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Description 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.

Responsibilities:

• Develop and oversee integrated business plans, setting goals and objectives for various lines of business, and preparing progress reports for senior management.

• Monitor the benefits of implemented goals, recommending adjustments to optimize outcomes.

• Prepare and review management reports, ensuring relevance to evolving business needs and documenting report processes.

• Lead the preparation of the annual budget and monthly forecasts, ensuring accuracy and alignment with organizational priorities.

• Manage organizational expenses, providing recommendations for resource allocation and adjustments to optimize efficiency.

• Supervise and mentor analysts in conducting financial analyses, preparing budgets, and creating management reports.

• Provide financial consulting for new business opportunities, focusing on cost containment and revenue generation strategies.

• Conduct complex cost-benefit analyses and develop financial models to support decision-making for operating units.

• Stay updated on changes in insurance regulations and industry best practices, collaborating with compliance officers to implement necessary updates.

• Coordinate and contribute to business unit events, training sessions, and project initiatives as required. Requirements • Bachelor’s degree or equivalent combination of education and experience required.

• Minimum of 7 years of progressively responsible experience in financial analysis, business performance, operations management, or related fields.

• At least 5 years of management experience preferred.

• Strong written and verbal communication skills, with the ability to present complex financial data effectively.

• Advanced analytical and logical reasoning abilities.

• Proficiency in Microsoft Office, including Outlook, Word, Excel, and Access.

• Certified Public Accountant (CPA) certification preferred.

• Ability to qualify for a Life Insurance License within six months of employment.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .