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6 results for Operations Manager Financial Services in Palm Springs, CA

Controller

Ontario, CA
onsite
Permanent / Full Time
130000.00 - 180000.00 USD / Yearly
We are looking for an experienced Controller to oversee the full accounting and finance function for a growing organization in Ontario, California. This position is ideal for a hands-on leader who can balance strategic financial oversight with day-to-day operational accounting while supporting a small team. The Controller will partner closely with company leadership, maintain strong compliance practices, and help ensure accurate reporting, planning, and financial controls across the business. Responsibilities:• Direct the company’s accounting and finance activities, ensuring accurate reporting, strong internal controls, and dependable financial operations.• Manage core accounting processes including accounts payable, accounts receivable, general ledger activity, and period-end close procedures.• Prepare timely financial statements and deliver analysis that supports business decisions, performance tracking, and operational planning.• Lead budgeting and forecasting efforts, monitoring results against plan and identifying trends or variances that require attention.• Oversee bank and account reconciliations, fixed asset records, depreciation schedules, and financial documentation integrity.• Supervise a small accounting support team, providing guidance to staff responsible for payables, receivables, payroll, and related administrative functions.• Coordinate regulatory and financial compliance matters, including county and state reporting obligations, rate-related documentation, and external review support.• Collaborate with outside tax and financial service providers to supply records, resolve questions, and support annual reporting needs.• Contribute to finance-related system improvements, including support for future billing software implementation and process enhancements.
2026-04-24T15:33:46Z

Controller

Wildomar, CA
onsite
Permanent / Full Time
100000.00 - 140000.00 USD / Yearly
ControllerA growing, project-based company in the construction-related industry is seeking a Controller to partner closely with the CEO and lead accounting and finance operations. This is an onsite leadership opportunity for a hands-on, tech-forward professional who can improve processes, support operational decision-making, and help modernize the finance function.Responsibilities<ul><li>Oversee day-to-day accounting and finance operations across multiple locations</li><li>Partner with executive leadership to provide financial insight and operational support</li><li>Manage accounting in a job cost environment, including WIP reporting and analysis</li><li>Lead month-end and year-end close processes, financial reporting, and account reconciliations</li><li>Monitor and manage multi-state sales tax compliance, including nexus tracking and tax treatment review</li><li>Support ERP optimization, system improvements, and potential migration-related initiatives</li><li>Build and enhance reporting tools, dashboards, and financial analysis for leadership decision-making</li><li>Use advanced Excel and business intelligence tools to streamline reporting and improve visibility into key metrics</li><li>Work with databases and internal data sources to improve reporting accuracy and workflow efficiency</li><li>Identify process gaps, recommend solutions, and implement improvements proactively</li><li>Support a forward-looking, technology-driven environment with an emphasis on automation and AI-enabled efficiencies</li></ul>Qualifications<ul><li>7+ years of experience as a Controller or Senior Accounting Manager</li><li>Background in construction, manufacturing, or another project-based environment</li><li>Strong experience with job costing and WIP</li><li>Hands-on knowledge of multi-state sales tax compliance and nexus monitoring</li><li>ERP experience, with preference for Microsoft Dynamics 365 Business Central or similar systems</li><li>Advanced Excel skills, including complex formulas, dynamic reporting, and workbook development</li><li>Experience creating reports or dashboards in Power BI, Tableau, or similar tools</li><li>Comfort working with databases such as Access, SQL, Dataverse, or similar platforms</li><li>Knowledge of California employment regulations or ability to ramp up quickly</li><li>Proactive, solutions-oriented mindset with a strong operational approach</li></ul>Preferred<ul><li>Experience improving Power BI dashboards tied to ERP systems</li><li>Exposure to database environments used for internal reporting and data management</li><li>Interest in AI tools, automation, and technology-driven process improvement</li><li>Prior experience in a senior finance leadership role with broad operational involvement</li></ul>Additional Details<ul><li>Onsite role in Southwest Riverside County, California</li><li>Compensation up to $140,000 annually</li><li>Benefits include medical, dental, vision, and 401(k)</li></ul>
2026-05-01T21:04:11Z

Accounts Receivable Manager

San Diego, CA
onsite
Permanent / Full Time
85000.00 - 95000.00 USD / Yearly
We are looking for an experienced Accounts Receivable Manager to lead and oversee the collection department in San Diego, California. This role involves managing a team, developing operational strategies, and ensuring effective credit and collections procedures to optimize financial outcomes. The ideal candidate will bring strong leadership skills, a solid understanding of accounts receivable processes, and a commitment to maintaining compliance with industry standards. Responsibilities: • Lead and manage a team of permanent employees and contract staff, providing training, motivation, and development to maintain low turnover rates. • Evaluate and enhance current credit and collections procedures, ensuring compliance with best practices and optimizing customer credit ratings. • Analyze collection efforts and associated costs to strike a balance between staffing levels and cost efficiency. • Prepare and present daily, monthly, and ad-hoc reports on collection activities, outstanding balances, and performance metrics to senior management. • Collaborate with cross-functional teams to address customer concerns and expedite payments. • Approve account adjustments and audit delinquent accounts to ensure all recovery efforts are exhausted before assigning bad credit status. • Oversee the preparation and management of accounts sent to external collection agencies, including payment processing and customer reinstatement. • Monitor and analyze aged accounts to maintain effective cash flow and minimize overdue balances. • Ensure compliance with Sarbanes-Oxley requirements through regular audits and reviews. • Develop and implement strategic decisions, in consultation with senior leadership, to align with business goals.
2026-04-06T20:44:17Z

Controller

Carlsbad, CA
onsite
Temporary / Contract
55.41 - 64.16 USD / Hourly
seeking an experienced Interim Controller Consultant to support financial operations during a short-term engagement. This role will oversee core accounting functions, manage a small team, and ensure timely, accurate financial reporting. The ideal candidate is hands-on, detail-oriented, and highly proficient in Excel. Key Responsibilities Manage and mentor a team of 2 accounting professionals Oversee and review all account reconciliations and journal entries Perform and manage all prepaid expense accounting, including setup, amortization, and reconciliation Own and manage the purchasing card (P‑card) process, including reviews, reconciliations, and compliance Ensure accurate and timely month-end close Prepare and review financial statements (monthly and ad hoc) Maintain and strengthen internal controls and accounting best practices Partner with leadership to ensure financial accuracy and transparency Identify opportunities to improve accounting processes and documentation Qualifications & Experience Prior experience as a Controller or Senior Accounting Manager Strong working knowledge of GAAP Hands-on experience with reconciliations, journal entries, prepaids, and P‑cards Advanced Excel skills (pivot tables, VLOOKUP/XLOOKUP, financial analysis) Experience managing and developing accounting staff Ability to step into an interim role and add immediate value Strong communication, organization, and problem-solving skills Additional Details On-site presence required 2 days per week in North County San Diego Ideal for an interim or consulting professional available for a 3–4 month engagement
2026-04-30T20:08:41Z

VP of Finance

Fallbrook, CA
onsite
Permanent / Full Time
200000.00 - 240000.00 USD / Yearly
Key Responsibilities • Build and lead the FP& A function from the ground up • Establish budgeting and forecasting discipline • Lead cash flow forecasting and liquidity management • Oversee audit relationships (CLA) and ensure timely reporting • Manage investor relations and reporting packages • Lead financing strategy and capital structure planning • Support pre-acquisition diligence and integration • Partner with CEO on board reporting, covenant reporting, and financial performance updates • Evaluate whether to keep outsourced accounting or bring functions in-house • Ensure timely consolidation of acquired businesses • Implement scalable financial processes, systems, and controls • Support a rapidly growing field services business with budget setting and cost oversight ________________________________________ Must-Have Qualifications • Strong financial acumen with experience in high-growth environments • Ability to build FP& A, budgeting, forecasting, and cash flow models • Experience with debt-financed businesses and capital allocation • Hands-on leadership style; willingness to “roll up your sleeves” • Strong Excel / financial modeling • Experience overseeing audits and managing external accounting relationships • Ability to operate in a complex environment with multiple systems and acquisitions • Cultural fit: collaborative, grounded, analytical, and execution-focused ________________________________________
2026-04-10T19:04:46Z

Controller

Corona, CA
onsite
Permanent / Full Time
120000.00 - 130000.00 USD / Yearly
We are looking for a hands-on Controller to lead financial operations and provide strong business support for our California location. This position combines core accounting leadership with oversight of payroll and HR-related functions, requiring someone who can balance operational priorities, collaborate across departments, and adapt quickly in a dynamic environment. The ideal candidate is comfortable working with data, using multiple systems, and building effective relationships with branch leadership, employees, and corporate partners. Responsibilities: • Oversee essential accounting activities, including month-end close, financial reporting, budgeting, forecasting, and general ledger accuracy. • Direct payroll and HR support functions while supervising a growing team and ensuring day-to-day work is completed accurately and on schedule. • Partner closely with management to address employee relations matters such as performance management, engagement, retention, annual reviews, and disciplinary support. • Analyze financial results and operational trends to help leadership understand performance, identify risks, and make informed business decisions. • Use Excel and other business systems to import, organize, reconcile, and interpret data from multiple sources. • Coordinate with branch, regional, divisional, and corporate stakeholders to support ongoing initiatives and maintain progress across key projects. • Manage competing requests from local and regional leadership by setting priorities and keeping critical deadlines on track. • Provide coaching, direction, and written feedback to team members to strengthen accountability and support career development.
2026-04-27T22:58:45Z