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3 results for Aiml Analyst in Santa Barbara, CA
- Buellton, CA
- onsite
- Permanent / Full Time
- 110000 - 145000 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.<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.
- 2026-10-19T00:00:00Z
- Ventura, CA
- onsite
- Permanent / Full Time
- 80000 - 100000 USD / Yearly
- We are looking for an experienced Financial Analyst to support strategic financial planning and deliver meaningful insights that guide business decisions. This role partners with leadership to evaluate performance, build reliable forecasts, and turn complex data into clear recommendations. The ideal candidate brings strong analytical judgment, advanced Excel capabilities, and a background working with financial reporting and decision-support tools.<br><br>Responsibilities:<br>• Develop financial models, budgets, and rolling forecasts to support planning, performance tracking, and operational decision-making.<br>• Analyze variances, trends, and profitability drivers, then translate findings into practical recommendations for leadership.<br>• Create and maintain dashboards, automated reports, and key performance metrics using business intelligence and data visualization tools.<br>• Perform ad hoc financial analysis and data mining to answer business questions, identify risks, and uncover opportunities for improvement.<br>• Prepare presentations and communicate analytical results to leadership, committees, and other stakeholders in a clear and actionable way.<br>• Partner with cross-functional teams to gather data, improve reporting accuracy, and strengthen financial planning processes.<br>• Use advanced Microsoft Excel features, including complex formulas, Power Query, and structured modeling techniques, to manage and interpret large data sets.<br>• Participate in required job-related training and career development activities, including online, in-person, and offsite coursework as assigned.
- 2026-10-02T00:00:00Z
- Ventura, CA
- onsite
- Temporary / Contract
- 45 - 55 USD / Hourly
- We are looking for a Sr. Financial Analyst to join a Contract position based in Ventura, California. This role will focus on delivering high-impact financial analysis, forecasting, and modeling that supports business planning and executive decision-making. The ideal candidate will bring strong analytical judgment, experience working with complex data, and the ability to translate financial results into clear business insights for a variety of stakeholders.<br><br>Responsibilities:<br>• Build and refine financial models that support budgeting, forecasting, long-range planning, and strategic evaluations across the organization.<br>• Examine financial and operational results to uncover trends, explain variances, identify unusual performance patterns, and recommend practical next steps.<br>• Produce detailed profitability analysis for products, services, channels, member segments, and portfolio performance, including assessment of new offerings and key value drivers.<br>• Perform scenario, sensitivity, variance, and trend analysis to help leadership evaluate financial outcomes and make informed business decisions.<br>• Contribute to asset and liability management reporting, including analysis related to balance sheet performance, liquidity, and concentration exposure.<br>• Support loan and deposit portfolio reviews and assist with forecasting tied to balance sheet strategy and broader business initiatives.<br>• Collaborate with business teams and technology partners to create reliable data solutions, reporting frameworks, dashboards, and scorecards that scale effectively.<br>• Validate report accuracy, resolve data quality issues, and improve documentation, controls, and reporting processes to strengthen consistency and reliability.<br>• Present financial findings and recommendations to leaders in a concise, persuasive manner, making complex concepts accessible to both technical and non-technical audiences.
- 2026-09-30T00:00:00Z