We are looking for a detail-oriented Bookkeeper to join our team on a long-term contract basis in Goleta, California. In this role, you will manage essential financial processes, ensuring accuracy and compliance across accounts. This position offers an excellent opportunity to utilize your bookkeeping expertise in a collaborative and meticulous environment.<br><br>Responsibilities:<br>• Maintain accurate financial records, including accounts payable and accounts receivable.<br>• Perform regular bank reconciliations to ensure financial data integrity.<br>• Utilize QuickBooks to manage and organize financial transactions efficiently.<br>• Prepare and review financial reports to support decision-making processes.<br>• Ensure compliance with company policies and regulatory standards in all financial activities.<br>• Handle payment processing and resolve discrepancies promptly.<br>• Collaborate with internal teams to streamline accounting procedures.<br>• Monitor and manage cash flow to support business operations.<br>• Assist in audits by providing necessary documentation and information.<br>• Continuously evaluate and improve financial processes for efficiency.
<p>We are looking for an experienced Financial Analyst/Manager to join our team. In this role, you will oversee critical financial operations, analyze performance data, and support strategic decision-making processes. The ideal candidate will possess strong analytical skills, excellent financial acumen, and the ability to work collaboratively with business leadership to drive growth and success.</p><p><br></p><p>Responsibilities:</p><p>• Manage cash flow activities, including assessing borrowing needs and funds available for investment.</p><p>• Evaluate financial and operational performance of portfolio companies to identify trends, risks, and growth opportunities.</p><p>• Collaborate with leadership teams to develop and execute budgets, forecasts, and long-term financial strategies.</p><p>• Create and maintain standardized reporting tools, dashboards, and analyses for stakeholders and investors.</p><p>• Conduct benchmarking and scenario modeling to support business performance evaluations and strategic planning efforts.</p><p>• Prepare comprehensive reports on investment fund performance, including quarterly updates and monthly data reviews.</p><p>• Oversee treasury operations, including bank account monitoring, stock and bond trades, and real estate transactions.</p><p>• Analyze enterprise contracts to ensure financial terms align with company goals and compliance requirements.</p><p>• Provide detailed financial analysis related to real estate asset performance and reporting.</p><p>• Contribute to strategic initiatives such as acquisitions, working capital optimization, and preparation for business exits.</p>
<p>We are looking for a skilled Business Analyst to join our team. This position offers a unique opportunity to contribute to process improvements and ensure operational excellence within the financial services sector.</p><p><br></p><p>Responsibilities:</p><p>• Provide operational support to various desks based on workload and specific needs.</p><p>• Lead and manage projects, including quarterly quality checks, fee audits, and statement reviews.</p><p>• Coordinate system specifications and project plans between operations stakeholders and IT teams.</p><p>• Analyze operational and system trends to identify issues and propose solutions to management.</p><p>• Process departmental service and research requests with efficiency and accuracy.</p><p>• Collaborate with department managers to evaluate and enhance processes, addressing breakdowns and recommending improvements.</p><p>• Monitor and report trends that may require training updates or process enhancements.</p><p>• Conduct yearly audits and ensure compliance with established operational standards.</p><p>• Support business continuity plans by being prepared to perform essential functions remotely when necessary.</p><p>• Participate in ad-hoc projects as assigned by management</p>
We are looking for a motivated and detail-oriented individual to support our Business Development and Sales team in Goleta, California. This contract position offers opportunities to contribute to a variety of sales and marketing activities, including customer outreach, trade show coordination, and data management. The role is ideal for someone eager to grow in business development, sales, or marketing within a dynamic and fast-paced environment.<br><br>Responsibilities:<br>• Compose and customize outreach messages to prospective clients and schedule introductory meetings.<br>• Monitor customer responses, track conversion rates, and ensure timely handoff of leads with relevant experience to senior team members.<br>• Develop and maintain accurate prospect lists, enrich data with relevant information, and generate regular pipeline activity reports.<br>• Identify stalled deals and overdue follow-ups, providing recommendations for resolution.<br>• Assist in marketing initiatives by coordinating social media posts and press releases that highlight company achievements and events.<br>• Organize and maintain a library of marketing materials, including presentations, product specifications, and case studies.<br>• Participate in trade shows and conferences, conducting prospecting activities, competitive analysis, and staffing the company booth.<br>• Manage event logistics such as booth materials, lead collection, and post-event lead processing within 24-48 hours.<br>• Schedule and coordinate customer meetings for leadership, including preparing agendas, briefings, and action plans.<br>• Document meeting outcomes, action items, and follow-ups to ensure smooth communication and progress.
We are looking for a skilled Accountant to join our team on a long-term contract basis in Santa Barbara, California. In this role, you will be responsible for managing financial records, ensuring accuracy in transactions, and supporting various accounting functions. This is an excellent opportunity to contribute to a dynamic team while building your expertise in core accounting processes.<br><br>Responsibilities:<br>• Process and manage accounts payable and accounts receivable activities, ensuring timely and accurate payments and collections.<br>• Maintain the general ledger by recording transactions and reconciling accounts regularly.<br>• Prepare and post journal entries to support accurate financial reporting.<br>• Perform bank reconciliations to ensure proper alignment between financial records and bank statements.<br>• Assist with month-end and year-end close processes to meet organizational deadlines.<br>• Monitor and analyze financial data to identify discrepancies and recommend corrective actions.<br>• Collaborate with other departments to support budgeting and forecasting efforts.<br>• Ensure compliance with accounting standards and regulatory requirements.<br>• Generate financial reports and provide insights to support decision-making.<br>• Support audits by preparing documentation and responding to inquiries.
<p>We are looking for a detail-oriented Recruiter to join our team in Santa Barbara, California. This is a contract position offering the opportunity to contribute to essential administrative processes. The role involves engaging with potential candidates and ensuring smooth communication while supporting recruitment efforts.</p><p><br></p><p>Responsibilities:</p><p>• Maintain accurate records of communication and candidate responses.</p><p>• Utilize recruitment tools and systems to track progress and manage data effectively.</p><p>• Respond to inquiries and provide detailed information about available positions.</p><p>• Collaborate with team members to enhance recruitment strategies and outcomes.</p><p>• Ensure all tasks align with organizational policies and procedures.</p><p>• Assist with general administrative duties to support recruitment operations.</p><p>• Use CRM systems to manage candidate interactions and streamline processes.</p><p>• Handle inbound calls and address candidate concerns promptly.</p><p>• Provide regular updates on recruitment progress to supervisors.</p>
