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36 results for Director Of Operations Financial Services in Ventura, CA

Executive Assistant
  • Encino, CA
  • onsite
  • Temporary
  • 30.00 - 33.00 USD / Hourly
  • <p>Are you detail-oriented, organized, and looking to thrive in a dynamic work environment? We are seeking an <strong>Executive Assistant</strong> for an excellent CPA firm in <strong>Encino</strong>, <strong>CA.</strong> This is a <strong>contract-to-hire opportunity</strong> with room for professional growth and development. The expectations for this role is 100% onsite at our client worksite. If you’re passionate about supporting a team in the tax and accounting space, we encourage you to apply as soon as possible. Please call 818-703-9818 for more information.</p><p><br></p><ul><li><strong>Administrative Support:</strong> Provide comprehensive administrative support to tax professionals, including managing schedules, emails, correspondence, and meeting arrangements.</li><li><strong>Document Preparation:</strong> Assist with the preparation, organization, and filing of tax-related documents such as returns, client files, and compliance materials.</li><li><strong>Client Communication:</strong> Serve as the liaison between clients and tax staff, responding to inquiries and providing updates on service status.</li><li><strong>Data Entry:</strong> Ensure accurate and timely entry of financial and tax-related information into databases and systems.</li><li><strong>Project Coordination:</strong> Track timelines and key milestones for tax filings, extensions, and client deliverables.</li><li><strong>Records Management:</strong> Maintain organized records and filing systems to ensure easy retrieval of client documents during audits or reviews.</li><li><strong>Software Proficiency:</strong> Utilize tax preparation software and tools efficiently (experience with Lacerte, UltraTax, or similar is a plus).</li><li><strong>Other Tasks:</strong> Support billing and invoicing processes, handle sensitive and confidential information with discretion, and assist with ad hoc administrative needs as required.</li></ul>
  • 2025-10-06T17:14:02Z
Finance Assistant
  • Santa Barbara, CA
  • onsite
  • Temporary
  • 25.00 - 30.00 USD / Hourly
  • We are looking for a Finance Assistant to join our team in Santa Barbara, California. This long-term contract position offers an exciting opportunity to contribute to financial operations, including accounts payable and other accounting functions. The ideal candidate will demonstrate professionalism, initiative, and the ability to thrive in a fast-paced environment while working collaboratively with team members across multiple offices.<br><br>Responsibilities:<br>• Process and input client cost invoices into QuickBooks, ensuring accurate documentation in client folders.<br>• Collaborate with the bookkeeper to reconcile credit card charges, assigning costs to clients and maintaining organized records.<br>• Generate detailed client cost reports to support mediation, case closures, and other requests.<br>• Manage overhead expenses by accurately processing related invoices and maintaining proper documentation.<br>• Serve as a liaison to vendors, handling payment confirmations, reimbursements, and resolving discrepancies.<br>• Research and reconcile unclassified expenses, assigning costs to clients and distributing relevant information to attorneys.<br>• Review and reconcile monthly employee insurance statements for providers such as Anthem and Principal.<br>• Facilitate employee 401k plan payments through Empower's online service, ensuring accurate input into QuickBooks from payroll journals.
  • 2025-09-30T17:49:05Z
Facilities Assistant
  • Goleta, CA
  • onsite
  • Temporary
  • 23.75 - 27.50 USD / Hourly
  • <p>We are looking for an organized and proactive Facilities Assistant to join our team in Goleta, California. In this long-term contract position, you will play a key role in supporting our hospitality department by ensuring operational excellence and delivering exceptional service to internal stakeholders. This is an on-site role where attention to detail, event planning expertise, and strong technical skills will be highly valued.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and oversee event planning activities, including organizing celebrations and events.</p><p>• Assist with office moves and ensure seamless transitions for employees.</p><p>• Monitor and track budgets to ensure financial goals are met.</p><p>• Utilize tools like Slack, Asana, and Google Suite for efficient communication and project management.</p><p>• Maintain conference rooms and facilities, ensuring they are fully operational and well-maintained.</p><p>• Support daily operations by managing computerized maintenance management systems (CMMS).</p><p>• Collaborate with team members to plan and execute high-level projects.</p><p>• Provide excellent customer service to employees and act as a point of contact for facility-related inquiries.</p><p>• Leverage Apple OS and other technical tools to streamline processes.</p><p>• Work closely with department leadership to ensure smooth execution of objectives.</p>
  • 2025-09-11T17:59:00Z
Grants and Contracts Manager
  • Santa Barbara, CA
  • onsite
  • Contract / Temporary to Hire
  • 33.25 - 38.50 USD / Hourly
  • We are looking for an experienced Grants and Contracts Manager to join our team in Santa Barbara, California. In this position, you will play a vital role in managing government and private grants, ensuring compliance with regulations, and supporting the financial and administrative aspects of funding. This role involves close collaboration with various teams to streamline processes and maintain accurate reporting.<br><br>Responsibilities:<br>• Manage government grants and ensure accurate, timely reporting on a monthly, quarterly, and annual basis.<br>• Stay informed about regulations and requirements for federal, state, and local funding related to housing and homelessness programs.<br>• Research and identify new opportunities for government and private funding, preparing and submitting proposals as needed.<br>• Collaborate with internal teams to develop efficient systems for data collection and management.<br>• Maintain a thorough understanding of grant and contract budgets to ensure compliance with financial and administrative guidelines.<br>• Assist in tracking program expenses, ensuring financial allocations align with grant budgets.<br>• Support the preparation and submission of grant applications and reports, including year-end program data.<br>• Create and maintain budget-to-actual trackers to monitor compliance with grant budgets.<br>• Contribute to the development of performance analysis and evaluation activities for funding and accreditation purposes.<br>• Manage reporting, tracking, and compliance for foundation and service contracts.
  • 2025-10-02T16:13:47Z
Probate & Trust Paralegal Hybrid
  • Los Angeles, CA
  • onsite
  • Permanent
  • 144999.00 - 145000.00 USD / Yearly
  • <p><strong>International Law Firm seeks Trusts & Probate Paralegal</strong></p><p>Am Law firm in Century City is adding to their team!</p><p><br></p><p><u>Responsibilities</u>: • Serve as the primary agent to high-wealth clients, trustees, and family members • Prepare estate and gift tax returns • Direct dealings with financial institutions to collect estate assets • Handle administration of decedent's assets with the ability to resolve obstacles • Oversee preparation and filing of petitions and ongoing accountings related to guardianship and conservatorship proceedings</p><p><br></p><p><u>In Office</u>: 4 days per week in Century City</p><p><br></p><p><u>Hours</u>: 37.5 hour week with occasional overtime</p><p><br></p><p><u>Perks</u>: We've placed multiple candidates with the team over the years, who are happy and like this group!</p><p><br></p><p><strong>TO APPLY, ONLY send resume directly to Vice President of Direct Hire, Samantha Graham at Samantha [dot] Graham [at] RobertHalf [dot] [com]</strong></p>
  • 2025-09-19T23:44:35Z
Customer Service Representative
  • Beverly Hills, CA
  • onsite
  • Temporary
  • 25.00 - 30.00 USD / Hourly
  • <p>We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Beverly Hills, California. This role is ideal for someone passionate about delivering exceptional client experiences and is familiar with banking or customer service environments. You will play a vital part in supporting commercial banking operations while maintaining compliance and ensuring customer satisfaction. This a 2-month temporary role covering a medical leave coverage. The position has the potential to extend or go permanent. It's on-site, Monday through Friday, 8:30am to 4:30pm.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the primary point of contact for customer inquiries, ensuring prompt resolution and maintaining client satisfaction.</p><p>• Utilize case management tools to prioritize tasks, track progress, and meet service-level agreements.</p><p>• Build strong partnerships with internal teams, including operations and banking departments, to ensure seamless communication and efficient task management.</p><p>• Handle daily client requests, including funds transfers, account maintenance, and loan servicing, with accuracy and professionalism.</p><p>• Collect and process necessary documentation for account openings while coordinating with clients and internal teams.</p><p>• Perform call-backs to verify and authenticate client transactions, ensuring compliance and security protocols are followed.</p><p>• Support teller operations when needed to ensure smooth banking processes.</p><p>• Participate in projects aimed at improving client experience, optimizing workflows, and enhancing data integrity.</p><p>• Independently manage assignments with a focus on integrity, accountability, and adherence to company policies and compliance requirements.</p>
  • 2025-09-12T22:13:46Z
Executive Assistant
  • Santa Barbara, CA
  • onsite
  • Contract / Temporary to Hire
  • 30.00 - 38.00 USD / Hourly
  • We are looking for a detail-oriented Executive Assistant to support senior leadership in a fast-paced financial services environment. This Contract position is based in Santa Barbara, California, and requires a proactive individual who excels at managing schedules, coordinating communication, and handling administrative tasks with precision. The ideal candidate will bring expertise in calendar management, correspondence, and utilizing tools such as Cisco Webex and Concur.<br><br>Responsibilities:<br>• Manage and maintain executive calendars, ensuring seamless scheduling and coordination of meetings.<br>• Organize and facilitate conference calls and virtual meetings using Cisco Webex and other communication tools.<br>• Handle correspondence, including drafting, reviewing, and responding to emails and other communications on behalf of executives.<br>• Oversee travel arrangements and expense reporting using systems like Concur.<br>• Maintain accurate records and data within CRM platforms, ensuring up-to-date and accessible information.<br>• Monitor and manage timekeeping and payroll processes using Kronos Timekeeping System.<br>• Provide administrative support for special projects and events as needed.<br>• Serve as a point of contact for internal and external stakeholders, ensuring prompt and effective communication.<br>• Uphold confidentiality and attention to detail in handling sensitive information.<br>• Continuously identify opportunities to improve administrative processes and enhance operational efficiency.
  • 2025-09-16T17:38:51Z
Office Assistant
  • Woodland Hills, CA
  • onsite
  • Contract / Temporary to Hire
  • 19.00 - 21.00 USD / Hourly
  • We are looking for a proactive and organized Office Assistant to join our team in Woodland Hills, California. In this Contract to permanent role, you will play a vital part in ensuring smooth daily operations and providing excellent customer service to guests and vendors. This position is ideal for individuals who thrive in dynamic environments and are eager to contribute to a detail-oriented office setting.<br><br>Responsibilities:<br>• Greet and check in guests and vendors, ensuring a welcoming and detail-oriented front desk experience.<br>• Manage office supplies inventory and coordinate replenishment as needed.<br>• Provide exceptional customer service by addressing inquiries and resolving issues promptly.<br>• Handle inbound calls with professionalism, directing them to the appropriate departments.<br>• Assist with clerical tasks, including data entry, document management, and general office organization.<br>• Support billing functions and maintain accurate financial records using relevant software.<br>• Utilize CRM systems to track and maintain customer information efficiently.<br>• Collaborate with team members to ensure seamless office operations and communication.<br>• Monitor office equipment and coordinate maintenance or repairs when necessary.
  • 2025-09-22T20:24:05Z
Executive Assistant
  • Santa Monica, CA
  • onsite
  • Temporary
  • 35.63 - 41.25 USD / Hourly
  • We are looking for a highly organized and proactive Executive Assistant to join our team in Santa Monica, California. This long-term contract position requires on-site support for a team of executives, ensuring smooth day-to-day operations. The ideal candidate will bring extensive experience in administrative support, with a strong ability to manage complex schedules, coordinate travel, and handle expense reporting.<br><br>Responsibilities:<br>• Manage multiple executives’ calendars, ensuring efficient scheduling and timely adjustments as needed.<br>• Coordinate domestic and international travel arrangements, including booking flights, accommodations, and itinerary planning.<br>• Prepare and submit expense reports using Concur, ensuring accuracy and adherence to company policies.<br>• Organize and support executive meetings, including preparing materials, managing agendas, and recording minutes.<br>• Collaborate with another Executive Assistant to provide shared coverage for a team of 10 executives.<br>• Serve as the primary point of contact for internal and external stakeholders, maintaining professionalism in all communications.<br>• Monitor and prioritize incoming requests, ensuring urgent matters are addressed promptly.<br>• Maintain confidentiality and handle sensitive information with discretion.<br>• Assist with special projects and other administrative tasks as assigned.
  • 2025-09-10T17:09:05Z
Assistant Controller
  • Santa Barbara, CA
  • onsite
  • Permanent
  • 120000.00 - 140000.00 USD / Yearly
  • We are looking for a dedicated and detail-driven Assistant Controller to join our finance team in Santa Barbara, California. In this role, you will play a vital part in maintaining accurate financial records, ensuring compliance with nonprofit accounting standards, and supporting the organization’s mission through effective financial management. This position offers an excellent opportunity to contribute your expertise in accounting to make a meaningful impact within the nonprofit sector.<br><br>Responsibilities:<br>• Prepare and review financial statements on a monthly, quarterly, and annual basis, ensuring compliance with nonprofit accounting standards.<br>• Analyze financial results to provide actionable insights that support organizational strategy and programmatic decision-making.<br>• Oversee general ledger functions, including journal entries, reconciliations, and month-end and year-end closing processes.<br>• Manage accounts payable, accounts receivable, payroll, and expense reimbursement functions to ensure accuracy and efficiency.<br>• Monitor and reconcile restricted and unrestricted net assets, ensuring proper fund allocation and compliance with donor requirements.<br>• Strengthen internal controls and safeguard organizational assets while maintaining accountability in financial processes.<br>• Coordinate and prepare for annual financial statement audits, ensuring timely and accurate responses to auditor inquiries.<br>• Supervise and mentor accounting staff, fostering growth and a collaborative team environment.<br>• Assist in budgeting, forecasting, and cash flow management to support organizational sustainability.<br>• Collaborate with cross-functional teams to align financial processes with programmatic goals and organizational initiatives.
  • 2025-10-02T16:09:04Z
Medical Billing Specialist
  • Santa Barbara, CA
  • onsite
  • Temporary
  • 23.75 - 27.50 USD / Hourly
  • We are looking for a meticulous Medical Billing Specialist to join our team in Santa Barbara, California. This long-term contract position offers an excellent opportunity to contribute to the efficient management of radiology billing and insurance processes while ensuring compliance with industry standards. The ideal candidate will excel in communication and collaboration, supporting both patients and clinical staff in navigating complex billing and authorization procedures.<br><br>Responsibilities:<br>• Verify patient insurance eligibility and coverage for scheduled radiology exams, ensuring all checks are completed ahead of schedule.<br>• Initiate and secure prior authorizations or pre-certifications for radiology procedures, maintaining accuracy in coding and documentation.<br>• Follow up proactively with insurance providers to obtain approvals and communicate authorization status to patients and clinical teams.<br>• Address patient billing inquiries, assist with payment collections, and resolve discrepancies in claims or appeals.<br>• Process denied claims and write appeals for radiology procedures, ensuring timely follow-through on billing issues.<br>• Generate zero balance bills upon request and provide financial support to patients as needed.<br>• Maintain clear and precise communication with patients, physician offices, insurance companies, and internal staff.<br>• Document all interactions and updates accurately in electronic health and billing systems.<br>• Stay informed about changes in insurance regulations, payer policies, and coding guidelines relevant to radiology services.<br>• Ensure all processes adhere to compliance standards and organizational guidelines.
  • 2025-10-02T17:39:08Z
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