We are looking for an experienced Controller to lead the financial management of construction operations in Agoura Hills, California. This role serves as a key partner to leadership and project teams by delivering accurate reporting, guiding financial planning, and strengthening cost oversight across commercial and luxury residential projects. The ideal candidate brings deep accounting expertise, strong business judgment, and the ability to support both day-to-day financial activities and long-term company objectives.<br><br>Responsibilities:<br>• Direct core accounting activities, including management of the general ledger, payables, receivables, payroll coordination, project contracts, change order tracking, and client billing processes.<br>• Produce timely financial statements and management reports, reviewing results carefully to ensure accuracy, consistency, and compliance with applicable standards.<br>• Partner with project managers and company leaders to build budgets, monitor job costs, and improve financial performance across active projects.<br>• Evaluate financial data to identify trends, risks, and opportunities, then present actionable recommendations that support operational and strategic decisions.<br>• Lead month-end closing activities and maintain organized accounting records that support efficient audits and internal review processes.<br>• Supervise and develop accounting team members by providing guidance, accountability, and opportunities for growth.<br>• Help improve financial workflows and reporting practices through effective use of construction accounting tools and process automation where appropriate.
We are looking for an experienced Accounting Manager/Supervisor to lead financial operations supporting affordable housing development and nonprofit corporate accounting in Ventura, California. This role will guide day-to-day accounting activities, strengthen reporting accuracy, and help ensure compliance with funding, lending, and organizational requirements. The position works closely with internal teams to support development projects, construction-related transactions, and broader corporate financial oversight.<br><br>Responsibilities:<br>• Lead and mentor accounting team members responsible for development and corporate finance activities, providing direction, coaching, and review of day-to-day work.<br>• Manage accounting across affordable housing projects and organizational operations, ensuring transactions are recorded accurately and reported in a timely manner.<br>• Monitor project cost records, funding allocations, and budget activity to maintain clear financial visibility across active development initiatives.<br>• Oversee construction-related accounting functions, including payment processing, receivables, draw documentation, and lender billing support.<br>• Direct month-end, quarter-end, and year-end close activities, including reconciliations, journal entry review, and preparation of financial statements.<br>• Maintain the general ledger and chart of accounts while producing analysis on financial performance, budget variances, and operational trends.<br>• Administer accounting for grants, loans, and restricted funding sources, ensuring documentation and reporting meet agency, lender, and partner expectations.<br>• Coordinate audit support, tax-related schedules, information reporting, and compliance reviews while reinforcing internal controls and process improvements.<br>• Provide operational support for cash management, forecasting, payroll coordination, and treasury-related tasks as business needs require.<br>• Serve as backup coverage for other accounting leadership responsibilities and contribute to special projects or assigned initiatives.
We are looking for an experienced operations leader to support the growth and effectiveness of practice management programs for financial professionals in Carpinteria, California. This role focuses on designing and delivering high-impact learning experiences, consulting with business owners on operational improvement opportunities, and partnering across teams to strengthen performance and consistency. The ideal candidate brings strong financial services knowledge, a practical understanding of business operations, and the ability to translate complex needs into clear, actionable programs.<br><br>Responsibilities:<br>• Design, update, and manage a comprehensive practice management curriculum for new and established financial professionals and Financial Center owners.<br>• Partner with sales, recruiting, marketing, and other internal stakeholders to identify operational skill gaps and create learning solutions that address business needs.<br>• Produce instructional content in multiple formats, including guides, presentations, digital courses, videos, and reference materials, to support varied learning preferences.<br>• Lead virtual and in-person training sessions, workshops, and orientation programs that help participants improve productivity, consistency, and long-term business performance.<br>• Evaluate the needs of Financial Centers and advisors, then develop tailored annual practice management plans supported by coaching, resources, and follow-up documentation.<br>• Advise business owners on growth strategies, service expansion opportunities, and practice development initiatives that can increase revenue and enterprise value.<br>• Maintain high standards for instructional design, program quality, and learner engagement across all training materials and facilitation methods.
We are looking for a Financial Analyst/Manager to support financial planning, performance analysis, and investment oversight in Buellton, California. This position works closely with leadership to evaluate business results, strengthen reporting, and guide decisions that improve operational and financial outcomes. The role also contributes to treasury activities, strategic initiatives, and investment reporting across a diverse portfolio.<br><br>Responsibilities:<br>• Direct cash positioning activities by assessing liquidity, anticipating financing needs, and identifying appropriate use of excess funds.<br>• Analyze the financial and operating results of portfolio businesses to surface patterns, highlight exposure areas, and uncover improvement opportunities.<br>• Collaborate with business leaders on annual budgets, forecasts, and longer-range plans that support strategic and operational goals.<br>• Track key performance indicators and major initiatives with management teams to measure progress against value creation objectives.<br>• Create consistent reporting tools, dashboards, and presentation materials for internal decision-makers, investors, and committee meetings.<br>• Perform comparative analysis, scenario planning, and valuation-focused modeling to evaluate current operations and potential acquisition opportunities.<br>• Review monthly investment activity for tribal funds and prepare quarterly summaries that communicate performance clearly and accurately.<br>• Oversee treasury-related account activity, including banking transactions, securities trades, settlements, and investment movements managed by external partners.<br>• Assess contract terms from a financial perspective and support broader initiatives such as acquisition analysis, working capital improvement, real estate performance review, and other assigned projects.
We are looking for an accomplished Tax Manager to lead public tax engagements in California. This position is ideal for someone who can balance technical tax expertise with client service, team leadership, and thoughtful planning across a wide range of entity types. The role centers on delivering accurate compliance work, advising on tax-saving opportunities, and guiding staff through complex tax matters in a collaborative environment.<br><br>Responsibilities:<br>• Oversee the preparation and final review of federal, state, and local tax filings for individuals, corporations, partnerships, trusts, and tax-exempt organizations to ensure complete and accurate submissions.<br>• Design practical tax planning approaches that help reduce exposure, improve efficiency, and support client objectives throughout the year.<br>• Monitor updates to tax laws and regulatory guidance, evaluate how changes affect clients, and translate findings into clear recommendations and technical documentation.<br>• Lead responses to tax notices, examinations, and audits by coordinating with external parties and maintaining organized support throughout the process.<br>• Supervise tax team members and operational staff by assigning work, reviewing performance, and providing coaching that supports growth and accountability.<br>• Maintain detailed tax records, workpapers, and internal reports for leadership review, ensuring documentation is thorough and audit-ready.<br>• Partner with internal teams and clients to resolve complex tax questions, clarify filing requirements, and support timely decision-making.<br>• Use tax and accounting systems to manage workflows, complete filings, and improve the consistency and quality of deliverables.