<p>We are looking for a skilled Business Analyst to join our team. This position offers a unique opportunity to contribute to process improvements and ensure operational excellence within the financial services sector.</p><p><br></p><p>Responsibilities:</p><p>• Provide operational support to various desks based on workload and specific needs.</p><p>• Lead and manage projects, including quarterly quality checks, fee audits, and statement reviews.</p><p>• Coordinate system specifications and project plans between operations stakeholders and IT teams.</p><p>• Analyze operational and system trends to identify issues and propose solutions to management.</p><p>• Process departmental service and research requests with efficiency and accuracy.</p><p>• Collaborate with department managers to evaluate and enhance processes, addressing breakdowns and recommending improvements.</p><p>• Monitor and report trends that may require training updates or process enhancements.</p><p>• Conduct yearly audits and ensure compliance with established operational standards.</p><p>• Support business continuity plans by being prepared to perform essential functions remotely when necessary.</p><p>• Participate in ad-hoc projects as assigned by management</p>
<p>We are looking for an experienced Financial Analyst/Manager to join our team. In this role, you will oversee critical financial operations, analyze performance data, and support strategic decision-making processes. The ideal candidate will possess strong analytical skills, excellent financial acumen, and the ability to work collaboratively with business leadership to drive growth and success.</p><p><br></p><p>Responsibilities:</p><p>• Manage cash flow activities, including assessing borrowing needs and funds available for investment.</p><p>• Evaluate financial and operational performance of portfolio companies to identify trends, risks, and growth opportunities.</p><p>• Collaborate with leadership teams to develop and execute budgets, forecasts, and long-term financial strategies.</p><p>• Create and maintain standardized reporting tools, dashboards, and analyses for stakeholders and investors.</p><p>• Conduct benchmarking and scenario modeling to support business performance evaluations and strategic planning efforts.</p><p>• Prepare comprehensive reports on investment fund performance, including quarterly updates and monthly data reviews.</p><p>• Oversee treasury operations, including bank account monitoring, stock and bond trades, and real estate transactions.</p><p>• Analyze enterprise contracts to ensure financial terms align with company goals and compliance requirements.</p><p>• Provide detailed financial analysis related to real estate asset performance and reporting.</p><p>• Contribute to strategic initiatives such as acquisitions, working capital optimization, and preparation for business exits.</p>
We are looking for a detail-oriented Accounting Clerk to join our team in Santa Barbara, California. In this role, you will contribute to the efficient functioning of the Finance Department by handling daily accounting tasks and assisting with special projects as needed. This position requires strong organizational skills, a collaborative mindset, and a commitment to maintaining accuracy in financial processes.<br><br>Responsibilities:<br>• Process cash receipts, ensuring proper coding and batching of funds.<br>• Monitor daily bank account activity and provide specifications for incoming wires to the Donor Relations team.<br>• Enter accounts payable invoices into the financial system with precision.<br>• Prepare journal entries to support accurate financial reporting.<br>• Update fee schedules and allocation pools related to specific funds.<br>• Generate monthly reports, including giving group and budget-to-actual operating expense comparisons.<br>• Reconcile gifts and grants across multiple databases on a monthly basis.<br>• Provide backup support for accounts payable processing and grant disbursement tasks.<br>• Assist with preparing quarterly fund holder statements and maintaining external grant records.<br>• Participate in special projects and perform additional duties as assigned.
We are looking for a dedicated Finance Assistant to join our team in Santa Barbara, California. This role focuses on managing accounts payable processes while providing support across various financial functions. The ideal candidate will demonstrate professionalism, attention to detail, and the ability to thrive in a dynamic, fast-paced environment. This is a long-term contract position offering the opportunity to work with a collaborative team.<br><br>Responsibilities:<br>• Process accounts payable transactions, ensuring accuracy and compliance with company policies.<br>• Input and reconcile client cost invoices in QuickBooks, maintaining accurate records in client folders.<br>• Generate client cost reports for mediation, case closures, and other requests in a timely manner.<br>• Manage overhead-related invoices, ensuring proper documentation and processing.<br>• Act as a liaison with vendors to confirm payments, address reimbursements, and resolve discrepancies.<br>• Research and classify unassigned expenses, allocating them appropriately to clients or attorneys.<br>• Reconcile monthly employee insurance statements for providers such as Anthem and Principal.<br>• Administer 401k plan contributions by processing payments through Empower and recording them in QuickBooks.<br>• Collaborate with the Accounting Manager and Bookkeeper to ensure seamless financial operations.<br>• Provide backup support for other financial tasks as needed to accommodate shifting workloads.
<p>We are looking for an experienced Payroll Specialist to join our team on a contract basis in Santa Barbara, California. In this role, you will play a vital part in supporting HR operations, ensuring efficient payroll processing, benefits administration, and compliance with company policies. The ideal candidate is detail-oriented, self-motivated, and capable of working both independently and collaboratively.</p><p><br></p><p>Responsibilities:</p><p>• Process and manage full-cycle payroll for a multi-state workforce, ensuring accuracy and compliance.</p><p>• Administer benefits programs, including overseeing open enrollment, reconciling invoices, and maintaining the benefits portal.</p><p>• Address employee inquiries related to payroll and benefits, providing clear and timely assistance.</p><p>• Partner with the finance team to ensure seamless coordination between payroll and financial processes.</p><p>• Handle offboarding procedures to ensure compliance with company policies and legal requirements.</p><p>• Interpret and apply HR policies, offering guidance to employees and enhancing operational efficiency.</p><p>• Monitor and maintain accurate records for payroll and benefits data.</p><p>• Collaborate with the Senior HR Manager to improve HR services and foster a positive employee experience.</p>
<p><strong>General Accounting & Financial Reporting</strong></p><ul><li>Execute month‑end and year‑end close, including preparing and posting journal entries.</li><li>Reconcile balance sheet and general ledger accounts, resolving discrepancies promptly.</li><li>Assist with preparing financial statements and management reports in accordance with GAAP.</li><li>Analyze financial data, identify trends, and present insights to leadership.</li><li>Support internal and external audits by providing required schedules and documentation.</li></ul><p><strong>Accounts Receivable Management</strong></p><ul><li>Oversee the full AR cycle: invoicing, cash application, and collections.</li><li>Maintain accurate customer accounts and documentation (including resale certificates).</li><li>Set and monitor credit terms and limits based on credit reviews and payment history.</li><li>Review AR aging reports and lead collection efforts on past‑due accounts.</li><li>Communicate with customers professionally via phone and email for collections and issue resolution.</li><li>Investigate billing discrepancies, deductions, and payment issues with sales, customer service, and distribution teams.</li><li>Process and apply daily cash receipts (checks, wires, ACH, credit cards).</li><li>Maintain sales tax tables and ensure proper sales tax application.</li><li>Partner with the Sales Team to support customer experience and optimize cash flow.</li></ul><p><strong>Process Improvement & Compliance</strong></p><ul><li>Develop and document accounting policies and procedures to strengthen internal controls.</li><li>Identify opportunities to streamline AR and general accounting processes through automation and technology enhancements.</li><li>Maintain accurate financial and customer records in compliance with company policies and regulatory requirements.</li></ul><p><br></p><p><br></p><p><br></p>
We are looking for a dedicated and experienced Tax Staff member to join our dynamic team in Santa Barbara, California. In this role, you will manage a variety of tax-related tasks, including preparing returns for individuals, corporations, partnerships, and trusts. You will also provide accounting support and collaborate with clients to ensure compliance and high-quality service.<br><br>Responsibilities:<br>• Prepare tax returns for individuals, corporations, partnerships, and trusts with accuracy and attention to detail.<br>• Ensure all tax filings comply with current regulations and laws.<br>• Handle full-cycle accounting tasks, including creating and reviewing adjusting journal entries.<br>• Utilize software such as QuickBooks, QuickBooks Online, and Sage to manage client accounts effectively.<br>• Examine client financial records and source documents, identifying and addressing inconsistencies.<br>• Maintain organized and thorough workpapers to support internal review processes.<br>• Provide support for client inquiries and follow up with necessary documentation.<br>• Collaborate with team members to deliver exceptional service to small businesses and high-net-worth clients.<br>• Assist in the implementation and use of tax-related systems, such as CCH ProSystem Fx.<br>• Stay updated on tax laws and industry changes to ensure best practices.
<p>Robert Half Management Resources is seeking an interim Senior Accountant to support a large, highly complex organization during a key transition. Reporting to the Accounting Supervisor, this consultant will immediately take ownership of labor related accounting, high volume reconciliations, and performance-based compensation accruals. The ideal candidate will thrive in a fast-paced environment and bring expertise in handling high-volume data and reconciliations.</p><p><br></p><p>Responsibilities:</p><p>• Perform detailed bank reconciliations across multiple payroll systems to ensure accuracy and compliance.</p><p>• Prepare and review balance sheet reconciliations and month-end journal entries.</p><p>• Provide support during the month-end close process, including working overtime as needed during peak periods.</p><p>• Manage calculations for performance-based compensation and production accruals.</p><p>• Update and maintain the compensation matrix based on employee contract changes.</p><p>• Coordinate fee schedule updates and payment processes with division leaders.</p><p>• Conduct biweekly payroll audits and analyze labor-related metrics.</p><p>• Generate management reports and ensure audit-ready documentation is prepared.</p><p>• Perform ad hoc analyses on large datasets to support decision-making and financial insights.</p>
<p>We’re seeking a skilled Credit Analyst to evaluate credit applications, support collections, and help manage financial risk. This role is ideal for someone with strong analytical skills, sound judgment, and the ability to manage multiple priorities in a fast‑paced environment.</p><p></p><p>Key Responsibilities</p><ul><li>Evaluate and grade credit applications; prepare internal reports.</li><li>Underwrite credit transactions </li><li>Develop models to identify credit trends and assess financial risk.</li><li>Monitor active files daily; communicate updates to internal teams and dealers.</li><li>Manage the full credit application process from receipt to funding.</li><li>Gather and update credit score data for quarterly scorecards.</li><li>Provide training to entry-level credit staff.</li><li>Recommend process improvements and support administrative needs.</li></ul><p><br></p><p><br></p><p><br></p><p><br></p>
We are looking for a dedicated Residence Billing Coordinator to join our team in Santa Barbara, California. In this long-term contract position, you will play an integral role in managing billing operations, ensuring accurate financial transactions, and delivering exceptional customer service. This opportunity is ideal for candidates with strong organizational skills and a passion for maintaining efficient financial processes.<br><br>Responsibilities:<br>• Process and reconcile accounts receivable transactions to ensure accurate financial records.<br>• Manage customer billing inquiries, providing solutions and clear communication to resolve complex account issues.<br>• Oversee the preparation and distribution of housing-related billing statements, coordinating with Housing and Residential Services.<br>• Audit payment plans and ensure timely application of payments, including the assessment of late fees when necessary.<br>• Review and maintain financial aid files to confirm adherence to policies and procedures.<br>• Supervise front-line customer service staff, including scheduling, training, and performance evaluations.<br>• Conduct daily balancing of financial journals and registration payment processing.<br>• Identify opportunities for service improvements to enhance efficiency during peak workloads.<br>• Utilize computerized billing systems to streamline operations and maintain data accuracy.<br>• Provide thorough and attentive guidance to customers regarding billing and payment processes.
