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Top Finance Jobs in San Luis Obispo, CA
Information Technology
Lead corporate development and strategic finance initiatives including M&A valuation and diligence, investor and capital-raising materials, and cross-platform growth programs. Build financial models and business cases, track acquisition targets and market benchmarks, manage multi-workstream due diligence, execute cross-sell initiatives with dashboards, and report performance and recommendations to the executive team.
Top Skills:
Capital IqClaudeExcelLlmsPitchbookPower BIPower QueryPythonSQLTableauVBA
eCommerce • Retail • Software • Automation
Lead balance sheet forecasting, maintain long-term integrated financial model, and own the thirteen-week direct cash flow forecast. Produce monthly/quarterly/annual reporting for management and ownership, monitor covenant compliance, translate P&L drivers into GAAP-compliant balance sheet and cash flow projections, and partner cross-functionally to improve forecasting accuracy and reporting efficiency.
Top Skills:
Adaptive InsightsAnaplanErp SystemsExcelPower BITableau
Business Intelligence • Consulting • Financial Services
Lead and manage full-cycle accounting and financial operations for multiple clients. Supervise 1-3 associates, oversee bookkeeping, payroll, reconciliations, budgeting, cash-flow forecasting, reporting, audit and tax prep, client communication, project management, and special projects while ensuring compliance and process improvement.
Top Skills:
Ai ToolsAsanaGoogle WorkspaceKeeper/DoubleExcelQuickbooks OnlineQuickbooks Proadvisor CertificationSlack
Real Estate
Lead finance transformation strategy and roadmap, oversee systems analysts and configuration of Yardi and BlackLine, drive transformation initiatives, manage change and KPIs, and ensure efficient monthly close processes while building a high-performing team.
Top Skills:
BlacklineMS OfficeSharepointSmartsheetYardiYardi 7SYardi 8Yardi CommercialYardi Investment Accounting
Big Data • Healthtech • Software • Biotech
Lead and build the company's FP&A and analytics functions: budgeting, forecasting, financial modeling, unit-economics, KPI frameworks, dashboards, and performance reporting. Advise CEO/COO and board on capital allocation and growth scenarios, improve margin and cash efficiency, and hire/manage a high-performing finance and analytics team.
Fintech • Software • Financial Services
Design and implement automated, AI-supported finance workflows: reporting, forecasting, month-end, reconciliations, controls, integrations, and data pipelines. Work directly with clients to gather requirements, configure systems, build automations, validate data, document processes, and partner with engineering on APIs and integrations.
Top Skills:
BigQueryClaudeClaude CodeCopilotCursorCustom LlmsHubspotLookerMakeN8NNetSuitePostgresPower BIPythonQuickbooksSalesforceSnowflakeStripeTableauWorkatoXeroZapierZuora
Blockchain • Software • Cryptocurrency
Manage month- and quarter-end close, IFRS parallel books, reconciliations, and financial statements. Support regulatory reporting, audits, forecasting, financial analysis, modelling, and stakeholder business partnering. Lead process improvements, oversee outsourced finance providers, and drive finance transformation and system implementation projects.
Top Skills:
ApprovalmaxQuickbooksXero
Kids + Family • Mobile
Own consolidated monthly forecasting, long-range planning, headcount and payroll reporting, and executive-level analyses. Act as Pigment subject-matter expert, partner with People & Talent, support investor relations and cash-flow forecasting, and drive automation and AI-enabled FP&A improvements across the company.
Top Skills:
AdaptiveChatgptClaudeClaude CodeClaude CoworkDatabricksPigmentSnowflakeSQL
Agency • Artificial Intelligence • Blockchain • Web3
Lead full-cycle accounting for fiat and BTC transactions, manage global crypto-to-fiat payroll, oversee liquid assets and on-chain operations, implement crypto-native accounting software for reconciliation and reporting, and ensure compliance with international tax and reporting requirements for a Bitcoin Layer 2 project.
Top Skills:
BitcoinBitwaveCryptioLayer 2Lightning NetworkQuickbooksStablecoinsTresUtxoXero
Healthtech • Software
As Head of Finance, you will lead financial strategy, oversee accounting operations, build the finance function, and partner with the CEO on growth initiatives.
Top Skills:
AIDigital Pharmacy PlatformFinance Technology StackNetSuiteQuickbooks Online
Pet
Serve as strategic finance leader driving FP&A, accounting, treasury, forecasting, and capital allocation. Partner with CEO and cross-functional leaders to model scenarios, evaluate investments, optimize channel profitability (DTC, marketplaces, retail), strengthen controls and reporting, and scale the finance organization to support rapid consumer-product growth and investor engagement.
Big Data • Analytics • Business Intelligence • Big Data Analytics
The Finance Director will lead the finance team, overseeing financial planning, analysis, and management practices to support the company's growth and performance optimization.
Top Skills:
BudgetingFinancial AnalysisFinancial ManagementFinancial ReportingForecasting
New
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Information Technology • Software
Lead financial reporting, ARR and SaaS metric analysis, forecasting, consolidation, and operational analytics for the Industrials Division. Drive financial models, support M&A integration, improve reporting processes, and partner with leadership for strategic decision-making and executive reporting.
Top Skills:
Adaptive InsightsExcelWorkday Adaptive Planning
Information Technology
Lead financial strategy and operations to support scaling and profitable growth. Build analytical capabilities and KPI reporting, oversee investor reporting, and support executive-level planning, forecasting, and modeling. Drive business-case analyses to inform product, pricing, operational, and acquisition decisions while partnering closely with the CFO and cross-functional teams.
Retail • Sales
Lead full finance function: deliver monthly audit-ready financials, maintain weekly 12-month cash forecast, own budgeting/forecasting, implement automated systems, create SOPs, produce dashboards, partner with leadership to improve profitability and scale finance systems.
Top Skills:
ErpExcelGoogle SheetsQuickbooksReporting ToolsXero
Artificial Intelligence • Big Data • Information Technology • Analytics
Lead company-wide FP&A partnering with CFO and executives to own P&L, cash flow, forecasts, budgeting, financial/operational metrics, ad-hoc analysis, and support strategic initiatives including M&A.
Information Technology
Lead companywide FP&A partnering with business leaders and the CFO to manage P&L, cash flow, forecasts, budgets, and reporting. Build financial models, produce operational metrics and ad-hoc analyses, support strategic initiatives including M&A, and communicate insights to executive leadership to inform decision-making.
Artificial Intelligence • Marketing Tech • Mobile • Software
Serve as the FP&A business partner for G&A functions (Finance, People, Legal, Facilities, Operations). Own budgeting, rolling forecasts, headcount planning, KPI definition, variance and driver analysis, financial modeling, monthly business reviews, and present insights to senior leaders. Improve FP&A processes and tooling and partner with Accounting to ensure accurate reporting.
Top Skills:
AnaplanClaudeCodexExcelGoogle SheetsGoogle SlidesLookerNetSuitePowerPointSalesforce (Sfdc)Snowflake
Software
Lead FP&A for Product, Technology, and G&A functions: own budgeting, forecasting, P&L reviews, variance analysis, financial modeling, KPI tracking, and cross-functional investment and pricing analysis. Provide strategic financial guidance to senior leadership and drive automation and process improvements to support scalable, data-driven decisions.
Top Skills:
Adaptive InsightsExcelNetSuiteTableau
Security
Provide administrative support across finance and operations: manage corporate expense reporting and credit cards, administer Concur, onboard and maintain vendor records, transfer project and financial data between systems, and support employee inquiries and vendor compliance to ensure audit-ready documentation.
Top Skills:
ConcurExcelGoogle DriveGoogle SheetsGoogle WorkspaceIntacctMS OfficeMonday.Com
Healthtech
Lead FP&A and analytics for operations, HR, and accounting: build financial models, forecast and report, design dashboards, own KPI monitoring, translate data into actionable recommendations, and write/optimize SQL queries against BigQuery.
Top Skills:
AdaptiveAnaplanBi PlatformsBigQueryExcelGoogle SheetsLookerPower BISQLTableau
Artificial Intelligence • Enterprise Web • Software • Generative AI
Owns financial modeling, long-range planning, and capital analysis to inform executive decisions and investor materials. Builds scenario and sensitivity models, leads annual planning and reforecasting, evaluates initiatives and pricing, partners with cross-functional teams to define KPIs, and improves financial processes and data quality.
Top Skills:
Bi ToolsExcelGoogle Sheets
Professional Services • Software • Financial Services
Build and maintain detailed FP&A models and standardized reporting; own quarterly forecasts; partner with accounting to fix data quality; run ad-hoc unit-economics and cash runway analyses and present findings to executives and investors.
Top Skills:
ExcelGoogle SheetsLookerNetSuitePythonQuickbooksSage IntacctSQLTableau
Retail • Sales
Lead full finance function: deliver timely, audit-ready monthly financials; maintain weekly 12-month cash forecast; own budgeting, forecasting, and financial modeling; implement automation and systems (ERP, reporting); document SOPs; drive profitability and EBITDA improvements; partner cross-functionally on inventory, cash, and product planning.
Top Skills:
ErpExcelGoogle SheetsQuickbooksReporting ToolsXero
Aerospace
Oversee accounting operations while leading finance transformation in a SaaS environment, focusing on digital automation and scalable workflows.
Top Skills:
Ai TechnologiesAutomation ToolsBilling PlatformsChargebeeCloud Erp SystemsData Analysis ToolsLookerNetSuiteQuickbooks OnlineSage IntacctSQLStripeTableauUipathWorkatoZapierZuora
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