We are looking for an experienced Senior Financial Analyst to join our team in Irvine, California. This role involves leveraging data analysis techniques and business systems to drive financial insights, support budgeting processes, and enhance decision-making frameworks. The ideal candidate will possess a strong analytical mindset and the ability to collaborate across departments to ensure accurate reporting and strategic planning.<br><br>Responsibilities:<br>• Conduct detailed financial analysis to identify trends, variances, and opportunities for improvement.<br>• Utilize business systems and tools, such as CRM and Confluence, to manage and streamline reporting processes.<br>• Develop and maintain Crystal Reports for accurate and timely financial reporting.<br>• Apply advanced data mining techniques to extract actionable insights from complex datasets.<br>• Collaborate with accounting and auditing teams to ensure compliance with financial regulations.<br>• Support capital management initiatives by analyzing investment opportunities and their financial impact.<br>• Assist in the preparation and monitoring of budgets, ensuring alignment with organizational goals.<br>• Evaluate and improve existing financial processes to enhance efficiency and accuracy.<br>• Provide strategic recommendations to leadership based on financial analysis and forecasting.<br>• Serve as a key resource for cross-functional teams in financial decision-making efforts.
<p>We are looking for a skilled Financial Analyst to join our team in San Diego, California. In this role, you will be central to driving financial strategy and decision-making by developing models, analyzing metrics, and supporting budgeting and forecasting efforts. This position offers a dynamic environment where your expertise will directly contribute to the company’s growth and success.</p><p><br></p><p>Responsibilities:</p><p>• Create and maintain detailed financial models to support strategic planning and evaluate business scenarios.</p><p>• Coordinate and assist with the annual budgeting process, including gathering relevant data and collaborating with department leaders.</p><p>• Perform variance analyses to compare actual results against budget and forecast, identifying trends and opportunities.</p><p>• Compile and analyze financial metrics and key performance indicators to monitor organizational performance.</p><p>• Prepare monthly, quarterly, and annual financial reports and forecasts for leadership review.</p><p>• Conduct ad hoc financial analyses to address specific inquiries or business needs.</p><p>• Collaborate with the accounting team to ensure accuracy and consistency in financial data and reconciliations.</p><p>• Stay informed on market trends and provide insights for competitive benchmarking.</p><p>• Partner with executives to refine financial strategies and drive business modeling initiatives.</p><p>• Utilize expertise in recurring revenue models, such as SaaS, or telecom, to support financial planning.</p>
We are looking for a skilled Financial Analyst/Manager to lead and enhance financial planning, reporting, and compliance processes for our organization in Costa Mesa, California. In this role, you will oversee budgeting, forecasting, and cost-benefit analyses while supporting strategic decision-making across business units. The ideal candidate will bring a strong analytical mindset and proven leadership experience to guide financial analysts and ensure the delivery of accurate, insightful financial data.<br><br>Responsibilities:<br>• Develop and oversee integrated business plans, setting goals and objectives for various lines of business, and preparing progress reports for senior management.<br>• Monitor the benefits of implemented goals, recommending adjustments to optimize outcomes.<br>• Prepare and review management reports, ensuring relevance to evolving business needs and documenting report processes.<br>• Lead the preparation of the annual budget and monthly forecasts, ensuring accuracy and alignment with organizational priorities.<br>• Manage organizational expenses, providing recommendations for resource allocation and adjustments to optimize efficiency.<br>• Supervise and mentor analysts in conducting financial analyses, preparing budgets, and creating management reports.<br>• Provide financial consulting for new business opportunities, focusing on cost containment and revenue generation strategies.<br>• Conduct complex cost-benefit analyses and develop financial models to support decision-making for operating units.<br>• Stay updated on changes in insurance regulations and industry best practices, collaborating with compliance officers to implement necessary updates.<br>• Coordinate and contribute to business unit events, training sessions, and project initiatives as required.
<p>We are offering a hybrid employment opportunity for a <strong>Financial Analyst</strong> in Irvine, California. The <strong>Financial Analyst</strong> role is crucial to our team as it involves processing documentation, conducting model analysis, and collaborating with teammates under our Operations Finance department. The <strong>Financial Analyst</strong> role is also pivotal in understanding the risk adjustment programs, the process, and analytics/models involved across CDOs.</p><p><br></p><p>Responsibilities:</p><ul><li>Analyze and document processes related to risk adjustment programs across CDOs.</li><li>Interpret and support model analytics to identify trends, issues, and opportunities.</li><li>Collaborate with cross-functional teams in Operations Finance to enhance process efficiency.</li><li>Partner with stakeholders to collect and validate data for model performance assessments.</li><li>Deliver routine and ad-hoc financial analysis to support decision-making.</li><li>Assist in project management activities including planning, execution, and follow-up reporting.</li><li>Support continuous improvement initiatives by identifying and implementing process enhancements.</li><li>Prepare executive-level summaries and reports that clearly communicate findings and recommendations.</li><li>Ensure timely and accurate completion of assigned financial and analytical tasks.</li><li>Maintain data integrity and compliance with internal and external policies and standards.</li></ul>
<p><strong><u>Responsibilities:</u></strong></p><ul><li>Develop and implement comprehensive information security plans to safeguard the security of company data and assets, including on-premise and cloud environments.</li><li>Thoroughly analyze the company's business processes and data characteristics, and combine industry best practices and frameworks such as NIST Cybersecurity Framework (CSF) to create customized security plans, ensuring the confidentiality, integrity, and availability of information assets in various scenarios. </li><li>Create security policies and ensure that the company's operations are in strict compliance with industry standards (e.g., ISO 27001, NIST, GDPR) and regulatory requirements.</li><li>Continuously monitor industry trends and regulatory changes, and adjust security policies in a timely manner to provide a solid security and compliance framework for the company's business operations. </li><li>Maintain and enhance security measures for systems, networks , and public cloud platforms (e.g., AWS, Azure, GCP) to prevent potential threats.</li><li>Utilize advanced technical means and tools to conduct real - time monitoring and risk early warning of systems, networks, and cloud environments, promptly detect and block various attack behaviors, and ensure the stable and secure operation of IT infrastructure. </li><li>Monitor security events in real - time, respond promptly to emergencies, and effectively mitigate risks.</li><li>Build an efficient security monitoring platform, use intelligent analysis technology to promptly capture abnormal behaviors, activate emergency response plans, and minimize the impact of security incidents.</li><li>Develop and deliver security training programs to enhance employees' security awareness and encourage their adherence to best practices.</li><li>Design targeted training courses according to the needs of different positions and use diverse training methods to ensure that employees have a deep understanding of and implement security requirements. </li><li>Oversee user access controls, regularly review permissions, and ensure secure identity management.</li><li>Implement a strict access control mechanism, Conduct regular audits of user permissions, and use reliable identity management systems to prevent unauthorized access and ensure the security of company resources. </li><li>Conduct comprehensive risk assessments, identify vulnerabilities, and implement effective mitigation strategies.</li><li>Use scientific risk assessment methods and frameworks such as NIST CSF to evaluate potential threats and vulnerabilities, formulate corresponding mitigation measures based on the assessment results, and continuously improve the company's security defense capabilities. </li></ul><p><br></p>
<p>We are looking for an experienced Help Desk Analyst III to join our team in San Diego, California. In this role, you will provide advanced technical support, oversee IT systems reliability, and handle escalated issues while contributing to strategic IT projects. This position is critical in maintaining secure and efficient operations across multiple locations, requiring a proactive approach to system management and user support.</p><p><br></p><p>Responsibilities:</p><p>• Deliver advanced technical support for computing devices, data center hardware, and software applications.</p><p>• Troubleshoot and resolve escalated issues from Tier 1 support to ensure seamless operations.</p><p>• Administer user accounts, including the creation, updates, and removal of accounts during onboarding and offboarding processes.</p><p>• Configure new end-user computer systems and manage related security measures, including system and BIOS updates.</p><p>• Conduct regular system audits to monitor performance and ensure reliability across IT/IS systems.</p><p>• Lead IT projects, including hardware and software upgrades, with collaboration from management.</p><p>• Maintain detailed records of IT assets and manage inventory control efficiently.</p><p>• Assist in the evaluation and testing of new technologies to assess their suitability for organizational needs.</p><p>• Support facilities management tasks, including office security and badging.</p><p>• Ensure compliance with industry security standards and assist with maintaining ISO 27001 certification documentation.</p>
We are offering an exciting opportunity for a Sr. Financial Analyst to join our team in the import/export industry based in Newport Beach, California. In this role, you will be vital in managing multiple campaigns and clients, analyzing complex data sets, and driving sales and profitability.<br><br>Responsibilities:<br>• Lead the financial and operational reporting for multiple campaigns and clients.<br>• Use your analytical skills to validate and manage complex data sets, delivering clear and concise reports.<br>• Act as the primary contact for clients, analyzing campaign success, recommending strategic improvements, managing data sets, and resolving discrepancies.<br>• Collaborate closely with the executive team, sales team, and internal finance and analytics team.<br>• Develop financial and operational targets and goals in collaboration with executives and clients.<br>• Utilize your data and modeling skills to create pro-forma P& Ls, analyze compensation structures, identify trends, and build forecasts.<br>• Identify new process improvement opportunities and implement strategic changes across multiple departments.<br>• Manage the commissions process, validate results, and improve the process as needed.<br>• Utilize business systems, Confluence, CRM, Crystal Reports, and Data Mining Techniques for efficient and effective reporting and analytics.<br>• Oversee accounting functions, auditing, budget processes, and capital management.<br>• Use Tableau for advanced data analysis and reporting.
We are looking for a detail-oriented Financial Analyst to join our team in Irvine, California. In this role, you will provide critical insights that drive financial performance and decision-making, leveraging your expertise in accounting systems and data analysis. Your ability to interpret complex data and generate actionable reports will be key to supporting business operations and strategic initiatives.<br><br>Responsibilities:<br>• Analyze financial data to identify trends, variances, and opportunities for improvement.<br>• Prepare detailed reports using tools such as Crystal Reports to support business strategies.<br>• Utilize accounting software systems to manage financial records and ensure accuracy.<br>• Conduct audits to verify compliance with financial regulations and internal policies.<br>• Collaborate with cross-functional teams to streamline budget processes and optimize capital management.<br>• Apply data mining techniques to extract and interpret information from large datasets.<br>• Support accrual accounting procedures and ensure proper allocation of revenues and expenses.<br>• Assist in the development and monitoring of financial forecasting models.<br>• Provide insights on financial metrics to enhance operational efficiency and profitability.<br>• Maintain up-to-date knowledge of industry standards and best practices in financial analysis.
We are looking for an experienced Senior Financial Analyst to join our team in Tustin, California. In this role, you will play a crucial part in driving financial insights, managing data analysis, and ensuring the accuracy of reporting processes. This position offers an excellent opportunity to contribute to strategic decision-making and optimize business systems.<br><br>Responsibilities:<br>• Conduct comprehensive financial analyses to support organizational decision-making.<br>• Utilize data mining techniques to identify trends and opportunities for process improvement.<br>• Develop and maintain reports using tools such as Crystal Reports and Confluence.<br>• Collaborate with cross-functional teams to optimize business systems and ensure operational efficiency.<br>• Assist in the preparation and management of budgets and capital planning processes.<br>• Perform auditing tasks to ensure compliance and accuracy in financial reporting.<br>• Support accounting functions by analyzing financial data and reconciling discrepancies.<br>• Provide recommendations for improving financial performance and cost management.<br>• Monitor and report on key performance indicators to track organizational success.<br>• Train and guide team members on financial analysis tools and methodologies.
We are in search of a Financial Analyst to join our team in San Clemente, California. In this role, you will be responsible for evaluating, managing, and optimizing our investments, assets, and financial resources. Your tasks will encompass a wide range of activities, including data analysis, report preparation, and providing recommendations to enhance the value of our assets. <br><br>Responsibilities:<br>• Evaluate and analyze the financial and operational performance of our current assets, including investment portfolios and real estate holdings.<br>• Conduct market research to assess the value, opportunities, and risks associated with various assets.<br>• Monitor market changes that could potentially impact asset performance.<br>• Prepare detailed financial models and forecasts to predict future asset performance.<br>• Develop accurate and concise reports summarizing your findings and recommendations.<br>• Present data-driven insights to support decision-making processes for asset acquisition, divestiture, or optimization.<br>• Ensure our asset management and investments comply with internal policies, industry regulations, and financial standards.<br>• Assist in financial audits and oversee the accuracy of records related to asset performance.<br>• Identify opportunities to improve the efficiency and profitability of portfolio holdings.<br>• Provide actionable recommendations to mitigate risk and enhance return on investment.<br>• Track key performance indicators (KPIs) and benchmarks to measure asset success against organizational goals.<br>• Collaborate with finance, accounting, operations, legal, and IT teams to ensure effective asset management.<br>• Act as a liaison between internal teams, clients, and third-party vendors.
We are looking for a highly skilled Senior Financial Analyst to join our team in Newport Beach, California. In this role, you will provide critical support for business applications, ensuring efficient troubleshooting, training, and documentation processes. The ideal candidate will have a proven ability to work independently, prioritize tasks, and resolve complex issues while collaborating with cross-functional teams.<br><br>Responsibilities:<br>• Troubleshoot and resolve issues related to business applications, ensuring minimal disruption to operations.<br>• Provide guidance and training to end-users on system usage and best practices.<br>• Develop and maintain comprehensive documentation for business applications and processes.<br>• Act as the primary functional owner for designated applications or modules, overseeing their efficient operation.<br>• Investigate and address user requests with a focus on timely resolution and escalation when necessary.<br>• Collaborate with teams to meet service level agreements and enhance system performance.<br>• Lead projects aimed at resolving complex technical challenges and implementing system improvements.<br>• Expand responsibilities to include additional functional areas and applications as expertise grows.<br>• Analyze data to support financial decision-making and improve operational efficiency.<br>• Ensure compliance with financial regulations and standards through auditing and reporting.
<p>We are seeking a talented <strong>Dynamics 365 Solutions Lead</strong> to work with one of our renewable energy partners based in <strong>Newport Beach, CA</strong>. This is a full-time, permanent position with a hybrid schedule, 2 days a week working remote.</p><p><br></p><p><u>Job Overview and Responsibilities:</u></p><ul><li>Work closely with the Supply Chain department to ensure ERP solutions align with overall business objectives and cost/service level balancing considerations.</li><li>Leverage technology and automation to streamline warehouse operations and reduce labor costs.</li><li>Implement efficient order fulfillment processes to ensure timely and accurate delivery of products.</li><li>Design and optimize warehouse layouts to improve efficiency and reduce handling times.</li><li>Develop and implement strategies to optimize inventory levels and effective stock control measures to minimize stockouts and overstock situations.</li><li>Utilize ERP systems for users to track inventory levels, movements, and transactions in real-time.</li><li>Implement quality control processes to ensure products meet specified standards and reduce defects.</li><li>Develop and implement periodic cycle counts plans like monthly, quarterly, and annual year end plans to ensure all inventory is accurately counted on acceptable level by the business.</li><li>Coordinate with warehouse and inventory teams to ensure adequate staffing and resources for the cycle count process.</li><li>Ensure all inventory data is accurately recorded, detect any discrepancies and investigate and resolve promptly.</li><li>Maintain detailed documentation of existing and new system processes related to the business, including procedures, results, and corrective actions taken.</li><li>Function as the first line of support on all ERP, specifically Microsoft D365 Finance and Ops and/or Microsoft D365 Customer Engagement, related issues, prioritizing as needed to maintain business continuity.</li><li>Analyze, resolve, and/or escalate issues as they are reported to meet Service Level Agreements with the business.</li><li> Collaborate with both internal and third-party consultants to ensure root cause issue resolution.</li><li>Keep track of all ERP requests and their progress and resolutions via the IT Help Desk system.</li><li>Assist in determining the impact of any operational issues and provide input into their resolution via data extraction and quantification.</li><li>Assess critical path and assist in implementation of any ERP project required by the business.</li><li>Familiar with Software development life cycle, Train users on specific applications and related business processes.</li><li>Expertise in the business processes for Supply Chain, Production control, Inventory Management, Warehouse Management, Master Planning, and Asset Management.</li></ul><p><br></p>
<p>A well-established financial services firm in San Diego is looking for a highly accurate and dependable Data Entry Specialist to support their operations and compliance teams. This role is ideal for someone who enjoys working with numbers, has a keen eye for detail, and understands the importance of data integrity in a regulated industry.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Enter and update client financial data into internal systems</li><li>Review documents for accuracy and completeness</li><li>Assist with data audits and compliance checks</li><li>Maintain confidentiality and security of sensitive financial information</li><li>Generate reports and assist with data cleanup projects</li><li>Collaborate with analysts and operations staff to ensure data consistency</li></ul>
We are looking for an experienced and driven Finance Manager to lead our Financial Planning and Analysis (FP& A) function at the Home Office. This role is ideal for someone who thrives in a dynamic, growth-oriented environment and is ready to take ownership of company-wide financial planning, reporting, and strategic support. As Finance Manager, you will oversee financial analysts, collaborate with cross-functional leaders, and serve as a trusted advisor to senior management. Your insights and leadership will shape key business decisions and long-term strategy.<br> <br>Duties and Responsibilities:<br>• Own the preparation and presentation of monthly, quarterly, and annual financial reports and dashboards for executive leadership.<br>• Lead the company-wide budgeting, forecasting, and long-range planning processes, driving cross-functional alignment and accountability.<br>• Manage and mentor a team of analysts, ensuring timely, accurate, and insightful financial analysis and reporting.<br>• Provide strategic financial input and analysis to support business initiatives including investments, resource allocation, margin optimization, and pricing.<br>• Partner with senior leaders across departments to evaluate business performance, identify trends, and recommend actionable improvements.<br>• Oversee the development and enhancement of financial models, tools, and processes to scale with the business.<br>• Drive continuous improvement in financial systems, reporting automation, and analytics through collaboration with IT and data teams.<br>• Lead ad-hoc financial and scenario analyses for strategic projects and executive requests.<br>• Role is permanent and on-site.<br> <br>Requirements:<br>• Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field from an accredited institution.<br>• 6+ years of progressive experience in FP& A or corporate finance, with at least 1–2 years of people management or team leadership experience.<br>• High standards of accuracy, integrity, and accountability.<br>• Proven leadership style that is collaborative, empowering, and accountability-driven, with the ability to coach, develop, and inspire high-performing teams.<br>• Advanced Excel and financial modeling skills are required; experience with automation tools, Power BI/Tableau, or scripting (e.g., VBA, Python) is a strong plus.<br>• Deep understanding of financial statements, variance analysis, budgeting processes, and business partnering.<br>• Familiarity with month-end closing processes and P& L analysis is preferred but not mandatory.<br>• Demonstrated ability to translate complex data into clear insights for executive-level decision-making.<br>• Strong interpersonal and communication skills with a proven ability to influence cross-functional teams.<br>• Ability to prioritize tasks effectively, maintain strong attention to detail, and deliver accurate results in a fast-paced environment.<br>• Embraces technology and is open to leveraging AI-powered tools to elevate financial analysis and reporting.
<p>We are actively searching for an Supply Chain Business Analyst with D365 F& O experience to be a part of our team. The position will be based in Irvine, California. The role involves working closely with the warehouse teams, and occasional visits to the warehouse located in Los Angeles may be required for issue resolution or training.</p><p><br></p><p>Responsibilities:</p><p>• Engage in the conversion of standard warehouses into advanced warehouses, with a goal of upgrading multiple warehouses each year</p><p>• Handle ERP tasks (D365 F& O) and advanced warehouse operations</p><p>• Implement and manage Supply Chain Management (SCM) processes</p><p>• Work on role-based access compliance, ensuring security processes within D365</p><p>• Participate in audits and ensure compliance with security standards and policies</p><p>• Collaborate with warehouse teams, promoting strong teamwork</p><p>• Maintain accurate records and manage customer inquiries</p><p>• Process customer credit applications accurately and efficiently</p><p>• Monitor customer accounts and take appropriate action when necessary</p><p>• Participate in various projects and undergo additional training as provided by the manager.</p>
