We are looking for an experienced Financial Analyst/Manager to support financial oversight, performance reporting, and strategic decision-making for a diverse investment portfolio in Buellton, California. This role works closely with business leaders and management teams to strengthen planning, monitor results, and deliver insight into cash management, operating trends, and investment performance. The ideal candidate brings strong analytical judgment, advanced modeling capability, and a practical understanding of reporting, controls, and cross-functional collaboration.<br><br>Responsibilities:<br>• Direct cash position analysis, liquidity planning, borrowing activity, and short-term investment oversight to support sound treasury management.<br>• Assess financial and operating results across portfolio companies, highlighting emerging patterns, risks, and areas for improvement.<br>• Partner with leadership on annual budgets, rolling forecasts, and longer-range financial plans that inform business decisions.<br>• Track key performance indicators and operational priorities with management teams to measure progress against strategic value-creation objectives.<br>• Build consistent reporting packages, dashboards, and analytical summaries for internal leadership, investors, and committee review.<br>• Perform benchmarking, scenario analysis, and valuation-focused modeling to evaluate current investments and potential acquisition opportunities.<br>• Review investment activity for tribal funds and prepare quarterly performance reporting with accurate, decision-ready analysis.<br>• Oversee financial monitoring of bank accounts, securities activity, settlements, and transactions managed by external investment partners, including real estate and mutual fund holdings.<br>• Analyze contract terms and support strategic efforts such as acquisitions, working capital improvement, exit preparation, and real estate finance projects.<br>• Contribute to ad hoc assignments and foster a collaborative, respectful workplace aligned with organizational values and shared goals.
We are looking for an experienced Sr. Accountant to join a mission-driven nonprofit organization in San Luis Obispo, California. This role will lead core accounting activities, support accurate and timely financial reporting, and help strengthen fiscal operations across the agency. The ideal candidate brings strong technical accounting expertise, sound judgment, and the ability to work collaboratively in a values-based and inclusive environment.<br><br>Responsibilities:<br>• Lead daily accounting operations across the general ledger, payroll accounting, payables, receivables, billing, and expense tracking to maintain complete and accurate financial records.<br>• Oversee month-end and year-end close activities, ensuring reconciliations, journal entries, accruals, and supporting documentation are completed on schedule.<br>• Maintain the chart of accounts and general ledger structure with proper coding by program, funding source, cost center, and reporting period.<br>• Prepare bank reconciliations and review balance sheet account activity to identify discrepancies, investigate outstanding items, and resolve issues promptly.<br>• Produce financial statements, budget-to-actual reports, variance analyses, and related schedules to support leadership decision-making and budget monitoring.<br>• Monitor compliance with generally accepted accounting principles, regulatory requirements, loan agreements, and the financial terms of grants, contracts, and contributions.<br>• Support accounting for grants and contracts, including revenue recognition, receivables, deferred balances, and restricted funding activity.<br>• Partner with finance leadership to improve administrative and business practices while promoting consistent, well-controlled financial operations across the organization.
We are looking for a detail-oriented Staff Accountant to support core accounting operations for a Long-term Contract position based in San Luis Obispo, California. This role will contribute to accurate financial reporting, tax-related activities, and day-to-day ledger management while partnering with internal stakeholders to maintain strong accounting controls. The ideal candidate brings hands-on experience across reconciliations, journal activity, and corporate tax processes in a deadline-driven environment.<br><br>Responsibilities:<br>• Prepare and record journal entries to ensure financial transactions are accurately reflected in the accounting records.<br>• Maintain and review the general ledger, investigating variances and resolving discrepancies in a timely manner.<br>• Perform balance sheet reconciliations and follow through on outstanding items to support accurate month-end reporting.<br>• Assist with corporate tax activities, including gathering documentation and supporting the preparation of tax filings.<br>• Manage sales tax processes by reviewing taxable transactions, compiling data, and helping ensure timely submissions.<br>• Support the preparation of corporate tax return information by organizing financial data and validating account details.<br>• Collaborate with finance and operational teams to improve accuracy in reporting and uphold accounting compliance standards.
We are looking for an Accounts Payable Clerk to join our accounting team in Santa Maria, California. In this role, you will help keep vendor payments accurate, timely, and well-documented while supporting smooth day-to-day financial operations across multiple entities. The ideal candidate brings strong attention to detail, sound judgment, and the ability to manage a high volume of invoices while maintaining excellent internal and external communication.<br><br>Responsibilities:<br>• Verify vendor invoices for accuracy, required approvals, and supporting documentation before processing payments.<br>• Enter invoice details into the accounting system with a high level of accuracy and in accordance with established procedures.<br>• Manage a large volume of purchase orders and match related invoices to ensure proper authorization and payment handling.<br>• Coordinate vendor setup and maintain complete records, including required tax and compliance documentation.<br>• Prepare payment batches, secure necessary approvals, and process checks or electronic payments based on agreed vendor terms.<br>• Investigate and resolve invoice issues such as discrepancies, duplicate billings, missing paperwork, and payment inquiries from vendors or internal teams.<br>• Monitor opportunities for early payment discounts and help ensure the company benefits from available cost savings.<br>• Produce aging, pending invoice, and other accounts payable reports to support month-end, year-end, and ongoing financial review activities.<br>• Assist with annual 1099 preparation by reviewing vendor data and confirming tax identification information is accurate and complete.<br>• Provide support to accounting leadership and cross-functional departments with expense research, special assignments, and other accounts payable needs as required.