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8 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 for a dynamic organization in Buellton, California. This role combines strategic finance, treasury visibility, and operational insight to help leadership make informed decisions across a diverse portfolio. The ideal candidate brings strong analytical judgment, experience building clear reporting for stakeholders, and the ability to translate financial results into practical business recommendations. Responsibilities: • Direct cash position oversight by assessing liquidity, forecasting funding needs, and identifying appropriate use of excess capital. • Analyze financial and operating results across portfolio businesses to surface key trends, performance gaps, risk factors, and growth opportunities. • Partner with leadership on annual budgets, rolling forecasts, and longer-range planning initiatives that support business objectives. • Create and maintain KPI reporting, dashboards, and standardized management packages for executives, internal teams, and investors. • Perform benchmarking, scenario analysis, and valuation-oriented modeling to evaluate current operations and potential acquisition opportunities. • Review investment activity and fund data, then prepare periodic performance summaries and materials for internal and committee-level discussions. • Monitor treasury accounts and investment transactions, including activity related to marketable securities, mutual funds, and real estate holdings managed by external partners. • Assess contractual financial terms and contribute analytical support for strategic projects such as acquisitions, working capital improvement, and portfolio readiness initiatives. • Deliver real estate finance analysis, including asset-level performance reporting, and provide support on additional high-priority assignments as needed.
2026-08-07T20:27:44Z

Financial Analyst

Goleta, CA
onsite
Temporary to Hire
48.45 - 56.10 USD / Hourly
We are looking for a Financial Analyst to join a high-performing finance team supporting aerospace and defense programs in California. This contract position with permanent potential will work closely with operational and business leaders to deliver meaningful financial insights, strengthen planning activities, and support informed decision-making. The role is ideal for someone who enjoys combining detailed analysis with cross-functional collaboration to improve business performance. Responsibilities: • Prepare and share clear financial updates that help leaders understand business results, outlooks, and performance objectives. • Review monthly financial results and identify key drivers behind differences from forecasts, budgets, prior periods, and historical trends. • Build targeted financial analyses that support strategic decisions, operational priorities, and emerging business needs. • Partner with teams across accounting, operations, supply chain, program management, pricing, and contracts to develop accurate forecasts and budget plans. • Translate financial data into practical recommendations that help management address risks and capitalize on opportunities. • Support ongoing process improvements by applying structured problem-solving and continuous improvement practices within finance activities. • Gather, organize, and interpret financial data using analytical techniques that improve reporting quality and business visibility.
2026-08-07T21:48:48Z

Sr Financial Reporting & Technical Accounting Analyst

Goleta, CA
onsite
Permanent / Full Time
110000.00 - 120000.00 USD / Yearly
We are looking for a detail-oriented Senior Financial Reporting & Technical Accounting Analyst to support financial reporting, technical accounting, and compliance activities for a global organization in Goleta, California. This role partners with accounting, finance, and audit stakeholders to evaluate accounting matters, strengthen reporting quality, and help maintain compliance with U.S. regulatory requirements. The ideal candidate brings strong analytical judgment, clear communication skills, and the ability to manage multiple deadlines in a fast-paced environment. Responsibilities:• Research emerging accounting guidance and assess how new or complex transactions may affect financial reporting and compliance obligations.• Develop clear technical accounting analyses and supporting documentation for areas such as equity awards, lease accounting, hedging activity, segment disclosures, and asset valuation matters.• Coordinate periodic external reporting deliverables, including major regulatory filings, earnings-related disclosures, and supporting schedules tied to reporting deadlines.• Prepare and review core financial statement components and related footnote content, ensuring accuracy, consistency, and alignment with applicable reporting standards.• Execute key reporting and SOX-related controls, including disclosure reviews, reconciliations, certifications, and tie-out procedures.• Analyze financial statement fluctuations and recommend improvements to accounting treatment, presentation, or disclosure where needed.• Partner with internal and external auditors by organizing requested support, responding to inquiries, and facilitating testing activities.• Maintain accounting policies and contribute to process improvements through reporting tools and documentation enhancements, including user support and training when appropriate.
2026-08-05T21:44:07Z

Property Mgmt Analyst

Thousand Oaks, CA
onsite
Temporary / Contract
25.00 - 26.00 USD / Hourly
This is an onsite Long-term Contract opportunity for someone who is comfortable balancing administrative tasks, invoice processing, vendor communication, and tenant-facing support. The role is well suited to a detail-oriented individual with sound financial judgment who can help maintain smooth operations across a retail or commercial property environment. Responsibilities:• Manage invoice intake, coding, tracking, and approval follow-up to help maintain accurate and timely accounts payable activities.• Support daily property administration by organizing records, handling routine office coordination, and assisting with general operational needs.• Communicate with vendors to obtain updates, resolve service-related questions, and coordinate work tied to property needs.• Interact with tenants in a courteous manner, responding to inquiries and helping route issues to the appropriate contacts.• Perform research and ad hoc financial analysis to support property performance, budgeting activities, and informed decision-making.• Provide front-desk or reception coverage as needed, including greeting visitors and assisting with basic administrative requests.• Use Microsoft Office and internal business systems to maintain documentation, prepare reports, and process financial information.• Assist with other property management tasks as assigned in support of overall site operations and service delivery
2026-07-27T15:43:50Z

AVP of Operations

Carpinteria, CA
onsite
Permanent / Full Time
80000.00 - 125000.00 USD / Yearly
We are looking for an experienced operations and practice management leader to help strengthen business performance for financial professionals and Financial Center owners in Carpinteria, California. This role focuses on building and delivering practical learning programs, guiding business owners through growth planning, and creating resources that improve efficiency, consistency, and long-term enterprise value. The ideal candidate brings strong knowledge of financial services, a consultative mindset, and the ability to engage diverse stakeholders through training, coaching, and cross-functional collaboration. Responsibilities: • Design, update, and manage a comprehensive practice management curriculum that supports both new and established Financial Center owners and financial professionals. • Partner with sales, recruiting, marketing, and business leaders to identify capability gaps and translate those findings into effective learning solutions. • Create instructional content in multiple formats, including guides, presentations, digital courses, videos, and reference materials that support measurable learning outcomes. • Lead virtual orientation sessions and facilitate additional workshops, webinars, and in-person training programs that encourage participation and practical application. • Evaluate the business needs of Financial Centers and financial professionals, then develop annual practice management plans aligned with key drivers of business success. • Coordinate and document coaching engagements, follow-up actions, and resource recommendations to support execution of agreed initiatives. • Promote consistent training quality by applying sound instructional design practices and maintaining high standards across all learning materials. • Identify opportunities to enhance business growth, expand service offerings, and strengthen revenue potential through practice management consultations and strategic guidance.
2026-07-24T22:38:41Z

Accounting Manager/Supervisor

Ventura, CA
onsite
Permanent / Full Time
95000.00 - 105000.00 USD / Yearly
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. Responsibilities: • Lead and mentor accounting team members responsible for development and corporate finance activities, providing direction, coaching, and review of day-to-day work. • Manage accounting across affordable housing projects and organizational operations, ensuring transactions are recorded accurately and reported in a timely manner. • Monitor project cost records, funding allocations, and budget activity to maintain clear financial visibility across active development initiatives. • Oversee construction-related accounting functions, including payment processing, receivables, draw documentation, and lender billing support. • Direct month-end, quarter-end, and year-end close activities, including reconciliations, journal entry review, and preparation of financial statements. • Maintain the general ledger and chart of accounts while producing analysis on financial performance, budget variances, and operational trends. • Administer accounting for grants, loans, and restricted funding sources, ensuring documentation and reporting meet agency, lender, and partner expectations. • Coordinate audit support, tax-related schedules, information reporting, and compliance reviews while reinforcing internal controls and process improvements. • Provide operational support for cash management, forecasting, payroll coordination, and treasury-related tasks as business needs require. • Serve as backup coverage for other accounting leadership responsibilities and contribute to special projects or assigned initiatives.
2026-07-17T15:28:44Z

AVP of Operations

Carpinteria, CA
onsite
Permanent / Full Time
90000.00 - 130000.00 USD / Yearly
We are looking for an experienced operations leader to direct day-to-day business performance across warehouse, retail, logistics, and administrative functions in Carpinteria, California. This role is responsible for creating efficient workflows, maintaining strong service standards, and ensuring teams have the structure and support needed to perform at a high level. The ideal candidate brings a hands-on leadership style, sound operational judgment, and the ability to keep multiple departments aligned with company goals. Responsibilities: • Lead daily execution across warehouse activity, retail support, transportation coordination, and operational administration to keep business functions running smoothly. • Establish and uphold operating procedures, workplace safety practices, and performance standards across all departments. • Drive inventory accuracy by overseeing intake, labeling, storage, movement, cycle counts, and reconciliation processes. • Coordinate freight activity, vendor shipments, customer pickups, and delivery scheduling to support timely fulfillment. • Supervise and coach operational staff, including warehouse team members, drivers, and support personnel, while reinforcing accountability and service expectations. • Address escalated service concerns with professionalism and urgency, helping maintain a positive customer experience. • Oversee facility upkeep, equipment readiness, and vendor-supported repairs to maintain a safe and organized work environment. • Maintain operational records, incident documentation, and reporting metrics, while partnering with leadership on process improvements and performance tracking. • Allocate labor and resources based on business priorities, special projects, installations, and large-scale moves to meet deadlines effectively.
2026-08-13T17:48:46Z

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 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. Responsibilities: • 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. • Design practical tax planning approaches that help reduce exposure, improve efficiency, and support client objectives throughout the year. • Monitor updates to tax laws and regulatory guidance, evaluate how changes affect clients, and translate findings into clear recommendations and technical documentation. • Lead responses to tax notices, examinations, and audits by coordinating with external parties and maintaining organized support throughout the process. • Supervise tax team members and operational staff by assigning work, reviewing performance, and providing coaching that supports growth and accountability. • Maintain detailed tax records, workpapers, and internal reports for leadership review, ensuring documentation is thorough and audit-ready. • Partner with internal teams and clients to resolve complex tax questions, clarify filing requirements, and support timely decision-making. • Use tax and accounting systems to manage workflows, complete filings, and improve the consistency and quality of deliverables.
2026-07-17T15:28:44Z