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1 result for Sr Financial Reporting Technical Accounting Analyst in Goleta, CA

Financial Analyst/Manager

Santa Ynez, CA
onsite
Permanent / Full Time
110000 - 145000 USD / Yearly
We are looking for a Financial Analyst/Manager to support financial planning, performance analysis, and investment oversight for a dynamic organization in Buellton, California. This role combines strategic finance, treasury visibility, and operational insight to help leadership make informed decisions across a diverse portfolio. The ideal candidate brings strong analytical judgment, experience building clear reporting for stakeholders, and the ability to translate financial results into practical business recommendations. Responsibilities: • Direct cash position oversight by assessing liquidity, forecasting funding needs, and identifying appropriate use of excess capital. • Analyze financial and operating results across portfolio businesses to surface key trends, performance gaps, risk factors, and growth opportunities. • Partner with leadership on annual budgets, rolling forecasts, and longer-range planning initiatives that support business objectives. • Create and maintain KPI reporting, dashboards, and standardized management packages for executives, internal teams, and investors. • Perform benchmarking, scenario analysis, and valuation-oriented modeling to evaluate current operations and potential acquisition opportunities. • Review investment activity and fund data, then prepare periodic performance summaries and materials for internal and committee-level discussions. • Monitor treasury accounts and investment transactions, including activity related to marketable securities, mutual funds, and real estate holdings managed by external partners. • Assess contractual financial terms and contribute analytical support for strategic projects such as acquisitions, working capital improvement, and portfolio readiness initiatives. • Deliver real estate finance analysis, including asset-level performance reporting, and provide support on additional high-priority assignments as needed.
2026-08-07T00:00:00Z