We are looking for a detail-oriented Financial Analyst to join our consultancy team in San Diego, California. In this role, you will play a vital part in supporting financial planning and analysis, managing budgets, and delivering insightful data-driven recommendations. This position offers an exciting opportunity to collaborate with stakeholders and contribute to operational efficiency.<br><br>Responsibilities:<br>• Perform financial analysis and modeling to support strategic decision-making.<br>• Assist in preparing and maintaining budgets and forecasts.<br>• Analyze variances and trends to identify key insights and opportunities.<br>• Utilize data mining techniques to extract and interpret large datasets.<br>• Partner with business stakeholders to provide financial guidance and recommendations.<br>• Develop and maintain reports and dashboards using tools such as Tableau.<br>• Support process improvement initiatives to enhance operational efficiency.<br>• Conduct ad hoc financial analyses to address specific business questions.<br>• Collaborate with cross-functional teams to achieve organizational goals.
<p>A leading healthcare organization is hiring a Financial Analyst to support budgeting, forecasting, business analytics, and strategic decision-making. Companies throughout San Diego are increasingly investing in finance professionals who can transform data into meaningful business insights. This position offers visibility across multiple departments and opportunities to partner directly with executive leadership.</p><p><br></p><p><strong>Responsibilities</strong></p><p>Financial Planning & Analysis</p><ul><li>Prepare monthly, quarterly, and annual financial reports</li><li>Analyze operational and financial performance trends</li><li>Assist with budgeting and forecasting cycles</li><li>Create dashboards and management reporting packages</li><li>Evaluate business performance and identify opportunities for improvement</li></ul><p>Business Partnership</p><ul><li>Partner with department leaders on financial planning initiatives</li><li>Conduct variance analysis and provide recommendations</li><li>Assist with strategic projects and financial modeling</li><li>Support leadership presentations and reporting needs</li></ul>
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.<br><br>Responsibilities:<br>• Evaluate new and existing counterparties by reviewing financial statements, key ratios, and overall creditworthiness to support timely business decisions and commercial discussions.<br>• Gather and interpret third-party market intelligence and credit information from recognized external sources to strengthen risk assessments and recommendations.<br>• Conduct recurring portfolio reviews, update financial analyses, and apply internal scoring methodologies to determine appropriate risk classifications.<br>• Recommend and process revisions to customer credit capacity based on changing exposure, financial performance, and business needs.<br>• Calculate, track, and administer collateral or margin requirements, including cash deposits, letters of credit, guarantees, and related credit support arrangements.<br>• Prepare recurring management reports that summarize portfolio conditions, exposure trends, and other credit-related metrics with a high level of accuracy.<br>• Maintain complete and reliable counterparty records in the company’s credit and trading systems to support reporting and operational accuracy.<br>• Assist credit leadership with special assignments, ad hoc analysis, and routine requests tied to risk management and departmental priorities.<br>• Manage collection activities independently, follow up on outstanding balances, and work toward resolution in line with contractual payment terms.<br>• 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.
<p>Data Specialist</p><p>6-Month Contract | Education Industry</p><p>Position Overview</p><p>Our 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.</p><p>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.</p><p>Key Responsibilities</p><p>Data Management & Organization</p><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><p>Reporting & Analysis</p><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><p>CRM Administration</p><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><p>Executive Support & Cross-Functional Collaboration</p><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><p><br></p>
We are looking for a Data Engineer to help strengthen enterprise data capabilities and expand access to reliable information across the organization. This position focuses on building scalable data solutions that support analytics, reporting, and informed decision-making. Based in San Diego, California, the role works closely with both technical and business stakeholders to deliver dependable, high-quality data assets.<br><br>Responsibilities:<br>• Build and maintain robust data pipelines that move and transform information from diverse platforms into usable analytical datasets.<br>• Develop and support end-to-end integration workflows across multiple systems to ensure consistent and timely data delivery.<br>• Design data models and reporting structures that improve usability, performance, and accessibility for downstream analytics needs.<br>• Track data quality and platform performance, investigating issues and resolving reliability concerns before they affect business operations.<br>• Collaborate with cross-functional partners to translate reporting and analytics needs into scalable technical solutions.<br>• Maintain clear documentation and contribute to governance practices that promote accuracy, consistency, and operational discipline.<br>• Assist with validation, release activities, and continuous enhancements to improve the overall effectiveness of the data platform.<br>• Contribute to cloud-based data engineering efforts using tools such as Azure Data Factory, Azure Data Lake, Microsoft Fabric, Spark, Kafka, and Hadoop where appropriate.
<p>A growing healthcare organization is looking for a Junior Financial Analyst to support budgeting, reporting, forecasting, and operational analysis. This role provides excellent exposure to executive leadership and offers a strong career path for someone looking to grow within finance and analytics.</p><p>The successful candidate will assist with financial reporting while helping leadership make informed business decisions through data analysis and reporting.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p>Financial Analysis</p><ul><li>Assist with monthly, quarterly, and annual financial reporting</li><li>Analyze budget-to-actual variances and operational trends</li><li>Prepare dashboards, reports, and forecasting models</li><li>Support revenue and expense analysis projects</li><li>Compile data for management presentations</li></ul><p>Reporting & Decision Support</p><ul><li>Maintain financial databases and reporting tools</li><li>Assist with annual budgeting and forecasting cycles</li><li>Support ad hoc financial projects and analysis requests</li><li>Collaborate with accounting and operations teams</li></ul><p><br></p><p><br></p>
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.<br><br>Responsibilities:<br>• Lead the preparation and ongoing refinement of estimates at completion by evaluating incurred costs and building forward-looking, time-phased cost projections.<br>• Assess program financial results against plans and forecasts, then communicate key drivers, trends, and variances to stakeholders in a timely manner.<br>• Partner with teams across program management, supply chain, accounting, operations, and engineering to support execution, resolve financial issues, and improve decision-making.<br>• Establish and maintain program cost baselines that align budget expectations with schedule performance across multiple programs.<br>• Produce recurring and on-demand financial reports using available data sources to support internal reviews and external reporting needs.<br>• Identify financial risks and favorable opportunities, recommend response strategies, and help drive actions that improve program outcomes.<br>• Support annual operating plans and forecast cycles by developing revenue, margin, and cost assumptions grounded in program data.<br>• Contribute financial expertise during proposal activity, audit support, fact-finding exercises, and negotiation preparation as needed.<br>• Provide guidance to less experienced analysts through work review, knowledge sharing, and coaching on financial practices and procedures.