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5 results for Budget Analyst in Santa Barbara, CA

Credit Analyst

Oxnard, CA
onsite
Permanent / Full Time
60000 - 83200 USD / Yearly
We are looking for a diligent and detail-oriented Credit Analyst to join our team in Oxnard, California. In this role, you will be responsible for evaluating credit applications, managing collections, and ensuring compliance with company policies while assisting with financial analysis and risk assessment. This position offers an excellent opportunity to contribute to the organization's financial decision-making process and support ongoing improvements. Responsibilities: • Evaluate and grade credit applications, preparing necessary reports and informational requests for internal use. • Provide guidance and training to entry-level finance staff and credit personnel to enhance team capabilities. • Oversee credit underwriting for high-value transactions exceeding $250,000, ensuring thorough analysis and risk assessment. • Develop and maintain credit models to predict trends and inform decision-making. • Use sound judgment to assess the risk profiles of potential borrowers and make recommendations. • Monitor and manage active credit files, maintaining communication with dealers and internal teams regarding application status. • Coordinate the entire credit application process, from submission to final funding. • Collect and analyze credit score data for quarterly updates to scorecards. • Stay informed about market conditions and trends to improve credit risk assessments. • Participate in team meetings and contribute to continuous improvement initiatives through ideas and feedback.
2026-04-10T00:00:00Z

Financial Analyst/Manager

Santa Ynez, CA
onsite
Permanent / Full Time
110000 - 145000 USD / Yearly
We are looking for an experienced Financial Analyst/Manager to join our team in Buellton, California. This role offers the opportunity to contribute to critical financial operations, performance analysis, and strategic initiatives that drive organizational success. The ideal candidate will possess strong analytical capabilities and leadership skills while thriving in a collaborative and dynamic environment. Responsibilities: • Manage cash flow positions, borrowing requirements, and investment opportunities to ensure optimal financial operations. • Analyze financial and operational performance of portfolio companies, identifying trends, risks, and growth opportunities. • Collaborate with leadership teams to support budgeting, forecasting, and long-term financial planning efforts. • Develop and implement standardized reporting tools, dashboards, and analyses for internal stakeholders and investors. • Conduct benchmarking and scenario modeling to evaluate business performance and potential acquisition strategies. • Prepare detailed monthly and quarterly reports on investment data, including tribal investment funds. • Monitor treasury activities, including bank accounts, stock trades, bond settlements, and real estate transactions managed by third parties. • Review enterprise contracts to assess financial terms and conditions and their impact on operations. • Provide in-depth financial analysis related to real estate assets, including performance tracking and reporting. • Participate in strategic initiatives such as acquisitions, working capital optimization, and exit strategies.
2026-04-17T00:00:00Z

Project Accountant

Ventura, CA
onsite
Temporary / Contract
27.7115 - 32.087 USD / Hourly
We are looking for a Project Accountant to join a cosmetics organization in Ventura, California on a Contract basis. This role is ideal for a finance specialist who can manage project-related accounting activities, support accurate financial reporting, and work effectively in a hybrid environment with three days in the office. The position requires strong expertise in project accounting, month-end close, Excel, and financing documentation, along with the ability to contribute to accounting activities tied to organizational system integration efforts. Responsibilities: • Manage accounting tasks related to projects, ensuring costs, budgets, and financial records are tracked accurately. • Support month-end close activities by preparing reconciliations, reviewing entries, and helping maintain timely financial reporting. • Analyze project financial data in Excel to identify variances, monitor spending, and support decision-making. • Prepare, review, and maintain financing statements and related accounting documentation with a high degree of accuracy. • Assist with accounting work connected to organizational integration activities, including validating data and supporting process continuity. • Collaborate with internal stakeholders to resolve project accounting issues and ensure financial information is complete and reliable. • Maintain organized records and documentation to support audits, compliance requirements, and internal reporting needs.
2026-04-24T00:00:00Z

Business Analyst - Financial Services

Carpinteria, CA
onsite
Permanent / Full Time
68000 - 75000 USD / Yearly
We are looking for a Business Analyst - Financial Services to support operational teams and help strengthen process execution in Carpinteria, California. This role combines day-to-day analytical support with project coordination, quality review activities, and cross-functional collaboration with technology and business stakeholders. The ideal candidate brings financial services experience, sound judgment, and the ability to identify process gaps, interpret trends, and recommend practical improvements. Responsibilities: • Provide analytical and processing support across multiple operations functions based on business demand, and build working knowledge of additional service areas as needed. • Manage assigned Level 2 initiatives, including special projects, periodic quality control reviews, and operational audit support. • Partner with operations leaders and technology teams to gather business needs, document functional specifications, coordinate project activity, and support user testing. • Review operational and system-related issues, identify recurring patterns, and present improvement recommendations to management. • Handle departmental service and research requests with accuracy, timeliness, and appropriate follow-through. • Evaluate workflows with department managers to uncover breakdowns, improve controls, and enhance overall efficiency. • Analyze reporting outcomes and performance trends to help identify training opportunities and process enhancements. • Maintain readiness to perform essential responsibilities remotely when business continuity plans are activated.
2026-04-24T00:00:00Z

Benefits Analyst

Ventura, CA
onsite
Permanent / Full Time
60000 - 65000 USD / Yearly
We are looking for a detail-oriented Data Analyst to support benefits operations and deliver accurate, timely service for clients in Chatsworth, CA. In this role, you will interpret benefits, enrollment, claims, and billing data, coordinate with internal teams and external partners, and help maintain efficient day-to-day plan administration. This position is well suited to someone who enjoys working with complex information, communicating clearly, and ensuring a high level of accuracy across reporting, documentation, and service activities. Responsibilities:• Examine claims, enrollment, demographic, and billing information to uncover patterns, validate accuracy, and support client recommendations.• Create clear reports, spreadsheets, dashboards, and summaries for leadership teams and client stakeholders using organized and reliable data.• Maintain benefit records across multiple platforms, perform data audits, and complete reconciliations to preserve data integrity.• Assist with benefit plan implementation and ongoing administration, including collecting required information, coordinating carrier setup, and updating agency management systems.• Support open enrollment activities by preparing materials, validating data files, testing plan information, and helping distribute employee communications.• Review carrier invoices each month, investigate discrepancies, and work with carriers and payroll contacts to resolve billing or eligibility issues.• Track adjustments, credits, and retroactive changes while ensuring records and invoices remain aligned across carriers.• Help manage compliance-related documentation, notices, audit support, standard operating procedures, and confidential records in accordance with company policy.• Respond to benefit-related questions from clients or members, assist with onboarding support, and contribute to special projects such as benefit communications or enrollment events.
2026-04-24T00:00:00Z