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4 results for Treasury Analyst Manager in Ventura, CA

Tax Manager

Brentwood, CA
onsite
Temporary / Contract
75 - 85 USD / Hourly
Robert Half Management Resources is recruiting for a strong Tax Manager to support our non-profit client based in Los Angeles on a 3-6-month hybrid engagement. This role works closely with finance leadership, investment stakeholders, and external advisors to oversee tax compliance, reporting, and strategic guidance across a complex tax environment. The position offers the opportunity to lead tax operations, advise on investment-related matters, and strengthen processes that support accurate and timely reporting. Responsibilities:• Lead the preparation, review, and submission of nonprofit tax filings, including Form 990-PF, Form 990-T, and other required returns in partnership with external tax advisors.• Direct state and local tax activities by managing property tax matters, nonprofit exemptions, sales and use tax obligations, and related indirect tax requirements.• Maintain compliance with federal and multi-state tax rules, including registrations, filings, and ongoing regulatory obligations.• Evaluate changes in tax legislation and provide practical guidance to leadership and internal teams on the impact to nonprofit operations and unrelated business income.• Prepare and review tax provisions, deferred tax calculations, and financial statement disclosures while supporting period-end and year-end tax reporting.• Provide tax oversight for endowment and investment activity, including analysis of K-1s and tax considerations tied to private equity and other investment structures.• Serve as the main contact for tax audits, examinations, and authority inquiries, coordinating responses with internal and external stakeholders.• Lead, coach, and develop tax staff while promoting strong documentation, internal controls, and process improvements across tax operations.• Partner with finance, legal, grants, operations, and other teams to deliver tax planning, compliance support, and clear guidance on complex issues.
2026-04-27T00:00:00Z

Financial Analyst - Entry Level

Santa Barbara, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
We are looking for an entry-level Financial Analyst to support day-to-day financial reporting and data analysis activities in Santa Barbara, California. This Long-term Contract position is well suited for someone who enjoys working with spreadsheets, organizing large sets of information, and helping maintain accurate financial records. The role offers an opportunity to build practical experience in accounting-related analysis while contributing to routine reporting and data review processes. Responsibilities: • Maintain and update recurring spreadsheets to keep financial information organized, current, and easy to review. • Retrieve scheduled and ad hoc reports from accounting software and other reporting sources for analysis and distribution. • Clean, sort, and analyze data in Microsoft Excel to support reporting accuracy and business decision-making. • Review financial information for consistency, identify discrepancies, and escalate issues when needed. • Assist with accounting support activities related to accruals, reconciliations, and audit preparation. • Apply data mining methods to examine trends, summarize findings, and improve the usefulness of financial datasets.
2026-05-08T00:00:00Z

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

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