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3 results for Senior Financial Analyst 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

Business Analyst - Financial Services

Carpinteria, CA
onsite
Permanent / Full Time
68000 - 75000 USD / Yearly
We are looking for a detail-oriented Business Analyst - Financial Services to support operational teams and contribute to process improvement initiatives in Carpinteria, California. This role combines day-to-day analytical support with project coordination, quality review activities, and partnership across operations and technology teams. The ideal candidate is comfortable working in a fast-paced financial services environment, identifying trends, and helping drive practical solutions that improve accuracy, efficiency, and service quality. Responsibilities: • Provide operational support across multiple desks based on business demand, building the flexibility to assist in different functional areas as priorities shift. • Lead and contribute to intermediate-level business analysis assignments, including special projects, recurring reviews, and process-focused initiatives. • Perform periodic quality control activities involving items such as fees, statements, and net change reporting to help maintain accuracy and consistency. • Coordinate annual operations audit activities by organizing information, tracking progress, and helping ensure timely completion of required deliverables. • Serve as a link between operations stakeholders and technology teams by documenting business needs, supporting work plan coordination, and assisting with testing and issue tracking. • Review operational and system-related patterns to identify risks, inefficiencies, or recurring problems, then present practical recommendations to management. • Process departmental service and research requests while maintaining responsiveness and accuracy in follow-through. • Partner with department leaders to evaluate workflows, uncover process gaps, and suggest enhancements that strengthen controls, training, and overall performance. • Remain prepared to perform essential responsibilities remotely when business continuity needs require off-site support.
2026-07-07T00:00:00Z

Sr. Accountant

Camarillo, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
We are looking for an experienced Sr. Accountant to join a growing team in Camarillo, California. This role is responsible for maintaining accurate financial records, supporting timely close activities, and delivering meaningful analysis that helps leaders make informed decisions. The ideal candidate brings strong technical accounting knowledge, thrives in a deadline-driven environment, and works effectively with partners across the business. Responsibilities: • Manage journal entry preparation and review, along with detailed reconciliations and supporting documentation to maintain reliable financial records. • Drive key portions of the month-end, quarter-end, and year-end close cycle to ensure reporting deadlines are met accurately and on time. • Monitor general ledger activity and resolve discrepancies to preserve the accuracy and completeness of accounting data. • Evaluate financial results, research fluctuations, and present concise explanations of variances to leadership. • Contribute to the creation of financial statements and internal management reporting packages. • Coordinate audit support by assembling schedules, organizing requested materials, and addressing questions from internal and external auditors. • Uphold adherence to established controls, accounting standards, and applicable compliance requirements. • Partner with departments such as Operations and Payroll while also contributing to process enhancements, automation efforts, and other assigned accounting initiatives.
2026-06-26T00:00:00Z