<p>We are looking for an experienced Financial Analyst/Manager to join our team. In this role, you will oversee critical financial operations, analyze performance data, and support strategic decision-making processes. The ideal candidate will possess strong analytical skills, excellent financial acumen, and the ability to work collaboratively with business leadership to drive growth and success.</p><p><br></p><p>Responsibilities:</p><p>• Manage cash flow activities, including assessing borrowing needs and funds available for investment.</p><p>• Evaluate financial and operational performance of portfolio companies to identify trends, risks, and growth opportunities.</p><p>• Collaborate with leadership teams to develop and execute budgets, forecasts, and long-term financial strategies.</p><p>• Create and maintain standardized reporting tools, dashboards, and analyses for stakeholders and investors.</p><p>• Conduct benchmarking and scenario modeling to support business performance evaluations and strategic planning efforts.</p><p>• Prepare comprehensive reports on investment fund performance, including quarterly updates and monthly data reviews.</p><p>• Oversee treasury operations, including bank account monitoring, stock and bond trades, and real estate transactions.</p><p>• Analyze enterprise contracts to ensure financial terms align with company goals and compliance requirements.</p><p>• Provide detailed financial analysis related to real estate asset performance and reporting.</p><p>• Contribute to strategic initiatives such as acquisitions, working capital optimization, and preparation for business exits.</p>
We are looking for an organized and detail oriented Receptionist to join our team in Santa Barbara, California. In this Contract to permanent position, you will play a vital role in ensuring the smooth operation of our office while providing exceptional support to attorneys and clients. This opportunity is ideal for someone who thrives in a dynamic environment and enjoys contributing to the success of a legal team.<br><br>Responsibilities:<br>• Coordinate and manage incoming correspondence, including mail, faxes, and courier deliveries, ensuring timely distribution.<br>• Schedule appointments and maintain office calendars to support efficient daily operations.<br>• Uphold client confidentiality by safeguarding sensitive information and fostering trust.<br>• Maintain the reception area and ensure it is welcoming by keeping it tidy and offering refreshments to clients.<br>• Monitor office supplies, placing and expediting orders when necessary to ensure availability.<br>• Perform routine maintenance checks on office equipment and arrange repairs as needed to ensure functionality.<br>• Represent the office in a detail oriented manner by handling multi-line phone systems and directing calls appropriately.<br>• Execute courier tasks such as deliveries to court clerks, post offices, banks, and supply stores.<br>• Support the team by taking ownership of diverse requests and identifying ways to enhance office processes.
<p>We are looking for a skilled Business Analyst to join our team. This position offers a unique opportunity to contribute to process improvements and ensure operational excellence within the financial services sector.</p><p><br></p><p>Responsibilities:</p><p>• Provide operational support to various desks based on workload and specific needs.</p><p>• Lead and manage projects, including quarterly quality checks, fee audits, and statement reviews.</p><p>• Coordinate system specifications and project plans between operations stakeholders and IT teams.</p><p>• Analyze operational and system trends to identify issues and propose solutions to management.</p><p>• Process departmental service and research requests with efficiency and accuracy.</p><p>• Collaborate with department managers to evaluate and enhance processes, addressing breakdowns and recommending improvements.</p><p>• Monitor and report trends that may require training updates or process enhancements.</p><p>• Conduct yearly audits and ensure compliance with established operational standards.</p><p>• Support business continuity plans by being prepared to perform essential functions remotely when necessary.</p><p>• Participate in ad-hoc projects as assigned by management</p>
We are looking for a motivated and detail-oriented individual to support our Business Development and Sales team in Goleta, California. This contract position offers opportunities to contribute to a variety of sales and marketing activities, including customer outreach, trade show coordination, and data management. The role is ideal for someone eager to grow in business development, sales, or marketing within a dynamic and fast-paced environment.<br><br>Responsibilities:<br>• Compose and customize outreach messages to prospective clients and schedule introductory meetings.<br>• Monitor customer responses, track conversion rates, and ensure timely handoff of leads with relevant experience to senior team members.<br>• Develop and maintain accurate prospect lists, enrich data with relevant information, and generate regular pipeline activity reports.<br>• Identify stalled deals and overdue follow-ups, providing recommendations for resolution.<br>• Assist in marketing initiatives by coordinating social media posts and press releases that highlight company achievements and events.<br>• Organize and maintain a library of marketing materials, including presentations, product specifications, and case studies.<br>• Participate in trade shows and conferences, conducting prospecting activities, competitive analysis, and staffing the company booth.<br>• Manage event logistics such as booth materials, lead collection, and post-event lead processing within 24-48 hours.<br>• Schedule and coordinate customer meetings for leadership, including preparing agendas, briefings, and action plans.<br>• Document meeting outcomes, action items, and follow-ups to ensure smooth communication and progress.
We are looking for a dedicated Finance Assistant to join our team in Santa Barbara, California. This role focuses on managing accounts payable processes while providing support across various financial functions. The ideal candidate will demonstrate professionalism, attention to detail, and the ability to thrive in a dynamic, fast-paced environment. This is a long-term contract position offering the opportunity to work with a collaborative team.<br><br>Responsibilities:<br>• Process accounts payable transactions, ensuring accuracy and compliance with company policies.<br>• Input and reconcile client cost invoices in QuickBooks, maintaining accurate records in client folders.<br>• Generate client cost reports for mediation, case closures, and other requests in a timely manner.<br>• Manage overhead-related invoices, ensuring proper documentation and processing.<br>• Act as a liaison with vendors to confirm payments, address reimbursements, and resolve discrepancies.<br>• Research and classify unassigned expenses, allocating them appropriately to clients or attorneys.<br>• Reconcile monthly employee insurance statements for providers such as Anthem and Principal.<br>• Administer 401k plan contributions by processing payments through Empower and recording them in QuickBooks.<br>• Collaborate with the Accounting Manager and Bookkeeper to ensure seamless financial operations.<br>• Provide backup support for other financial tasks as needed to accommodate shifting workloads.
<p>We are looking for an experienced Payroll Specialist to join our team on a contract basis in Santa Barbara, California. In this role, you will play a vital part in supporting HR operations, ensuring efficient payroll processing, benefits administration, and compliance with company policies. The ideal candidate is detail-oriented, self-motivated, and capable of working both independently and collaboratively.</p><p><br></p><p>Responsibilities:</p><p>• Process and manage full-cycle payroll for a multi-state workforce, ensuring accuracy and compliance.</p><p>• Administer benefits programs, including overseeing open enrollment, reconciling invoices, and maintaining the benefits portal.</p><p>• Address employee inquiries related to payroll and benefits, providing clear and timely assistance.</p><p>• Partner with the finance team to ensure seamless coordination between payroll and financial processes.</p><p>• Handle offboarding procedures to ensure compliance with company policies and legal requirements.</p><p>• Interpret and apply HR policies, offering guidance to employees and enhancing operational efficiency.</p><p>• Monitor and maintain accurate records for payroll and benefits data.</p><p>• Collaborate with the Senior HR Manager to improve HR services and foster a positive employee experience.</p>
<p>We are looking for a Legal Secretary for an est. 6-week assignment (medical leave coverage) in Ventura, California. This position requires an organized, detail-oriented individual who can assist with administrative and clerical duties in support of legal operations.</p><p><br></p><p>Responsibilities:</p><p>• Manage court date calendaring and ensure all schedules are accurate and up-to-date.</p><p>• Prepare and type thorough correspondence, including legal letters and documents.</p><p>• Handle e-filing and court filings efficiently and in compliance with required standards.</p><p>• Provide one-on-one desk support to the attorney, addressing additional administrative needs as required.</p><p>• Coordinate daily operations and assist with receptionist duties as needed.</p>
<p>We are looking for an experienced Executive Assistant to provide comprehensive administrative and logistical support to C-suite executives. This role involves managing complex schedules, coordinating travel arrangements, and overseeing event logistics to ensure smooth operations. This is a long-term contract position based in Santa Barbara, California, with occasional on-site requirements.</p><p><br></p><p>Responsibilities:</p><p>• Manage executive calendars ensuring seamless scheduling and prioritization.</p><p>• Arrange and coordinate travel plans, including booking accommodations, transportation, and handling real-time changes.</p><p>• Process and track expense reports, ensuring accuracy and compliance.</p><p>• Organize and support events such as team dinners, offsites, and other executive gatherings.</p><p>• Maintain clear and proactive communication with executives and stakeholders to address needs and resolve issues promptly.</p><p>• Handle confidential information with discretion and professionalism.</p><p>• Prepare materials and documents for executive meetings, ensuring all details are accurate and timely.</p><p>• Collaborate with other teams to ensure logistics align with organizational priorities.</p><p>• Provide proactive solutions to streamline administrative processes and improve efficiency.</p><p>• Adapt quickly to a fast-paced environment while maintaining exceptional attention to detail.</p>
