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3 results for Business Systems Analyst Financial Services in Santa Barbara, CA

Business Analyst - Financial Services

Carpinteria, CA
onsite
Permanent / Full Time
68000 - 75000 USD / Yearly
We are looking for a detail-oriented Business Analyst to support operational teams within a financial services environment in Carpinteria, California. This role contributes to day-to-day business analysis activities while also taking ownership of intermediate-level projects, operational reviews, and cross-functional coordination efforts. The ideal candidate brings strong analytical judgment, clear communication skills, and the ability to identify process improvements that strengthen accuracy, efficiency, and service quality. Responsibilities: • Provide flexible support across operations teams by assisting high-volume work areas and adapting to shifting departmental priorities. • Manage business analysis assignments that include quality control reviews, audit support activities, and special projects tied to operational performance. • Partner with operations leaders and technology teams to gather business needs, document functional specifications, coordinate project activities, and support system testing efforts. • Investigate recurring processing issues or workflow disruptions, assess root causes, and present practical recommendations to leadership. • Handle departmental service and research requests with accuracy, timeliness, and appropriate follow-through. • Review existing procedures with managers to uncover inefficiencies, strengthen controls, and suggest process enhancements. • Track operational patterns and performance trends to help identify training opportunities and support continuous improvement initiatives. • Maintain readiness to perform essential responsibilities remotely when business continuity needs require off-site support.
2026-05-29T00:00:00Z

Sr. Financial Analyst

Santa Barbara, CA
remote
Temporary / Contract
50 - 60 USD / Hourly
Robert Half Management Resources is recruiting for a Senior Financial Analyst to support retail channel finance through pricing analysis, revenue insights, and cross-functional business partnership in Santa Barbara, California. This is a 3-month remote contract opportunity focused on translating financial data into clear recommendations that improve profitability and decision-making. The role will rely heavily on Anaplan for reporting, forecasting, and modeling while working closely with finance and operational stakeholders to evaluate performance across key channels. Responsibilities:• Evaluate pricing updates and financial adjustments to confirm they are consistent with approved business assumptions and internal guidance.• Conduct period-over-period performance reviews, identify key variances, and explain the drivers behind changes in revenue and profitability.• Review claims activity, support approval workflows, and coordinate pricing submissions to help ensure accurate execution with channel partners at the purchase order stage.• Collaborate with business leaders to develop financial models that inform planning, scenario analysis, and operational decisions.• Produce reporting and analytical outputs in Anaplan, using the platform as the primary tool for ongoing financial review and insight generation.• Assess product and bundle profitability to highlight margin opportunities and support strategic pricing decisions.• Contribute to the development of the Americas profit and loss view, including review timing and the impact of downstream channel performance.• Analyze gross-to-net revenue elements such as promotional activity, dealer margin structures, invoice pricing, and general ledger mapping to improve financial visibility.
2026-06-16T00:00:00Z

Financial Analyst/Manager

Santa Ynez, CA
onsite
Permanent / Full Time
110000 - 145000 USD / Yearly
We are looking for a detail-oriented finance specialist who can guide reporting, planning, and performance analysis across a diverse investment and operating portfolio in California. This role combines hands-on financial oversight with strategic partnership, helping leadership evaluate results, manage liquidity, and support informed decision-making. The ideal candidate brings strong analytical judgment, experience building actionable reporting, and the ability to translate complex data into clear business insights. Responsibilities: • Manage cash positioning activities by reviewing liquidity, anticipating financing needs, and identifying funds available for investment decisions. • Analyze the financial and operating results of portfolio businesses to highlight performance patterns, identify potential risks, and uncover areas for improvement. • Collaborate with leadership on annual budgets, rolling forecasts, and long-range planning to support business objectives and capital priorities. • Track key performance indicators and operational milestones with management teams to measure progress against strategic value-creation goals. • Create consistent reports, dashboards, and presentation materials that provide meaningful updates to internal leaders, investors, and committee stakeholders. • Perform benchmarking, sensitivity analysis, and scenario modeling to evaluate business outlook, strategic options, and potential acquisition opportunities. • Review investment activity and prepare recurring performance summaries for investment funds, including quarterly reporting packages. • Oversee treasury-related activity by monitoring bank accounts and validating transactions involving marketable securities, real estate holdings, and externally managed funds. • Assess contracts and agreements to identify financial implications, key terms, and areas of potential exposure. • Support high-priority initiatives such as acquisition analysis, working capital improvement efforts, real estate finance reporting, and other special projects as assigned.
2026-05-27T00:00:00Z