Top Finance Jobs in San Luis Obispo, CA

Lead finance transformation projects, advising CFOs on operational improvements, managing client relationships, and mentoring team members.

The Finance Transformation Manager leads finance projects, improves finance processes, enables technology, and supports change for clients' financial transformations.

The Finance Analyst will maintain financial models, prepare forecasts, analyze variances, and support leadership in decision-making and financial visibility.

The role involves guiding customers through onboarding, building financial models, conducting customer training sessions, and improving user experiences.

Serve as the first GTM finance business partner, building forecasting, KPIs (CAC, LTV, payback), pricing and P&L models, headcount and commission modeling, monthly and annual planning, and systems/tooling to support Sales and Marketing decision-making and ROI-driven growth.

Manage and expand existing equipment finance relationships in the construction vertical across a multi-state territory. Originate new financing opportunities, assess borrower credit and collateral, provide industry intelligence, support senior management with sales training, and ensure adherence to risk, regulatory, and internal control standards.

Lead strategic financial analysis and the integrated 3-statement Long Range Plan. Build investor-grade models, valuations, and cash/liquidity forecasts. Support fundraising and M&A diligence, benchmark competitors, and partner with leadership and FP&A to align short- and long-term financial planning.

Own budgeting, forecasting, and long-range planning; prepare monthly/quarterly/annual financial reports and variance analyses; manage cash flow forecasting and month/year-end close with external accountants; build financial models, KPIs, dashboards, and business cases; support audits, tax filings, fundraising, board reporting, and automation of reporting processes.

Partner with Sales, Marketing, and Customer Success to lead GTM FP&A: forecasting, headcount and Opex management, bookings/ARR metrics, quota and pipeline modeling, ROI/unit-economics analysis, compensation modeling, automation and AI-driven reporting, and board-level reporting. Build scalable analytics, AI-powered workflows, and drive monthly/quarterly planning and business reviews.

Serve as outsourced accountant and financial advisor for a portfolio of schools. Manage full-cycle accounting (AP, payroll, grants), close books, prepare monthly financial statements, support annual audits and 990 preparation, liaise with authorizers/SEAs, analyze and model financial issues, and provide high-quality client service while supporting internal team growth.

Act as an outsourced CFO for a portfolio of 5-8 schools: build budgets and multi-year forecasts, advise school leaders and boards on strategic financial decisions, analyze and model financial issues, provide client-facing guidance, mentor finance specialists/analysts, lead audits, and contribute to internal finance product development and best practices.

Lead the finance function at Hadley Designs by building scalable systems, managing cash flow, and driving profitability to support growth.

Leads financial reporting, accounting operations, compliance, budgeting, forecasting, treasury, risk management, audits, payroll, internal controls, and financial analysis. Partners with executive leadership, joint ventures, government agencies, insurers, and unions to support operational decisions and improve margins. Oversees accounting policies, government contracting requirements, payroll for more than 600 employees, and annual 401K and CPA audits.

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.

Support strategic financial planning through building and maintaining financial models, preparing reports and presentations, partnering with cross-functional teams, handling custom pricing requests and negotiations, analyzing pricing and market trends, and contributing to special projects to support company growth.

The Head of Finance will manage financial operations, ensure compliance, support strategic finance, and partner with the CEO on financial planning and board reporting.

Lead AI-enabled financial planning and strategic analysis, build data-backed business cases, refine unit economics, deliver executive-level insights, integrate ML into FP&A, and track KPIs to drive profitability and strategic decisions.

The Sales Finance Manager will oversee financial strategy, planning, budgeting, and performance tracking, collaborating with department leaders and managing a finance team.

The VP of Finance will develop budgets, assist with strategic planning, provide financial analyses, and support business operations, ensuring alignment with financial deliverables.

Own FP&A for a high-growth AI grocery startup: build and run forecasting, budgeting, and long-range plans; analyze variances; develop KPIs and dashboards; partner cross-functionally; prepare board-quality analysis; model scenarios for strategic decisions; and drive AI-enabled process improvements.

Own Tiny Health’s finance function, including monthly close, forecast-to-actual reconciliation, driver-based forecasting, annual planning, financial systems implementation, capital allocation, and executive financial reporting. Lead monthly business reviews and support fundraising decisions. Initially operate hands-on across finance, then hire and develop a controller and FP&A analyst while becoming a strategic financial partner to company leadership.

Partner with Sales, Credit Risk, Legal, Product, and Capital Markets to model and price credit deals, build life-of-loan portfolio and vintage models, stress-test revenue-share and capital scenarios, support sponsor bank and capital provider pitches, lead deal reviews, and develop AI-enabled tools and dashboards to scale credit deal modeling and decisioning.

Partner with Marketing to lead budgeting, forecasting, and financial analysis. Build scenario-based models, deliver budget-vs-actual reporting, identify cost optimization, and provide data-driven recommendations to senior leadership using AI and automation tools.

The Finance Engineer redesigns and automates finance processes including contract-to-cash, procure-to-pay, reconciliations, monthly close, billing, collections, and reporting. The role owns NetSuite OneWorld configuration, workflows, permissions, integrations, and the broader finance systems stack. Responsibilities include building durable internal applications, LLM-powered workflows, controls, reporting, and solution roadmaps while partnering across Finance, Accounting, Revenue, Deal Desk, Legal, Procurement, and Business Technology. The role also trains finance users and drives cross-functional delivery.

Own financial performance for a portfolio of clinics: forecasting, monthly reporting, variance analysis, owner payments, gross margin and COGS optimization. Partner with practice owners and success managers to drive actionable improvement plans, build AI-powered automations and finance tooling in GitHub, and translate analysis into realized P&L outcomes.