Results for Project Analyst Jobs in San Luis Obispo, CA

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Financial Analyst/Manager

Buellton, CA
onsite
Permanent / Full Time
110000.00 - 145000.00 USD / Yearly
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. Responsibilities: • Direct cash position analysis, liquidity planning, borrowing activity, and short-term investment oversight to support sound treasury management. • Assess financial and operating results across portfolio companies, highlighting emerging patterns, risks, and areas for improvement. • Partner with leadership on annual budgets, rolling forecasts, and longer-range financial plans that inform business decisions. • Track key performance indicators and operational priorities with management teams to measure progress against strategic value-creation objectives. • Build consistent reporting packages, dashboards, and analytical summaries for internal leadership, investors, and committee review. • Perform benchmarking, scenario analysis, and valuation-focused modeling to evaluate current investments and potential acquisition opportunities. • Review investment activity for tribal funds and prepare quarterly performance reporting with accurate, decision-ready analysis. • Oversee financial monitoring of bank accounts, securities activity, settlements, and transactions managed by external investment partners, including real estate and mutual fund holdings. • Analyze contract terms and support strategic efforts such as acquisitions, working capital improvement, exit preparation, and real estate finance projects. • Contribute to ad hoc assignments and foster a collaborative, respectful workplace aligned with organizational values and shared goals.
2026-10-19T15:23:44Z

Controller

Santa Barbara, CA
onsite
Permanent / Full Time
120000.00 - 150000.00 USD / Yearly
We are looking for an accomplished Controller to lead financial operations and strengthen accounting practices for our organization in Santa Barbara, California. This role will guide a multi-function accounting team, deliver reliable financial reporting, and provide insight that supports business planning and long-term objectives. The ideal candidate brings strong leadership experience, a solid background in project-based accounting, and the ability to improve systems, processes, and overall financial performance. Responsibilities: • Provide direction, coaching, and performance leadership to accounting professionals across project accounting, payroll, accounts payable, accounts receivable, and collections. • Partner with senior leaders and business stakeholders to align financial strategies with organizational goals and support key planning initiatives. • Build and oversee annual budgets, planning frameworks, and financial models that help guide operational and strategic decisions. • Produce complete and accurate monthly and annual financial statements while ensuring an efficient and well-controlled close process. • Monitor liquidity needs by evaluating cash position, preparing forecasts, and identifying trends that may affect financial stability. • Identify opportunities to strengthen reporting tools, streamline workflows, and elevate accounting best practices through process and technology improvements. • Support financial oversight for project-based work by ensuring accurate tracking, reporting, and analysis of project performance. • Use data analysis and reporting tools, including advanced spreadsheet capabilities, to deliver actionable financial insight to leadership.
2026-10-15T16:33:50Z

Staff Accountant

San Luis Obispo, CA
onsite
Permanent / Full Time
80000.00 - 95000.00 USD / Yearly
We are looking for a detail-oriented Staff Accountant to join our team in San Luis Obispo, California. In this role, you will support accurate financial operations across multiple entities by contributing to reporting, reconciliations, tax compliance, and monthly close activities. This position works closely with accounting leadership while also partnering with employees, vendors, and internal departments to resolve questions and strengthen day-to-day processes. Responsibilities: • Prepare financial statements for multiple entities, including profit and loss reports and balance sheets, while helping maintain reporting accuracy and timeliness. • Maintain accounting records for affiliated companies, reconcile general ledger activity, and support cross-company alignment efforts as needed. • Complete monthly tax filings and contribute to annual tax preparation activities in accordance with reporting deadlines. • Oversee rebate accounting by tracking program activity, reconciling balances, and recording related journal entries. • Administer fixed asset records, calculate monthly depreciation, and ensure all entries are properly reflected in the general ledger. • Handle daily cash and banking tasks, including account monitoring, report distribution, payment scheduling, and prompt resolution of variances. • Process accounts payable disbursements for approval, manage company credit card activity, and maintain petty cash balances with proper documentation. • Reconcile assigned balance sheet accounts, track prepaid and debt schedules, post amortization entries, and support monthly close requirements. • Organize audit support materials, respond to audit-related requests, and assist with annual budgeting, financial analysis, and other special projects. • Prepare operational and expense reports for leaders, investigate discrepancies through root-cause analysis, and recommend improvements to accounting procedures and internal controls.
2026-10-01T21:13:43Z

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-hire opportunity offers a hybrid schedule, 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.
2026-10-20T17:48:46Z

4 results for Project Analyst in San Luis Obispo, CA