We are looking for a highly skilled Operations Manager to lead and optimize the operational functions of our firm in Santa Barbara, California. This role requires a dynamic individual capable of managing firm-wide initiatives, overseeing team collaboration, and improving processes to drive organizational success. The ideal candidate will have a strong background in operations management, human resources, and wealth management.<br><br>Responsibilities:<br>• Lead firm-wide projects and oversee their successful implementation while aligning with organizational growth strategies.<br>• Organize and manage monthly team meetings, ensuring effective communication across operations and advisory teams.<br>• Maintain and update firm policies and procedures manuals, ensuring compliance and relevance.<br>• Prepare presentations and materials for retreats, meetings, and other firm events.<br>• Oversee billing processes and office expenses, ensuring accurate and timely transactions.<br>• Manage employee relations, including hiring, onboarding, termination processes, payroll approvals, and annual reviews.<br>• Foster a positive workplace culture by organizing team-building activities, appreciation events, and addressing employee concerns.<br>• Enhance client relationships by developing creative appreciation initiatives, resolving complex service issues, and ensuring high satisfaction levels.<br>• Research and implement technology solutions to improve efficiency, train team members, and ensure accurate data reconciliation.<br>• Monitor compliance by staying informed about industry trends, attending relevant training, and adhering to ethical and meticulous standards.
We are looking for an experienced Accounting Manager/Supervisor to join our team in Camarillo, California. In this role, you will oversee key financial processes, manage month-end close activities, and ensure accurate reporting across multiple entities. This position requires strong expertise in manufacturing cost accounting, financial audits, and advanced Excel capabilities.<br><br>Responsibilities:<br>• Manage month-end close processes, including journal entries, variance analysis, and financial statement preparation.<br>• Oversee financial reporting and review for accuracy and compliance with company standards.<br>• Coordinate and support annual audits conducted by external auditors.<br>• Develop and maintain budgets and forecasts, including annual budgets and quarterly updates.<br>• Ensure proper consolidation of financial data across multiple legal entities.<br>• Supervise and guide accounting staff, providing training and support for cost accounting tasks.<br>• Utilize advanced Excel formulas and functions to streamline reporting and analysis.<br>• Monitor and improve inventory and cost accounting processes.<br>• Collaborate with cross-functional teams to maintain accurate financial data.<br>• Manage lease accounting, fixed assets, and other specialized financial tasks using relevant software tools.
We are looking for a skilled Financial Analyst/Manager to join our team in Buellton, California. This role is ideal for someone who is detail oriented, thrives on analyzing financial data, supports strategic initiatives, and drives operational improvements. As a key member of the finance team, you will play a critical role in ensuring accurate reporting, evaluating performance, and contributing to the company’s long-term financial goals.<br><br>Responsibilities:<br>• Manage cash flow activities, including borrowing needs, investment opportunities, and liquidity planning.<br>• Analyze financial and operational performance across portfolio companies to identify key trends, risks, and growth opportunities.<br>• Support the budgeting process, long-term financial planning, and forecasting in collaboration with business leaders.<br>• Partner with management teams to monitor key performance indicators (KPIs) and align operational strategies with value creation goals.<br>• Develop and maintain standardized reports, dashboards, and financial analyses for stakeholders and investors.<br>• Conduct benchmarking and scenario modeling to evaluate business performance and strategic options for acquisitions.<br>• Prepare detailed performance reports for tribal investment funds and oversee quarterly reporting processes.<br>• Monitor treasury accounts, stock trades, bond settlements, and real estate transactions managed by third-party entities.<br>• Evaluate financial terms and conditions within enterprise contracts to ensure compliance and profitability.<br>• Provide comprehensive financial analysis related to real estate assets, including performance tracking and reporting.
We are looking for a detail-oriented Logistics Clerk to join our team on a contract basis in Santa Barbara, California. In this role, you will manage shipping and fulfillment processes while ensuring accuracy and efficiency. The position involves collaborating with various departments to support order management and logistics operations.<br><br>Responsibilities:<br>• Enter fulfillment orders into the system with precision and attention to detail.<br>• Develop and maintain shipping schedules, monitor order lead times, and prepare customer reports.<br>• Coordinate with internal teams, including Sales, Operations, Accounting, and Customer Service, to streamline processes.<br>• Provide timely updates to the Sales team and customers regarding the status of orders.<br>• Assist in resolving discrepancies related to orders, documentation, or warehouse issues.<br>• Address customer or vendor shipping concerns and work towards prompt resolutions.<br>• Support the Fulfillment Supervisor in managing logistics challenges and ensuring smooth operations.
We are looking for a dedicated Property Supervisor to join our team on a contract basis in Santa Barbara, California. This role involves managing various administrative tasks and field operations, ensuring effective communication with property owners, tenants, and residents. The ideal candidate will focus on maintaining safety, property conditions, and curb appeal while delivering exceptional service.<br><br>Responsibilities:<br>• Communicate proactively with tenants and residents, addressing inquiries and sending out notices as needed.<br>• Conduct inspections, including exterior, semi-annual interior, and move-out evaluations.<br>• Enter and manage work orders efficiently to ensure timely completion.<br>• Perform security deposit reconciliations and handle related documentation.<br>• Develop project scopes, oversee bidding processes, and coordinate projects with vendors.<br>• Assist with leasing activities such as marketing properties, drafting leases, and processing applications.<br>• Be available for occasional weekend work and respond to emergency on-call situations approximately six weeks per year.<br>• Collaborate with vendors, in-house maintenance technicians, and onsite managers to ensure smooth operations.<br>• Provide support for various property management tasks as requested.
<p>Description:</p><p>Looking for a talented, driven and experienced individual to assist in the development of financial plans and forecasts, the analysis of operational results, and support adherence to appropriate accounting standards. This individual will work under the guidance of the company Director of Finance. </p><p><br></p><p>The Financial Analyst is a key member of the organization, providing analytical support for leadership of key functional areas. This position will serve as a trusted financial advisor and support management with analysis and reporting to help support and accelerate rapid growth.</p><p><br></p><p>Responsibilities:</p><p>• Responsible for ongoing review and reporting of sales and margins of the programs</p><p>• Provide support to the management team in helping build forecasts and annual budgets</p><p>• Support preparation and financial obligations of the strategic 5-year plan</p><p>• Support all weekly, monthly, quarterly and annual reporting requirements</p><p>• Support headcount forecasting and reporting </p><p>• Lead all month end GM analytics and costing processes</p><p>• Conduct variance analysis based on actuals, spend plans, and trends and partner with leadership team to identify issues and opportunities</p><p>• Support to Inventory management by:</p><p>o Review inventory valuation from month to month to ensure standard cost accuracy</p><p>o Review and correct zero cost items and location with negative quantities</p><p>o Prepare excess and obsolete analysis </p><p>• Compile Weekly and Monthly Labor Analysis</p><p>• Perform periodic cost roll update</p><p>• Oversee timely work order completion</p><p>• Assist with proposals, oversee Hardware pricing and costing</p><p>• Prepare and analyze weekly / monthly reports for management team</p><p>• Prepare monthly cost reports in accordance with contract requirements on specific contracts</p><p>• Assist with month end close duties </p><p>• Assist with Balance Sheet reconciliation</p><p><br></p>
<p>We are looking for an experienced Payroll Specialist to join our team on a contract basis in Santa Barbara, California. In this role, you will play a vital part in supporting HR operations, ensuring efficient payroll processing, benefits administration, and compliance with company policies. The ideal candidate is detail-oriented, self-motivated, and capable of working both independently and collaboratively.</p><p><br></p><p>Responsibilities:</p><p>• Process and manage full-cycle payroll for a multi-state workforce, ensuring accuracy and compliance.</p><p>• Administer benefits programs, including overseeing open enrollment, reconciling invoices, and maintaining the benefits portal.</p><p>• Address employee inquiries related to payroll and benefits, providing clear and timely assistance.</p><p>• Partner with the finance team to ensure seamless coordination between payroll and financial processes.</p><p>• Handle offboarding procedures to ensure compliance with company policies and legal requirements.</p><p>• Interpret and apply HR policies, offering guidance to employees and enhancing operational efficiency.</p><p>• Monitor and maintain accurate records for payroll and benefits data.</p><p>• Collaborate with the Senior HR Manager to improve HR services and foster a positive employee experience.</p>
<p>We are looking for a dedicated Customer Service Representative to join our team. In this long-term contract position, you will play a pivotal role in ensuring smooth order processing, accurate data management, and outstanding customer support. This is an excellent opportunity to utilize your skills in a dynamic and collaborative environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage end-to-end order processing, including invoicing, fulfillment, and inventory analysis.</p><p>• Identify and resolve issues in daily order operations, collaborating with other team members to ensure efficiency.</p><p>• Provide guidance and support to customer service representatives in completing their assigned tasks.</p><p>• Train team members on department processes and ensure adherence to established procedures.</p><p>• Suggest process improvements to management based on insights gained from customer interactions and order workflows.</p><p>• Oversee account and customer data management to maintain accuracy and streamline order processing.</p><p>• Handle returns, ensuring proper documentation and resolution.</p><p>• Process international documents and related transactions accurately and efficiently.</p>
<p>We are looking for an organized Receptionist to join our team in Santa Barbara, California. In this contract-to-permanent position, you will play a key role in managing daily office operations, supporting attorneys, and ensuring a welcoming environment for clients. This role offers an excellent opportunity to contribute to the success of a dynamic legal office.</p><p><br></p><p>Responsibilities:</p><p>• Manage incoming correspondence, including mail, faxes, and courier deliveries, ensuring timely routing and responses.</p><p>• Organize and maintain office documents within the document management system, ensuring accessibility and accuracy.</p><p>• Schedule appointments and coordinate office calendars to optimize workflow.</p><p>• Uphold confidentiality standards by safeguarding sensitive client and attorney information.</p><p>• Maintain a clean and organized lobby or waiting area, offering refreshments to clients as needed.</p><p>• Monitor office supplies inventory, place orders, and evaluate new products to ensure smooth operations.</p><p>• Perform basic preventive maintenance on office equipment and coordinate repairs as necessary.</p><p>• Represent the office as a courier by delivering documents to court clerks, post offices, banks, and supply stores.</p><p>• Support the organization’s reputation by taking initiative to address unique requests and explore ways to enhance office processes.</p>
We are looking for a detail-oriented Bookkeeper to join our team in Thousand Oaks, California. In this role, you will play a key part in managing the company’s financial operations, ensuring accurate bookkeeping, and maintaining compliance with accounting standards. This is an excellent opportunity for someone with strong organizational skills and a passion for financial management to contribute to a dynamic team.<br><br>Responsibilities:<br>• Oversee daily financial transactions, including accounts payable and accounts receivable.<br>• Prepare accurate financial statements and reports to support organizational decision-making.<br>• Record and maintain journal entries while ensuring compliance with accounting principles.<br>• Reconcile bank accounts and ensure all discrepancies are resolved promptly.<br>• Utilize accounting software, including QuickBooks, to manage financial data efficiently.<br>• Monitor and maintain bookkeeping records with a high level of accuracy and attention to detail.<br>• Collaborate with team members to support financial planning and operations.<br>• Conduct periodic reviews of financial data to identify and rectify inconsistencies.<br>• Assist with budget preparation and forecasting to optimize financial performance.<br>• Ensure adherence to company policies and accounting standards in all financial activities.
We are looking for an experienced Bookkeeper to join our team in Camarillo, California. This is a long-term contract position offering the opportunity to work in a dynamic and detail-oriented environment. The ideal candidate will have strong expertise in bookkeeping processes and proficiency with QuickBooks, ensuring seamless management of financial transactions.<br><br>Responsibilities:<br>• Process daily accounting transactions with precision and efficiency.<br>• Manage accounts payable tasks, including invoice handling and payment processing.<br>• Oversee accounts receivable operations, such as invoicing, payment applications, and aging reports.<br>• Conduct regular credit card reconciliations to ensure accuracy.<br>• Maintain well-organized financial records and documentation for auditing purposes.<br>• Support month-end closing activities, including balance sheet reconciliations.<br>• Identify and resolve discrepancies or posting errors in financial records.<br>• Adhere to established accounting procedures and internal controls to ensure compliance.<br>• Perform additional bookkeeping duties as required.
<p>We are looking for a Legal Secretary for an est. 6-week assignment (medical leave coverage) in Ventura, California. This position requires an organized, detail-oriented individual who can assist with administrative and clerical duties in support of legal operations.</p><p><br></p><p>Responsibilities:</p><p>• Manage court date calendaring and ensure all schedules are accurate and up-to-date.</p><p>• Prepare and type thorough correspondence, including legal letters and documents.</p><p>• Handle e-filing and court filings efficiently and in compliance with required standards.</p><p>• Provide one-on-one desk support to the attorney, addressing additional administrative needs as required.</p><p>• Coordinate daily operations and assist with receptionist duties as needed.</p>
<p>We are looking for an experienced Executive Assistant to provide comprehensive administrative and logistical support to C-suite executives. This role involves managing complex schedules, coordinating travel arrangements, and overseeing event logistics to ensure smooth operations. This is a long-term contract position based in Santa Barbara, California, with occasional on-site requirements.</p><p><br></p><p>Responsibilities:</p><p>• Manage executive calendars ensuring seamless scheduling and prioritization.</p><p>• Arrange and coordinate travel plans, including booking accommodations, transportation, and handling real-time changes.</p><p>• Process and track expense reports, ensuring accuracy and compliance.</p><p>• Organize and support events such as team dinners, offsites, and other executive gatherings.</p><p>• Maintain clear and proactive communication with executives and stakeholders to address needs and resolve issues promptly.</p><p>• Handle confidential information with discretion and professionalism.</p><p>• Prepare materials and documents for executive meetings, ensuring all details are accurate and timely.</p><p>• Collaborate with other teams to ensure logistics align with organizational priorities.</p><p>• Provide proactive solutions to streamline administrative processes and improve efficiency.</p><p>• Adapt quickly to a fast-paced environment while maintaining exceptional attention to detail.</p>
We are looking for a detail-oriented Office Assistant to join our team in Ventura, California. This long-term contract position is ideal for someone with strong organizational skills and the ability to work independently in a fast-paced environment. The role requires excellent communication and problem-solving abilities to support daily office operations and administrative tasks.<br><br>Responsibilities:<br>• Perform a variety of administrative tasks, including invoice processing, check deposits, and communication with property management.<br>• Ensure smooth daily operations by proactively addressing challenges and identifying solutions.<br>• Collaborate with the Front Desk Administrator when necessary, while maintaining independence in handling assigned duties.<br>• Manage clerical responsibilities such as document scanning, filing, and maintaining organized records.<br>• Answer inbound calls and provide attentive and courteous assistance to callers.<br>• Assist with receptionist duties, ensuring the front desk operates efficiently.<br>• Support office functions with adaptability and a proactive approach to workflow.<br>• Maintain a high level of accuracy and attention to detail in all administrative processes.
We are looking for a dedicated Residence Billing Coordinator to join our team in Santa Barbara, California. In this long-term contract position, you will play an integral role in managing billing operations, ensuring accurate financial transactions, and delivering exceptional customer service. This opportunity is ideal for candidates with strong organizational skills and a passion for maintaining efficient financial processes.<br><br>Responsibilities:<br>• Process and reconcile accounts receivable transactions to ensure accurate financial records.<br>• Manage customer billing inquiries, providing solutions and clear communication to resolve complex account issues.<br>• Oversee the preparation and distribution of housing-related billing statements, coordinating with Housing and Residential Services.<br>• Audit payment plans and ensure timely application of payments, including the assessment of late fees when necessary.<br>• Review and maintain financial aid files to confirm adherence to policies and procedures.<br>• Supervise front-line customer service staff, including scheduling, training, and performance evaluations.<br>• Conduct daily balancing of financial journals and registration payment processing.<br>• Identify opportunities for service improvements to enhance efficiency during peak workloads.<br>• Utilize computerized billing systems to streamline operations and maintain data accuracy.<br>• Provide thorough and attentive guidance to customers regarding billing and payment processes.
We are looking for a detail-oriented and experienced Senior Accountant to join our team in Agoura Hills, California. This role requires advanced skills in project accounting, cost analysis, and financial management to ensure the accuracy and integrity of our financial operations. As a key member of the accounting team, you will oversee contract reviews, billing processes, and compliance with accounting principles.<br><br>Responsibilities:<br>• Review contract terms, exhibits, and billing provisions to ensure compliance and accuracy.<br>• Set up projects in QuickBooks Online and Procore according to company standards and contract requirements.<br>• Maintain accurate and real-time records of project costs, including vendor invoices and employee expenses.<br>• Monitor labor and project costs against budgets, identifying discrepancies and initiating timely corrective actions.<br>• Process accounts payable, ensuring invoices are properly coded, approved, and aligned with payment schedules.<br>• Manage project-level cash flow to prioritize critical payments and maintain continuity.<br>• Prepare and issue monthly project billings, ensuring proper documentation and compliance with cost-plus contracts.<br>• Track change orders and ensure they are documented, approved, and accurately billed.<br>• Communicate with vendors to address invoice queries and resolve discrepancies.<br>• Ensure all financial operations adhere to established accounting principles and company policies.
