Essential Duties & Responsibilities<br>• Collect and record historical financial data<br>• Manage databases of financial records<br>• Create and update financial analysis reports and models<br>• Collect financial data from internal and external sources<br>• Set and track key performance indicators (KPIs) and objectives<br>• Collaborate with accounting and operations teams<br>• Use predictive, driver-based, and multi-scenario planning for forecasts<br>• Maintain an orderly financial records library and data store<br>• Ensure timely and accurate financial reporting<br>• Foster a culture of ethics, integrity, and good governance<br>• Provide technical support to department heads<br>• Assist with budgets, forecasts, and financial modeling<br>• Prepare variance analyses, risk/opportunity assessments, and ad hoc reports<br>• Identify and research variances in forecasts, budgets, and prior-year expenses<br>• Participate in corporate projects impacting the organization<br>Required Knowledge, Skills, & Abilities<br>• Strong knowledge of accounting, financial, and operational principles<br>• Excellent interpersonal and communication skills<br>• High commitment to quality, ethics, and compliance<br>• Ability to navigate ambiguous situations<br>• Superior attention to detail with the ability to manage multiple priorities and meet deadlines.<br>• Proficiency in Excel and PowerPoint<br>• Advanced skills in system, database, and data analysis<br>• Effective leadership and teamwork abilities<br>• Capability to analyze financial data and prepare reports<br>Education & Experience<br>• Bachelor’s degree in accounting, finance, or business administration preferred<br>• 2+ years of experience in accounting or financial analysis preferred<br>• Strategic planning and implementation experience is a plus<br>• Strong background in systems, databases, and information technology<br><br>Join our team to help shape and drive our financial strategy while ensuring our company's financial health and growth.<br><br>Are you a numbers whiz with a knack for turning data into actionable insights? We're looking for a dynamic Financial Planner and Analyst to join our team! Reporting directly to the Chief Financial Officer, you'll be at the heart of our financial strategy, helping to shape the future of our company. If you love diving into data, collaborating with a passionate team, and making a real impact, this job is for you!
<p>A fast-scaling <strong>software/technology firm</strong> is partnering with Robert Half to add an analytical, forward-thinking <strong>Financial Analyst</strong> to their FP&A team. This is an exciting opportunity for someone who loves modeling, working cross-functionally, and supporting strategic decision-making in a high-growth environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Build and maintain complex <strong>financial models</strong>, revenue forecasts, and multi‑scenario analyses</li><li>Prepare monthly reporting packages, KPI dashboards, and budget-to-actual variance explanations</li><li>Support planning cycles: annual budget, quarterly forecasting, and long‑range models</li><li>Partner with Sales, Product, and Operations to analyze performance drivers</li><li>Conduct <strong>SaaS metric analysis</strong> (ARR, churn, renewals, margins, customer cohorts)</li><li>Assist with board presentations and investor-ready reporting</li><li>Evaluate business cases for new products, pricing, software spend, and headcount planning</li><li>Identify trends, risks, and opportunities to support strategic initiatives</li></ul>
<p>Robert Half is supporting a high-growth <strong>retail/distribution company in San Marcos</strong> seeking a sharp, analytical <strong>Financial Operations Analyst</strong> to strengthen their FP&A and operational performance tracking. This role blends traditional financial analysis with inventory analytics, margin reviews, forecasting, and cross-functional partnership. Ideal for someone who enjoys fast-changing environments and making data meaningful for business leaders.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Analyze sales, margin, inventory, and operational performance across multiple product categories</li><li>Prepare weekly and monthly KPI dashboards with insights for leadership</li><li>Support budgeting/forecasting cycles with models, scenarios, and variance commentary</li><li>Partner with Purchasing, Supply Chain, and Operations to validate cost and volume data</li><li>Evaluate pricing changes, promotions, and product performance trends</li><li>Work with Accounting to reconcile inventory variances, landed cost, COGS, and shrink</li><li>Assist with monthly close support: accruals, reconciliations, journal entries, and reporting</li><li>Develop and refine models for demand forecasting, revenue planning, and operational efficiency</li><li>Prepare presentations for senior leadership, highlighting risks, trends, and opportunities</li></ul><p><br></p><p><br></p>
<p>Our client is hiring a Junior Financial Analyst to support their finance team and assist with financial planning, analysis, and reporting initiatives. This opportunity is ideal for an early-career finance professional who is eager to develop analytical skills while contributing to meaningful financial insights that support business decision making. In today’s competitive business environment, organizations rely heavily on data-driven financial analysis to guide strategic planning, evaluate performance, and identify areas for improvement. The Junior Financial Analyst will work closely with experienced finance leaders to gather financial data, perform analysis, and help transform complex financial information into clear and actionable insights.</p><p><br></p><p>This role offers exposure to many of the core functions that define modern finance departments, including budgeting, forecasting, financial modeling, and performance reporting. Our client is seeking a candidate who is curious, analytical, and comfortable working with financial data while collaborating with cross-functional teams.</p><p><strong>Key Responsibilities</strong></p><ul><li>Assist with financial reporting and analysis</li><li>Support budgeting and forecasting processes</li><li>Analyze financial performance and identify trends</li><li>Build and maintain financial models and spreadsheets</li><li>Prepare reports and presentations for leadership</li><li>Assist with data collection and financial research</li></ul>
<p>Our client is hiring a Senior Financial Analyst to join their growing finance organization and play a key role in guiding financial strategy and operational decision making. As companies continue to navigate complex financial environments, experienced analysts who can interpret data, evaluate performance, and provide meaningful business insights have become an essential part of successful leadership teams. This position offers the opportunity to work closely with senior executives and department leaders to evaluate financial performance, develop forecasts, and support long-term strategic planning initiatives. Rather than focusing solely on historical reporting, the Senior Financial Analyst will help drive forward-looking analysis that informs critical business decisions and supports sustainable growth.</p><p><br></p><p>Our client is seeking a finance professional who understands the broader business implications of financial analysis. The ideal candidate will be comfortable working with large data sets, building advanced financial models, and presenting financial insights in a clear and strategic manner to both finance and non-finance stakeholders.</p><p><strong>Key Responsibilities</strong></p><ul><li>Lead financial planning and forecasting initiatives</li><li>Analyze financial results and provide strategic insights</li><li>Develop and maintain advanced financial models</li><li>Support budgeting and long-term financial planning</li><li>Prepare executive-level financial reports and presentations</li><li>Partner with department leaders to evaluate financial performance</li></ul><p><br></p>
<p>Our client is seeking a detail-oriented Payroll Analyst to support their payroll operations and ensure timely, accurate payroll processing. This role is ideal for professionals with strong analytical skills and a thorough understanding of payroll systems and compliance in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and audit payroll transactions for accuracy and compliance</li><li>Maintain payroll records and reconcile payroll reports</li><li>Assist with quarterly and annual payroll filings, tax reporting, and year-end processes</li><li>Resolve payroll discrepancies and answer employee queries</li><li>Support payroll system upgrades and process improvements</li><li>Collaborate with HR and Finance teams to implement payroll policies and procedures</li></ul><p><br></p>
We are looking for a dedicated Finance Manager to join our team in San Diego, California. In this role, you will oversee financial systems and compliance while ensuring alignment with industry regulations and best practices. This position is pivotal in driving strategic financial initiatives, optimizing processes, and supporting organizational goals.<br><br>Responsibilities:<br>• Collaborate with IT and finance teams to maintain compliance with regulations and implement cybersecurity best practices.<br>• Act as the primary finance liaison to ensure adherence to fiscal policies and financial accountability.<br>• Conduct research to provide insights and recommendations for improving finance operations.<br>• Produce detailed reports and perform ad-hoc analyses to support internal and external financial requests.<br>• Evaluate revenue positions to identify risks and opportunities within development activities.<br>• Enhance systems and protocols to achieve operational excellence in finance processes.<br>• Partner with leadership to support annual revenue planning, including analyzing staffing and resource allocation.<br>• Monitor monthly financial structures to ensure expense tracking, timely reporting, and accurate payment processing.<br>• Oversee forecasting and planning systems to support informed financial decision-making.<br>• Manage and analyze data systems that streamline tracking, reporting, and progress toward financial objectives.