We are looking for an experienced Financial Analyst to support strategic financial planning and deliver meaningful insights that guide business decisions. This role partners with leadership to evaluate performance, build reliable forecasts, and turn complex data into clear recommendations. The ideal candidate brings strong analytical judgment, advanced Excel capabilities, and a background working with financial reporting and decision-support tools.<br><br>Responsibilities:<br>• Develop financial models, budgets, and rolling forecasts to support planning, performance tracking, and operational decision-making.<br>• Analyze variances, trends, and profitability drivers, then translate findings into practical recommendations for leadership.<br>• Create and maintain dashboards, automated reports, and key performance metrics using business intelligence and data visualization tools.<br>• Perform ad hoc financial analysis and data mining to answer business questions, identify risks, and uncover opportunities for improvement.<br>• Prepare presentations and communicate analytical results to leadership, committees, and other stakeholders in a clear and actionable way.<br>• Partner with cross-functional teams to gather data, improve reporting accuracy, and strengthen financial planning processes.<br>• Use advanced Microsoft Excel features, including complex formulas, Power Query, and structured modeling techniques, to manage and interpret large data sets.<br>• Participate in required job-related training and career development activities, including online, in-person, and offsite coursework as assigned.
We are looking for a Sr. Financial Analyst to join a Contract position based in Ventura, California. This role will focus on delivering high-impact financial analysis, forecasting, and modeling that supports business planning and executive decision-making. The ideal candidate will bring strong analytical judgment, experience working with complex data, and the ability to translate financial results into clear business insights for a variety of stakeholders.<br><br>Responsibilities:<br>• Build and refine financial models that support budgeting, forecasting, long-range planning, and strategic evaluations across the organization.<br>• Examine financial and operational results to uncover trends, explain variances, identify unusual performance patterns, and recommend practical next steps.<br>• Produce detailed profitability analysis for products, services, channels, member segments, and portfolio performance, including assessment of new offerings and key value drivers.<br>• Perform scenario, sensitivity, variance, and trend analysis to help leadership evaluate financial outcomes and make informed business decisions.<br>• Contribute to asset and liability management reporting, including analysis related to balance sheet performance, liquidity, and concentration exposure.<br>• Support loan and deposit portfolio reviews and assist with forecasting tied to balance sheet strategy and broader business initiatives.<br>• Collaborate with business teams and technology partners to create reliable data solutions, reporting frameworks, dashboards, and scorecards that scale effectively.<br>• Validate report accuracy, resolve data quality issues, and improve documentation, controls, and reporting processes to strengthen consistency and reliability.<br>• Present financial findings and recommendations to leaders in a concise, persuasive manner, making complex concepts accessible to both technical and non-technical audiences.
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.<br><br>Responsibilities:<br>• Lead the completion and refinement of departmental budgets, ensuring plans are accurate, organized, and ready for ongoing use.<br>• Develop forward-looking forecasts and budget-to-actual reporting that help leaders understand financial performance and key variances.<br>• Partner closely with department heads to create a repeatable monthly budgeting and forecasting process that supports informed decision-making.<br>• Use Sage X3 and Ramp to manage financial workflows, including expense coding, reconciliations, and coordination with general ledger activity.<br>• Analyze spending patterns across teams and cost centers, identifying trends, risks, and opportunities for improved financial control.<br>• Support payroll-to-general-ledger mapping and related reconciliations, including work involving Rippling or similar payroll platforms when needed.<br>• Prepare and maintain advanced Excel models to consolidate data, evaluate results, and present actionable financial insights.<br>• Contribute hands-on support across core accounting operations such as journal entries, month-end close activities, and balance sheet reconciliation as required.
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.<br><br>Responsibilities:<br>• Manage daily cash visibility by reviewing liquidity, anticipating funding requirements, and identifying appropriate use of excess capital.<br>• Analyze financial and operating results across portfolio businesses to highlight performance patterns, emerging risks, and areas for improvement.<br>• Partner with leadership on annual budgets, recurring forecasts, and multi-year planning to support business priorities and growth objectives.<br>• Track key performance indicators and operational progress with management teams to measure execution against strategic value-building goals.<br>• Create consistent reporting materials, dashboards, and investor-facing analyses that present financial results in a clear and actionable format.<br>• Perform benchmarking, sensitivity analysis, and scenario modeling to evaluate current performance and inform acquisition-related decisions.<br>• Review investment activity and prepare quarterly reporting on fund performance, including analysis of holdings and results.<br>• Develop presentation materials for internal leadership, external audiences, and committee meetings, ensuring data is accurate and well organized.<br>• Oversee treasury-related activity by monitoring bank accounts and reviewing transactions involving marketable securities, mutual funds, and real estate investments managed by third parties.<br>• Support broader strategic efforts such as contract review, working capital improvement, acquisition analysis, real estate finance reporting, and other assigned projects.
We are looking for a Business Analyst to join a long-term contract opportunity in Ventura, California. This role focuses on evaluating business needs, improving service-related processes, and translating operational challenges into practical solutions. The ideal candidate will work closely with stakeholders, review documentation for accuracy and completeness, and support Agile Scrum teams with clear, actionable insights.<br><br>Responsibilities:<br>• Gather, analyze, and clarify business needs by working with stakeholders across customer service and operational teams.<br>• Examine current workflows to identify process gaps, inefficiencies, and areas for improvement, then recommend practical solutions.<br>• Review business and operational documents to ensure accuracy, consistency, and alignment with project objectives.<br>• Create clear requirements, user stories, process maps, and supporting documentation for development and business teams.<br>• Collaborate with Agile Scrum teams during planning, refinement, testing, and implementation activities.<br>• Support call center and customer service initiatives by assessing business impacts and helping define effective process enhancements.<br>• Facilitate discussions between technical teams and business partners to ensure shared understanding of goals and deliverables.
<p><strong>Job Title</strong></p><p>Senior Infrastructure Engineer</p><p><br></p><p><strong>Company Overview</strong></p><p>A well-established technology consulting firm based in Santa Barbara, California specializes in delivering tailored IT solutions to small and mid-sized businesses. The organization is dedicated to helping clients leverage technology to improve operations, enhance security, and support long-term growth through a high-touch, service-oriented approach. With a collaborative and engaging culture, the company emphasizes innovation, client success, and continuous learning.</p><p><br></p><p><strong>Role Summary</strong></p><p>The Senior Infrastructure Engineer is a highly client-facing, technical leadership role responsible for managing and optimizing client IT environments across Santa Barbara, California and surrounding areas. This position plays a critical role in designing, implementing, and supporting infrastructure, cloud, and security solutions while serving as a trusted advisor to business stakeholders. The ideal candidate thrives in dynamic environments, takes ownership of complex technical challenges, and delivers exceptional client experiences.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Own and manage client IT environments end-to-end, including design, implementation, maintenance, and escalation support</li><li>Lead technical projects from planning through execution, ensuring timely and successful delivery</li><li>Design and implement cloud, infrastructure, and security solutions aligned to client needs</li><li>Serve as a strategic advisor to clients, recommending improvements and technology roadmaps</li><li>Install, configure, and support networks, servers, cloud platforms, and endpoint systems</li><li>Monitor system health, manage backups, apply updates, and ensure security best practices</li><li>Troubleshoot and resolve complex technical issues across infrastructure, applications, and networks</li><li>Provide clear communication to both technical and non-technical stakeholders, including executives</li><li>Mentor junior team members and collaborate across technical teams</li><li>Maintain documentation, track work progress, and ensure high service quality standards</li></ul><p><br></p><p><strong>Compensation & Benefits</strong></p><ul><li>$100,000 - $150,000</li><li>Performance-based bonuses and incentive opportunities</li><li>Comprehensive benefits package including medical, dental, vision, and life insurance</li><li>Retirement plan with employer contribution</li><li>Paid time off and company holidays</li><li>Professional development support, including training and certifications</li><li>Additional perks such as wellness benefits, team events, and employee recognition programs</li></ul><p><strong>Additional Details</strong></p><ul><li>Hybrid with a mix of on-site client work and office collaboration</li><li>Client-facing position requiring regular travel to support regional clients</li><li>Fast-paced, collaborative environment with strong emphasis on autonomy and accountability</li></ul>
We are looking for an experienced tax specialist to support corporate tax operations in California. This role contributes to accurate compliance, reliable reporting, and stronger tax processes across income tax, sales tax, and fixed assets. The ideal candidate brings sound technical knowledge, strong analytical ability, and a collaborative approach to working with finance, accounting, and external partners.<br><br>Responsibilities:<br>• Manage the preparation of federal, state, and international income tax filings, along with related calculations, payment support, and detailed documentation.<br>• Complete recurring sales and use tax returns and perform reconciliations that confirm balances are accurate, complete, and compliant.<br>• Review fixed asset activity on a regular basis, maintain tax-related asset records, and calculate depreciation for reporting and filing purposes.<br>• Prepare property tax submissions and perform cost segregation analyses to support appropriate tax treatment of capital assets.<br>• Assist with tax audits by organizing support materials, responding to requests, and helping resolve questions from auditors and advisors.<br>• Investigate tax calculation discrepancies, address system-related issues, and help improve the consistency of data across tax and finance platforms.<br>• Use tax and financial software, including OneSource and related tools, to produce timely filings and support reporting needs.<br>• Partner with accounting, finance systems teams, and external specialists to strengthen controls, improve workflows, and enhance tax reporting efficiency.