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3 results for Operations Manager Financial Services in San Diego, CA

Finance Manager
  • San Diego, California
  • remote
  • Temporary / Contract
  • 47.5 - 55 USD / Hourly
  • A Robert Half Management Resources client is seeking an experienced FP&amp;A Consultant to support a growing organization through an acquisition and related strategic initiatives. Reporting to the FP&amp;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<br><br>Key Responsibilities<br>Develop, maintain, and enhance complex financial models to support strategic decision-making.<br>Review, troubleshoot, and improve existing forecasting and planning models for accuracy and scalability.<br>Build and maintain capacity planning models to support operational and workforce planning.<br>Support budgeting, forecasting, and long-range planning processes.<br>Perform scenario analysis and sensitivity modeling to evaluate business opportunities and risks.<br>Analyze large datasets and translate findings into actionable business insights.<br>Utilize SQL to extract, validate, and analyze data from multiple sources.<br>Support acquisition and integration activities, including financial analysis, synergy tracking, and reporting.<br>Partner with Finance, Accounting, Operations, HR, and executive leadership to develop key performance metrics and reporting.<br>Prepare recurring and ad hoc reports, dashboards, and management presentations.<br>Identify process improvement opportunities and recommend enhancements to planning, reporting, and analytics capabilities.<br>Qualifications<br>5+ years of FP&amp;A, corporate finance, strategic finance, or related experience.<br>Advanced financial modeling experience required.<br>Strong experience with budgeting, forecasting, and variance analysis.<br>Experience developing driver-based forecasting models.<br>Hands-on experience with Adaptive Planning (Workday Adaptive Planning) preferred.<br>Advanced SQL skills and experience working with large datasets.<br>Strong Excel and financial systems expertise.<br>Experience supporting acquisitions, integrations, business transformations, or other strategic initiatives preferred.<br>Ability to work independently and manage multiple priorities in a fast-paced environment.<br>Excellent communication and business partnering skills.<br>Preferred Experience<br>Capacity planning and resource modeling.<br>Scenario and sensitivity analysis.<br>KPI development and performance reporting.<br>Financial systems optimization.<br>Data validation, reconciliation, and reporting automation.<br>Integration planning and post-acquisition reporting.<br>Executive and board-level reporting support.<br>Process improvement and financial planning transformation initiatives.<br>Ideal Candidate<br><br>The successful consultant will be a hands-on finance detail oriented 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.
  • 2026-09-24T00:00:00Z
Operations and Order Management Coordinator
  • San Marcos, California
  • onsite
  • Temporary / Contract
  • 27 - 32 USD / Hourly
  • <p><strong>Operations &amp; Order Management Coordinator – Distribution</strong></p><p>A fast-growing distribution company is adding an <strong>Operations &amp; Order Management Coordinator</strong> to its team. This is a high-visibility administrative position for someone who enjoys working with <strong>orders, customers, inventory, sales, and operations</strong> all at once.</p><p>You&#39;ll become one of the central points of contact between customers and internal teams, helping make sure orders are entered correctly and move through the business without unnecessary delays.</p><p><strong>Key Responsibilities</strong></p><ul><li>Enter and manage customer orders from initial submission through fulfillment</li><li>Review orders for pricing, quantities, shipping details, and accuracy</li><li>Coordinate with warehouse teams regarding inventory availability</li><li>Communicate order updates to customers and sales representatives</li><li>Track backorders, shortages, and delayed shipments</li><li>Prepare order status reports</li><li>Maintain accurate customer and order information</li><li>Assist with returns, credits, and order corrections</li><li>Coordinate with purchasing when inventory needs to be replenished</li><li>Research discrepancies between orders, shipments, and invoices</li><li>Prepare recurring operational reports</li><li>Assist with customer account updates</li><li>Support sales and operations with administrative projects</li><li>Identify recurring order issues and help develop process improvements</li></ul>
  • 2026-09-10T00:00:00Z
Contracts Manager
  • San Diego, California
  • remote
  • Temporary to Hire
  • 47.5 - 58 USD / Hourly
  • <p>We are looking for an experienced Contracts Manager to join a legal team on a contract-to-permanent basis. This role is suited for someone who can oversee the full contract lifecycle, support business stakeholders with sound commercial guidance, and help maintain strong contracting practices. The ideal candidate brings a practical approach to drafting, reviewing, and negotiating agreements while ensuring accuracy, compliance, and timely execution.</p><p><br></p><p>Responsibilities:</p><ul><li>Contribute to improvements in contracting procedures, templates, and playbooks to increase consistency and turnaround time.IC Account creation/clean up</li><li>Training new users/fielding questions from users</li><li>Prepare training documentation</li><li>Workflow revisions and additions</li><li>Contract record clean up</li><li>Assigning tasks to other individuals</li><li>Loading new agreements for review and assign to owners</li><li>Load FE agreements processed outside IC</li><li>Perform signature coordinator role</li><li>Routing agreements for signature</li><li>Dealing with assignment and entity name changes</li><li>Archiving records</li><li>Enhancing reporting and providing data to stakeholders</li><li>Validating contract meta data and related contract genealogy</li><li>Attend IC release events and stay abreast of platform developments and contract administration best practices</li><li>Light paralegal work, reviewing agreements for verification, redlining, minor drafting, etc.</li></ul><p><br></p>
  • 2026-09-24T00:00:00Z