We are looking for a detail-oriented finance specialist who can guide reporting, planning, and performance analysis across a diverse investment and operating portfolio in California. This role combines hands-on financial oversight with strategic partnership, helping leadership evaluate results, manage liquidity, and support informed decision-making. The ideal candidate brings strong analytical judgment, experience building actionable reporting, and the ability to translate complex data into clear business insights.<br><br>Responsibilities:<br>• Manage cash positioning activities by reviewing liquidity, anticipating financing needs, and identifying funds available for investment decisions.<br>• Analyze the financial and operating results of portfolio businesses to highlight performance patterns, identify potential risks, and uncover areas for improvement.<br>• Collaborate with leadership on annual budgets, rolling forecasts, and long-range planning to support business objectives and capital priorities.<br>• Track key performance indicators and operational milestones with management teams to measure progress against strategic value-creation goals.<br>• Create consistent reports, dashboards, and presentation materials that provide meaningful updates to internal leaders, investors, and committee stakeholders.<br>• Perform benchmarking, sensitivity analysis, and scenario modeling to evaluate business outlook, strategic options, and potential acquisition opportunities.<br>• Review investment activity and prepare recurring performance summaries for investment funds, including quarterly reporting packages.<br>• Oversee treasury-related activity by monitoring bank accounts and validating transactions involving marketable securities, real estate holdings, and externally managed funds.<br>• Assess contracts and agreements to identify financial implications, key terms, and areas of potential exposure.<br>• Support high-priority initiatives such as acquisition analysis, working capital improvement efforts, real estate finance reporting, and other special projects as assigned.
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.<br><br>Responsibilities:<br>• Lead day-to-day accounting activities for affordable housing development projects and nonprofit corporate operations, ensuring records remain accurate and current.<br>• Supervise accounting team members, offering direction, coaching, and review of work to support quality performance and growth.<br>• Manage project-based financial tracking, including job costs, budgets, and the use of multiple funding sources across active developments.<br>• Oversee construction-related accounting processes such as vendor payments, customer receipts, bank draw activity, and preparation of draw submissions.<br>• Direct the monthly, quarterly, and annual close cycles, including reconciliations, journal posting, and preparation of timely financial reports.<br>• Maintain the general ledger structure and financial reporting framework, including chart of accounts oversight and production of financial statements.<br>• Analyze financial results through budget comparisons and variance reviews for both development and corporate entities, identifying trends and issues requiring attention.<br>• Monitor compliance with internal policies as well as lender, grant, and funding requirements, including recordkeeping for restricted funds, loans, and awards.<br>• Support annual audits, tax-related reporting, Form 1099 preparation, and other compliance reviews while helping strengthen accounting procedures and internal controls.<br>• Provide backup coverage for other accounting leadership responsibilities and assist with cash management, payroll support, treasury tasks, system administration, and special projects as needed.
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.<br><br>Responsibilities:<br>• Oversee the preparation and final review of tax filings across federal, state, and local jurisdictions, ensuring complete and accurate submissions.<br>• Design practical tax strategies that support compliance goals while improving overall tax efficiency for clients and the organization.<br>• Monitor legislative and regulatory updates, evaluate their implications, and develop clear guidance on complex tax issues through research and written analysis.<br>• Lead responses to tax examinations and inquiries by coordinating with auditors, agencies, and internal stakeholders to keep matters moving efficiently.<br>• Provide day-to-day direction, coaching, and development support to entry-level tax team members and operational staff.<br>• Maintain organized tax records and produce reporting materials that inform leadership on key tax positions, risks, and deadlines.<br>• Manage work involving individual, corporate, partnership, fiduciary, exempt, and sales tax matters across a varied client base.
<p>We are looking for an experienced Senior Cost Accountant to join our team in California. This position is responsible for strengthening cost accounting practices, supporting accurate financial reporting, and providing insight into inventory, cost of sales, and margin performance. The role also offers the opportunity to guide entry-level team members, improve accounting processes, and partner with operations in a manufacturing environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage month-end and quarter-end accounting activities tied to inventory, cost of sales, and revenue-related transactions, ensuring timely and accurate close results.</p><p>• Prepare journal entries, account reconciliations, and supporting schedules to maintain reliable financial records and compliance with internal policies and applicable standards.</p><p>• Review gross margin performance and develop analyses that highlight cost trends, variances, and opportunities to improve reporting accuracy.</p><p>• Lead inventory-related accounting tasks, including audit support, cycle count review, and evaluation of inventory balances within a manufacturing setting.</p><p>• Supervise and mentor a small team of cost accounting and estimating professionals, helping build capability in government-focused cost accounting practices.</p><p>• Perform detailed variance analysis on production and standard costs to identify root causes and support corrective actions with cross-functional partners.</p><p>• Assist with internal and external audit requests by preparing documentation, responding to inquiries, and supporting compliance-focused reviews.</p><p>• Recommend and implement process enhancements that improve efficiency, strengthen internal controls, and support a high-performing finance organization.</p>
We are looking for an experienced Controller to lead financial oversight for a group of operating companies in Santa Maria, California. This position plays a central role in maintaining reliable financial reporting, strengthening accounting operations, and supporting sound business decisions through budgeting and analysis. The ideal candidate brings strong leadership, technical accounting knowledge, and the ability to connect financial strategy with broader organizational objectives.<br><br>Responsibilities:<br>• Direct the month-end close cycle and ensure financial reports are completed accurately and on schedule.<br>• Prepare and share periodic financial statements and related insights with leadership to support operational and strategic decisions.<br>• Partner with management on annual planning by developing budgets, monitoring forecast performance, and explaining variances.<br>• Establish, refine, and monitor internal control processes to protect reporting integrity and support compliance standards.<br>• Coordinate audit activity with external auditors and assist with materials needed for tax preparation.<br>• Lead, mentor, and prioritize the work of accounting team members across core finance functions.<br>• Oversee divisional accounting activities, including financial analysis, budget management, accounts payable, and accounts receivable.<br>• Contribute to treasury-related responsibilities and help support cash management activities.<br>• Participate in enterprise software enhancement initiatives, including ERP upgrade efforts, from a finance perspective.
We are looking for an experienced operations leader to support the growth and effectiveness of practice management programs for financial professionals in Carpinteria, California. This role focuses on designing and delivering high-impact learning experiences, consulting with business owners on operational improvement opportunities, and partnering across teams to strengthen performance and consistency. The ideal candidate brings strong financial services knowledge, a practical understanding of business operations, and the ability to translate complex needs into clear, actionable programs.<br><br>Responsibilities:<br>• Design, update, and manage a comprehensive practice management curriculum for new and established financial professionals and Financial Center owners.<br>• Partner with sales, recruiting, marketing, and other internal stakeholders to identify operational skill gaps and create learning solutions that address business needs.<br>• Produce instructional content in multiple formats, including guides, presentations, digital courses, videos, and reference materials, to support varied learning preferences.<br>• Lead virtual and in-person training sessions, workshops, and orientation programs that help participants improve productivity, consistency, and long-term business performance.<br>• Evaluate the needs of Financial Centers and advisors, then develop tailored annual practice management plans supported by coaching, resources, and follow-up documentation.<br>• Advise business owners on growth strategies, service expansion opportunities, and practice development initiatives that can increase revenue and enterprise value.<br>• Maintain high standards for instructional design, program quality, and learner engagement across all training materials and facilitation methods.
We are looking for an experienced Controller to lead the financial management of construction operations in Agoura Hills, California. This role serves as a key partner to leadership and project teams by delivering accurate reporting, guiding financial planning, and strengthening cost oversight across commercial and luxury residential projects. The ideal candidate brings deep accounting expertise, strong business judgment, and the ability to support both day-to-day financial activities and long-term company objectives.<br><br>Responsibilities:<br>• Direct core accounting activities, including management of the general ledger, payables, receivables, payroll coordination, project contracts, change order tracking, and client billing processes.<br>• Produce timely financial statements and management reports, reviewing results carefully to ensure accuracy, consistency, and compliance with applicable standards.<br>• Partner with project managers and company leaders to build budgets, monitor job costs, and improve financial performance across active projects.<br>• Evaluate financial data to identify trends, risks, and opportunities, then present actionable recommendations that support operational and strategic decisions.<br>• Lead month-end closing activities and maintain organized accounting records that support efficient audits and internal review processes.<br>• Supervise and develop accounting team members by providing guidance, accountability, and opportunities for growth.<br>• Help improve financial workflows and reporting practices through effective use of construction accounting tools and process automation where appropriate.
We are looking for an experienced operations leader to direct the daily performance of our fuel distribution business in Santa Barbara, California. This role is responsible for guiding teams, maintaining safe and efficient facilities, strengthening customer partnerships, and supporting continued business growth. The ideal candidate brings strong commercial judgment, operational discipline, and the ability to lead across people, assets, and service delivery.<br><br>Responsibilities:<br>• Lead day-to-day business operations across the fuel distribution organization, ensuring consistent service, strong execution, and alignment with company objectives.<br>• Direct and support staff across the McCormix and fuel dock teams, fostering accountability, collaboration, and a positive workplace culture.<br>• Step in to cover essential administrative or operational duties when needed to maintain business continuity.<br>• Partner with leadership to coordinate priorities, share operational updates, and support decisions that affect multiple teams or locations.<br>• Oversee the upkeep, safety, and regulatory readiness of facilities, fueling sites, office spaces, and related operational assets.<br>• Manage equipment performance and service needs, including dispensers, cardlock systems, and other critical machinery used in daily operations.<br>• Monitor compliance with applicable local, state, and federal requirements and ensure operating practices meet industry standards.<br>• Support accurate and timely processing of invoices, payments, and financial records in coordination with internal staff and external partners.<br>• Maintain strong relationships with existing customers while pursuing new business through strategic outreach, bids, partnerships, and market development efforts.<br>• Respond to customer concerns promptly, provide clear communication on pricing and service expectations, and protect long-term customer trust.