Top Finance Jobs in San Luis Obispo, CA

Own monthly, quarterly, and annual FP&A cycles, forecasting, long-term modeling, consolidated financial statements, opex budgeting, variance analysis, and executive and board reporting. Build accurate financial models, communicate insights, improve planning processes, and implement AI-enabled automation across finance workflows. Partner with business leaders, Accounting, People, and senior Finance executives while independently managing deliverables, quality control, and strategic analyses.

Own the financial partnership with Sales, Marketing, Partnerships, and RevOps. Lead revenue forecasting, long-range planning, scenario modeling, GTM investment economics, and analysis of SaaS metrics such as LTV:CAC, payback, pipeline conversion, sales capacity, and ARR. Present risks and opportunities to executives, support board materials and annual planning, and collaborate with Analytics and RevOps on forecasting data.

Direct the Strategic Finance team and own Jasper’s FP&A processes, including budgeting, forecasting, variance analysis, financial modeling, and scenario planning. Partner with GTM, EPD, and Talent Acquisition on financial planning, headcount approvals, and operating efficiency. Prepare executive and board-level reporting, translate complex financial data into actionable recommendations, and help leadership make informed investment and scaling decisions.

Own complex financial files tracking customer incentives and revenue adjustments, build strategic financial models, design deal incentives, and forecast adjusted revenue. Partner with Sales, Accounting, Analytics, and FP&A to support close processes, strategic decisions, KPI reporting, and Board presentations. Analyze deal effectiveness, improve tracking processes, reconcile data, and communicate financial insights to stakeholders.

Own complex, company-wide strategic finance initiatives from problem definition through execution and handoff. Develop financial scenarios, capacity plans, investment frameworks, pricing and deal economics, dashboards, and executive recommendations. Partner cross-functionally with Finance, Sales, Product, Engineering, and Data to improve growth, margins, profitability, and resource allocation. Use AI and automation to streamline workflows and expand analytical capacity.

Leads financial integration for acquired businesses, including M&A diligence, pre-close planning, financial data and reporting transitions, purchase accounting coordination, synergy tracking, performance management, earn-out analysis, and executive reporting. Partners with Finance, Accounting, IT, Data, Operations, and external advisors to integrate acquisitions, improve processes, and develop repeatable integration methodologies.

Leads strategic finance for Commerce go-to-market, partnering with revenue leaders on planning, forecasting, performance management, investment analysis, and commercial strategy. Builds driver-based financial models linking sales, marketing, pricing, adoption, transactions, and retention to outcomes. Evaluates investments using scenario and ROI analysis, prepares executive materials, and manages finance team members.

The Finance Business Partnership Manager supports practice groups and growth teams through forecasting, profitability analysis, pricing and discount analysis, KPI development, dashboard reporting, and business case support. The role leads monthly financial reviews, partners with data and accounting teams, improves reporting standards, supports planning and staffing decisions, and translates financial insights into operating actions for non-finance leaders.

Own marketing FP&A, including headcount planning, budgeting, actuals tracking, channel allocation, ROI reporting, purchase orders, and vendor commitments. Partner with marketing, sales, RevOps, data, and corporate finance to connect marketing spend with pipeline and revenue outcomes. Lead pipeline forecasting, reporting definitions, risk identification, and AI-enabled automation of finance processes and forecasting cycles.

Serve as a strategic finance partner to business functions, translating plans into financial forecasts, budgets, business cases, and investment decisions. Own planning, monthly forecasting, variance analysis, operating budgets, KPIs, and unit economics. Influence capital allocation across product, sales, marketing, operations, hiring, vendors, and build-versus-buy decisions. Apply AI tools to improve financial analysis and decision-making while communicating insights clearly to cross-functional leaders.

Leads FP&A activities for SG&A and shared services, including budgeting, forecasting, variance analysis, KPI reporting, dashboards, and executive financial packages. Partners with Finance, Operations, Data Analytics, and senior leadership to improve cost efficiency and business performance. Coordinates deliverables with an India-based Finance team, manages financial projects, supports strategic planning, and drives process improvement through data-driven recommendations.

Partner with Health Plans and Partnerships to shape growth strategy using unit economics, scenario-based forecasting, and granular financial models. Evaluate trade-offs, drive data-driven decisions, translate financial concepts for non-finance partners, and partner cross-functionally to test assumptions and ensure operational accountability in a fast-paced healthcare marketplace.

Create practical Excel templates, demo files, and use-case scenarios for accounting, FP&A, finance, operations, and marketing. Improve onboarding with clear demos, produce short guides and walkthroughs, and complete a sample Excel task and paid trial as part of the interview process.

Own GTM financial planning, sales capacity and headcount models, quota and compensation economics, budgeting, forecasting, unit economics, productivity analysis, and executive reporting. Partner with sales, GTM leadership, RevOps, and recruiting to guide resource allocation and growth decisions. Automate planning and reporting processes using AI while supporting company forecasts, long-range planning, board materials, and fundraising communications.

Leads enterprise finance and accounting, including financial reporting, close management, audits, tax coordination, internal controls, budgeting, forecasting, scenario planning, expense management, and long-term financial modeling. Partners with executives and board committees on financial analysis and strategic decisions, oversees core accounting processes, manages capitalization and 409A activities, and improves scalable finance systems and controls. Provides technical direction to accounting staff and supports regulatory and operational risk management.

Leads operational project finance supporting clinical trials, including revenue recognition, forecasting, variance analysis, budgeting, invoicing, earned value analysis, contract review, and financial reporting. Manages and mentors financial analysts, coordinates with finance teams and project leaders, supports month-end close, identifies scope and budget variances, and serves as the financial lead for client business reviews.

Manages operational project finance, including revenue recognition, forecasting, variance analysis, budgeting, invoicing, earned value analysis, vendor and consultant spend, and financial reporting. Leads and mentors financial analysts, supports clinical trial project teams, reviews contracts and change orders, partners with Finance and project leaders, and presents financial results to executives and clients.

Supports IT Finance activities including monthly close, accruals, reconciliations, variance analysis, forecasting, Apptio submissions, financial reporting, modeling, contract review, and process improvement. The internship provides practical experience in corporate financial planning and analysis while working remotely with IT Finance teams and gaining exposure to executive leadership.

Owns card brand and bank invoice expense processes, accruals, reconciliations, reporting, and quarterly scheme submissions. Downloads and loads invoices, runs SQL queries, identifies billing anomalies and variances, reconciles expenses to the general ledger, creates bank invoices, and monitors opportunities for process improvement and cost reduction. The role supports finance leadership with research, reporting accuracy, and issue resolution.

Leads treasury, securities lending, margin lending, collateral, funding, clearing, liquidity, and counterparty-risk activities for a self-clearing broker-dealer. Oversees regulatory reporting, reconciliations, controls, stress testing, settlement, banking relationships, and securities-finance operations. Supervises staff, manages cross-functional implementations, maintains compliance with SEC and FINRA requirements, and drives automation of reporting and treasury controls.

The Associate Director will help build and lead a global agriculture finance initiative focused on sustainable, deforestation-free food systems. Responsibilities include developing strategic initiatives, leading complex projects, negotiating agreements, coordinating with global teams and external partners, and engaging financial institutions, investors, and agribusiness stakeholders. The role requires sophisticated financial, economic, analytical, communication, and project management expertise, with emphasis on scaling innovative finance solutions for conservation and climate goals.

Develop and execute credit risk strategies for consumer loan portfolios, analyzing bureau, cash flow, and behavioral data to improve losses, receivables, and revenue. Build datasets, dashboards, and monitoring infrastructure using SQL and analytical tools; forecast strategy impacts; support regulatory reviews, audits, and board reporting; ensure policy compliance; communicate underwriting changes; and lead independent analyses and projects. May supervise associates.

Lead Voltify’s finance strategy across equity fundraising, project finance, tax equity, lease facilities, infrastructure partnerships, deal design, financial modeling, public-company readiness, incentives, treasury, tax, legal coordination, and payments. Build a lean finance organization and establish scalable funding structures for battery locomotives, charging infrastructure, and microgrids.

Lead treasury, token, and capital strategy across fiat, stablecoins, and $VANA. Manage liquidity and market maker relationships, design hedging and yield programs, oversee accounting, compliance, audits, and financial reporting. Advise on tokenomics, build financial models and scenario analyses, support fundraising, and negotiate liquidity and investment deals to preserve runway and advance network stability.

Own Minoan’s finance operations, including month-end close, GAAP reporting, reconciliations, cash flow, payments, sales tax, expense controls, investor reporting, and outsourced accounting relationships. Build scalable processes and automate finance workflows using tools such as QuickBooks, Sigma, and Snowflake. Partner cross-functionally across Sales, Operations, Marketing, Product, and Brand Partnerships, with increasing responsibility for FP&A and strategic planning as the company grows.