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7 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 an experienced Financial Analyst/Manager to join our team in Buellton, California. This role offers the opportunity to contribute to critical financial operations, performance analysis, and strategic initiatives that drive organizational success. The ideal candidate will possess strong analytical capabilities and leadership skills while thriving in a collaborative and dynamic environment. Responsibilities: • Manage cash flow positions, borrowing requirements, and investment opportunities to ensure optimal financial operations. • Analyze financial and operational performance of portfolio companies, identifying trends, risks, and growth opportunities. • Collaborate with leadership teams to support budgeting, forecasting, and long-term financial planning efforts. • Develop and implement standardized reporting tools, dashboards, and analyses for internal stakeholders and investors. • Conduct benchmarking and scenario modeling to evaluate business performance and potential acquisition strategies. • Prepare detailed monthly and quarterly reports on investment data, including tribal investment funds. • Monitor treasury activities, including bank accounts, stock trades, bond settlements, and real estate transactions managed by third parties. • Review enterprise contracts to assess financial terms and conditions and their impact on operations. • Provide in-depth financial analysis related to real estate assets, including performance tracking and reporting. • Participate in strategic initiatives such as acquisitions, working capital optimization, and exit strategies.
2026-04-17T15:33:46Z

Business Analyst - Financial Services

Carpinteria, CA
onsite
Permanent / Full Time
68000.00 - 75000.00 USD / Yearly
We are looking for a Business Analyst - Financial Services to support operational teams and help strengthen process execution in Carpinteria, California. This role combines day-to-day analytical support with project coordination, quality review activities, and cross-functional collaboration with technology and business stakeholders. The ideal candidate brings financial services experience, sound judgment, and the ability to identify process gaps, interpret trends, and recommend practical improvements. Responsibilities: • Provide analytical and processing support across multiple operations functions based on business demand, and build working knowledge of additional service areas as needed. • Manage assigned Level 2 initiatives, including special projects, periodic quality control reviews, and operational audit support. • Partner with operations leaders and technology teams to gather business needs, document functional specifications, coordinate project activity, and support user testing. • Review operational and system-related issues, identify recurring patterns, and present improvement recommendations to management. • Handle departmental service and research requests with accuracy, timeliness, and appropriate follow-through. • Evaluate workflows with department managers to uncover breakdowns, improve controls, and enhance overall efficiency. • Analyze reporting outcomes and performance trends to help identify training opportunities and process enhancements. • Maintain readiness to perform essential responsibilities remotely when business continuity plans are activated.
2026-04-24T21:18:44Z

Credit Analyst

Oxnard, CA
onsite
Permanent / Full Time
60000.00 - 83200.00 USD / Yearly
We are looking for a diligent and detail-oriented Credit Analyst to join our team in Oxnard, California. In this role, you will be responsible for evaluating credit applications, managing collections, and ensuring compliance with company policies while assisting with financial analysis and risk assessment. This position offers an excellent opportunity to contribute to the organization's financial decision-making process and support ongoing improvements. Responsibilities: • Evaluate and grade credit applications, preparing necessary reports and informational requests for internal use. • Provide guidance and training to entry-level finance staff and credit personnel to enhance team capabilities. • Oversee credit underwriting for high-value transactions exceeding $250,000, ensuring thorough analysis and risk assessment. • Develop and maintain credit models to predict trends and inform decision-making. • Use sound judgment to assess the risk profiles of potential borrowers and make recommendations. • Monitor and manage active credit files, maintaining communication with dealers and internal teams regarding application status. • Coordinate the entire credit application process, from submission to final funding. • Collect and analyze credit score data for quarterly updates to scorecards. • Stay informed about market conditions and trends to improve credit risk assessments. • Participate in team meetings and contribute to continuous improvement initiatives through ideas and feedback.
2026-04-10T15:43:43Z

Accounting Supervisor

Simi Valley, CA
onsite
Permanent / Full Time
130000.00 - 160000.00 USD / Yearly
We are looking for an experienced Accounting Supervisor to join our team in Simi Valley, California. This role is essential in overseeing accounts payable and receivable operations, ensuring accuracy, compliance, and the effective management of financial processes. The ideal candidate will have a strong background in accounting within the aerospace manufacturing industry and a proven ability to lead and develop teams. Responsibilities: • Supervise the accounts payable and accounts receivable teams, ensuring efficient operations and accurate financial reporting. • Maintain compliance with Generally Accepted Accounting Principles (GAAP) and company-specific accounting policies. • Develop, implement, and refine systems, policies, and procedures to improve financial processes. • Conduct thorough analysis of accounting systems, identifying issues and recommending corrective actions. • Ensure internal controls are established and functioning effectively to safeguard financial data. • Oversee the preparation, recording, and reporting of accounting transactions, including month-end and year-end closings. • Manage the selection, training, and development of accounting staff to build a high-performing team. • Review industry trends and updates to ensure alignment with best practices in accounts payable and receivable. • Participate in the preparation of financial statements, budgets, forecasts, and other financial analyses. • Monitor attendance and ensure punctuality while addressing variable schedules as necessary.
2026-04-24T07:04:34Z

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 provides broad oversight of personnel, facilities, equipment, customer partnerships, and commercial activity while ensuring dependable service and strong operational discipline. The ideal candidate brings sound business judgment, a hands-on leadership style, and the ability to strengthen performance, compliance, and long-term customer relationships. Responsibilities: • Lead day-to-day operations across the fuel distribution business, ensuring efficient execution, dependable service, and alignment with organizational objectives. • Guide and support a team spanning fuel dock and distribution operations, promoting accountability, collaboration, and a positive workplace culture. • Step into key administrative or operational duties when needed to maintain business continuity and support essential office functions. • Partner with internal leadership to coordinate priorities, share operational updates, and contribute to decisions that affect cross-functional performance. • Oversee the upkeep, safety, and readiness of operating sites, including fuel dock, cardlock locations, office space, and related assets. • Direct maintenance and service planning for dispensing systems, cardlock equipment, and other operational machinery to reduce downtime and maintain reliability. • Ensure daily activities meet applicable local, state, and federal requirements, with a strong focus on safety, environmental standards, and regulatory compliance. • Monitor invoicing, payments, and financial documentation with staff and external vendors to support accurate and timely processing. • Maintain strong relationships with existing customers while pursuing new business through market outreach, bids, partnerships, and other growth channels. • Resolve customer concerns promptly and communicate clearly on service expectations and fuel pricing to preserve trust and satisfaction.
2026-04-24T21:18:44Z

AVP of Operations

Carpinteria, CA
onsite
Permanent / Full Time
80000.00 - 125000.00 USD / Yearly
We are looking for an experienced and dynamic Operations/Financial Services Manager of to lead and enhance our practice management initiatives in Carpinteria, California. This role focuses on developing and delivering comprehensive training programs for Financial Center owners and financial team members, helping them transition to sustainable, growth-oriented practices. The ideal candidate will bring expertise in financial services, education, or business management and have a passion for fostering ongoing development and operational excellence. Responsibilities:• Design and maintain a robust library of practice management training materials, including manuals, online courses, videos, and presentations, to address the needs of Financial Centers and financial team members.• Collaborate with stakeholders across sales, marketing, and recruiting to identify skill gaps and develop targeted training solutions to bridge them.• Conduct assessments for new Financial Centers and financial team members to identify and plan mutually beneficial practice management strategies.• Facilitate engaging and interactive training sessions, workshops, and webinars using a variety of instructional methods to suit diverse learning styles.• Deliver virtual orientation meetings for new Financial Center owners, ensuring a seamless onboarding experience.• Provide one-on-one consultations to support Financial Centers in implementing effective practice management initiatives centered on key business success elements.• Identify new growth opportunities and partnership strategies to help Financial Centers expand their services and increase revenue.• Ensure all training materials meet high-quality standards and align with instructional design best practices.• Collaborate with internal teams to enhance the overall effectiveness of practice management programs.• Stay informed about industry trends and incorporate innovative practices into training and development initiatives.
2026-04-10T15:48:42Z

Accounts Receivable Supervisor/Manager

Santa Barbara, CA
onsite
Temporary / Contract
31.66 - 36.66 USD / Hourly
We are looking for an experienced Accounts Receivable Supervisor/Manager to oversee payroll-driven billing and accounts receivable compliance within a home care environment. This position is based in Santa Barbara, California, and requires on-site availability Monday through Friday. The ideal candidate will ensure accuracy, compliance, and efficiency across billing processes, while driving improvements and maintaining audit readiness. Responsibilities:• Develop and enforce policies, controls, and standard operating procedures for payroll billing and accounts receivable.• Monitor the end-to-end workflow from time tracking through payroll, billing, and collections to ensure seamless operations.• Establish and maintain KPIs, dashboards, and performance metrics for billing and receivables.• Ensure all claims and invoices comply with Medicaid, Medicare, VA, and private payer requirements.• Review and validate authorizations, eligibility, and rate accuracy prior to generating bills.• Supervise accounts receivable aging, collections strategies, and cash application processes.• Investigate discrepancies between payroll, scheduling systems, and billing platforms, partnering with relevant teams to resolve issues.• Lead audits and ensure compliance with state and federal regulations, implementing controls to minimize risks.• Drive process improvements and automation in scheduling, payroll, and billing systems to enhance efficiency.• Collaborate with cross-functional teams to address complex payer issues and train staff on billing requirements.
2026-04-14T17:28:40Z