We are looking for an experienced Financial Analyst to support budgeting, forecasting, and finance operations for a Long-term Contract position based in California. This role focuses on bringing structure to departmental planning, improving budget-to-actual visibility, and partnering with business leaders to build a dependable monthly financial rhythm. The ideal candidate is someone who can step in quickly, work independently, and deliver practical solutions across multiple departments and cost centers.<br><br>Responsibilities:<br>• Lead the completion and refinement of departmental budgets, ensuring plans are accurate, organized, and ready for ongoing use.<br>• Develop forward-looking forecasts and budget-to-actual reporting that help leaders understand financial performance and key variances.<br>• Partner closely with department heads to create a repeatable monthly budgeting and forecasting process that supports informed decision-making.<br>• Use Sage X3 and Ramp to manage financial workflows, including expense coding, reconciliations, and coordination with general ledger activity.<br>• Analyze spending patterns across teams and cost centers, identifying trends, risks, and opportunities for improved financial control.<br>• Support payroll-to-general-ledger mapping and related reconciliations, including work involving Rippling or similar payroll platforms when needed.<br>• Prepare and maintain advanced Excel models to consolidate data, evaluate results, and present actionable financial insights.<br>• Contribute hands-on support across core accounting operations such as journal entries, month-end close activities, and balance sheet reconciliation as required.
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.<br><br>Responsibilities:<br>• Manage daily cash visibility by reviewing liquidity, anticipating funding requirements, and identifying appropriate use of excess capital.<br>• Analyze financial and operating results across portfolio businesses to highlight performance patterns, emerging risks, and areas for improvement.<br>• Partner with leadership on annual budgets, recurring forecasts, and multi-year planning to support business priorities and growth objectives.<br>• Track key performance indicators and operational progress with management teams to measure execution against strategic value-building goals.<br>• Create consistent reporting materials, dashboards, and investor-facing analyses that present financial results in a clear and actionable format.<br>• Perform benchmarking, sensitivity analysis, and scenario modeling to evaluate current performance and inform acquisition-related decisions.<br>• Review investment activity and prepare quarterly reporting on fund performance, including analysis of holdings and results.<br>• Develop presentation materials for internal leadership, external audiences, and committee meetings, ensuring data is accurate and well organized.<br>• Oversee treasury-related activity by monitoring bank accounts and reviewing transactions involving marketable securities, mutual funds, and real estate investments managed by third parties.<br>• Support broader strategic efforts such as contract review, working capital improvement, acquisition analysis, real estate finance reporting, and other assigned projects.