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Top Finance Jobs in San Luis Obispo, CA
Professional Services • Consulting • Financial Services
Lead strategic finance engagements including financial and operating modeling, unit economics, cash management, and transaction support (M&A, equity/debt fundraising). Advise C-suite, implement process automation, oversee external providers, and deliver actionable recommendations to improve profitability, cash flow, and capital structure.
Top Skills:
ExcelLookerNetSuiteQuickbooksSQLTableau
Professional Services
Leads strategic finance for a growing immigration law firm, owning financial reporting, forecasting, budgeting, variance analysis, unit economics, customer acquisition economics, cost-to-serve, contribution margins, and capacity planning. Builds and maintains financial models, translates growth forecasts into staffing plans, guides marketing capital allocation, partners with executives across departments, and leads a team of analysts while building the finance function and integrating operational data sources.
Top Skills:
ExcelPower BIPowerPointSQLTableau
Biotech
Leads R&D financial planning, forecasting, monthly close, consolidation, executive reporting, and long-range planning. Performs pipeline valuation, portfolio analytics, scenario modeling, and investment analysis for biopharma R&D programs. Partners with global R&D, Commercial, Finance, and executive leaders to support strategic decisions. Enhances financial models, dashboards, reporting automation, and standardized workflows while translating complex scientific and financial data into actionable insights.
Top Skills:
AnaplanHyperionExcelMicrosoft PowerpointPower BISAPTableauTm1
Biotech
Owns financial management for clinical study portfolios, including budgeting, forecasting, accruals, variance analysis, vendor and CRO spend, financial modeling, and governance reporting. Partners with Clinical Operations, R&D Finance, and business development teams to translate clinical assumptions into financial scenarios and recommendations. Supports due diligence, investment decisions, process improvements, and broader R&D financial planning.
Real Estate • Travel • PropTech
Owns forecasting, variance analysis, and strategic management of Airbnb’s cloud and AI infrastructure spend. The role partners with engineering, AI platform, procurement, and finance teams to track usage, model provider and pricing changes, identify efficiency opportunities, quantify savings, and communicate cost narratives to senior leadership. It also leads planning cycles, migration tracking, and recurring financial reviews.
Top Skills:
Ai/MlAWSCloud Infrastructure
Healthtech • Pharmaceutical
Leads financial governance and value realization for enterprise transformation investments. Develops business cases, ROI analyses, financial models, forecasts, dashboards, and executive reporting; monitors spend, risks, variances, milestones, and returns. Partners with FP&A, operations, technology, legal, compliance, and business leaders to guide investment decisions, portfolio performance, and path-to-green planning.
Information Technology • Consulting • Cybersecurity
Manages federal contract administration, financial reporting, budgeting, forecasting, indirect rates, pricing, and compliance across prime contracts and subcontracts. Tracks funding, contract actions, profitability, and key deadlines while supporting accounting, payroll, proposal pricing, and government contract requirements. Maintains dashboards, coordinates with project managers and accounting partners, and documents processes. Requires substantial federal contracting or government accounting experience, knowledge of FAR and DFARS, and familiarity with Costpoint, Unanet, or comparable systems.
Top Skills:
CostpointDfarsFarUnanet
eCommerce • Software
Own Shippo’s company P&L, annual operating plan, forecasting, monthly executive reporting, and quarterly board materials. Lead financial modeling, headcount and cost management, transaction readiness, M&A diligence, strategic investment analysis, and FP&A systems improvements. Partner with the CFO, executive leadership, Accounting, People Ops, Engineering, Revenue Operations, and Sales Finance to translate financial results into actionable business recommendations.
Top Skills:
AWSLookerNetSuitePower BIRipplingTableau
Software
Leads FP&A forecasting, budgeting, strategic planning, financial modeling, SaaS metrics analysis, and monthly close support. Partners with functional leaders and executives to deliver insights on growth, margins, capital structure, resource allocation, and business performance. Presents analyses to senior leadership, investors, and the Board, while improving FP&A processes, automation, and scalability.
Top Skills:
ExcelPlanfulPower BISaaSSage IntacctSalesforceSQLTableau
Insurance
Leads FP&A, product finance, and business insights teams; owns annual planning, forecasting, long-range financial modeling, budgeting, variance analysis, and strategic finance. Partners with executives and cross-functional leaders on investment decisions, unit economics, reporting, fundraising, and regulatory financial oversight. Manages and develops a team of 10, improves planning systems and processes, and prepares board, investor, and shareholder materials.
Top Skills:
Business Intelligence ToolsFinancial Planning ToolsGoogle SheetsReporting Tools
Manufacturing • Renewable Energy
Supports project finance transactions for battery storage projects, including debt and tax equity financing, due diligence, financial modeling, dashboards, market analysis, and transaction closing. Analyzes project economics, offtake opportunities, tax law, interest rates, and energy market trends. Collaborates with development, markets, origination, engineering, asset management, investors, lenders, and external consultants on financing, acquisitions, sales, and strategic decisions.
Top Skills:
ExcelMS Office
Professional Services • Consulting • Financial Services
Own strategic finance engagements for high-growth technology startups, including driver-based financial modeling, planning, forecasting, cash management, budget-versus-actuals reporting, variance analysis, and investor storytelling. Partner with accounting and executive teams on financial reporting, M&A, fundraising, pricing, unit economics, sales capacity, and retention analysis. Translate complex financial data into actionable recommendations for founders and leadership teams.
Top Skills:
CampfireChatgptClaudeExcelNetSuiteQuickbooksRampRilletStripeTabsUs Gaap
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Security • Cybersecurity
Leads financial strategy, planning, forecasting, and operating cadence across Sales, Marketing, Customer Success, and GTM Operations. Owns GTM economics, sales compensation, commissions forecasting, executive reporting, driver-based modeling, resource allocation, and profitability analysis. Modernizes Finance through AI, automation, advanced analytics, improved controls, and scalable processes while developing the GTM Finance team and advising senior executives.
Top Skills:
Advanced AnalyticsAIAutomationBusiness IntelligenceCommissions PlatformsCRMData PlatformsData ScienceFinancial ModelingMachine LearningSaaS
eCommerce • Other • Hospitality
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.
Top Skills:
AvalaraBill.ComBrexGoogle SheetsExcelQuickbooks OnlineRampSigmaSnowflakeSQL
Biotech
Leads FP&A partnership with laboratory operations, developing cost-of-services and gross-margin forecasts, cost-to-serve models, capacity and labor productivity analyses, supply-chain economics, margin bridges, and operational KPIs. Evaluates business cases, savings initiatives, and investments while explaining operational variances and supporting executive and Board reporting. Partners with operations, procurement, supply chain, and BI teams to improve forecast accuracy, margin performance, and decision-making.
Top Skills:
Business Intelligence (Bi)Enterprise Performance Management (Epm)ExcelWorkday Adaptive Planning
Software
Leads finance for a $200 million Enrollment & Verification business, overseeing FP&A, budgeting, forecasting, financial modeling, reporting, close activities, audits, controls, and business partnering. Provides executive insights on profitability, pricing, investments, and performance while improving processes and reporting. Manages and develops a finance team of 7–9 direct reports and supports strategic decision-making across the organization.
Top Skills:
AnaplanMicrosoft Dynamics GpTm1
Professional Services • Energy • Solar • Renewable Energy
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.
Top Skills:
Adaptive InsightsErp SystemsExcelNetSuitePower BISalesforceWorkday Adaptive Planning
Healthtech • Social Impact • Software • Telehealth
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.
Top Skills:
Bi PlatformsExcelGoogle SheetsSQL
Cloud • Software
Supports the US sales organization through commercial finance analysis, deal and pricing evaluation, commission management, financial reporting, forecasting, variance analysis, KPI dashboards, and business expansion cases. Acts as a finance business partner and liaison between US operations and the Australian finance team, providing insights for strategic decision-making and coordinating cross-regional financial activities.
Top Skills:
ExcelPower BISalesforce
Professional Services • Consulting • Financial Services
Leads the Finance and Accounting Department, overseeing nonprofit accounting, monthly closes, audits, 990 filings, financial reporting, compliance, client implementations, and service delivery. Manages and coaches a six-person team, sets departmental KPIs, owns P&L responsibilities, improves systems and processes, and contributes to company-wide strategy and service-line growth. Provides hands-on financial consulting to complex nonprofit, political, civic, and charitable clients.
Top Skills:
Erp SystemsGoogle WorkspaceNetSuiteQuickbooks Online (Qbo)RilletSage Intacct
Artificial Intelligence • Big Data • Cloud • Machine Learning • Software
The Strategic Finance Manager will lead financial planning, budgeting, renewal forecasting, and customer retention analysis. They will translate customer and financial data into executive insights, identify risks and opportunities, develop renewal metric governance, and support resource allocation. The role partners with Finance, Renewal Management, Customer Success, Data Science, Operations, and go-to-market teams while applying AI and automation to improve forecasting, reporting, and analytical efficiency.
Top Skills:
Ai-Powered ToolsExcelSnowflakeSQLTableau
Professional Services • Consulting • Financial Services
Lead BFG’s growth-capital fundraising readiness by reviewing financials, building a 36-month integrated model, forecasting funding needs, analyzing debt and capital structures, conducting valuation, and preparing investor materials. Support investor research, due diligence, reporting standards, KPI dashboards, and management discussions while coordinating with legal and tax advisors. The engagement is milestone-based and remote, focused on preparing a profitable U.S. financial services company for a potential $750,000 raise.
Top Skills:
ExcelMicrosoft Powerpoint
Logistics • Transportation
Leads financial analysis, planning, reporting, forecasting, and data mining for assigned business segments. Manages monthly close activities, P&L reviews, accruals, reconciliations, journal entries, audits, and financial modeling. Partners with Operations, Finance, Accounting, IT, and Sales to identify financial drivers and present insights to leadership. Oversees projects, coaches junior professionals, and supports effective financial controls.
Top Skills:
Adaptive InsightsExcelMS OfficeMicrosoft Power BiMicrosoft PowerpointMicrosoft WordRelational DatabasesWorkday
Artificial Intelligence • Cybersecurity
Own FP&A, COGS, services planning, AI and compute cost architecture, monthly close, forecasting, budgeting, variance analysis, and financial reporting. Build cost models, automate reporting with SQL and Excel, track cloud and LLM spending, and advise leadership on pricing, hiring, infrastructure scaling, and strategic decisions.
Top Skills:
Cloud InfrastructureHarvestInference InfrastructureLlm ApisExcelSQL
Artificial Intelligence • Marketing Tech • Software • Analytics
Own strategic finance models connecting operational capacity, productivity, forecasting, unit economics, pricing, investment, and growth targets. Partner with cross-functional leaders on ROI analysis, scenario planning, board and investor reporting, and business decision-making. Lead forecasting, segment economics, and efficiency analysis in a high-growth environment.
Top Skills:
DbtExcelGoogle SheetsLookerOmniSnowflake
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