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4 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 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.
2026-07-02T00:00:00Z

Accounting Manager/Supervisor

Ventura, CA
onsite
Permanent / Full Time
95000 - 105000 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.
2026-06-12T00:00:00Z

Tax Manager - Public

Santa Ynez, CA
onsite
Permanent / Full Time
115000 - 140000 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.
2026-06-12T00:00:00Z

Accounting Specialist

Santa Barbara, CA
onsite
Temporary / Contract
23.75 - 27.5 USD / Hourly
We are looking for an Accounting Specialist to support a broad range of day-to-day accounting activities for a property-focused organization in Santa Barbara, California. This Long-term Contract position is ideal for someone who can manage financial transactions accurately, investigate variances, and keep payables, deposits, and reconciliations moving efficiently. The role requires strong attention to detail, sound judgment, and the ability to coordinate with operational teams while maintaining organized financial records. Responsibilities: • Generate daily cash documentation and examine banking activity to confirm incoming funds, resolve mismatches, and gather supporting processor reporting. • Coordinate communication with properties regarding account-related exceptions and respond to routine property accounting questions with timely follow-up. • Process payment reversals such as credit card refunds and voids while ensuring accurate records are maintained. • Audit accounts payable batches against source invoices, route completed batches for operational approval, and post approved transactions for payment processing. • Prepare check runs, distribute issued payments, and record recurring utility-related journal entries and other scheduled postings. • Review financial tracking reports, utility schedules, petty cash activity, and month-end pre-close materials to identify irregularities and support accurate close procedures. • Manage tax, insurance impound, and sales tax payment activities, including preparing bank deposits and completing monthly bank reconciliations. • Set up and approve vendor records in Yardi after required documentation is received, maintain year-end vendor totals for reporting, and assist with urgent check requests and other assigned accounting projects.
2026-07-15T00:00:00Z