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6 results for Budget Analyst in Ventura, CA

Finance Administrator

Sherman Oaks, CA
onsite
Permanent / Full Time
70000 - 72000 USD / Yearly
Banking and accounting services: • Receive new agents’ paperwork and ensure all documents are complete and accurate • Enter agents into the back-office finance system, setting up split fees and A/R Credit Card details • Manage agent invoices, including monthly production and distribution • Process credit card charges for agent invoices and manage collections for declined payments • Manage and pay all company bills, ensuring proper cost and depot location allocations • Monitor company cash flow and budget across all branches • Prepare and generate end-of-month financial reports, including daily MTD and projected reports • Assist in monthly financial closings and transmittals • Provide ad hoc financial reports asrequested by executive staff Operations and Administration: • Manage inbound and outbound referrals checks efficiently • Assist the Vice President, Finance and Administration, and other leaders with administrative tasks • Manage front desk operations, including visitor greetings, phone calls, and inquiries • Coordinate mail, packages, and shipments • Ensure proper maintenance and functionality of office equipment and technology infrastructure • Oversee finance team members and front desk to ensure efficient workflow and customer service. Requirements: • Bachelor’s degree in finance, accounting related field required • 4+ years’ experience required in accounting and finance • Proficiency in computerized bookkeeping and general computer usage • Excellent organizational and time-management skills • Experience in Real Estate - plus • Proficient in computer skills, including Microsoft Office Suite (Excel, Outlook, Word) and general familiarity with Google Workspace is a plus. • Strong attention to detail with a high degree of accuracy in data entry and reporting • Strong communication skills, both written and verbal • Ability to work independently and collaboratively in a fast-paced environment
2026-04-16T00:00:00Z

Analyst

Chatsworth, CA
onsite
Permanent / Full Time
65000 - 70000 USD / Yearly
We are looking for an Analyst to join our team in Chatsworth, California, supporting financial accuracy, data integrity, and client-facing reporting activities. This role is well suited for someone who enjoys working with complex information, identifying discrepancies, and turning large volumes of data into clear, actionable results. The ideal candidate brings strong analytical judgment, a careful approach to detail, and the ability to stay organized while managing recurring deadlines in a fast-paced environment. Responsibilities: • Reconcile eligibility, billing, and invoice records across internal systems, client data, and carrier information to ensure accuracy and timely resolution of discrepancies. • Review monthly payment activity for plan stakeholders, investigate variances, and apply appropriate corrections to support accurate financial outcomes. • Manage recurring premium reconciliation cycles by organizing deadlines, validating supporting data, and completing deliverables within contractual and internal timelines. • Maintain, clean, and analyze large membership and demographic datasets to support reporting, audits, and client service needs. • Oversee scheduled data imports and exports within proprietary platforms, monitor processing results, and prepare error reports when exceptions are identified. • Develop summaries, reports, and presentation materials that communicate findings clearly to internal teams and external clients. • Support projects such as enrollment events, client communications, and other operational initiatives through data preparation, validation, and analysis. • Document procedures, strengthen reconciliation workflows, and collaborate with cross-functional partners to resolve data or system issues affecting deliverables. • Preserve organized records and supporting documentation while handling sensitive information with discretion and in accordance with applicable regulations. • Provide supplemental assistance to accounting and participate in internal or client meetings as needed to support service delivery and issue resolution.
2026-04-29T00:00:00Z

Fund Accountant

Santa Monica, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
We are looking for a skilled Fund Accountant to join our client in Santa Monica, California. This position plays a critical role in supporting the financial operations of investment vehicles, including pooled funds and separately managed accounts. In this role, you will ensure accurate financial reporting, tax compliance, and investor communication in alignment with industry standards. Responsibilities:• Assist in the preparation of month-end and year-end financial reports, ensuring compliance with organizational standards.• Manage accounts payable activities, including invoice processing, expense reports, and vendor payments via checks and wire transfers.• Reconcile vendor statements, investigate discrepancies, and maintain accurate vendor files, including obtaining necessary documentation such as W-9 forms.• Prepare and secure approval for capital calls and distribution notices for funds and related entities.• Maintain and review schedules for capital movements within investment vehicles.• Coordinate and review tax filings and audit documents for funds and special purpose entities.• Process journal entries, review and post transactions, and reconcile general ledger accounts for management entities.• Allocate and reconcile bank and credit card statements to ensure financial accuracy.• Update marketing data quarterly by incorporating fund performance metrics.• Provide support to the Controller for requests related to compliance examinations of separately managed accounts.
2026-05-06T00:00:00Z

Project Accountant

Agoura Hills, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
We are looking for a detail-oriented Project Accountant to support the financial administration of construction projects in Agoura Hills, California. This role focuses on establishing projects correctly at the outset, maintaining reliable cost records, and ensuring billing and payment activity aligns with contract terms. The ideal candidate brings strong project accounting experience, exercises sound judgment with financial documentation, and works effectively with project teams, vendors, and clients to keep reporting accurate and timely. Responsibilities: • Examine contract documents to determine billing terms, retention provisions, insurance obligations, and accounting considerations before project launch. • Configure new projects in QuickBooks Online and Procore with the appropriate cost structure, billing setup, markup rules, and tracking elements needed for accurate reporting. • Record and maintain current project financial activity by reviewing and posting invoices, subcontractor charges, employee reimbursements, and card transactions with proper support and coding. • Investigate discrepancies such as incorrect coding, missing documentation, or questionable charges, and partner with project staff and vendors to resolve issues promptly. • Compare labor and project spending against budgets and billing assumptions, flag emerging overruns, and help project managers address changes through updates and approvals. • Administer accounts payable for assigned projects by confirming invoice accuracy, securing approvals, and coordinating payments based on contractual obligations and project priorities. • Prepare monthly client invoices under cost-plus agreements, assemble required backup, track reimbursable items and retention, and submit billing within required deadlines and formats. • Monitor potential and approved change orders to ensure they are documented, reflected in financial records, and included in billing at the appropriate time. • Assist with month-end activities by reconciling project costs, receivables, billings, and retention balances, while supporting accruals, journal entries, reporting, audits, and related financial requests.
2026-04-20T00:00:00Z

Project Accountant

Santa Barbara, CA
onsite
Temporary to Hire
25 - 35 USD / Hourly
We are looking for a detail-oriented Project Accountant to join a team in Santa Barbara, California on a contract basis with the potential for a permanent position. This position supports day-to-day accounting operations while helping maintain accurate financial records across project and corporate activities. The ideal candidate brings strong experience in payables, receivables, reconciliations, and ledger maintenance, along with the ability to work confidently in a fast-paced environment. Responsibilities: • Manage project-related accounting activities, including tracking financial transactions and maintaining accurate records for ongoing work. • Process vendor invoices and payment activity while ensuring accounts payable entries are complete, timely, and properly documented. • Oversee billing and cash application tasks by maintaining accounts receivable records and following up on outstanding balances as needed. • Prepare and post journal entries to support monthly accounting activity and maintain the accuracy of the general ledger. • Perform bank and account reconciliations to identify discrepancies, resolve variances, and support reliable financial reporting. • Utilize QuickBooks Desktop and spreadsheet tools to organize financial data, analyze account activity, and improve reporting accuracy. • Assist with payroll-related accounting support, including coordination of automated payroll information and related recordkeeping. • Contribute to ongoing accounting process improvements and support additional financial administration tasks as business needs evolve.
2026-05-11T00:00:00Z

Business Analyst - Financial Services

Carpinteria, CA
onsite
Permanent / Full Time
68000 - 75000 USD / Yearly
We are looking for a Business Analyst - Financial Services to support operational teams and help strengthen process execution in Carpinteria, California. This role combines day-to-day analytical support with project coordination, quality review activities, and cross-functional collaboration with technology and business stakeholders. The ideal candidate brings financial services experience, sound judgment, and the ability to identify process gaps, interpret trends, and recommend practical improvements. Responsibilities: • Provide analytical and processing support across multiple operations functions based on business demand, and build working knowledge of additional service areas as needed. • Manage assigned Level 2 initiatives, including special projects, periodic quality control reviews, and operational audit support. • Partner with operations leaders and technology teams to gather business needs, document functional specifications, coordinate project activity, and support user testing. • Review operational and system-related issues, identify recurring patterns, and present improvement recommendations to management. • Handle departmental service and research requests with accuracy, timeliness, and appropriate follow-through. • Evaluate workflows with department managers to uncover breakdowns, improve controls, and enhance overall efficiency. • Analyze reporting outcomes and performance trends to help identify training opportunities and process enhancements. • Maintain readiness to perform essential responsibilities remotely when business continuity plans are activated.
2026-04-24T00:00:00Z