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5 results for Financial Reporting Manager in Santa Barbara, CA

Financial Analyst/Manager

Santa Ynez, CA
onsite
Permanent / Full Time
110000 - 145000 USD / Yearly
We are looking for a Financial Analyst/Manager to support financial planning, performance analysis, and investment oversight for a diverse portfolio in Buellton, California. This role works closely with business leaders to turn financial data into clear recommendations that improve decision-making, operational execution, and long-term value creation. The ideal candidate brings strong analytical judgment, experience with reporting and forecasting, and the ability to manage a wide range of finance activities from treasury monitoring to strategic project support. Responsibilities: • Manage daily cash visibility by reviewing liquidity, anticipating funding requirements, and identifying appropriate use of excess capital. • Analyze financial and operating results across portfolio businesses to highlight performance patterns, emerging risks, and areas for improvement. • Partner with leadership on annual budgets, recurring forecasts, and multi-year planning to support business priorities and growth objectives. • Track key performance indicators and operational progress with management teams to measure execution against strategic value-building goals. • Create consistent reporting materials, dashboards, and investor-facing analyses that present financial results in a clear and actionable format. • Perform benchmarking, sensitivity analysis, and scenario modeling to evaluate current performance and inform acquisition-related decisions. • Review investment activity and prepare quarterly reporting on fund performance, including analysis of holdings and results. • Develop presentation materials for internal leadership, external audiences, and committee meetings, ensuring data is accurate and well organized. • Oversee treasury-related activity by monitoring bank accounts and reviewing transactions involving marketable securities, mutual funds, and real estate investments managed by third parties. • Support broader strategic efforts such as contract review, working capital improvement, acquisition analysis, real estate finance reporting, and other assigned projects.
2026-09-11T00:00:00Z

Financial Analyst

Santa Barbara, CA
onsite
Temporary / Contract
35 - 43 USD / Hourly
We are looking for an experienced Financial Analyst to support budgeting, forecasting, and finance operations for a Long-term Contract position based in California. This role focuses on bringing structure to departmental planning, improving budget-to-actual visibility, and partnering with business leaders to build a dependable monthly financial rhythm. The ideal candidate is someone who can step in quickly, work independently, and deliver practical solutions across multiple departments and cost centers. Responsibilities: • Lead the completion and refinement of departmental budgets, ensuring plans are accurate, organized, and ready for ongoing use. • Develop forward-looking forecasts and budget-to-actual reporting that help leaders understand financial performance and key variances. • Partner closely with department heads to create a repeatable monthly budgeting and forecasting process that supports informed decision-making. • Use Sage X3 and Ramp to manage financial workflows, including expense coding, reconciliations, and coordination with general ledger activity. • Analyze spending patterns across teams and cost centers, identifying trends, risks, and opportunities for improved financial control. • Support payroll-to-general-ledger mapping and related reconciliations, including work involving Rippling or similar payroll platforms when needed. • Prepare and maintain advanced Excel models to consolidate data, evaluate results, and present actionable financial insights. • Contribute hands-on support across core accounting operations such as journal entries, month-end close activities, and balance sheet reconciliation as required.
2026-09-18T00:00:00Z

Accounting Manager/Supervisor

Oxnard, CA
onsite
Permanent / Full Time
110000 - 120000 USD / Yearly
We are looking for an experienced Accounting Manager/Supervisor to lead financial operations for the district in Oxnard, California. This role is responsible for maintaining strong accounting practices, guiding budget and forecast activities, and providing reliable financial insight to support operational decisions. The ideal candidate brings leadership ability, strong technical accounting knowledge, and a hands-on approach to reporting, analysis, and team development. Responsibilities: • Direct district-level accounting activities and monitor day-to-day financial performance to support accurate and efficient operations. • Prepare and review monthly financial reports to ensure records are complete, timely, and aligned with reporting standards. • Lead budgeting, forecasting, and cash flow planning processes to help management make informed financial decisions. • Supervise, coach, and develop accounting and clerical team members to strengthen performance and support focused growth. • Partner with operational leaders by delivering financial guidance, performance analysis, and practical recommendations. • Contribute to business case evaluations by building return-on-investment models and assessing financial risk for new opportunities. • Support initiatives that improve working capital by tracking key drivers and collaborating with finance and operations teams. • Oversee core accounting tasks such as general ledger maintenance, journal entries, account reconciliations, and month-end close activities. • Assist with audit preparation and respond to financial information requests as needed. • Carry out additional accounting and finance responsibilities in support of district objectives.
2026-09-14T00:00:00Z

Sr Financial Reporting & Technical Accounting Analyst

Goleta, CA
onsite
Permanent / Full Time
110000 - 120000 USD / Yearly
We are looking for a Senior Financial Reporting & Technical Accounting Analyst to join our team in California. In this role, you will strengthen external reporting, technical accounting analysis, and compliance efforts while partnering with finance, audit, and cross-functional stakeholders. This position is ideal for an accounting specialist with strong attention to detail who can interpret complex guidance, improve reporting processes, and deliver accurate results within quarterly and annual deadlines. Responsibilities: • Research emerging and updated accounting guidance and assess how it affects transactions, reporting positions, and corporate accounting practices. • Prepare technical accounting analyses and supporting memoranda for areas such as equity-based compensation, hedging activity, segment disclosures, lease accounting, and impairment considerations. • Coordinate periodic external reporting activities, including major regulatory filings, earnings-related disclosures, and supporting schedules tied to the reporting calendar. • Produce quarterly and annual financial statement components, including cash flow reporting, and review data tagging accuracy for electronic filing requirements. • Draft and refine disclosures related to new accounting standards, significant transactions, and notable changes in financial results. • Execute key reporting controls by completing disclosure check procedures, reconciliations, certifications, and detailed tie-out reviews. • Evaluate industry reporting practices, regulatory correspondence trends, and peer disclosures to recommend enhancements to company reporting and policy positions. • Maintain and update accounting policies, support audit requests, and contribute to process improvements using reporting tools such as Workiva, Hyperion, or similar systems. • Partner with internal teams on special finance projects, provide reporting support for related compliance activities, and help train stakeholders on reporting tools and accounting updates.
2026-09-11T00:00:00Z

Tax Manager - Public

Santa Ynez, CA
onsite
Permanent / Full Time
115000 - 140000 USD / Yearly
We are looking for an experienced Tax Manager to lead a broad range of tax activities for a public accounting environment in California. This position plays a key role in maintaining compliance, improving tax efficiency, and advising teams and clients on complex tax matters. The ideal candidate brings strong technical tax knowledge, sound judgment, and the ability to guide staff while managing multiple priorities in a highly organized setting. Responsibilities: • Oversee the preparation and final review of federal, state, and local tax filings, ensuring timely submission and adherence to current regulations. • Create practical tax planning approaches that help reduce exposure and support efficient outcomes for clients and the organization. • Monitor legislative and regulatory updates, evaluate their effect on tax positions, and develop clear guidance on complex issues. • Research technical tax questions and produce well-supported documentation, including written analyses and internal reference materials. • Lead tax audit activities by coordinating responses, organizing requested records, and serving as a point of contact with outside auditors or agencies. • Supervise and develop entry-level tax professionals and operations staff through coaching, review feedback, and day-to-day support. • Maintain thorough tax records and prepare organized reports for leadership to support decision-making and compliance oversight. • Manage work across individual, corporate, partnership, fiduciary, exempt, and sales tax engagements while balancing deadlines and quality standards.
2026-08-21T00:00:00Z