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8 results for Financial Analyst in Santa Barbara, CA

Financial Analyst

Simi Valley, CA
onsite
Permanent / Full Time
85000.00 - 105000.00 USD / Yearly
We are looking for an experienced Financial Analyst to join an engineering organization in Simi Valley, California. This role partners closely with finance leadership to strengthen planning, reporting, and cost analysis across the business. The position is ideal for someone who can turn operational and financial data into clear insights that support sound decisions, accurate forecasting, and compliance with accounting expectations. Responsibilities: • Monitor program revenue and profitability trends, and deliver clear reporting that highlights performance drivers and margin movement. • Partner with managers to develop forecasts, annual operating budgets, and long-range financial plans that align with business objectives. • Contribute to weekly, monthly, quarterly, and year-end reporting by preparing analyses that support leadership review and decision-making. • Perform detailed variance analysis comparing actual results to budgets, forecasts, and historical trends, and recommend actions to address risks or capture opportunities. • Lead gross margin analytics during month-end activities, including cost reviews and related financial assessments. • Support inventory control efforts by validating standard costs, researching zero-cost items, resolving negative quantity issues, and preparing excess and obsolete inventory analysis. • Prepare recurring labor and cost reports, maintain periodic cost roll updates, and help ensure work orders are completed on schedule. • Assist with proposal pricing, hardware costing, contract-specific cost reporting, month-end close tasks, and balance sheet reconciliations.
2026-05-21T22:43:44Z

Financial Analyst/Manager

Buellton, CA
onsite
Permanent / Full Time
110000.00 - 145000.00 USD / Yearly
We are looking for a detail-oriented finance specialist who can guide reporting, planning, and performance analysis across a diverse investment and operating portfolio in California. This role combines hands-on financial oversight with strategic partnership, helping leadership evaluate results, manage liquidity, and support informed decision-making. The ideal candidate brings strong analytical judgment, experience building actionable reporting, and the ability to translate complex data into clear business insights. Responsibilities: • Manage cash positioning activities by reviewing liquidity, anticipating financing needs, and identifying funds available for investment decisions. • Analyze the financial and operating results of portfolio businesses to highlight performance patterns, identify potential risks, and uncover areas for improvement. • Collaborate with leadership on annual budgets, rolling forecasts, and long-range planning to support business objectives and capital priorities. • Track key performance indicators and operational milestones with management teams to measure progress against strategic value-creation goals. • Create consistent reports, dashboards, and presentation materials that provide meaningful updates to internal leaders, investors, and committee stakeholders. • Perform benchmarking, sensitivity analysis, and scenario modeling to evaluate business outlook, strategic options, and potential acquisition opportunities. • Review investment activity and prepare recurring performance summaries for investment funds, including quarterly reporting packages. • Oversee treasury-related activity by monitoring bank accounts and validating transactions involving marketable securities, real estate holdings, and externally managed funds. • Assess contracts and agreements to identify financial implications, key terms, and areas of potential exposure. • Support high-priority initiatives such as acquisition analysis, working capital improvement efforts, real estate finance reporting, and other special projects as assigned.
2026-05-27T16:28:44Z

Sr. Financial Analyst

Santa Barbara, CA
remote
Temporary / Contract
50.00 - 60.00 USD / Hourly
Robert Half Management Resources is recruiting for a Senior Financial Analyst to support retail channel finance through pricing analysis, revenue insights, and cross-functional business partnership in Santa Barbara, California. This is a 3-month remote contract opportunity focused on translating financial data into clear recommendations that improve profitability and decision-making. The role will rely heavily on Anaplan for reporting, forecasting, and modeling while working closely with finance and operational stakeholders to evaluate performance across key channels. Responsibilities:• Evaluate pricing updates and financial adjustments to confirm they are consistent with approved business assumptions and internal guidance.• Conduct period-over-period performance reviews, identify key variances, and explain the drivers behind changes in revenue and profitability.• Review claims activity, support approval workflows, and coordinate pricing submissions to help ensure accurate execution with channel partners at the purchase order stage.• Collaborate with business leaders to develop financial models that inform planning, scenario analysis, and operational decisions.• Produce reporting and analytical outputs in Anaplan, using the platform as the primary tool for ongoing financial review and insight generation.• Assess product and bundle profitability to highlight margin opportunities and support strategic pricing decisions.• Contribute to the development of the Americas profit and loss view, including review timing and the impact of downstream channel performance.• Analyze gross-to-net revenue elements such as promotional activity, dealer margin structures, invoice pricing, and general ledger mapping to improve financial visibility.
2026-06-16T23:53:43Z

Business Analyst - Financial Services

Carpinteria, CA
onsite
Permanent / Full Time
68000.00 - 75000.00 USD / Yearly
We are looking for a detail-oriented Business Analyst to support operational teams within a financial services environment in Carpinteria, California. This role contributes to day-to-day business analysis activities while also taking ownership of intermediate-level projects, operational reviews, and cross-functional coordination efforts. The ideal candidate brings strong analytical judgment, clear communication skills, and the ability to identify process improvements that strengthen accuracy, efficiency, and service quality. Responsibilities: • Provide flexible support across operations teams by assisting high-volume work areas and adapting to shifting departmental priorities. • Manage business analysis assignments that include quality control reviews, audit support activities, and special projects tied to operational performance. • Partner with operations leaders and technology teams to gather business needs, document functional specifications, coordinate project activities, and support system testing efforts. • Investigate recurring processing issues or workflow disruptions, assess root causes, and present practical recommendations to leadership. • Handle departmental service and research requests with accuracy, timeliness, and appropriate follow-through. • Review existing procedures with managers to uncover inefficiencies, strengthen controls, and suggest process enhancements. • Track operational patterns and performance trends to help identify training opportunities and support continuous improvement initiatives. • Maintain readiness to perform essential responsibilities remotely when business continuity needs require off-site support.
2026-05-29T15:04:10Z

AVP of Operations

Santa Barbara, CA
onsite
Permanent / Full Time
135000.00 - 155000.00 USD / Yearly
We are looking for an experienced operations leader to direct the daily performance of our fuel distribution business in Santa Barbara, California. This role is responsible for guiding teams, maintaining safe and efficient facilities, strengthening customer partnerships, and supporting continued business growth. The ideal candidate brings strong commercial judgment, operational discipline, and the ability to lead across people, assets, and service delivery. Responsibilities: • Lead day-to-day business operations across the fuel distribution organization, ensuring consistent service, strong execution, and alignment with company objectives. • Direct and support staff across the McCormix and fuel dock teams, fostering accountability, collaboration, and a positive workplace culture. • Step in to cover essential administrative or operational duties when needed to maintain business continuity. • Partner with leadership to coordinate priorities, share operational updates, and support decisions that affect multiple teams or locations. • Oversee the upkeep, safety, and regulatory readiness of facilities, fueling sites, office spaces, and related operational assets. • Manage equipment performance and service needs, including dispensers, cardlock systems, and other critical machinery used in daily operations. • Monitor compliance with applicable local, state, and federal requirements and ensure operating practices meet industry standards. • Support accurate and timely processing of invoices, payments, and financial records in coordination with internal staff and external partners. • Maintain strong relationships with existing customers while pursuing new business through strategic outreach, bids, partnerships, and market development efforts. • Respond to customer concerns promptly, provide clear communication on pricing and service expectations, and protect long-term customer trust.
2026-05-29T15:08:49Z

AVP of Operations

Carpinteria, CA
onsite
Permanent / Full Time
80000.00 - 125000.00 USD / Yearly
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. Responsibilities: • Design, update, and manage a comprehensive practice management curriculum for new and established financial professionals and Financial Center owners. • Partner with sales, recruiting, marketing, and other internal stakeholders to identify operational skill gaps and create learning solutions that address business needs. • Produce instructional content in multiple formats, including guides, presentations, digital courses, videos, and reference materials, to support varied learning preferences. • Lead virtual and in-person training sessions, workshops, and orientation programs that help participants improve productivity, consistency, and long-term business performance. • Evaluate the needs of Financial Centers and advisors, then develop tailored annual practice management plans supported by coaching, resources, and follow-up documentation. • Advise business owners on growth strategies, service expansion opportunities, and practice development initiatives that can increase revenue and enterprise value. • Maintain high standards for instructional design, program quality, and learner engagement across all training materials and facilitation methods.
2026-06-19T15:53:44Z

Accounting Manager/Supervisor

Ventura, CA
onsite
Permanent / Full Time
95000.00 - 105000.00 USD / Yearly
We are looking for an experienced accounting leader to oversee financial operations supporting affordable housing development and nonprofit corporate activities in California. This role blends hands-on accounting management with staff supervision, helping ensure reliable reporting, sound internal controls, and adherence to lender, grant, and regulatory requirements. The position works closely with organizational leadership to support development projects, construction-related accounting, and core corporate finance functions. Responsibilities: • Lead day-to-day accounting activities for affordable housing development projects and nonprofit corporate operations, ensuring records remain accurate and current. • Supervise accounting team members, offering direction, coaching, and review of work to support quality performance and growth. • Manage project-based financial tracking, including job costs, budgets, and the use of multiple funding sources across active developments. • Oversee construction-related accounting processes such as vendor payments, customer receipts, bank draw activity, and preparation of draw submissions. • Direct the monthly, quarterly, and annual close cycles, including reconciliations, journal posting, and preparation of timely financial reports. • Maintain the general ledger structure and financial reporting framework, including chart of accounts oversight and production of financial statements. • Analyze financial results through budget comparisons and variance reviews for both development and corporate entities, identifying trends and issues requiring attention. • Monitor compliance with internal policies as well as lender, grant, and funding requirements, including recordkeeping for restricted funds, loans, and awards. • Support annual audits, tax-related reporting, Form 1099 preparation, and other compliance reviews while helping strengthen accounting procedures and internal controls. • Provide backup coverage for other accounting leadership responsibilities and assist with cash management, payroll support, treasury tasks, system administration, and special projects as needed.
2026-06-12T15:05:10Z

Tax Manager - Public

Santa Ynez, CA
onsite
Permanent / Full Time
115000.00 - 140000.00 USD / Yearly
We are looking for an accomplished Tax Manager to lead a broad range of tax activities for our practice in Santa Ynez, California. This role is suited to someone who is detail oriented and can balance technical tax expertise with thoughtful client service, while helping ensure accurate filings and sound planning across multiple entity types. The position offers the opportunity to guide staff, address complex tax matters, and contribute to a high-performing public accounting environment. Responsibilities: • Oversee the preparation and final review of tax filings across federal, state, and local jurisdictions, ensuring complete and accurate submissions. • Design practical tax strategies that support compliance goals while improving overall tax efficiency for clients and the organization. • Monitor legislative and regulatory updates, evaluate their implications, and develop clear guidance on complex tax issues through research and written analysis. • Lead responses to tax examinations and inquiries by coordinating with auditors, agencies, and internal stakeholders to keep matters moving efficiently. • Provide day-to-day direction, coaching, and development support to entry-level tax team members and operational staff. • Maintain organized tax records and produce reporting materials that inform leadership on key tax positions, risks, and deadlines. • Manage work involving individual, corporate, partnership, fiduciary, exempt, and sales tax matters across a varied client base.
2026-06-12T15:05:10Z