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5 results for Collections Analyst in Santa Barbara, CA

Financial Analyst/Manager

Buellton, CA
onsite
Permanent / Full Time
110000.00 - 145000.00 USD / Yearly
We are looking for a Financial Analyst/Manager to support financial planning, performance analysis, and investment oversight in Buellton, California. This position works closely with leadership to evaluate business results, strengthen reporting, and guide decisions that improve operational and financial outcomes. The role also contributes to treasury activities, strategic initiatives, and investment reporting across a diverse portfolio. Responsibilities: • Direct cash positioning activities by assessing liquidity, anticipating financing needs, and identifying appropriate use of excess funds. • Analyze the financial and operating results of portfolio businesses to surface patterns, highlight exposure areas, and uncover improvement opportunities. • Collaborate with business leaders on annual budgets, forecasts, and longer-range plans that support strategic and operational goals. • Track key performance indicators and major initiatives with management teams to measure progress against value creation objectives. • Create consistent reporting tools, dashboards, and presentation materials for internal decision-makers, investors, and committee meetings. • Perform comparative analysis, scenario planning, and valuation-focused modeling to evaluate current operations and potential acquisition opportunities. • Review monthly investment activity for tribal funds and prepare quarterly summaries that communicate performance clearly and accurately. • Oversee treasury-related account activity, including banking transactions, securities trades, settlements, and investment movements managed by external partners. • Assess contract terms from a financial perspective and support broader initiatives such as acquisition analysis, working capital improvement, real estate performance review, and other assigned projects.
2026-07-02T17:30:09Z

Property Mgmt Analyst

Thousand Oaks, CA
onsite
Temporary / Contract
25.00 - 26.00 USD / Hourly
This is an onsite Long-term Contract opportunity for someone who is comfortable balancing administrative tasks, invoice processing, vendor communication, and tenant-facing support. The role is well suited to a detail-oriented individual with sound financial judgment who can help maintain smooth operations across a retail or commercial property environment. Responsibilities:• Manage invoice intake, coding, tracking, and approval follow-up to help maintain accurate and timely accounts payable activities.• Support daily property administration by organizing records, handling routine office coordination, and assisting with general operational needs.• Communicate with vendors to obtain updates, resolve service-related questions, and coordinate work tied to property needs.• Interact with tenants in a courteous manner, responding to inquiries and helping route issues to the appropriate contacts.• Perform research and ad hoc financial analysis to support property performance, budgeting activities, and informed decision-making.• Provide front-desk or reception coverage as needed, including greeting visitors and assisting with basic administrative requests.• Use Microsoft Office and internal business systems to maintain documentation, prepare reports, and process financial information.• Assist with other property management tasks as assigned in support of overall site operations and service delivery
2026-07-27T15:43:50Z

Accounting Manager/Supervisor

Ventura, CA
onsite
Permanent / Full Time
95000.00 - 105000.00 USD / Yearly
We are looking for an experienced Accounting Manager/Supervisor to lead financial operations supporting affordable housing development and nonprofit corporate accounting in Ventura, California. This role will guide day-to-day accounting activities, strengthen reporting accuracy, and help ensure compliance with funding, lending, and organizational requirements. The position works closely with internal teams to support development projects, construction-related transactions, and broader corporate financial oversight. Responsibilities: • Lead and mentor accounting team members responsible for development and corporate finance activities, providing direction, coaching, and review of day-to-day work. • Manage accounting across affordable housing projects and organizational operations, ensuring transactions are recorded accurately and reported in a timely manner. • Monitor project cost records, funding allocations, and budget activity to maintain clear financial visibility across active development initiatives. • Oversee construction-related accounting functions, including payment processing, receivables, draw documentation, and lender billing support. • Direct month-end, quarter-end, and year-end close activities, including reconciliations, journal entry review, and preparation of financial statements. • Maintain the general ledger and chart of accounts while producing analysis on financial performance, budget variances, and operational trends. • Administer accounting for grants, loans, and restricted funding sources, ensuring documentation and reporting meet agency, lender, and partner expectations. • Coordinate audit support, tax-related schedules, information reporting, and compliance reviews while reinforcing internal controls and process improvements. • Provide operational support for cash management, forecasting, payroll coordination, and treasury-related tasks as business needs require. • Serve as backup coverage for other accounting leadership responsibilities and contribute to special projects or assigned initiatives.
2026-07-17T15:28:44Z

AVP of Operations

Carpinteria, CA
onsite
Permanent / Full Time
80000.00 - 125000.00 USD / Yearly
We are looking for an experienced operations and practice management leader to help strengthen business performance for financial professionals and Financial Center owners in Carpinteria, California. This role focuses on building and delivering practical learning programs, guiding business owners through growth planning, and creating resources that improve efficiency, consistency, and long-term enterprise value. The ideal candidate brings strong knowledge of financial services, a consultative mindset, and the ability to engage diverse stakeholders through training, coaching, and cross-functional collaboration. Responsibilities: • Design, update, and manage a comprehensive practice management curriculum that supports both new and established Financial Center owners and financial professionals. • Partner with sales, recruiting, marketing, and business leaders to identify capability gaps and translate those findings into effective learning solutions. • Create instructional content in multiple formats, including guides, presentations, digital courses, videos, and reference materials that support measurable learning outcomes. • Lead virtual orientation sessions and facilitate additional workshops, webinars, and in-person training programs that encourage participation and practical application. • Evaluate the business needs of Financial Centers and financial professionals, then develop annual practice management plans aligned with key drivers of business success. • Coordinate and document coaching engagements, follow-up actions, and resource recommendations to support execution of agreed initiatives. • Promote consistent training quality by applying sound instructional design practices and maintaining high standards across all learning materials. • Identify opportunities to enhance business growth, expand service offerings, and strengthen revenue potential through practice management consultations and strategic guidance.
2026-07-24T22:38:41Z

Tax Manager - Public

Santa Ynez, CA
onsite
Permanent / Full Time
115000.00 - 140000.00 USD / Yearly
We are looking for an accomplished Tax Manager to lead public tax engagements in California. This position is ideal for someone who can balance technical tax expertise with client service, team leadership, and thoughtful planning across a wide range of entity types. The role centers on delivering accurate compliance work, advising on tax-saving opportunities, and guiding staff through complex tax matters in a collaborative environment. Responsibilities: • Oversee the preparation and final review of federal, state, and local tax filings for individuals, corporations, partnerships, trusts, and tax-exempt organizations to ensure complete and accurate submissions. • Design practical tax planning approaches that help reduce exposure, improve efficiency, and support client objectives throughout the year. • Monitor updates to tax laws and regulatory guidance, evaluate how changes affect clients, and translate findings into clear recommendations and technical documentation. • Lead responses to tax notices, examinations, and audits by coordinating with external parties and maintaining organized support throughout the process. • Supervise tax team members and operational staff by assigning work, reviewing performance, and providing coaching that supports growth and accountability. • Maintain detailed tax records, workpapers, and internal reports for leadership review, ensuring documentation is thorough and audit-ready. • Partner with internal teams and clients to resolve complex tax questions, clarify filing requirements, and support timely decision-making. • Use tax and accounting systems to manage workflows, complete filings, and improve the consistency and quality of deliverables.
2026-07-17T15:28:44Z