Top Finance Jobs in San Luis Obispo, CA
As a Senior Financial Advisor at Farther, you will build a client-first business using modern tools and technology. Your role involves converting prospects into clients, managing relationships, and providing wealth management strategies, all while utilizing proprietary tools to help in prospecting. You will need a proven track record in wealth management and a passion for improving personal finance experiences.
The Senior Manager, FP&A will oversee all financial operations including FP&A and M&A, support strategic decisions with the CEO and leadership, prepare board presentations, and manage the financial model, focusing on revenue models for the company.
As a Data/Financial Analyst FP&A, you will support financial leadership by analyzing data, forecasting, budgeting, and reporting. You will design dashboards in Power BI, work with senior leadership, and track performance metrics to drive strategic initiatives.
As the Head of Finance, you will define company strategy through financial analysis, upgrade financial frameworks, democratize financial data access, assist in headcount planning, transition accounting functions in-house, manage investor relations, and monitor cash flow.
The Revenue Manager will oversee revenue transactions, reconcile accounts, manage revenue-related analytics, and ensure compliance with ASC 606. This role includes optimizing finance processes, leading tool selection to improve efficiency, and preparing financial statements while collaborating with internal teams.
The Senior Accountant will manage accounts receivable, accounts payable, and treasury transactions, review and reconcile general ledger accounts, process journal entries and monthly reconciliations, assist in financial statement preparation, and track revenue recognition for customer projects.
As a Staff Accountant II, you will manage financial transactions, ensure accurate cash flow, develop process documentation, track payment flows, and contribute to financial reporting and compliance. Collaboration with product and engineering teams to improve systems will also be a key responsibility.
The Senior Accountant will manage in-house financial operations, focusing on financial accounting and reporting, day-to-day bookkeeping, operational finance, financial planning, analysis, and compliance with regulations. This role will transition from an external CPA firm and support SaaS and NFT marketplace financial strategies.
The Senior Tax Accountant will handle corporate, individual, and passthrough tax returns, conduct research, draft memoranda, and manage client expectations. Building relationships and fostering engagement between departments is key, alongside demonstrating knowledge about clients' businesses and maintaining budget requirements.
The Captive Accounting Supervisor oversees accounting activities for the Captives business units, manages internal staff, ensures compliance with US GAAP, prepares month-end reports, reconciles accounts, assists with audits, and participates in D365 conversion while providing training and recommendations for process improvements.
Top Companies in San Luis Obispo, CA Hiring Finance Roles
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