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2 results for Financial Analysis Manager in San Luis Obispo, CA
- 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.<br><br>Responsibilities:<br>• Direct cash positioning activities by assessing liquidity, anticipating financing needs, and identifying appropriate use of excess funds.<br>• Analyze the financial and operating results of portfolio businesses to surface patterns, highlight exposure areas, and uncover improvement opportunities.<br>• Collaborate with business leaders on annual budgets, forecasts, and longer-range plans that support strategic and operational goals.<br>• Track key performance indicators and major initiatives with management teams to measure progress against value creation objectives.<br>• Create consistent reporting tools, dashboards, and presentation materials for internal decision-makers, investors, and committee meetings.<br>• Perform comparative analysis, scenario planning, and valuation-focused modeling to evaluate current operations and potential acquisition opportunities.<br>• Review monthly investment activity for tribal funds and prepare quarterly summaries that communicate performance clearly and accurately.<br>• Oversee treasury-related account activity, including banking transactions, securities trades, settlements, and investment movements managed by external partners.<br>• 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
- Pismo Beach, CA
- onsite
- Permanent / Full Time
- 65000.00 - 70000.00 USD / Yearly
- We are looking for a diligent Tax Staff team member to support a public accounting team in California. This position focuses on preparing a broad range of tax filings, reviewing financial information for accuracy, and helping clients remain aligned with current tax requirements. The ideal candidate brings solid technical tax knowledge, strong organization, and the ability to manage competing deadlines with care and precision.<br><br>Responsibilities:<br>• Prepare federal and state tax filings for individuals, business entities, and trusts while ensuring accuracy and timely completion.<br>• Review client financial records, organize supporting documentation, and analyze data needed to complete tax engagements.<br>• Contribute to tax research and planning efforts by applying current laws and regulations to client situations.<br>• Investigate tax notices, variances, and filing issues, then assist in developing appropriate resolutions.<br>• Partner with senior accountants and managers to deliver high-quality work across multiple client assignments.<br>• Maintain complete workpapers and engagement documentation in accordance with firm expectations.<br>• Monitor updates in tax legislation and accounting guidance to support compliant and informed tax preparation.
- 2026-07-02T17:30:09Z