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5 results for Financial Reporting 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 Financial Analyst/Manager to support financial planning, performance analysis, and investment oversight for a diverse portfolio in Buellton, California. This role works closely with business leaders to turn financial data into clear recommendations that improve decision-making, operational execution, and long-term value creation. The ideal candidate brings strong analytical judgment, experience with reporting and forecasting, and the ability to manage a wide range of finance activities from treasury monitoring to strategic project support. Responsibilities: • Manage daily cash visibility by reviewing liquidity, anticipating funding requirements, and identifying appropriate use of excess capital. • Analyze financial and operating results across portfolio businesses to highlight performance patterns, emerging risks, and areas for improvement. • Partner with leadership on annual budgets, recurring forecasts, and multi-year planning to support business priorities and growth objectives. • Track key performance indicators and operational progress with management teams to measure execution against strategic value-building goals. • Create consistent reporting materials, dashboards, and investor-facing analyses that present financial results in a clear and actionable format. • Perform benchmarking, sensitivity analysis, and scenario modeling to evaluate current performance and inform acquisition-related decisions. • Review investment activity and prepare quarterly reporting on fund performance, including analysis of holdings and results. • Develop presentation materials for internal leadership, external audiences, and committee meetings, ensuring data is accurate and well organized. • Oversee treasury-related activity by monitoring bank accounts and reviewing transactions involving marketable securities, mutual funds, and real estate investments managed by third parties. • Support broader strategic efforts such as contract review, working capital improvement, acquisition analysis, real estate finance reporting, and other assigned projects.
2026-09-11T15:53:38Z

Controller

Santa Barbara, CA
onsite
Permanent / Full Time
120000.00 - 150000.00 USD / Yearly
We are looking for an experienced Controller to lead the financial operations of our organization in Santa Barbara, California. This position will oversee core accounting functions, guide financial planning efforts, and deliver accurate reporting that supports sound business decisions. The ideal candidate brings strong leadership, deep accounting knowledge, and the ability to strengthen processes while partnering closely with operational and executive stakeholders. Responsibilities: • Direct and develop the accounting function across project accounting, payroll, accounts payable, accounts receivable, and collections to ensure accuracy, accountability, and strong team performance. • Partner with senior leaders, principals, and market-facing stakeholders to align financial activities with organizational priorities and long-term business objectives. • Lead the preparation and oversight of annual budgets, financial plans, and related reporting frameworks to support effective decision-making. • Oversee monthly and annual close activities, ensuring financial statements are completed accurately, on schedule, and in compliance with reporting standards. • Monitor liquidity needs through regular cash flow review and forward-looking forecasting to support operational stability and planning. • Identify opportunities to improve financial systems, reporting workflows, and department processes by applying best practices and operational efficiencies. • Provide financial insight and analytical support to leadership by interpreting results, highlighting trends, and recommending actions. • Establish and maintain effective internal controls and accounting procedures that promote consistency, compliance, and reliable financial data.
2026-09-08T22:04:00Z

Staff Accountant

San Luis Obispo, CA
onsite
Temporary to Hire
28.00 - 36.00 USD / Hourly
We are looking for a dedicated Staff Accountant to join a non-profit organization in San Luis Obispo, California. This Contract to ongoing position offers a blend of in-office and remote work, providing an exciting and rewarding opportunity for professionals who thrive in dynamic environments. As a key member of the accounting team, you will play an integral role in journal entries, reconciliations, and financial reporting while adhering to established accounting policies. Responsibilities: • Prepare detailed journal entries and reconcile accounts including cash, payroll, and prepaid expenses. • Analyze and report monthly balance sheet and income statement data to assist management decision-making. • Support month-end, quarter-end, and year-end closing processes by preparing financial close workbooks. • Assist in maintaining and implementing internal controls to ensure compliance with organizational accounting standards. • Manage capital lease schedules and coordinate monthly payments. • Maintain and reconcile the fixed asset ledger, including depreciation schedules. • Perform month-end account reconciliations and recurring journal entries with minimal supervision. • Process intercompany transactions and reconciliations to ensure accurate reporting. • Compile financial data for analysis and present it in a clear, actionable format. • Contribute to departmental initiatives and complete ad-hoc projects as assigned.
2026-09-15T02:24:07Z

Accountant

Buellton, CA
onsite
Temporary / Contract
31.66 - 36.66 USD / Hourly
We are looking for a detail-oriented Accountant to join our team on a contract basis in Santa Ynez, California. This role is ideal for someone with a strong background in accounting processes, including accounts payable, accounts receivable, and payroll. If you are skilled in handling invoicing, inventory reconciliation, and general ledger functions, we encourage you to apply. Responsibilities:• Manage accounts payable and accounts receivable processes to ensure accurate and timely transactions.• Prepare and review journal entries and maintain the general ledger for financial accuracy.• Conduct bank reconciliations to verify account balances and transactions.• Process payroll for a workforce of under 50 employees, ensuring compliance with regulations.• Oversee high-volume invoicing and verify accuracy in billing procedures.• Perform inventory reconciliations to monitor and maintain accurate stock records.• Utilize Microsoft Business Central and QuickBooks Online for accounting operations.• Generate financial reports and analyze data to assist in decision-making.• Ensure compliance with accounting standards and company policies.• Collaborate with team members to streamline and improve financial processes.
2026-09-16T21:43:37Z

HIM Operations Manager

Santa Maria, CA
onsite
Temporary / Contract
40.00 - 43.00 USD / Hourly
The HIM Operations Manager is responsible for overseeing Health Information Management operations and developing processes and initiatives that improve Revenue Cycle performance across Arroyo Grande French Medical Center and Marian Regional Medical Center.This role partners with HIM, Revenue Cycle, Coding, Clinical, and other operational teams to strengthen information management processes, improve data accuracy and integrity, reduce operational inefficiencies, and support timely and accurate reimbursement. Responsibilities:<ul><li>Oversee day-to-day HIM operational activities across multiple hospital locations, ensuring efficient workflows, quality, and regulatory compliance.</li><li>Develop and implement process improvements and operational initiatives designed to improve Revenue Cycle performance.</li><li>Analyze HIM and Revenue Cycle workflows to identify opportunities to improve data accuracy, documentation, coding, billing, and reimbursement outcomes.</li><li>Monitor operational performance, identify trends and barriers, and use data and reporting to drive measurable improvements.</li><li>Partner with Coding, CDI, Revenue Cycle, Patient Access, Clinical, and other cross-functional teams to resolve issues affecting financial performance.</li><li>Ensure the integrity, confidentiality, accessibility, and appropriate management of health information in accordance with applicable regulatory and organizational requirements.</li><li>Establish and monitor performance metrics, quality standards, productivity expectations, and process controls.</li></ul>
2026-08-28T12:53:40Z