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6 results for Financial Analyst in Santa Barbara, CA

Financial Analyst/Manager

Buellton, CA
onsite
Permanent / Full Time
110000.00 - 145000.00 USD / Yearly
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. Responsibilities: • Direct cash positioning activities by assessing liquidity, anticipating financing needs, and identifying appropriate use of excess funds. • Analyze the financial and operating results of portfolio businesses to surface patterns, highlight exposure areas, and uncover improvement opportunities. • Collaborate with business leaders on annual budgets, forecasts, and longer-range plans that support strategic and operational goals. • Track key performance indicators and major initiatives with management teams to measure progress against value creation objectives. • Create consistent reporting tools, dashboards, and presentation materials for internal decision-makers, investors, and committee meetings. • Perform comparative analysis, scenario planning, and valuation-focused modeling to evaluate current operations and potential acquisition opportunities. • Review monthly investment activity for tribal funds and prepare quarterly summaries that communicate performance clearly and accurately. • Oversee treasury-related account activity, including banking transactions, securities trades, settlements, and investment movements managed by external partners. • 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.
2026-07-02T17:30:09Z

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 - Financial Services to support operational teams and contribute to process improvement initiatives in Carpinteria, California. This role combines day-to-day analytical support with project coordination, quality review activities, and partnership across operations and technology teams. The ideal candidate is comfortable working in a fast-paced financial services environment, identifying trends, and helping drive practical solutions that improve accuracy, efficiency, and service quality. Responsibilities: • Provide operational support across multiple desks based on business demand, building the flexibility to assist in different functional areas as priorities shift. • Lead and contribute to intermediate-level business analysis assignments, including special projects, recurring reviews, and process-focused initiatives. • Perform periodic quality control activities involving items such as fees, statements, and net change reporting to help maintain accuracy and consistency. • Coordinate annual operations audit activities by organizing information, tracking progress, and helping ensure timely completion of required deliverables. • Serve as a link between operations stakeholders and technology teams by documenting business needs, supporting work plan coordination, and assisting with testing and issue tracking. • Review operational and system-related patterns to identify risks, inefficiencies, or recurring problems, then present practical recommendations to management. • Process departmental service and research requests while maintaining responsiveness and accuracy in follow-through. • Partner with department leaders to evaluate workflows, uncover process gaps, and suggest enhancements that strengthen controls, training, and overall performance. • Remain prepared to perform essential responsibilities remotely when business continuity needs require off-site support.
2026-07-07T16:48:38Z

Billing Analyst

Agoura Hills, CA
onsite
Permanent / Full Time
65000.00 - 90000.00 USD / Yearly
We are looking for a detail-oriented Billing Analyst to support project financial operations a boutique construction firm in Agoura Hills, California. This position will oversee contract setup, cost tracking, invoicing, and payment coordination to help maintain accurate financial records throughout the project lifecycle. The role works closely with project teams, vendors, and clients to keep billing, reporting, and cash flow activities organized, timely, and compliant with contract requirements. Responsibilities:• Examine contract documents, billing terms, retention provisions, and related requirements to establish projects accurately at the outset.• Configure project records in QuickBooks Online and Procore with the appropriate cost structure, markup logic, and billing framework for reliable reporting.• Record and maintain current project cost activity by reviewing invoices, subcontractor charges, employee reimbursements, and card transactions for proper coding and approval.• Investigate cost discrepancies, unsupported expenses, and coding errors, then collaborate with internal teams and vendors to resolve issues promptly.• Process project payables and coordinate payment timing based on contractual obligations, approval workflows, and operational priorities.• Prepare monthly client invoices for cost-plus projects, ensuring supporting documentation, approved changes, reimbursable items, and retention amounts are complete and accurate.• Monitor budgets, labor usage, and overall project spending to highlight emerging overruns and assist project managers with financial adjustments and change order support.• Track change orders through each stage, confirm documentation is complete, and ensure approved amounts are reflected in billing and project financial records.• Assist with month-end close by reconciling costs, receivables, billings, and retention balances while preparing project-level reporting and journal entry support.
2026-06-25T17:13:55Z

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