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4 results for Business Analyst in San Diego, CA

Financial Analyst

Solana Beach, CA
onsite
Temporary / Contract
45 - 50 USD / Hourly
A real estate investment and development group in Solana Beach is seeking a Financial Analyst to support acquisitions, budgeting, forecasting, and portfolio reporting initiatives. This role is ideal for someone who enjoys digging into financial data, building reports, and contributing directly to business strategy and investment decisions.The company is looking for someone highly analytical who can communicate financial insights clearly while supporting multiple ongoing projects across a growing portfolio. Responsibilities<ul><li>Build and maintain financial models and forecasting reports</li><li>Analyze property performance, budgets, and operational trends</li><li>Assist with acquisitions analysis and investment reporting</li><li>Prepare monthly and quarterly financial reporting packages</li><li>Support cash flow forecasting and variance analysis</li><li>Collaborate with accounting and asset management teams</li><li>Assist leadership with strategic reporting and business planning initiatives</li></ul>
2026-05-27T00:00:00Z

Credit Analyst

San Diego, CA
onsite
Permanent / Full Time
70000 - 88000 USD / Yearly
We are looking for a Credit Analyst to join our team in San Diego, California, supporting credit evaluation and portfolio oversight within the energy and natural resources sector. This role focuses on assessing counterparty financial strength, guiding credit decisions that enable commercial activity, and helping protect the business from unnecessary exposure. The position also contributes to reporting, account maintenance, and collections efforts through close coordination with commercial and finance stakeholders. Responsibilities: • Evaluate new and existing counterparties by reviewing financial statements, key ratios, and overall creditworthiness to support timely business decisions and commercial discussions. • Gather and interpret third-party market intelligence and credit information from recognized external sources to strengthen risk assessments and recommendations. • Conduct recurring portfolio reviews, update financial analyses, and apply internal scoring methodologies to determine appropriate risk classifications. • Recommend and process revisions to customer credit capacity based on changing exposure, financial performance, and business needs. • Calculate, track, and administer collateral or margin requirements, including cash deposits, letters of credit, guarantees, and related credit support arrangements. • Prepare recurring management reports that summarize portfolio conditions, exposure trends, and other credit-related metrics with a high level of accuracy. • Maintain complete and reliable counterparty records in the company’s credit and trading systems to support reporting and operational accuracy. • Assist credit leadership with special assignments, ad hoc analysis, and routine requests tied to risk management and departmental priorities. • Manage collection activities independently, follow up on outstanding balances, and work toward resolution in line with contractual payment terms. • Partner with sales, leadership, and cross-functional teams to resolve billing or account disputes, reconcile balances, and preserve strong customer relationships while reducing settlement risk.
2026-06-03T00:00:00Z

Data Specialist

San Diego, CA
onsite
Temporary / Contract
22 - 26 USD / Hourly
Data Specialist6-Month Contract | Education IndustryPosition OverviewOur client, a growing organization within the education sector, is seeking a highly detail-oriented Data Specialist to support a large-scale data organization and cleanup initiative. This six-month contract position will be responsible for maintaining, auditing, organizing, and validating critical business data across Excel and HubSpot.The ideal candidate will have strong technical skills in Excel, experience working within CRM systems, and a proven ability to manage large volumes of data with a high degree of accuracy. This role regularly supports executive leadership and requires professionalism, discretion, and excellent communication skills.Key ResponsibilitiesData Management & Organization<ul><li>Review, organize, clean, and maintain large datasets across multiple platforms.</li><li>Input, update, and validate information in Excel spreadsheets and HubSpot CRM.</li><li>Ensure data accuracy, consistency, and completeness across systems.</li><li>Identify and correct discrepancies, duplicate records, and incomplete information.</li><li>Assist with data migration, standardization, and ongoing data maintenance efforts.</li></ul>Reporting & Analysis<ul><li>Utilize advanced Excel functions to organize and analyze data.</li><li>Create and maintain Pivot Tables, VLOOKUPs, and other reporting tools.</li><li>Generate reports and dashboards to support business operations and executive decision-making.</li><li>Analyze data trends and provide insights regarding data quality and integrity.</li><li>Assist leadership with ad hoc reporting requests and special projects.</li></ul>CRM Administration<ul><li>Manage data entry and updates within HubSpot.</li><li>Maintain accurate contact, company, and account information.</li><li>Support database integrity through ongoing audits and quality control reviews.</li><li>Collaborate with internal teams to ensure data is properly captured and maintained.</li></ul>Executive Support & Cross-Functional Collaboration<ul><li>Work directly with executives and department leaders to fulfill data-related requests.</li><li>Communicate professionally regarding project updates, reporting needs, and data findings.</li><li>Handle confidential and sensitive information with discretion.</li><li>Collaborate with multiple departments to gather, verify, and organize information.</li></ul>
2026-05-29T00:00:00Z

Sr. Financial Analyst

Carlsbad, CA
onsite
Permanent / Full Time
120000 - 130000 USD / Yearly
We are looking for an experienced Sr. Financial Analyst to support program finance activities for a high-technology engineering environment in Carlsbad, California. This role works closely with program leadership and cross-functional teams to strengthen cost visibility, improve forecast accuracy, and provide insight into program financial performance. The ideal candidate brings strong analytical judgment, a proactive approach to risk identification, and the ability to translate complex financial data into clear business recommendations. Responsibilities: • Lead the preparation and ongoing refinement of estimates at completion by evaluating incurred costs and building forward-looking, time-phased cost projections. • Assess program financial results against plans and forecasts, then communicate key drivers, trends, and variances to stakeholders in a timely manner. • Partner with teams across program management, supply chain, accounting, operations, and engineering to support execution, resolve financial issues, and improve decision-making. • Establish and maintain program cost baselines that align budget expectations with schedule performance across multiple programs. • Produce recurring and on-demand financial reports using available data sources to support internal reviews and external reporting needs. • Identify financial risks and favorable opportunities, recommend response strategies, and help drive actions that improve program outcomes. • Support annual operating plans and forecast cycles by developing revenue, margin, and cost assumptions grounded in program data. • Contribute financial expertise during proposal activity, audit support, fact-finding exercises, and negotiation preparation as needed. • Provide guidance to less experienced analysts through work review, knowledge sharing, and coaching on financial practices and procedures.
2026-06-02T00:00:00Z