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4 results for Financial Analysis Manager in San Luis Obispo, CA

Financial Analyst/Manager

Buellton, CA
onsite
Permanent / Full Time
110000.00 - 145000.00 USD / Yearly
We are looking for a detail-oriented finance specialist who can guide reporting, planning, and performance analysis across a diverse investment and operating portfolio in California. This role combines hands-on financial oversight with strategic partnership, helping leadership evaluate results, manage liquidity, and support informed decision-making. The ideal candidate brings strong analytical judgment, experience building actionable reporting, and the ability to translate complex data into clear business insights. Responsibilities: • Manage cash positioning activities by reviewing liquidity, anticipating financing needs, and identifying funds available for investment decisions. • Analyze the financial and operating results of portfolio businesses to highlight performance patterns, identify potential risks, and uncover areas for improvement. • Collaborate with leadership on annual budgets, rolling forecasts, and long-range planning to support business objectives and capital priorities. • Track key performance indicators and operational milestones with management teams to measure progress against strategic value-creation goals. • Create consistent reports, dashboards, and presentation materials that provide meaningful updates to internal leaders, investors, and committee stakeholders. • Perform benchmarking, sensitivity analysis, and scenario modeling to evaluate business outlook, strategic options, and potential acquisition opportunities. • Review investment activity and prepare recurring performance summaries for investment funds, including quarterly reporting packages. • Oversee treasury-related activity by monitoring bank accounts and validating transactions involving marketable securities, real estate holdings, and externally managed funds. • Assess contracts and agreements to identify financial implications, key terms, and areas of potential exposure. • Support high-priority initiatives such as acquisition analysis, working capital improvement efforts, real estate finance reporting, and other special projects as assigned.
2026-05-27T16:28:44Z

Controller

Santa Maria, CA
onsite
Permanent / Full Time
125000.00 - 175000.00 USD / Yearly
We are looking for an experienced Controller to lead financial oversight for a group of operating companies in Santa Maria, California. This position plays a central role in maintaining reliable financial reporting, strengthening accounting operations, and supporting sound business decisions through budgeting and analysis. The ideal candidate brings strong leadership, technical accounting knowledge, and the ability to connect financial strategy with broader organizational objectives. Responsibilities: • Direct the month-end close cycle and ensure financial reports are completed accurately and on schedule. • Prepare and share periodic financial statements and related insights with leadership to support operational and strategic decisions. • Partner with management on annual planning by developing budgets, monitoring forecast performance, and explaining variances. • Establish, refine, and monitor internal control processes to protect reporting integrity and support compliance standards. • Coordinate audit activity with external auditors and assist with materials needed for tax preparation. • Lead, mentor, and prioritize the work of accounting team members across core finance functions. • Oversee divisional accounting activities, including financial analysis, budget management, accounts payable, and accounts receivable. • Contribute to treasury-related responsibilities and help support cash management activities. • Participate in enterprise software enhancement initiatives, including ERP upgrade efforts, from a finance perspective.
2026-06-01T22:58:47Z

Staff Accountant

Buellton, CA
onsite
Permanent / Full Time
62400.00 - 72800.00 USD / Yearly
We are looking for a detail-oriented Staff Accountant to join our team in Buellton, California. This role supports day-to-day accounting operations with a strong focus on receivables, payables, reconciliations, and reporting in a high-volume environment. The ideal candidate brings solid accounting experience, works well across departments, and helps maintain accurate financial records while supporting efficient cash flow management. Responsibilities: • Oversee incoming receivables by reviewing aging activity, contacting customers on outstanding balances, and contributing to timely collection efforts. • Record and reconcile customer payments received through multiple channels, including electronic transfers, checks, and credit card transactions. • Research payment variances such as unapplied cash, deductions, short payments, and chargebacks, then resolve discrepancies accurately and promptly. • Generate reports related to aging, collections performance, and cash flow to support financial visibility and decision-making. • Review and enter vendor invoices with correct coding, complete documentation, and appropriate approvals before processing. • Compare vendor statements against internal records, address missing or disputed invoices, and respond to payment-related inquiries. • Maintain organized and up-to-date customer and supplier account records, including relevant supporting documentation. • Assist with month-end and year-end close tasks by preparing reconciliations, supporting general ledger accuracy, and completing account tie-outs. • Contribute to audit readiness, internal control compliance, and ongoing improvements to accounting workflows through coordination with accounting and purchasing teams.
2026-05-29T18:48:48Z

Tax Staff - Public

Pismo Beach, CA
onsite
Permanent / Full Time
65000.00 - 70000.00 USD / Yearly
We are looking for a meticulous, detail-oriented tax specialist to support a wide range of client engagements in California. This position focuses on preparing accurate tax filings, reviewing financial information, and helping clients remain compliant with evolving federal and state requirements. The ideal candidate is organized, analytical, and comfortable balancing multiple priorities in a deadline-driven public accounting environment. Responsibilities: • Prepare and review tax filings for individuals, partnerships, corporations, and trusts with a strong focus on accuracy and timeliness. • Examine financial records and supporting documents to develop complete and well-supported tax return workpapers. • Conduct tax research and contribute to planning efforts to address client-specific questions and compliance needs. • Investigate notices, inconsistencies, and reporting issues, then assist in developing appropriate resolutions. • Partner with senior accountants and managers to deliver high-quality service across a variety of tax engagements. • Maintain organized documentation and ensure all files meet firm standards for completeness and audit readiness. • Monitor updates in tax law and accounting guidance and apply changes appropriately to client work. • Manage competing deadlines during busy periods while maintaining careful attention to detail and quality standards.
2026-05-22T16:58:44Z