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5 results for Financial Advisor in San Carlos, CA

Finance Manager

San Diego, CA
remote
Temporary / Contract
47.5 - 55 USD / Hourly
A Robert Half Management Resources client is seeking an experienced FP&A Consultant to support a growing organization through an acquisition and related strategic initiatives. Reporting to the FP&A Manager, this consultant will play a key role in financial modeling, forecasting, capacity planning, and analysis of large, complex datasets. The ideal candidate will bring strong analytical capabilities, the ability to evaluate and improve existing models, and experience supporting business transformation, growth, or integration initiatives. Estimated at 3-6 months. 100% remote Key Responsibilities Develop, maintain, and enhance complex financial models to support strategic decision-making. Review, troubleshoot, and improve existing forecasting and planning models for accuracy and scalability. Build and maintain capacity planning models to support operational and workforce planning. Support budgeting, forecasting, and long-range planning processes. Perform scenario analysis and sensitivity modeling to evaluate business opportunities and risks. Analyze large datasets and translate findings into actionable business insights. Utilize SQL to extract, validate, and analyze data from multiple sources. Support acquisition and integration activities, including financial analysis, synergy tracking, and reporting. Partner with Finance, Accounting, Operations, HR, and executive leadership to develop key performance metrics and reporting. Prepare recurring and ad hoc reports, dashboards, and management presentations. Identify process improvement opportunities and recommend enhancements to planning, reporting, and analytics capabilities. Qualifications 5+ years of FP&A, corporate finance, strategic finance, or related experience. Advanced financial modeling experience required. Strong experience with budgeting, forecasting, and variance analysis. Experience developing driver-based forecasting models. Hands-on experience with Adaptive Planning (Workday Adaptive Planning) preferred. Advanced SQL skills and experience working with large datasets. Strong Excel and financial systems expertise. Experience supporting acquisitions, integrations, business transformations, or other strategic initiatives preferred. Ability to work independently and manage multiple priorities in a fast-paced environment. Excellent communication and business partnering skills. Preferred Experience Capacity planning and resource modeling. Scenario and sensitivity analysis. KPI development and performance reporting. Financial systems optimization. Data validation, reconciliation, and reporting automation. Integration planning and post-acquisition reporting. Executive and board-level reporting support. Process improvement and financial planning transformation initiatives. Ideal Candidate The successful consultant will be a hands-on finance professional with strong modeling and analytical capabilities who can quickly assess existing planning processes, identify improvement opportunities, and provide actionable insights to leadership during a period of growth and organizational change. This individual will be comfortable working with large datasets, enhancing existing models, and supporting acquisition-related initiatives while partnering effectively across the organization.
2026-08-28T00:00:00Z

Financial Services Associate Director

San Diego, CA
onsite
Permanent / Full Time
129000 - 153000 USD / Yearly
We are looking for a Financial Services Associate Director to provide strategic oversight of accounting operations and financial reporting in San Diego, California. This role leads critical close and audit activities, strengthens internal financial processes, and supports sound decision-making through accurate analysis and clear communication. The ideal candidate brings deep technical accounting knowledge, strong leadership skills, and the ability to work effectively with both financial and non-financial stakeholders. Responsibilities: • Direct monthly closing activities and ensure financial statements, analyses, and supporting reports are completed accurately and on schedule. • Improve accounting workflows by identifying opportunities to simplify procedures, strengthen controls, and increase the efficiency of close-related tasks. • Apply advanced accounting guidance in specialized areas such as long-term debt and lease accounting to maintain compliance with applicable standards. • Guide annual audit preparation by coordinating schedules, organizing required documentation, and serving as the primary contact for external auditors. • Lead the development of the annual budget process and help align financial plans with organizational objectives and reporting needs. • Resolve accounting software and financial system issues by recommending practical solutions that support operational and reporting requirements. • Maintain the chart of accounts by creating and updating ledger, statistical, and hierarchical account structures as business needs evolve. • Oversee banking administration, including account maintenance, reconciliations, service utilization, and related financial controls. • Supervise, coach, and evaluate team members while setting priorities, supporting cross-training, and providing direction on complex accounting matters. • Build productive relationships with internal and external partners while monitoring departmental spending, supporting compliance efforts, and carrying out additional assigned responsibilities.
2026-08-25T00:00:00Z

Property Accountant

Solana Beach, CA
onsite
Temporary / Contract
32 - 42 USD / Hourly
YOUR NUMBERS SHOULD TELL THE STORY OF THE PROPERTY.A well-established commercial real estate organization is looking for a Property Accountant to support the accounting operations for a portfolio of commercial properties.This role is ideal for someone who enjoys accounting but wants to work in an environment where the numbers have a direct connection to leases, operating expenses, tenants, budgets, and property performance. You'll work alongside Property Managers and Accounting leadership to ensure financial information is accurate, timely, and useful.THE DAY-TO-DAYGeneral Ledger<ul><li>Prepare recurring and adjusting journal entries</li><li>Reconcile property-level balance sheet accounts</li><li>Maintain accurate GL activity</li><li>Assist with monthly close</li></ul>Property Accounting<ul><li>Maintain financial records for assigned properties</li><li>Review property expenses and supporting documentation</li><li>Track operating expenses and recoveries</li><li>Assist with CAM reconciliations</li><li>Review tenant-related accounting activity</li><li>Assist with annual budgets and forecasts</li></ul>Reporting<ul><li>Prepare monthly property financial statements</li><li>Analyze budget-to-actual variances</li><li>Prepare management reports</li><li>Investigate unusual fluctuations</li><li>Provide financial information to Property Managers</li></ul>Additional responsibilities<ul><li>Assist with audits and tax requests</li><li>Maintain supporting schedules</li><li>Reconcile bank accounts</li><li>Review invoices and coding as needed</li><li>Assist with process improvements and accounting projects</li></ul>
2026-09-02T00:00:00Z

Family Law Attorney

San Diego, CA
onsite
Permanent / Full Time
125000 - 225000 USD / Yearly
Family Law Attorney - 50% on site, 50% remoteA respected boutique family law firm located in downtown San Diego is seeking an experienced Family Law Attorney (5+ years) to join its growing practice. The firm is known for providing compassionate, strategic counsel and delivering exceptional client outcomes across all aspects of family law - from complex dissolutions to custody disputes and premarital planning. About the RoleThis is an ideal opportunity for a Family Law Attorney who enjoys hands-on case management and client interaction within a collaborative, high-caliber team. The role offers a hybrid schedule (50% on-site, 50% remote) and the chance to take ownership of a diverse caseload. What You’ll Do<ul><li>Manage cases from initial consultation through resolution or trial.</li><li>Handle all aspects of discovery, depositions, mediation, and motion practice.</li><li>Draft pleadings, declarations, and settlement agreements.</li><li>Appear in court regularly for hearings, conferences, and trials.</li><li>Provide strategic guidance and empathetic support to clients navigating sensitive family matters.</li></ul>Compensation & Benefits<ul><li>Competitive base salary commensurate with experience.</li><li>Bonus potential tied to performance and billable hours.</li><li>Hybrid work schedule (downtown office + remote flexibility).</li><li>Comprehensive benefits including health, and 401(k) with match.</li><li>UNLIMITED PTO</li></ul>
2026-08-14T00:00:00Z

Risk Analyst

San Diego, CA
onsite
Permanent / Full Time
70000 - 75000 USD / Yearly
We are looking for a Risk Analyst to support risk oversight and reporting activities for an energy trading portfolio in San Diego, California. This position focuses on analyzing market exposure, validating trading activity, and helping ensure risk reporting reflects the economic reality of both standard and complex transactions. The role works closely with trading, settlements, scheduling, accounting, and operations teams to strengthen control processes and support informed decision-making. Responsibilities: • Analyze commodity positions and price exposure independently, producing clear reporting that supports policy compliance and aligns with established risk tolerance. • Review market, operational, and reporting concerns, escalate exceptions promptly, and present practical recommendations to address identified issues. • Perform daily reconciliation and validation of trading activity, pricing inputs, and system records to confirm accurate risk representation. • Assess portfolio exposure across transactions and develop a strong understanding of key drivers affecting valuation and performance. • Examine structured and non-standard deals to verify complete capture of economic terms and confirm valuations are accurately reflected in risk reporting. • Compare deal valuations generated by risk systems with front-office expectations and investigate material differences to support accurate summaries. • Prepare reconciliation analysis linking initial deal assessments with accounting outcomes to confirm reporting consistency and financial accuracy. • Partner with settlement, scheduling, trading, and operations teams to coordinate profit and loss actualization and maintain end-to-end data integrity. • Contribute to the design and enhancement of reporting tools and serve as a knowledgeable resource for trading and risk management systems, including support for accurate deal entry and valuation oversight.
2026-08-17T00:00:00Z