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Top Finance Jobs in San Luis Obispo, CA
Financial Services
Administer OneStream Planning and support FP&A and Accounts Payable systems, including forms, business rules, reports, dashboards, integrations, data validation, security, and troubleshooting. Support month-end close, budgeting, forecasting, testing, training, and application enhancements. Collaborate with Finance and IT, use SQL to query and validate financial data, and help improve business processes and system efficiency.
Top Skills:
Api IntegrationsJamsMicrosoft Dynamics 365 Business CentralMicrosoft Dynamics SlExcelOnestreamOraclePeoplesoftSQL
Chemical
Leads investor and lender due diligence, fundraising coordination, financing transaction execution, financial modeling, investor reporting, and development of investor-facing materials. The role manages multiple concurrent financing workstreams, organizes confidential documentation, translates technical information for financial audiences, and partners directly with the CEO, senior leadership, investors, lenders, legal counsel, and cross-functional teams.
Top Skills:
Excel
Robotics
Leads strategic finance, capital allocation, financial modeling, valuation, M&A analysis, budgeting, forecasting, and long-range planning. Partners with the CEO and COO to guide investment decisions, market expansion, pricing, and resource allocation across Diligent Robotics and Serve Robotics. Owns KPI frameworks, Pigment planning systems, executive presentations, and forecast processes, with potential to build and lead a finance team.
Top Skills:
Ai And Workflow Automation ToolsGoogle SheetsExcelNetSuitePigment
Fintech • Software
Serves as a financial partner to the Product organization by developing KPI reporting, financial models, business cases, annual plans, budget tracking, variance analyses, and headcount plans. Supports product investment and pricing decisions, communicates insights to non-finance stakeholders, and improves reporting processes through automation and streamlined analysis.
Top Skills:
ExcelGoogle Sheets
Healthtech • Biotech
Leads pharmaceutical revenue accounting and gross-to-net processes, including close activities, accruals, reserves, forecasting, controls, government pricing, analytics, and global revenue reporting. Partners with Commercial, Market Access, FP&A, Accounting, and regional Finance teams to develop scalable methodologies, support SOX and SEC compliance, improve forecast accuracy, and inform senior leadership. Oversees external consultants and drives automation and advanced analytics across revenue accounting and finance operations.
Top Skills:
Advanced AnalyticsAi-Enabled ToolsAsc 606AutomationExcelMicrosoft PowerpointMicrosoft WordSec ReportingSoxU.S. Gaap
Healthtech
Leads Medlive’s accounting operations, financial reporting, internal controls, close process, budgeting, forecasting, audits, tax compliance, and accounting systems implementation. Oversees GAAP financial statements, revenue recognition, cash-flow forecasting, external auditors and tax advisors, while improving workflows and partnering with HR, Sales, and executive leadership. Requires extensive progressive accounting experience, controller-level leadership, accounting software implementation expertise, and familiarity with Sage Intacct, Salesforce integrations, professional services, and M&A.
Top Skills:
AIErp SoftwareGaapSage IntacctSalesforce
Consumer Web • Healthtech • Professional Services • Social Impact • Software
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.
Top Skills:
Ai Tools
Real Estate • Travel • PropTech
Lead strategic finance and analytics for Airbnb’s host acquisition efforts. Own forecasting, goal setting, funnel and vendor performance analysis, sales operations optimization, and marketing investment allocation. Translate complex data into financial and strategic recommendations for senior leaders, influencing decisions on lead generation, channel efficiency, supply growth, and resource allocation.
Top Skills:
SQL
Real Estate • Travel • PropTech
MBA finance interns will analyze business data, identify trends, build forecasts, develop strategic recommendations, and create reports for senior stakeholders. They will partner with Finance and business teams, communicate insights, manage projects, and support budgeting and performance analysis. The role requires quantitative, financial modeling, SQL, data visualization, AI judgment, and strong communication skills. It is remote eligible within approved U.S. states and offers $48 per hour.
Top Skills:
SQLTableau
Artificial Intelligence • Software • Conversational AI • Automation
Leads corporate FP&A, annual planning, forecasting, long-range modeling, board and investor reporting, fundraising analysis, capital strategy, IPO readiness, and scenario planning. Partners with Accounting on metrics and public-company reporting standards, upgrades planning systems, and builds the corporate finance team. Requires extensive finance leadership, SaaS metrics expertise, advanced financial modeling, and hands-on IPO or public-company experience.
Top Skills:
AILlmsSaaSSox
Other
Leads corporate FP&A, forecasting, long-range modeling, capital strategy, fundraising, board and investor reporting, IPO readiness, and finance team development. Partners with Accounting on metrics and public-company reporting standards while supporting hiring plans, M&A, and scenario analysis. Requires extensive corporate finance experience, hands-on IPO or public-company experience, SaaS metrics expertise, advanced financial modeling, and executive-level communication.
Top Skills:
LlmsSaaSSox
Financial Services
Manages the structuring, pricing, execution, and settlement of HMBS pools. Responsibilities include loan bidding, pricing, trade execution, market-risk monitoring, reporting, financial modeling, pool delivery, settlement coordination, and maintaining automated SQL, Python, VBA, and Power Automate workflows. The role supports liquidity, profitability, regulatory compliance, and secondary-market operations while collaborating with treasury, accounting, operations, investors, and counterparties.
Top Skills:
ExcelMS OfficeMicrosoft Power AutomatePythonSQLVBA
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Financial Services
Leads Jeeves’ strategic finance and planning function, including budgeting, forecasting, long-range planning, unit economics, segment reporting, and budget-versus-actuals analysis. Owns the consolidated operating model, board and investor materials, finance systems roadmap, and performance reporting. Partners with leadership, Data, Capital Markets, Financial Operations, and Risk to integrate credit, liquidity, growth, and returns planning across a global fintech and stablecoin business.
Top Skills:
Ai Automation WorkflowsAi ModelsClaudeCryptocurrencyStablecoins
Edtech • Information Technology • Software
Remote contract subject matter expert role supporting DSST Principles of Finance exam development. Responsibilities include creating and reviewing multiple-choice items, ensuring accuracy and alignment with learning objectives, collaborating virtually with test developers, providing feedback, and meeting deadlines. Candidates need U.S. citizenship, an advanced degree, recent college or university teaching experience in the subject, access to current academic resources, and strong writing, communication, research, and analytical skills.
Top Skills:
Vitalsource
Professional Services
Automates and assures financial planning and reporting, analyzes finance data and business problems, monitors data performance, configures planning systems, and develops financial visualizations. Partners with Finance and business teams to improve processes, support planning and forecasting, and communicate insights clearly. Requires at least three years of finance systems experience and strong knowledge of financial planning, reporting, databases, and visualization tools.
Top Skills:
Bi360Microsoft Dynamics 365 Finance And OperationsMS OfficeTableau
Consumer Web
Leads finance and accounting across multiple manufacturing sites, overseeing reporting, forecasts, budgets, cost and cash performance, controls, audits, capital prioritization, and continuous improvement. Partners with operations and supply chain leaders to drive business performance, translates plant data into strategic insights, and leads finance teams across a matrixed organization. Develops talent, supports transformation initiatives, and ensures SOX compliance, accountability, and consistent financial execution.
Top Skills:
Hyperion HfmJd EdwardsExcelMicrosoft Powerpoint
Cloud • Information Technology • Security • Software
Own R&D Finance reporting, forecasting, Anaplan modeling, SaaS margin analytics, Product P&Ls, close activities, software capitalization, cloud cost allocation, and audit support. Lead two Finance analysts and partner with R&D, Accounting, FP&A, Procurement, and Finance Systems. Modernize reporting through automation and responsible AI adoption.
Top Skills:
AlephAnaplanClaudeExcel
Fintech • Software • Financial Services
Lead and build Brale’s finance function across FP&A, accounting, treasury, liquidity management, and regulatory reporting. Own forecasting, budgeting, board reporting, financial controls, close processes, audit readiness, reserve reconciliation, and regulatory filings. Transition accounting fully in-house, establish scalable team processes, and manage corporate and customer funds across fiat and on-chain rails. Partner with executive leadership, Compliance, Risk, Product, and Engineering at a regulated stablecoin infrastructure company.
Top Skills:
BlockchainCryptocurrency ExchangesDigital Asset CustodiansDigital WalletsDrivetrainDual EntryNotionOn-Chain RailsStablecoinsUsdcUsdt
eCommerce • Fintech • Information Technology • Software
Leads financial partnership for Global Procurement and Logistics, providing analysis, forecasting, reporting, scenario modeling, KPI dashboards, and decision support. Advises on sourcing, supplier negotiations, logistics costs, tariffs, productivity, and savings validation. Drives cost transparency, forecast accuracy, profitability, cash flow, and operational efficiency while collaborating with senior procurement, logistics, and business finance leaders.
Top Skills:
AIEpmExcelMS OfficeMicrosoft TeamsOracle ErpPower BIPowerPointSap ErpWord
Healthtech
Manages G&A financial planning, budgeting, forecasting, monthly variance analysis, cost allocations, and executive reporting. Partners with budget owners, Accounting, and operational leaders to explain financial performance, support cost-reduction initiatives, evaluate business cases, and improve reporting through automation. Oversees Financial Analysts, coordinates special projects, researches accounting issues, and recommends process improvements. The role requires healthcare finance experience, strong Excel skills, financial analysis capability, and a bachelor's degree in Finance or Accounting.
Top Skills:
Ai And Automation ToolsExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordWorkday Adaptive Planning
Artificial Intelligence • Information Technology • Software • Automation
Complete structured investment finance tasks and author detailed content on financial markets and investment strategies. Work independently on an external platform, evaluate complex financial concepts, manage work sessions, and track time using Insightful. The initiative is intended for investment analysts, portfolio managers, financial writers, and other finance professionals with strong market knowledge and technical writing skills.
Top Skills:
Insightful
Information Technology
Lead FP&A and strategic finance initiatives, including financial modeling for product expansion, monetization, marketing ROI, M&A, and strategic investments. Own forecasts, long-term planning, variance analysis, user metrics, P&L, balance sheet, cash flow, and headcount reporting. Partner with leadership on profitability and investment decisions while improving recurring finance workflows through automation, AI tools, and BI platforms.
Top Skills:
ClaudeGrafanaExcelSage IntacctTableau
Healthtech
Manages financial analysts and supports financial planning, operating metric analysis, executive reporting, capital expenditure analysis, strategic decision-making, technical accounting research, process improvement, and departmental projects. Oversees staff responsibilities, evaluates processes, coordinates timelines, and provides financial and accounting analysis for operational and strategic needs.
Top Skills:
ExcelMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Professional Services • Consulting • Financial Services
Lead and manage client engagements delivering financial operating models, strategic analyses, and recommendations to C-suite. Oversee M&A and fundraising work, ensure project delivery, support business development and proposals, and mentor team members to maintain high standards.
Top Skills:
Excel
Professional Services • Consulting • Financial Services
Perform financial and operational analysis, build models and dashboards, translate data into strategic recommendations, support fundraising and M&A workstreams, prepare CEO/BOD-ready materials, execute unit economics, pricing, and ROI projects, and improve firm tools and client delivery.
Top Skills:
ExcelLookerNetSuiteQuickbooksSQLTableau
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