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Finance director jobs in Santa Barbara, CA

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  • Vice President Finance and Controller

    Rokos Group

    Finance director job in Newport Beach, CA

    Hoag Hospital Foundation Vice President, Finance and Controller Hoag Hospital Foundation (HHF) serves as the philanthropic arm of Hoag, one of California's leading not-for-profit health systems recognized for delivering exceptional healthcare and innovation. With an unwavering commitment to advancing Hoag's mission, the Foundation partners with donors, physicians, and the community to secure and steward the resources that sustain and expand Hoag's clinical excellence and patient care. The Foundation has played a critical role in Hoag's growth and community impact, having successfully supported major capital campaigns that have transformed facilities, programs, and research. The organization is now nearing the close of its current $300 million campaign and preparing to launch an ambitious new campaign projected to exceed $1 billion-an extraordinary milestone in Hoag's history. Under the leadership of newly appointed President Caroline Pereira, the Foundation is entering a transformative phase focused on modernization, enhanced governance, and expanded impact. This includes elevating financial stewardship, strengthening donor confidence through transparency and compliance, and ensuring Hoag's continued success as a premier healthcare destination in Southern California and beyond. Vice President, Finance and Controller The Vice President, Finance & Controller is a newly created executive leadership position that will report directly to Caroline Pereira, President of Hoag Hospital Foundation, and serve as a key member of the Foundation's leadership cabinet. This pivotal role was established following the retirement of long-tenured Senior Vice President of Finance Geoff McCloskey, as the Foundation strategically bifurcated the position into two new leadership roles-one dedicated to finance and treasury, and another focused on operations. The VP, Finance & Controller will provide financial oversight, strategic leadership, and operational excellence across all Foundation financial functions, including accounting, finance/treasury, fund administration, and gift services. This leader will serve as a trusted advisor to the President and a liaison to the Foundation's Board of Directors, routinely staffing Finance, Audit, and Investment Committees. The ideal candidate is a mission-driven, strategic financial leader who brings deep nonprofit and foundation experience, proven technical expertise, and the ability to engage effectively with C-suite executives, board members, and major donors. This is a high-impact opportunity to shape the future of one of California's most respected healthcare foundations during an exciting period of growth and transformation. Experience/Qualifications Bachelor's degree in Accounting, Finance, or related field required; Master's degree (MBA or Accountancy) strongly preferred. Certified Public Accountant (CPA) required; additional certifications (CMA, CGMA, or CIA) preferred. Minimum of 10 years of progressive accounting and finance experience, including at least 5 years in leadership within a nonprofit or foundation environment; healthcare or hospital foundation experience strongly preferred. Demonstrated success in financial reporting, audit coordination, fund accounting, budgeting, and strategic planning. Deep understanding of donor fund accounting, UPMIFA, GAAP, and nonprofit tax standards. Proven ability to engage confidently with C-suite executives, Board members, and major donors. Experience managing cross-functional teams and fostering a culture of accountability, growth, and collaboration. Strong technology proficiency, including CRM and financial systems relevant to nonprofit foundations. Compensation For the selected candidate, a complete and competitive compensation package will be offered which includes salary target of $267K-$276K dependent upon experience, bonus, long-term incentives, and a full suite of benefits.
    $267k-276k yearly 1d ago
  • CFO & Head of Capital Markets - Relocate to Los Angeles

    MacDonald & Company 4.1company rating

    Finance director job in San Francisco, CA

    About the Role Macdonald & Company has been exclusively retained by a privately held real estate investment firm to identify a strategic and execution-focused Chief Financial Officer & Head of Capital Markets. This dual-role executive will oversee all finance and accounting operations while leading capital raising efforts across institutional and high-net-worth channels. The role is part of the Senior Leadership Team and offers a path to partnership after three years based on performance. Key Responsibilities CFO Function: Lead all financial operations including accounting, budgeting, treasury, audit, tax, and compliance Manage internal controls, financial reporting, and investor communications Advise the CEO and support long-term planning and growth strategy Oversee financial statement preparation and cash flow analysis Direct and mentor accounting and finance staff Capital Markets Function: Lead all equity and debt fundraising initiatives Manage investor relationships, including family offices, institutions, and private clients Oversee creation of offering materials, investor reporting, and presentations Structure investment vehicles, analyze returns, and support the Investment Committee Develop and execute strategies to expand the firm's investor base Qualifications 8+ years of experience in real estate capital markets, accounting, and finance Proven ability to raise capital and manage investor relationships Strong technical proficiency in financial modeling and reporting CPA, CMA, or MBA preferred Experience with Yardi and advanced Excel required Strong leadership, communication, and relationship management skills Compensation Competitive base salary, annual bonus, and meaningful profit participation. Partnership opportunity available after 3 years.
    $150k-246k yearly est. 3d ago
  • Tax Director

    Pelletier & Leo, LLP

    Finance director job in Irvine, CA

    Director of Tax Services | Leadership Pathway | Irvine, CA (Hybrid) A Direct Route to Firm Leadership -- Not Just Another Tax Role We're a progressive accounting and advisory practice led by former Big 4 professionals who wanted to rethink what a firm could be. We left behind outdated hierarchies and private equity pressures to build something better -- a firm that prioritizes people, quality, and balance. Now, we're looking for an experienced Tax Director ready to modernize operations, mentor a talented team, and help drive our next stage of growth. What Makes This Opportunity Unique Lead an Office, Shape a Vision | Take the reins of our Irvine location -- guiding a skilled team, improving client service, and upgrading processes with full operational, technology, and business support from the home office. A Real Path to Partnership | Our growth strategy depends on strong leadership. That means advancement here isn't theoretical -- it's essential. As we expand, you'll have a defined path toward equity and long-term ownership. High-Caliber, Engaged Clients | Work directly with high-net-worth individuals, families, and closely held entities that value proactive, strategic guidance. Expect deep, ongoing client relationships where your advice truly moves the needle. Hybrid Schedule, Healthy Boundaries | Split your time between our Irvine office and home. Even during busy season, we limit workloads to maintain sustainability and quality -- not 80-hour weeks. A Culture Built to Last | We reject the 'burn and churn' mentality of traditional firms. Our philosophy is simple: invest in great people, help them grow, and create careers that endure. Your Impact Oversee the day-to-day operations of the Irvine office and serve as the key point of contact for both clients and team members. Manage, mentor, and develop a high-performing tax team. Review and advise on a range of complex individual, partnership, corporate, and trust returns. Provide full-scope advisory services for high-net-worth clients, including wealth preservation and estate planning. Collaborate with internal legal, accounting, and family office professionals to deliver holistic client solutions. Contribute to firm strategy, leadership development, and future expansion initiatives. What You Bring CPA license required. 5+ years at a national firm or 7-10 years in a reputable local/regional firm. Strong technical expertise with complex returns and multi-entity structures. Proficiency with Lacerte, CCH Suite, or similar tax software (adaptable to new systems). Demonstrated leadership in mentoring, communication, and client service. Entrepreneurial mindset -- eager to build, innovate, and grow with the firm. Compensation & Benefits Base Salary: $160,000-$220,000 (based on experience) Path to Partnership: Clear, attainable, and supported Comprehensive health, dental, and vision coverage 401(k) plan Generous PTO + hybrid flexibility Why Professionals Join -- and Stay We attract top talent because we offer something rare: the chance to lead, grow, and still have a life. Our people don't leave for something better -- they build it here. If you're a tax professional who's ready for more autonomy, influence, and long-term opportunity, we'd love to talk -- whether you're actively exploring or just curious about what's possible.
    $160k-220k yearly 7d ago
  • Controller (Foothill Ranch)

    Oleumtech Corporation 3.5company rating

    Finance director job in Irvine, CA

    OleumTech is a leading provider of innovative instrumentation and automation solutions for the oil and gas industry. We specialize in delivering cutting-edge technologies that optimize operations, enhance efficiency, and ensure reliable data acquisition in challenging upstream environments. We are committed to fostering long-term relationships with our clients by providing exceptional products and unparalleled technical support. Job Summary: The Controller is a high-level financial professional responsible for overseeing a company's accounting and financial reporting functions, ensuring accuracy and compliance, and providing financial insights to support decision-making. Core Responsibilities: Financial Reporting:Preparing and presenting accurate and timely financial statements (balance sheets, income statements, cash flow statements).Ensuring compliance with Generally Accepted Accounting Principles (GAAP) or International Financial Reporting Standards (IFRS). Managing the closing process for monthly, quarterly, and annual financial periods.Managing the annual financial audit by outside auditors Budgeting and Forecasting:Developing and managing the company's budget.Creating financial forecasts and analyzing variances.Providing financial insights to support strategic decision-making.Internal Controls:Establishing and maintaining effective internal controls to safeguard company assets.Ensuring compliance with financial regulations and policies.Conducting internal audits and risk assessments.Accounting Operations:Overseeing accounting functions, including accounts payable, accounts receivable, payroll, and general ledger.Managing and mentoring accounting staff.Streamlining accounting processes and improving efficiency.Tax Compliance:Ensuring compliance with federal, state, and local tax regulations.Preparing and filing tax returns.Managing tax planning and strategies.Financial Analysis:Analyzing financial data and providing insights to management.Developing financial models and reports.Monitoring key performance indicators (KPIs). Essential Skills and Qualifications: Education:Bachelor's degree in accounting or finance.Certified Public Accountant (CPA) or Certified Management Accountant (CMA) certification.Experience:Significant experience in accounting or finance, with progressive leadership responsibilities.Strong understanding of accounting principles and financial regulations.Experience with financial software and enterprise resource planning (ERP) systems. (Direct experience with EPICOR is a plus) Skills:Excellent analytical and problem-solving skills.Strong communication and interpersonal skills.Ability to manage and motivate a team. Proficiency in financial modeling and analysis.Strong organizational skills. Compensation and Benefits: We offer a comprehensive compensation package, including a competitive base salary (aligned with the local market in which we operate) and quarterly company bonus. We offer paid time off, including separate paid sick leave and vacation time, plus eight paid holidays per year. We prioritize your health and wellness with a variety of benefits to support your physical and mental health needs, including medical, dental, and vision coverage. We also offer financial planning tools, including flexible spending accounts, health savings accounts, health reimbursement accounts, and a 401(k) plan with matching contributions. To protect against the unexpected, we offer life insurance and short- and long-term disability coverage. We support your fitness goals with a discounted gym membership and a fitness reimbursement program. xevrcyc Reports To: C.F.O. Department: Finance Job Type: Full-Time Work Arrangement: This is a 100% On-Site role in Foothill Ranch, CA. Remote work is not available. FLSA Status: Exempt Base Salary Range:$110,000 - $150,000 Apply fast, check the full description by scrolling below to find out the full requirements for this role. Compensation details: 11 Yearly Salary PI92f7c4e276d5-38
    $110k-150k yearly 1d ago
  • Director of Real Estate Finance - 6 month project

    Alliance Resource Group 4.5company rating

    Finance director job in Buena Park, CA

    Director of Real Estate Finance - 6 month project - On-site in North Orange County We are representing one of our best clients in their search for a Director of Real Estate Finance for a six month project due to a pending maternity leave. The organization has significant real estate holdings and income producing properties. During these six months, the consultant will lead several refinancings, potentially one or two acquisitions or joint ventures and one disposition. This person will also be responsible for monitoring and reviewing several tenant improvement construction projects. Will work closely with accounting to make sure all costs are being captured and the projects are being completed on schedule and within budget. Will report directly to the CEO/Principal of Real Estate. This project is on-site five days a week in North Orange County and would like to commence the first week of January. Required experience Minimum of seven to fifteen years within real estate finance and emphasis on real estate transactions Firm understanding of accounting and financial statements Undergrad in Finance or related - MBA preferred
    $99k-142k yearly est. 3d ago
  • Director of Merchandise Financial Planning

    Careismatic Brands 4.9company rating

    Finance director job in Los Angeles, CA

    Director, Merchandise Financial Planning Sherman Oaks, CA Careismatic Brands outfits our community of care through our portfolio of market-leading brands that meet the diverse needs of healthcare professionals worldwide. We are one piece of a larger community of those who are and are cared for. Whether it's medical professionals or the patients they serve, we are inspired by those who wear our uniforms every day. We have an outstanding opportunity for a Director, Merchandise Financial Planning to help drive profitable growth across all divisions, channels, and categories. This role will report into the VP, of Financial Planning & Analysis. This is a full-time hybrid role based in our corporate office in Sherman Oaks, CA. Salary Range: $140,000 - $150,000 DOE Physical Demands & Work Environment The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions for this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Hybrid work schedule in office What Your Day Looks Like Lead the development of top-down and bottom-up corporate-level financial merchandise plans, including sales, margin, receipts, product lifecycle, and inventory productivity. Partner with Finance to align merchandise financial plans with corporate budgets, forecasts, and long-range strategic plans. Provide guidance and targets to demand planners and merchants to ensure alignment between enterprise financial goals and bottom-up assortment and channel strategies. Drive the open-to-buy (OTB) process at the corporate level, ensuring disciplined inventory management that supports sales growth while optimizing working capital. Analyze company-wide performance, identifying risks and opportunities, and provide actionable insights to leadership. Consolidate brand and channel plans to deliver a holistic corporate view; reconcile variances and recommend corrective actions. Drive SKU-level, attribute-driven product decisions by partnering closely with Merchandising to shape assortment strategy, manage in-season lifecycle actions, and drive brand and collection performance across channels. Lead analytics-driven pre and post season, through deep product immersion and an omni-channel approach to performance management and optimization Build forecasting models and scenario planning to evaluate the impact of market shifts, product mix, and promotional strategies on overall performance. Lead cross-functional meetings with Merchandising, Finance, Supply Chain, and Leadership to ensure alignment on plans and in-season adjustments. Develop corporate-level reporting, dashboards, and KPIs to track progress against strategic goals. Provide strategic input into annual and seasonal financial planning cycles, including long-range planning. What We're Looking For Bachelor's degree in Finance, Business, Merchandising, or related field; MBA or advanced degree preferred. 7-10+ years of progressive experience in merchandise planning, financial planning, or corporate FP&A At least 5 years of experience in a corporate environment Strong financial acumen with proven ability to manage enterprise-level sales, margin, and inventory plans. Omni-channel merchandise planning experience preferred Exceptional analytical and strategic thinking skills with the ability to model complex scenarios and simplify insights for executive decision-making. Advanced Excel and financial planning system expertise. Excellent leadership, communication, and influencing skills to drive alignment across functions and levels. Strong business judgment and ability to balance financial discipline with growth opportunities. Success Measures Achievement of company-level sales, margin, and inventory productivity targets. Improved forecast accuracy and consistency across divisions. Alignment of merchandise financial plans with corporate strategic and financial objectives. Effective cross-functional collaboration and executive-level influence. What's In It For You 401(k) Dental insurance Employee discount Flexible spending account Health insurance Life insurance Attractive Paid time off Vision insurance At Careismatic Brands, we believe in the power of care. It's the force that drives and inspires us, inside our company and out in the world. It's why we strive to maintain a diverse and inclusive organization - an ever-evolving imperative - where everyone feels respected, valued, and empowered to bring their ideas and perspectives forward. Careismatic embraces the differences that make our organization unique. We are strengthened by diversity in all its forms - including but not limited to race, religion, ethnicity, age, national origin, gender identity, and sexual orientation.
    $140k-150k yearly 1d ago
  • Controller - Yardi

    Beacon Hill 3.9company rating

    Finance director job in Los Angeles, CA

    We are seeking an experienced Controller to lead and manage the financial operations of a mission-driven non-profit organization specializing in multi-family and residential property portfolios. This role offers an exciting temp-to-perm opportunity for the right candidate who demonstrates leadership, technical expertise, and a commitment to organizational values. Proficiency in Yardi property management software is essential. Key Responsibilities Oversee all accounting functions, including general ledger, accounts payable/receivable, and month-end close. Manage preparation of financial statements, budgets, and forecasts; ensure timely and accurate reporting to senior leadership. Supervise and mentor accounting staff, fostering a culture of accountability and continuous improvement. Implement and maintain internal controls to safeguard assets and ensure compliance with GAAP and regulatory requirements. Direct cash management activities, including bank reconciliations and liquidity planning. Coordinate annual audits and liaise with external auditors. Oversee property accounting processes, including tenant billing, rent collection, and delinquency reporting. Manage consolidations, intercompany transactions, and allocation processes. Maintain amortization and depreciation schedules and review complex journal entries. Partner with leadership on strategic financial initiatives and special projects. Qualifications Bachelor's degree in Accounting or Finance; CPA or CMA preferred. Minimum 7+ years of progressive accounting experience, including at least 3 years in a leadership role. Strong background in property accounting, ideally with affordable housing and tax credit experience. Proficiency in Yardi software is required. Advanced Microsoft Excel skills for financial modeling and analysis. Exceptional organizational skills and ability to manage multiple priorities under tight deadlines. Familiarity with non-profit accounting practices is highly desirable. Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: ***************************************** Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting ************* Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future™
    $83k-124k yearly est. 4d ago
  • Financial Planning and Analysis Manager

    Camino Search

    Finance director job in San Jose, CA

    Camino Search is partnered with a rapidly scaling, technology-driven e-commerce company to appoint an FP&A Manager. The business has grown quickly and is building a high-performing finance function that can deliver strategic insight, strong operational partnership, and accurate forecasting in a fast-paced environment. About the Role Our client is seeking a highly strategic FP&A Manager to lead financial planning, partner cross-functionally, and strengthen the company's financial discipline during a period of rapid expansion. Reporting directly to the Head of Corporate Finance, this leader will oversee core planning processes, manage complex forecasting models, and provide actionable insights into margin performance, cost drivers, and operational efficiency. The role is hybrid and based in the San Francisco and Palo Alto area. Key Responsibilities ✔ Lead the company's budgeting, forecasting, and long-range planning processes, ensuring alignment with strategic goals ✔ Manage, enhance, and oversee complex financial models across PCOGS, DDP, tariffs, supply chain cost structures, and unit economics ✔ Own Monthly Business Review reporting, delivering executive-level insights and performance narratives ✔ Partner strategically with merchandising, sourcing, production, planning, and procurement leaders to drive informed decision-making ✔ Conduct deep-dive margin, variance, and sensitivity analyses, identifying opportunities to improve profitability and operational leverage ✔ Improve financial systems, tools, and processes, strengthening visibility into cost drivers and operational KPIs ✔ Guide junior analysts or cross-functional stakeholders, elevating analytical rigor across the finance organization ✔ Translate complex financial data into clear, concise recommendations and influence decision-making at the senior leadership level ✔ Ensure data integrity, validate assumptions, and maintain strong financial governance across planning deliverables Ideal Candidate Profile 🔹 ~8-10 years of experience in FP&A, strategic finance, or corporate finance within dynamic, high-growth environments 🔹 Strong modelling expertise with deep understanding of product cost economics, supply chain cost drivers, and unit economics 🔹 Advanced Excel or Google Sheets capability; familiarity with financial planning systems (Anaplan, Adaptive, NetSuite, or similar) 🔹 Background in e-commerce, retail, consumer goods, or other fast-moving, operationally complex industries 🔹 Strong grasp of GAAP, GL review, financial controls, and accounting fundamentals 🔹 Strong communication skills with the ability to influence executives and cross-functional leaders 🔹 Strategic thinker who is detail-oriented, highly analytical, adaptable, and comfortable with ambiguity 🔹 Proven track record of driving process improvement and elevating financial visibility in scaling organizations Preferred 🔹 Master's Degree (MBA) or relevant certifications 🔹 Finance experience in a retail, e-commerce, consumer goods, or supply chain-driven industry 🔹 IB/Banking Experience
    $112k-165k yearly est. 1d ago
  • Sap Finance Control Consultant

    HW3 4.1company rating

    Finance director job in San Jose, CA

    Are you a senior SAP Finance leader ready to shape the future of enterprise transformation? We're seeking an expert with deep S/4HANA experience to drive innovative finance solutions across a wide range of business processes. In this role, you'll lead end-to-end design, guide fit-gap discussions, influence digital transformation strategies, and help build modern, scalable Finance capabilities. You'll work across key areas like Central Finance, Universal Journal, Asset Accounting, Banking, AP/AR, Controlling, and more-bringing your experience from multiple implementations, custom developments, and complex integrations (including BTP and CPI). If you thrive in challenging environments where your expertise directly impacts business outcomes, this role offers the opportunity to lead with vision and deliver meaningful change. Ready to make a major impact? Let's talk.
    $57k-95k yearly est. 1d ago
  • Controller

    Alexander Chapman

    Finance director job in Santa Monica, CA

    We are partnered with a leading real estate investment firm headquartered in Los Angeles, currently seeking a seasoned Controller to join their team. Ideal Background: 5+ years of progressive experience in real estate finance or accounting Strong knowledge of GAAP and property accounting systems such as Appfolio, Yardi, or MRI Proven experience preparing lender-ready financial packages and managing loan covenant compliance Skilled in cash flow forecasting, financial modeling, and scenario planning for acquisitions and refinances Ability to oversee month-end close, budgeting, and financial reporting for property portfolios Strong analytical skills with advanced Excel proficiency
    $87k-130k yearly est. 1d ago
  • Controller

    LHH 4.3company rating

    Finance director job in San Diego, CA

    Might you be looking to advance your career with an exciting direct hire Controller position with a well-established real estate firm in San Diego? If a challenging roll up your sleeves management position speaks to you please continue reading and apply right away! Responsibilities of this Controller career opportunity include: Oversee the financial wellbeing of the company. Manage and mentor the accounting team. CAM reconciliations. Develop and implement process improvements to help with streamlining. Liaison between accounting and property management teams to ensure smooth collaboration. Handle all escalated issues and act as the primary accounting contact for clients. Provide strategic financial support to drive company growth and operational success. Minimum requirements: 8+ years of experience in general accounting. Background in property management accounting; commercial real estate experience. Familiarity with Yardi, AppFolio, or MRI. Detail-oriented with a passion for improving systems and processes. Strong communication skills for client and internal interactions. Proven leadership skills and ability to coach a team. Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, and 401K plan. Program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. Equal Opportunity Employer/Veterans/Disabled. To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit *****************************************
    $81k-122k yearly est. 5d ago
  • Financial Planning Analyst, Multifamily

    Omninet Capital

    Finance director job in Los Angeles, CA

    Omninet Capital is seeking a detail-oriented FP&A Analyst to join the multifamily real estate finance team. This is ideal for someone eager to learn how portfolio performance, budgeting, and forecasting drive strategic decisions in real estate. You will support financial planning and reporting across multiple multifamily assets, partnering with property management, accounting, and investment teams to help improve operational efficiency and financial performance. Key Responsibilities Assist in the annual budgeting and quarterly forecasting process for a portfolio of multifamily properties Prepare and analyze monthly financial reports, identifying variances between actuals, budget, and forecast Develop and maintain financial models and dashboards to monitor key performance indicators (KPIs), occupancy trends, rent growth, and expense drivers Partner with property management and accounting teams to ensure timely and accurate financial reporting Support cash flow forecasting, capital expenditure tracking, and ROI analysis for renovation or improvement projects Conduct market benchmarking and expense analysis to support decision-making on rent pricing, operating costs, and capital allocations Assist in preparing materials for senior management and investors, summarizing financial results and performance insights Qualifications Bachelor's degree in Finance, Accounting, Real Estate, Economics, or a related field Strong analytical and quantitative skills with proficiency in Excel and financial modeling Excellent attention to detail and ability to synthesize complex financial data Understanding of key financial metrics (NOI, operating margins, cash flow, capex, etc.) Strong communication and organizational skills; comfortable collaborating with multiple departments Eagerness to learn about the multifamily real estate industry and its financial drivers Omninet Capital, LLC is an Equal Opportunity Employer and is committed to maintaining a workplace free from discrimination and harassment. We recruit, employ, train, compensate, and promote without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, veteran or military status, or any other status protected by applicable federal, state, or local laws. All employment decisions are based on qualifications, merit, and business needs. Omninet complies with all applicable state and local fair employment practices laws, including the California Fair Employment and Housing Act (FEHA).
    $71k-99k yearly est. 2d ago
  • Senior Financial Analyst, Asset Mgmt.

    RETS Associates

    Finance director job in Santa Monica, CA

    RETS Associates, on behalf of our client, a fully integrated real estate investment and asset management firm, is seeking a Senior Financial Analyst/Associate Asset Management in Santa Monica, CA. They invest and manage assets across the real estate capital structure, including properties, loans, and securities, with a mission to create long-term value for investors and sustain results across market cycles. RESPONSIBILITIES: Build and maintain financial, valuation, and sensitivity models for real estate assets and debt investments, utilizing Excel and Argus to determine NPV and IRR. Direct preparation of quarterly business plans, including leasing strategies, operating budgets, capital improvement plans, and monetization strategies. Model strategic hold/sell recommendations and assist with asset disposition processes. Oversee business plan execution, working with joint venture partners, leasing teams, and property managers to ensure performance aligns with objectives. Assist in preparing quarterly reports, valuations, and capital improvement strategies, including vendor selection and contract negotiations. Provide periodic reporting for senior management, joint venture partners, lenders, and investor relations. Support due diligence efforts on potential acquisitions, including legal, financial, and physical reviews. REQUIREMENTS: Bachelor's Degree from an accredited four-year university. 2-4 years of experience in institutional real estate asset management or acquisitions. Strong analytical background in commercial real estate (multifamily, office, retail, mixed-use) across acquisitions, asset/portfolio management, or real estate finance. Advanced financial modeling and forecasting skills with the ability to generate actionable insights. Knowledge of key construction and development processes. Ability to manage multiple priorities in a fast-paced environment. Strong communication and organizational skills for presenting analyses and recommendations. Proficiency in Excel, Word, PowerPoint, and Argus. Client offers a strong benefit package (medical, dental and vision insurance, 401k, disability and life insurance).
    $80k-108k yearly est. 3d ago
  • Senior Financial Analyst

    CV Resources 4.2company rating

    Finance director job in Long Beach, CA

    Our medical services client, in partnership with CV Resources, seeks a talented Senior Financial Analyst to join their Finance and Accounting Team. The Senior Financial Analyst will support a rapidly growing FP&A team and play a key role in budgeting, forecasting, modeling, and performance analytics. This is a highly technical, Excel-driven role ideal for an analytical “up-and-comer” with strong modeling capabilities, comfort with large data sets, and experience supporting multi-location businesses. You will have the opportunity to report directly to the head of the FP&A department. Job Title: Senior Financial Analyst (our client will consider talented Financial Analysts) Location: Long Beach, California Job Status (direct hire, consulting, consulting with possibility of hire) - This role is a direct hire role. Job Site Status (onsite/hybrid/remote) - Our client has a hybrid job site status of One Onsite Day per Quarter Compensation - Salary range is $95,000-$115,000 per year + a bonus component based on individual and company performance. RESPONSIBILITIES OF THE SENIOR FINANCIAL ANALYST Financial Planning and Analysis (FP&A) - Budgeting and Forecasting Develop and maintain monthly and quarterly forecasts, identifying trends, risks, and opportunities. Perform variance analysis to compare actual results against forecasts and budgets, providing actionable insights. Support long-range financial planning and scenario modeling to guide strategic business decisions. Financial Planning and Analysis (FP&A) - Data Analysis Gather data from diverse sources (ERP, POS, and other platforms) Integrate data. Analyze data using Business Intelligence (BI) tools. Present proposals based on data analysis. Financial Planning and Analysis (FP&A) - Data Maintenance Track performance metrics to measure business performance. Generate ad hoc analysis and financial reporting. Financial Planning and Analysis (FP&A) - Budgeting and Forecasting Support long-range financial planning and scenario modeling to guide strategic business decisions by updating data. Assist the Head of FP&A in leading annual budget, reforecasts, and long-term plans in both corporate and sales and marketing budgets. Process Improvements Identify opportunities to streamline financial processes, improving efficiency and reporting accuracy. Support financial system upgrades and automation initiatives to enhance reporting capabilities. Ensure internal controls and compliance with financial policies and best practices. Assist in the development of financial tools and models to support decision-making. Miscellaneous Accept all relevant tasks as given by upper management. QUALIFICATIONS OF THE SENIOR FINANCIAL ANALYST Required Bachelor's degree in accounting, finance, or a comparable major. 3+ years of true FP&A experience (financial modeling, budgeting, forecasting, variance analysis) Proficient understanding of Key Performance Indicators (KPI's) Multi-site / multi-location industry experience Preferred MBA Experience working in Private Equity-backed environments. Three (3) statement model experience (income statement, balance sheet, and cash flow statement) into one dynamically connected financial model. SKILLS OF THE SENIOR FINANCIAL ANALYST Required Technical Advanced Excel Financial modeling, budgeting, forecasting Ability to build models entirely from scratch (not just maintain/update) Large data-set interpretation Interpersonal Executive presence. Superb analytical and critical thinking skills. Diligence and accuracy. Impeccable communication skills. Inquisitive Preferred Technical Power BI or Tableau or Planful or equivalent program For further information, submit your resume to Mark@CVRStaffing.com. All inquiries will be kept in the strictest confidence.
    $95k-115k yearly 1d ago
  • Director of Finance and Administration

    Ganna Walska Lotusland 3.7company rating

    Finance director job in Santa Barbara, CA

    Job Description Title: Director of Finance and Administration Classification: Full-Time 40-hour work week, Exempt Department: Administration Reports To: Chief Executive Officer (CEO) Compensation: $120,000. - $160,000. annually Schedule: The schedule is typically Monday through Friday, 8:30 am -5:00 pm. Occasional weekend or evening hours are required. In person role. About Lotusland: Ganna Walska Lotusland is a 37-acre botanical garden and historic estate located in Montecito featuring a collection of over 3,000 plant species from around the world as well as historically significant Spanish Colonial Revival architecture. Since opening to the public in 1993, Ganna Walska Lotusland has grown to become one of the world's premier botanical gardens and a center for sustainable garden practices, horticultural education, and plant conservation. Mission: Our mission is to preserve and enhance the distinctive botanical gardens and estate of Madame Ganna Walska. Lotusland educates and inspires visitors with its collections, sustainable horticulture practices, and plant conservation. Position Summary: The Director of Finance and Administration (DFA). This role is a key member of the senior leadership team, responsible for managing the financial operations and administrative functions of the organization to ensure long-term health and sustainability. The DFA oversees, with the support of the outside accounting firm and fractional CFO, all financial reporting, budgeting, forecasting, compliance, and financial analysis, working closely with the CEO and Board of Directors. This role also provides oversight for human resources administration and office operations, fostering a culture of accountability, transparency, and collaboration aligned with Lotusland's mission, values and goals. Provide leadership and collaboration with the Human Resources Manager for the direction of all human resources functions to ensure compliance, equity, and alignment with organizational values. Oversee and implement policies and practices that foster a positive, high-performing, and inclusive workplace culture. Oversee employee-related legal, insurance, and retirement programs. Key Responsibilities: Financial Management (50%) Provide financial oversight for the organization, managing the full range of financial functions-from daily operations to strategic planning. Lead the annual finance and budgeting process; prepare and manage the annual operating budget. Collaborate with staff and board committees to develop, monitor, and adjust program and organizational budgets. Oversee monthly financial statements, including profit/loss, balance sheet, and cash flow reports. Monitor, interpret, and present financial results to the CEO, Chief Operations Officer (COO), Chief Experience Officer (CXO), and the Boards Finance, Audit, and Investment Committees. The DFA will serve as the staff liaison to the aforementioned committees. Coordinate the annual audit process and preparation of IRS Form 990 with an independent CPA. Maintain compliance with licensing, Secretary of State reporting, annual property tax exemptions, insurance, and regulatory requirements. Supervise payroll, benefits, and PTO accruals in collaboration with the HR Manager and external accounting firm. Maintain and strengthen financial controls, policies, and procedures. Ensure accurate documentation for all financial systems including receipts, disbursements, billing, bookkeeping, and accounting. Prepare budgets and financial reports for foundation grants; collaborate with the Development team to support grant proposals and report submissions. Business Operations (15%) Oversee administrative operations and office management. Coordinate with leadership team and project-related agreements with consultants, contractors, and suppliers engaging in contract negotiation and approvals. Ensure effective and efficient administrative systems to support overall organizational operations. Oversee risk management for the organization, including the maintenance and execution of our General Liability, Umbrella Policies, and all legal and binding contracts. Human Resources (35%) In collaboration with the Human Resources Manager, provide leadership and direction for all human resources functions, ensuring practices align with organizational values and legal compliance. Ensure HR policies and procedures to promote a positive, equitable, and high-performing workplace culture. Support recruitment, onboarding, and retention strategies to attract and sustain a talented and diverse workforce. Collaborate with the CEO and HR Manager to ensure effective benefit selection. Oversee HR administration, including compensation, health insurance, retirement, recognition, and leave programs. Provide oversight for compensation, recruitment, performance appraisals, and professional development. Experience overseeing HR functions, performance reviews, and policy implementation. Oversee employee-related legal, insurance, retirement, and benefit programs. Promote a positive and inclusive workplace culture; recognize staff milestones and successes. Support Board-related committee coordination. Qualifications & Experience: Education Bachelor's degree in business, nonprofit management, accounting, finance, or related field required. Master's degree or CPA certification preferred. Experience Minimum of 5 years of management experience required; 10 years preferred. Demonstrated success in nonprofit, corporate, or government finance and administration. Strong understanding of nonprofit accounting standards, reporting requirements, compliance practices, and general GAAP standards in accounting. Proven track record in leadership, HR management, and strategic organizational development. Leadership and Management Exceptional leadership and team management skills. Ability to build trust, empower staff, and foster accountability. Strong emotional intelligence and collaborative leadership style. Strategic Vision and Organizational Development Ability to think strategically, anticipate trends, and align financial planning with organizational priorities. Skilled in designing and managing organizational structures that support growth and efficiency. Work Environment: Lotusland's administrative offices are on a historic 2-story estate in a 37-acre garden. Frequent sitting and standing, walking, bending, and climbing stairs with occasional lifting of light loads (25 lbs.) Requires working outside at times and the ability to comfortably move around the garden. Frequent work on the telephone and computer (repetitive movement - typing) Frequent standing, sitting, walking, climbing stairs and bending with occasional lifting of light to moderate loads (25 lbs.) Occasional driving of company electric golf carts. The responsibilities and deliverables listed above are intended to describe the general nature and level of work to be performed by the individual in the position. They are not intended to be an exhaustive list of all duties, responsibilities, and/or skills. Other tasks will be assigned as needed. Benefits Health and dental care. Voluntary Colonial Supplemental Insurance, life insurance, and vision. Flexible Spending Account. 403(b) and ROTH Retirement plans with an employer match after two years and up to 5%. Paid vacation and sick leave; Eleven paid holidays. Additional Information Employment background/criminal check is required. Lotusland Core Values: Accountability: We take ownership of the commitments we make, holding ourselves accountable for our actions and decisions, both to ourselves and those we lead. Teamwork and Collaboration: Our roles are interdependent, requiring intentional collaboration within teams to consistently achieve our mission. Communication: Effective communication is crucial for building trust among our staff, board, and the larger community. We strive to share information clearly, consistently, and in a timely manner to foster understanding and commitment across our organization. Trust: We aim to cultivate mutual respect and open communication throughout the organization. Employees are encouraged to openly share their perspectives and feel secure in taking risks to enhance the organization's effectiveness. Integrity: Aligned with our guiding principles of honesty, fairness, and decency, we promote a strong ethic of integrity among individuals and leaders. Lotusland is an equal opportunities employer. We acknowledge that equal employment opportunities for all people are fundamental to human value. Each employee will be considered based on individual ability and merit, without regard to race, color, age, religion, national origin, disability, sexual orientation, sex, or marital status. No recruiters or agency calls please. Powered by JazzHR C9N1wUuVSZ
    $120k-160k yearly 16d ago
  • Director of Finance

    Regal Executive Search

    Finance director job in Santa Barbara, CA

    The Director of Finance/ Operations is responsible for the financial knowledge and expertise as a key business manager of the hotel to assist all levels of Management in providing hospitality service of the highest quality to customers worldwide. Assist the General Manager in achieving established business goals. Direct the accounting and control functions at the property, while ensuring timely reporting of operating results and maintains the integrity of the management information system. JOB RESPONSIBILITIES: • Supervise all accounting functions for the Hotel and Restaurants • Prepare the financial statements within the time frames supplied in the Home Office closing schedule and according to the Company Policies and Procedures, Generally Accepted Accounting Principles and the Uniform System of Accounts. • Analyze and interpret financial results to assist and advise the General Manager • Maintain balance sheet analysis monthly with full supporting detail. • Prepare accurate forecasts monthly and cash flow statements on request. • Prepare timely and accurate sales, use and occupancy tax returns as well as any other external reports or returns as deemed necessary. • Ensure successful treasury cash management as set forth in the policies and procedures manual. • Ensure compliance with the management agreement and attendant legal documents. Understanding how those documents translate into financial responsibilities and how they may affect both the Property and the Home Office financial position. • Maintain effective system and control procedures as set forth in the policies and procedures manuals. • Ensure integrity and efficiency of computerized data processing functions. • Ensure that all financial reports, budgets, forecasts, and other information required by the company are accurately compiled and submitted within the specified time limits, identifying variances, and making recommendations for improvements as appropriate. • Review forecasts and budgets prepared by hotel and restaurant management teams to ensure that owners, the General Managers, and the Home Office are provided with guidelines of performance that are both reasonable and achievable. ·Ensure all legal, treasury, and tax documentation is properly maintained and secured, and that all statutory and fiscal reporting requirements are satisfied, which includes any governmental requirements for permits and licenses. ·Ensure adequate controls are installed and maintained for the protection of the property's assets against loss or misappropriation. ·Successfully lead and perform an advisory or interpretive role. Coaches department heads regarding their financial responsibilities and effective financial management techniques. ·Adheres to the highest ethical and business standards, and to the laws of the countries, states and cities in which the Company does business. ·Continuously monitor economic, social and governmental trends and policies to ensure the General Manager is kept fully apprised of any implications that may affect the performance of the hotel or restaurants in meeting its financial objectives. SKILLS AND EDUCATION REQUIREMENTS: ·To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. ·A degree from an accredited university or business college, majoring in accounting or business studies. ·Minimum 5 years practical accounting experience in the hospitality industry ·Exceptional technical analytical, and problem solving skills ·Prior experience with accounting systems and financial software ·Advanced computer skills required in accounting software, Excel, Word, PowerPoint, Outlook, etc. QUALIFICATION: Ability to perform essential job duties with or without reasonable accommodation and without posing a direct threat to the safety or health of employee or others. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
    $112k-176k yearly est. 60d+ ago
  • Director, Financial Planning & Analysis

    Berrymex

    Finance director job in Oxnard, CA

    Job Contributions and Key Responsibilities Strategic Financial Planning & Business Partnership Lead the annual budgets, rolling forecasts, and long-range planning process. Act as a strategic partner to the executive team and business leaders, providing proactive financial insights and support. Drive scenario modeling, strategic investment reviews, and profitability optimization. Own financial performance reporting and KPIs for leadership and board use. Analyzes strategic investments and cost improvement initiatives across the enterprise. Support board communications on financial outlook and strategy. Finance Transformation Leadership Lead FP&A transformation and improvements by strategically anticipating business needs and proactively integrating strategy, people, processes, and tools. Drive the implementation of enabling technologies (e.g., automation, AI, cloud-based planning platforms) to elevate FP&A capabilities and embed a culture of continuous improvement and innovation. Lead change management and drive adoption of new ways of working within the Finance organization. Redesign and standardize core FP&A processes (planning, reporting, forecasting) to boost agility and efficiency. Establish success metrics and track ROI of transformation initiatives. Business Insights & Analytics (BI&A) Oversight Oversee the BI&A function responsible for enterprise-wide data visualization, dashboarding, and self-service tools. Ensure high standards of data quality, integrity, and governance. Drive accessibility of real-time, actionable insights to all business areas. Oversee executive-level performance reporting and dashboards (e.g., Power BI) Performance Management & KPI Frameworks Develop and institutionalize company-wide financial and operational KPIs (e.g., per unit analysis) Implement performance dashboards aligned with strategic goals and accountability structures. Conduct monthly business reviews and partner with business units to drive actions from insights. Ensure clear performance narratives for senior leadership and board reporting Ad Hoc Strategic Support & Special Projects Provide high-impact support for business initiatives, M&A, pricing, and ROI modeling. Responsible for financial due diligence and strategic analysis for new investments and partnerships. Design and execute custom models or short-turnaround decision-support tools for executive needs. Other Other duties as assigned Knowledge, Skills and Abilities FP&A strategy, corporate finance, performance management, and business partnering (Expert) Financial systems, planning tools, and reporting technologies (e.g., SAP, Anaplan, Oracle, Power BI) Strong understanding of automation, transformation frameworks, and data governance Board, investor, and executive-level financial communication Executive communication and influencing Advanced financial modeling, scenario planning, cost optimization Dashboard and report development (Power BI) Strategic storytelling and stakeholder management Visionary with strong strategic acumen Highly analytical and structured thinker Change leader and effective team builder Ability to collaborate cross-functionally and globally Comfortable working in fast-paced, evolving environments Education Level: Bachelor's Degree - MBA preferred Field/s of Education: Finance Economics Business Administration / Finance Engineering Years of Experience: 10+ years in FP&A or Corporate Finance 3+ years in a leadership role with a preferred global scope Languages: English >95% Spanish Necessary Software: Microsoft Office Suite - Advanced Anaplan / Oracle / EPM / SAP - Advanced Power BI/ Tableau - Intermediate to Advanced Travel Requirements: Ability to travel 10% of the time - domestic and international Pay Scale: $196,600 to $228,000
    $196.6k-228k yearly Auto-Apply 60d+ ago
  • Financial Reporting Manager

    American Riviera Bank

    Finance director job in Santa Barbara, CA

    The Financial Reporting Manager position is accountable for the financial reporting of the Company, to include production of internal and external financial reports for regulatory, board and shareholder benefit, maintenance of an adequate system of financial reporting records, and a comprehensive set of controls and budgets designed to mitigate risk and enhance the accuracy of the bank's reported financial results.The position of Financial Reporting Manager is responsible for performing routine and intermediate duties related to financial reporting and analyses for the Finance Department. This individual supports the Controller in all financial functions with emphasis on financial reporting, accounting, tax, and restricted stock equity processing. Duties & Responsibilities: Reporting: Ensure the issuance of timely and complete financial statements for the bank, bank holding company, and consolidated company. Complete and submit bank and bank holding company regulatory financial reports accurately and on-time, including the FFIEC quarterly Call Report, FR Y-9, FR Y-6, FR Y-10, and Annual Summary of Deposits. Prepare the Corporate Annual Report, Annual Proxy, and Quarterly Financial Press Releases. Assist with annual budget financial reporting. Calculate actual-to-budget variances and report significant issues to management. Work with Controller and external tax preparers, ensuring timely and accurate preparation of the quarterly and annual tax returns for the bank and bank holding company. Transactions: Responsible for maintenance of bank holding company financials, including intercompany transactions, eliminations, and consolidations. Assist with daily, monthly, and quarterly reconciliation reviews. Responsible for maintenance of complex financial models used for budgeting and reporting, ensuring accuracy and completeness of financial data. Assist with vendor management, including review of vendor data and financials. Support in review and approvals of accounting operations journal entries. Prepare the deferred tax asset calculation, tax accruals, provision for taxes, and respective tax payments. Assists with more complex accounting functions, such as loan sales and lease accounting. Completes periodic analysis, including FAS 91 study. Compliance: Coordinate with external and internal auditors for their periodic reviews in financial reporting and respective transactions. Assist in the coordination with the regulators of the bank during their examinations in relation to financial reporting. Comply with local, state, and federal government reporting requirements and sales tax filings. Documents and updates respective policies and procedures related to position. Shareholder Relations: Assist in communications with shareholders including address changes, obtaining proxy votes, and other coordination with stock transfer agent and shareholders. Support equity plan administration transactions and correspondence. Responsible for financial reporting related to equity awards. General: Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. Completes administrative tasks correctly and on-time; supports the Bank's goals and values; benefits the Bank through outside activities. Comply with all applicable OSHA safety standards, including: Read the workplace safety and health poster at the jobsite. Report hazardous conditions to your supervisor and/or HR. Report any job-related injury or illness to your supervisor and/or HR and seek treatment promptly. Compliance: Complies with all bank policies and procedures and all applicable government regulations including, but not limited to BSA, AML, and OFAC regulations, staying current and knowledgeable of all policies, procedures and regulations related to the job functions and completing all assigned training on time, requesting additional training as needed to be proficient in all job responsibilities; cooperating with internal and external auditors and bank examiners by providing full cooperation and timely delivery of requested documentation and information; and reporting concerns about compliance to the Compliance Officer to enable prompt remediation. Complies with Bank policies and procedures relating to the Bank Secrecy Act (BSA), and Anti Money Laundering (AML) and Office of Foreign Asset Control (OFAC) guidance. Report suspicious activity to the BSA Department through a Suspicious Incident Report (SIR). Adheres to privacy and information security policies and ensure all sensitive internal and external customer information is properly secured and safeguarded. Use secure methods delivering client and/or confidential data by email. Demonstrates knowledge of and adherence to Equal Employment Opportunity (EEO) policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; and maintains a diverse workforce. Qualifications: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. Bachelor's degree in Accounting, Finance, or Business required, CPA license or MBA preferred. Intermediate level of work experience, knowledge and training in finance activities and terminology. (BA or BS) in accounting and 3 to 5 years related experience and/or training in one or more of the following fields: accounting, financial statement preparation/analysis. Intermediate knowledge of related state and federal banking compliance regulations, and other Bank policies as applicable. Ability to read, analyze and interpret reports, documents, technical procedures, and a variety of instructions furnished in written, oral, diagram or schedule form. Must be highly competent with advanced skills in computer operation; Microsoft suite of applications, including, word processing, spreadsheet, specialty programs, and financial software programs. Intermediate to advanced typing skills to meet production needs of the position. Intermediate math skills; calculate interest, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors; compute rate, ratio, and percent, including the drafting and interpretation of bar graphs. Attention-to-detail, ensuring accuracy in every transaction performed with minimal to no errors, and follows-through on any corrections. High-level problem-solving skills, organizational and time management skills, and ability to work independently under general supervision. Ability to multi-task and work on multiple requests at the same time while effectively managing work schedule and workflow in order to complete work according to established or identified deadlines. Exceptional verbal, written, and interpersonal communication skills with the ability to communicate thoughts clearly and apply common sense to carry out instructions, write reports and correspondence, speak clearly and professionally to customers and employees. Must be able to communicate throughout the organization and to all levels of staff as well as external contacts. Ability to deal with problems involving multiple facets and variables in non-standardized situations. Working Conditions & Physical Requirements: The incumbent is in a non-confined office-type setting in which they are free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc. The position may include driving a Bank or personal owned vehicle approximately 4% of the time which includes exposure to the outside weather elements and moving mechanical parts. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The employee in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 20 pounds), driving, carrying, sitting, pulling, walking, standing, squatting, kneeling, and reaching. The employee for this position may operate any or all of the following: telephone, cell phone, copy and fax machines, adding machine (calculator), scanner and image systems, personal computer and related printers, or other equipment as directed. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. Monday-Friday around 8:00 am-5:00 pm
    $99k-135k yearly est. Auto-Apply 60d+ ago
  • Director Financial Reporting

    Calavo Growers 4.3company rating

    Finance director job in Santa Paula, CA

    The Director of Financial Reporting will direct and oversee the preparation and distribution of financial reports for external use. Ensures that all financial reports comply with governmental regulations and the Company's policies and procedures. Performs technical accounting assessments for large and complex transactions to ensure appropriate GAAP treatment and recording. This shall include: the production of periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls. Regularly review data for accuracy and ensure that reported results comply with the generally accepted accounting principles. The ideal candidate will have experience as an accountant in the produce, consumer goods, or food manufacturing or similar industry. As they will be responsible for overseeing the company's financial statements and assisting management with creating strategic plans for financial operations. As such, the ideal candidate will have strong leadership and communication skills, that will be used to aid executive management in improving our operational efficiency; as well as streamline our financial reporting processes. ROLES AND RESPONSIBILITIES: • Implement consistent compliance with accounting policies, practices, procedures and relevant regulations contributing to accurate financial reporting and minimize financial risk across all sections, adhering to standards. • Review company financial data and ensure that all financial information is fairly stated in accordance with regulatory requirements, including related GAAP disclosure requirements. • In conjunction with the ACO, CFO and legal advisors, ensure the timely and accurate completion and issuance of external financial statements, including preparation and filing of the Company's 8-K, 10-Q and 10k and other SEC filings. • Develop and enforce internal controls to maximize protection of company assets, policies, procedures, and workflows. Regularly prepare and deliver updated forecasts. • Provide comprehensive financial updates to senior managers by evaluating, analyzing, and reporting appropriate data points. • Prepare and deliver in a timely and accurate manner, daily and monthly financial reports, regulatory reports, and financial packages to support the achievement of organizational objectives. • Guide financial decisions by applying company policies and procedures to current economic landscape and evaluates risks, benefits, and technical implications of alternatives. • Oversee the accounting operations of subsidiary corporations, including their control systems, transaction-processing operations, and policies/procedures. • Oversees testing efforts and advises on the impact and resolution of internal control deficiencies. • Develop, implement, and maintain financial controls and guidelines. • Help develop and support short- and long-term operational strategies. • Coordinates with external auditors, Legal Department, and other departments on accounting issues. • Interacts with, train others and coordinate meetings and activities of the accounting department to achieve department goals and objectives. • Oversee the accounting operations of subsidiary corporations, including their control systems, transaction-processing operations, and policies/procedures. • Work closely with sales and operations with financial analysis. • Coordinate and oversee the financial statement close process. • Maintain the Company's financial reporting and workflow systems including monthly reconciliations. • Coordinate the provision of information to external auditors for annual audit. • Manage equipment, services, customer, and vendor contracts. BASIC QUALIFICATIONS • 7+ years work experience SEC reporting and technical accounting roles in a publicly-traded company. • Bachelor's degree in Finance, Accounting or related field. • CPA or CFA is a plus. • Public accounting (Preferably BIG 4) experience is preferred. • Auditing experience preferred. • Proficient computer skills and experience using Microsoft Office applications (Excel, PowerPoint, Google Slides, etc.) • Excellent understanding of accounting principles and procedures. • Experience creating and overseeing the following: financial statements, general ledger functions, month-end/year-end closing process. • Critical thinking and decision-making skills, to drive strategic plans that will aid in the company's financial health. • Knowledge of Produce Pro and Microsoft D365 and ERP systems preferred • Personal and professional integrity, a reputation for excellence in the face of tough decisions and setting a high ethical standard of performance. SKILLS, KNOWLEDGE, AND ABILITIES • Knowledge and ability to use a variety of accounting and project management related software • Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one. • Ability to execute and follow through to completion and documentation • Critical thinking skills, using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. • Complex Problem Solving - identifying complex problems and reviewing related information to develop and evaluate options and implement solutions. • Critical Thinking - using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. • Speaking - talking to others to convey information effectively. • Ability to motivate, develop and direct employees as they work, identifying the best people for the job. • Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do. • Active listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. • Management of Financial Resources - determining how money will be spent to get the work done, and accounting for these expenditures PAY RELATED INFORMATION The salary range for this position is: $155,000 - $232,500 The base salary we reasonably expect to pay for this position is: $190,000 The actual salary for this role will be determined by a variety of factor, including but not limited to the candidate's skills and experience. Please note that Base Pay is one important aspect of a compelling competitive Rewards package. The base pay range indicated here does not include any additional benefits or cash bonuses that you may be eligible for based on your role and/or employment type. WORK DEMANDS / PHYSICAL DEMANDS: While performing the duties of this Job it is primarily (sedentary or working in an office setting. Prolonged sitting with some need to stand, walk, talk or hear; sit for prolong periods and use hands to finger, handle, lift or feel. May be exposed periodically to chilled or warm temperatures. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Calavo Growers is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Calavo is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Calavo are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Calavo will not tolerate discrimination or harassment based on any of these characteristics.
    $155k-232.5k yearly 60d+ ago
  • Manager Finance

    Common Spirit

    Finance director job in Oxnard, CA

    Job Summary and Responsibilities As the Manager Finance for St. John's Hospitals, you will provide leadership for financial reporting, budget development, and financial analysis. You will manage the budgeting (operating & capital), projection process and performance monitoring for the hospitals, and serve as a key resource to department heads in preparing and managing the departments' budgets. You will work cooperatively with the management to facilitate budget variance analysis and assist with budget and accounting systems questions. You will also oversee the hospitals' monthly financial reporting processes and review net revenue, expense accruals and the financial statements overall, and ensure that the hospitals' statistics are accurate and maintain a strong working relationship with the consolidated Accounting team. In addition, you will provides financial analysis to support business development initiatives, major capital purchases, net revenue and expense review. To be successful in this role, you must possess strong financial acumen, exceptional analytical and problem-solving skills, proven leadership capabilities, and extensive experience in financial management, accounting principles, and relevant financial software. If you are committed to social justice, health equity, and desire to work with a health system delivering care in new, innovative ways, you belong with us. Benefits and offerings for this position include (plus much more!): * Annual performance-based bonus program. * Annual employer contribution to retirement program (no employee contribution needed). * Medical benefits for the employee at no payroll deduction. * 25 days PTO accrued annually. Job Requirements Required Education and Experience: * Bachelor's degree in a related field required. * Minimum of three (3) years previous finance and accounting experience and two (2) years of supervisory experience required. #LI-DH Where You'll Work St. John's Regional Medical Center located in Oxnard California is recognized as a Top 250 Hospital in the Nation, and as one of America's 100 Best Hospitals for Cardiac Care by Healthgrades. St. John's Regional is a part of Dignity Health's Southern California Division, and is a member of CommonSpirit Health, the largest not-for-profit health care system in the nation boasting an integrated network of top quality hospitals with physicians from the most prestigious medical schools and comprehensive outpatient services - all recognized for quality safety and service. Each hospital is supported by an active philanthropic Foundation to help meet the growing health care needs of our communities. Learn more at ************************************** One Community. One Mission. One California.
    $87k-125k yearly est. 6d ago

Learn more about finance director jobs

How much does a finance director earn in Santa Barbara, CA?

The average finance director in Santa Barbara, CA earns between $91,000 and $215,000 annually. This compares to the national average finance director range of $76,000 to $183,000.

Average finance director salary in Santa Barbara, CA

$140,000

What are the biggest employers of Finance Directors in Santa Barbara, CA?

The biggest employers of Finance Directors in Santa Barbara, CA are:
  1. Regal Executive Search
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