><p>Responsibilities:</p><p>• Lead the monthly forecasting process and annual budget planning to align with organizational goals and objectives.</p><p>• Develop and refine financial models that incorporate various scenarios, including base, upside, and downside projections.</p><p>• Monitor and deliver weekly and monthly financial forecasts, identifying risks, opportunities, and performance trends.</p><p>• Conduct in-depth analyses on profitability, cost optimization, product margins, and capital allocation strategies.</p><p>• Create executive-level dashboards and reporting materials that provide strategic insights and performance updates.</p><p>• Perform variance analysis and trend reporting to assess financial and operational results.</p><p>• Oversee month-end and year-end financial reporting while ensuring compliance with organizational policies and standards.</p><p>• Collaborate on the improvement of accounting systems and processes to enhance efficiency and accuracy.</p><p>• Serve as a backup for the Accounting Manager when necessary, supporting key accounting functions.</p>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain the annual budget, ensuring accuracy and alignment with company goals.</p><p>• Prepare monthly forecasts and weekly financial updates to provide timely insights for decision-making.</p><p>• Execute month-end close procedures, including reconciliation and reporting tasks.</p><p>• Generate comprehensive monthly financial reports to summarize performance and highlight key trends.</p><p>• Conduct ad-hoc financial analyses to address business needs and support strategic planning.</p><p>• Evaluate and test internal controls to ensure compliance with regulatory standards.</p><p>• Collaborate with cross-functional teams to analyze and improve cash flow processes.</p><p>• Utilize advanced Excel functionalities to optimize financial models and streamline reporting.</p><p>• Leverage knowledge of business systems to enhance efficiency in financial operations.</p>
<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 apply today!</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>
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.<br><br>Responsibilities:<br>• Analyze financial data to identify trends, variances, and opportunities for improvement.<br>• Prepare accurate financial reports using tools such as Crystal Reports and other reporting platforms.<br>• Implement and optimize accounting software systems to enhance operational efficiency.<br>• Conduct audits to ensure compliance with financial regulations and organizational standards.<br>• Manage budget processes, including forecasting and monitoring expenditures.<br>• Perform data mining techniques to extract valuable insights for financial planning.<br>• Support capital management strategies to optimize resource allocation.<br>• Collaborate with cross-functional teams to provide financial insights and recommendations.<br>• Ensure accurate accrual accounting practices are maintained.<br>• Assist in the evaluation and improvement of CRM systems related to financial operations.
<p><strong>Senior Analyst, Business Intelligence </strong></p><p><strong>26 Month Contract</strong></p><p><strong>Pay: </strong>Available on W2 </p><p><strong>Location: </strong>Irvine, CA 92618</p><p>We are looking for an experienced Senior Analyst in Business Intelligence to join our team in Rochester, New York. In this long-term contract position, you will play a pivotal role in creating advanced Tableau dashboards and leveraging business intelligence technologies to support key initiatives. Ideal candidates will have a strong background in analytics, with experience in the healthcare industry and sales operations preferred.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Develop and design new Tableau dashboards to visualize complex data effectively.</p><p>• Utilize business intelligence tools to analyze and interpret data for strategic decision-making.</p><p>• Collaborate with stakeholders to gather requirements and tailor dashboards to meet organizational needs.</p><p>• Provide insights on sales operations and payroll data to improve business processes.</p><p>• Maintain and optimize existing dashboards and reporting tools for maximum efficiency.</p><p>• Work closely with healthcare industry professionals to understand data-driven needs and challenges.</p><p>• Ensure data accuracy and compliance with contractual agreements.</p><p>• Participate in cross-functional meetings to align business intelligence strategies with organizational goals.</p><p>• Train and support team members in the use of Tableau and other business intelligence technologies.</p><p>• Document processes and methodologies for future reference and consistency.</p>