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7 results for Treasury Analyst Manager in Roseville, CA

Tax Manager

La Jolla, California
onsite
Permanent / Full Time
115000 - 150000 USD / Yearly
We are looking for an experienced Tax Manager to join a public accounting team in California. This role is suited for someone who can oversee a varied client portfolio, deliver accurate tax work across multiple entity types, and build trusted client relationships through clear guidance. The ideal candidate brings strong technical tax knowledge, sound judgment, and the ability to manage competing priorities in a deadline-driven environment. Responsibilities: • Oversee the preparation and review of tax filings for corporations, partnerships, individuals, and estates while maintaining accuracy and compliance. • Manage multiple client engagements at once, establishing priorities, monitoring timelines, and ensuring responsive, high-quality service. • Provide practical tax guidance to clients by explaining complex regulations in a clear and approachable manner. • Conduct technical research on tax matters and apply findings to support planning, reporting, and compliance needs. • Prepare and review annual income tax provisions and federal tax returns for a range of business and individual clients. • Support matters related to entity formation and advise clients on tax considerations connected to organizational structure. • Use industry-standard tools and software, including Microsoft Office, QuickBooks, and tax preparation platforms such as Lacerte, to complete engagements efficiently. • Identify tax issues, resolve filing challenges, and recommend effective solutions that align with client objectives and regulatory requirements.
2026-09-24T00:00:00Z

Accounting Manager

San Diego, California
onsite
Temporary / Contract
51.4615 - 59.587 USD / Hourly
We are looking for an experienced Accounting Manager to support a financial services organization in San Diego, California during a high-volume period of accounting and reporting activity. This Long-term Contract position will focus on lending-related accounting, close management, reconciliations, and financial reporting, while helping deliver accurate and timely insight to business leaders. The ideal candidate brings strong technical accounting knowledge, sound analytical judgment, and prior experience within banking, lending, mortgage, or a broader financial services environment. Responsibilities: • Oversee accounting treatment for loan portfolio activity, including new funding, payoffs, charge-offs, recoveries, accrued interest, and related journal entry preparation and review. • Manage accounting for deferred loan fees and direct costs by tracking balances, validating amortization, and ensuring accurate ongoing reporting. • Contribute to monthly and quarterly close cycles by preparing reconciliations, reviewing supporting schedules, and helping meet reporting deadlines. • Compare general ledger balances to loan servicing data, investigate discrepancies, and resolve reconciling items in a timely manner. • Evaluate changes in account activity through variance analysis and trend reviews covering interest income, reserves, portfolio movement, and other lending metrics. • Assist with credit loss and reserve reporting by preparing analyses, reconciliations, and documentation that support management review. • Examine asset quality indicators such as delinquencies, nonperforming loans, recoveries, and charge-offs to provide meaningful portfolio insights. • Respond to internal and external audit requests by gathering support, explaining accounting positions, and maintaining organized documentation. • Recommend and implement improvements to close, reconciliation, and reporting workflows, including work involving Oracle ERP and Jack Henry where applicable. • Support special projects and ad hoc financial analysis requests in partnership with accounting and finance leadership.
2026-09-25T00:00:00Z

Accounting Manager

San Diego, California
onsite
Permanent / Full Time
100000 - 128000 USD / Yearly
We are looking for an experienced Accounting Manager to lead financial operations for a non-profit organization in San Diego, California. This role is responsible for maintaining accurate reporting, strengthening internal controls, and ensuring compliance with grant, contract, and regulatory requirements. The ideal candidate brings strong leadership skills, deep accounting knowledge, and the ability to support sound financial decision-making across the organization. Responsibilities: • Direct the monthly, quarterly, and year-end close processes to deliver timely and reliable financial reports. • Oversee the daily performance, upkeep, and improvement of accounting systems to support efficient financial operations. • Maintain the general ledger structure, chart of accounts, cost allocation methods, and fixed asset records in alignment with non-profit and regulatory standards. • Design, implement, and monitor accounting policies and procedures that reinforce internal controls and proper separation of responsibilities. • Review financial activity to confirm accuracy, proper documentation, and protection of organizational assets. • Partner with external auditors and funding agencies by preparing schedules, records, and supporting materials for annual audits and grant or contract reviews. • Ensure all required tax filings and government reports are completed accurately and submitted on schedule. • Produce financial statements, cash flow analyses, budget-to-actual comparisons, aging reports, and other management reports as needed. • Lead departmental planning, budgeting, and process improvements while supervising, developing, and retaining accounting staff. • Build collaborative relationships across departments and with external partners, while keeping the team informed of evolving accounting standards and compliance requirements.
2026-09-18T00:00:00Z

Junior Financial Analyst

San Marcos, California
onsite
Temporary / Contract
25 - 29 USD / Hourly
Robert Half is working with a San Marcos organization seeking a Junior Financial Analyst to join a collaborative Finance team. This position is designed for someone who has a solid foundation in Finance, Accounting, Economics, or Business and wants hands-on experience with FP&A and business reporting.Rather than being purely data-entry focused, this role gives you the opportunity to understand how financial information flows through a business and how Finance supports operational decisions.What You’ll Handle:<ul><li>Assist with monthly and quarterly financial reporting</li><li>Update budget and forecast templates</li><li>Prepare department-level financial schedules</li><li>Track expenses and compare spending against budget</li><li>Research and document financial variances</li><li>Assist with revenue and expense analysis</li><li>Pull financial data from internal systems and Excel</li><li>Maintain reporting databases and financial files</li><li>Help prepare management presentations and reporting packages</li><li>Support month-end close analysis</li><li>Assist with KPI and performance reporting</li><li>Identify inconsistencies in financial data and work with the team to resolve them</li><li>Assist with special projects, forecasting, and process improvements</li></ul>
2026-09-23T00:00:00Z

Junior Financial Analyst

Carlsbad, California
onsite
Temporary / Contract
25 - 27 USD / Hourly
A growing Carlsbad company is looking for a Junior Financial Analyst who is ready to take the next step beyond school, an internship, or an accounting support role. This is an opportunity to build a strong foundation in corporate finance while working alongside experienced Finance and Accounting professionals.You’ll be involved in financial reporting, budgeting, expense analysis, and Excel-based reporting, making this a great role for someone who wants exposure to multiple areas of finance.Responsibilities:<ul><li>Assist with monthly financial reporting</li><li>Prepare recurring Excel reports and financial schedules</li><li>Compare actual results to budget and forecast</li><li>Research revenue and expense variances</li><li>Maintain financial reporting files and supporting schedules</li><li>Track departmental spending and operating expenses</li><li>Assist with budgeting and forecasting</li><li>Gather financial information from Accounting and Operations</li><li>Perform data validation and identify discrepancies</li><li>Assist with month-end reporting activities</li><li>Maintain basic financial models and templates</li><li>Prepare charts, summaries, and presentations for management</li><li>Support ad hoc financial analysis and special projects</li></ul>
2026-09-23T00:00:00Z

Financial Analyst

San Luis Rey, California
onsite
Temporary / Contract
38 - 48 USD / Hourly
Robert Half is partnering with a growing consumer products organization in North County San Diego that is looking for a Financial Analyst to join its Finance team. This is a great opportunity for someone who enjoys digging into the numbers but also wants to understand the why behind the numbers. You’ll work closely with Finance, Accounting, Sales, and Operations to analyze business performance, prepare forecasts, and provide reporting that helps leadership make informed decisions.This role would be a strong fit for someone who enjoys a combination of FP&A, reporting, budgeting, and business analysis rather than spending the entire day focused on traditional accounting.What You’ll Do:<ul><li>Prepare monthly financial reporting packages and management reports</li><li>Analyze actual results against budget, forecast, and prior-year performance</li><li>Investigate revenue, expense, and margin variances and communicate key findings</li><li>Assist with annual budgeting and quarterly forecasting</li><li>Maintain and update financial models used for business planning</li><li>Track departmental spending and operating expenses</li><li>Partner with Sales and Operations to understand business trends and performance</li><li>Prepare recurring dashboards and KPI reporting</li><li>Assist with month-end financial analysis and accrual review</li><li>Identify opportunities to improve reporting processes and data accuracy</li><li>Build ad hoc analyses for leadership and department heads</li><li>Translate financial information into clear takeaways for non-finance partners</li></ul>
2026-09-23T00:00:00Z

Financial Analyst

Valley Center, California
onsite
Temporary / Contract
42 - 48 USD / Hourly
A well-established San Diego organization is adding a Financial Analyst to support its Finance and Operations teams. This position sits at the intersection of finance and day-to-day business operations, making it a great fit for someone who likes to analyze financial information, spot trends, and turn data into useful business insights.You’ll have ownership over recurring reporting while also getting involved in forecasting, headcount analysis, operating expenses, and longer-term business planning.Key Responsibilities:<ul><li>Develop monthly and quarterly financial reports</li><li>Analyze operating expenses, revenue, and departmental performance</li><li>Prepare budget-to-actual and forecast-to-actual analyses</li><li>Maintain financial models and planning schedules</li><li>Assist with annual operating plan and forecasting cycles</li><li>Monitor headcount, labor costs, and department spending</li><li>Research significant financial variances and provide explanations</li><li>Partner with Accounting on month-end reporting and financial data validation</li><li>Create dashboards and reporting packages for leadership</li><li>Analyze trends and identify areas requiring additional investigation</li><li>Support business cases, cost analyses, and special financial projects</li><li>Improve existing reporting processes and automate repetitive Excel work</li><li>Present findings and recommendations to Finance and Operations leadership</li></ul>
2026-09-23T00:00:00Z