Director, Financial Services Banking Data

3 weeks ago


Santa Barbara CA, United States CLEAR CONSTRUCTION INC Full time

Job Description
Job Description Function: Clear Construction is seeking a highly experienced and qualified Director of Finance (DFIN) to join our team. As the DFIN, you will be responsible for overseeing all financial activities and providing strategic financial guidance to support the company's growth and profitability.

RESPONSIBILITIES
# Financial Planning, Reporting, and Analysis:
# Develop and implement financial strategies, plans, and budgets aligned with the company's goals and objectives.
# Develop and implement financial strategies, budgets, and forecasts with the executive team to support decision-making processes.
# Monitor and analyze financial performance, identify trends, and provide recommendations for solutions to enhance profitability and efficiency.
# Prepare accurate and timely financial and income statements, including balance sheets and cash flow statements.
# Manage multiple company cap tables and provide ownership-level reporting to stakeholders

# Accounting and Financial Reporting:
# Oversee all accounting operations, including accounts payable, accounts receivable, general ledger, and payroll.
# Ensure timely and accurate preparation of financial statements, reports, and tax filings in compliance with relevant regulations and accounting principles.
# Establish and maintain internal controls to safeguard company assets and ensure financial integrity.

# Budgeting and Cost Control:
# Collaborate with department heads to develop annual budgets and track performance against budgeted targets.
# Identify cost-saving opportunities and drive initiatives to improve operational efficiency and profitability.

# Financial Risk Management:
# Identify and assess financial risks, including market, credit, and liquidity risks, and develop strategies to mitigate them.
# Monitor compliance with financial regulations and reporting requirements.

# Team Leadership and Development:
# Manage the finance team, providing guidance, mentorship, and support.
# Foster a culture of continuous learning and development within the finance department.
# Collaborate with executive management to provide financial insights and support strategic decision-making.


Qualification Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

MINIMUM EXPERIENCE REQUIRED
Bachelor's degree in accounting, finance, or a related field is required
MBA not required
Certified Public Accountant preferred
Minimum of three years of experience using Sage Intacct accounting software
Minimum of three years of experience with multi-entity accounting
Minimum of 5 years of SME accounting, finance, and financial strategy experience
Expert knowledge of MS Office
Minimum of 3 years in director-level management
A proven track record as a DFIN or senior finance executive in a construction or related industry is preferred
Strong knowledge of financial planning, accounting principles, and financial analysis
Familiarity with relevant regulatory requirements and financial reporting standards
Excellent analytical, problem-solving, and decision-making skills
Strong leadership qualities and the ability to work effectively in a team-oriented environment

OTHER REQUIRED SKILLS
Capable of working with minimal oversight
Ability to handle multiple tasks and duties simultaneously while maintaining a high attention to detail
Excellent oral communication skills, exemplified by a clear and professional manner of speaking
Discretion and confidentiality

Job Location
In person at our Santa Barbara office full-time. A remote opportunity is not available for this position.

Physical Job Description
Must be physically able to operate various machines and equipment, including computers, office equipment, telephone, etc. Physical demands are essentially those of sedentary work. Tasks may require extended periods at a keyboard or workstation.

Typical Working Conditions
Sedentary work in an office environment

Equipment
Computer, telephone, calculator

Statement of Employer's Rights
This job description does not list all of the duties of this position. You may be asked by management to perform other duties. You will be evaluated in part based on your performance of the tasks listed in this job description.
Clear Construction has the right to revise this job description at any time. This job description is not a contract for employment, and either you or the Company may terminate employment at any time for any reason.
#J-18808-Ljbffr



  • Santa Barbara, United States Tech Tammina Full time

    We are currently seeking an Director of Client Services - Hybrid Remote to fill a vacant position with one of our Client, located in Santa Barbara, CA. If you possess the necessary qualifications and are interested in pursuing this opportunity, we kindly request that you provide us with your most up-to-date resume. We appreciate your consideration and look...


  • Santa Barbara, California, United States University of California Santa Barbara Full time

    Job DetailsJob TitleFinancial Services Analyst 2Job ID62903LocationUCSB CampusFull/Part TimeFull TimeJob Posting DetailsPayroll Title: Financial Analyst 2Job Code: 04627 Department Code (Name): California NanoSystems InstitutePercentage of Time: 100%Union Code (Name): 99 Non-RepresentedEmployee Class (Appointment Type): CareerFLSA Status:...

  • Executive Director

    5 days ago


    Santa Barbara, United States Meals on Wheels Full time

    **About the role**: **Responsibilities**: Strategic leadership - Provide visionary leadership to advance the organization’s mission and goals - Develop a strategic plan in collaboration with the Board of Directors Operational management - Oversee the day-to-day operations of Santa Barbara Meals on Wheels - Ensure food quality and excellent, friendly...


  • Santa Barbara, United States Stifel Financial Corporation Full time

    Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not Client Service, Associate, Financial Advisor, Service, Processing, Branch Manager, Retail


  • Santa Monica, CA, United States CIT Full time

    OverviewThis Director, Relationship Manager Middle Market Banking is responsible for the development and execution of all strategies related to the client experience and relationship development in the Middle Market Banking division. THe Director will direct all client servicing activities to grow and retain business and enhance the client experience....


  • Santa Barbara, United States Balanced Wealth Planning, Inc Full time

    **About Us**: At Balanced Wealth Planning, Inc we are dedicated to providing expert tax and financial planning services to our diverse clientele. We are a growing firm committed to excellence, precision, and personalized service. As we continue to expand, we are looking for a proactive Office Manager to join our team and help us streamline operations and...

  • Financial Advisor

    3 weeks ago


    Santa Clara, United States Priority Financial Group Full time

    Job DescriptionJob DescriptionRole:Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning...


  • Santa Barbara, United States Career Match Pro Full time

    Job DescriptionJob DescriptionExciting Career Opportunity: Executive Director at Coastal Housing PartnershipAre you ready to lead a pivotal organization in transforming housing accessibility on the Central Coast? Coastal Housing Partnership (CHP) is looking for a visionary Executive Director to champion their initiatives, energize the surrounding community,...

  • Bank teller

    7 days ago


    Santa Fe Springs, United States @WORK Full time

    We are looking for ... Experienced Bank Tellers Handling financial transactions like deposits, withdrawals and checking. Teller's duties include counting cash assisting with deposits and withdrawals. Responsibilities - Excellent customer service - Te Teller, Bank Teller, Banking, Staffing

  • Executive Director

    4 weeks ago


    Santa Barbara, United States Angels Foster Care of Santa Barbara Full time

    About the Position:Angels Foster Care is seeking a dedicated, dynamic, innovative Executive Director who is passionate about making a difference in the lives of vulnerable infants and toddlers. Working with staff and reporting to the Board of Directors, the Executive Director will be responsible for operational leadership, formulating and achieving agency...

  • Executive Director

    4 weeks ago


    Santa Barbara, United States Angels Foster Care of Santa Barbara Full time

    About the Position:Angels Foster Care is seeking a dedicated, dynamic, innovative Executive Director who is passionate about making a difference in the lives of vulnerable infants and toddlers. Working with staff and reporting to the Board of Directors, the Executive Director will be responsible for operational leadership, formulating and achieving agency...

  • Executive Director

    20 hours ago


    Santa Barbara, United States Angels Foster Care of Santa Barbara Full time

    About the Position:Angels Foster Care is seeking a dedicated, dynamic, innovative Executive Director who is passionate about making a difference in the lives of vulnerable infants and toddlers. Working with staff and reporting to the Board of Directors, the Executive Director will be responsible for operational leadership, formulating and achieving agency...

  • Accounting Manager

    1 week ago


    Santa Barbara, United States Regal Executive Search Full time

    Job Description Accounting Manager JOB SUMMARY: The Accounting Manager is responsible for assisting with the functions of Payroll, Accounts Receivable, Accounts Payable, Income Journal, General Cashiering, Taxes, and Internal Controls. In some instances, is responsible for the daily operation of an area (Credit Manager, F&B Controls, Accounts Receivable)....


  • Oakland, CA, United States PG&E Corporation Full time

    Accounting / Finance  Business Unit: Finance PG&E's Business Finance & Planning team provides critical financial support to its operational Business Partners within the company. This support includes financial analysis; budgeting, planning and forecasting; monitoring, controlling and accounting; operational performance reporting and analysis; and...


  • Oakland, CA, United States PG&E Corporation Full time

    Accounting / Finance  Business Unit: Finance PG&E's Business Finance & Planning team provides critical financial support to its operational Business Partners within the company. This support includes financial analysis; budgeting, planning and forecasting; monitoring, controlling and accounting; operational performance reporting and analysis; and...


  • Santa Barbara, United States University of California, Santa Barbara Full time

    The Academic Coordinator works with Las Maestras Center's two Co-Directors to develop and implement initiatives, programming, and partnerships consistent with the vision of LMC, including an artist-in-residence program, graduate seminars, creative writing and arts workshops, and inter-collegiate gatherings; as well as ongoing public engagements, such as the...

  • Bank Sales

    1 day ago


    Rancho Santa Margarita, California, United States First Citizens Bank Full time

    Overview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference.   The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts...

  • Bank Manager

    4 weeks ago


    Santa Cruz, United States Comerica Full time

    Bank ManagerWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating Cultural...


  • Santa Barbara, United States Monarch Wealth Strategies Full time

    Position Summary: We are a boutique wealth management firm in downtown Santa Barbara dedicated to providing outstanding services to our clients. The part-time administrative assistant/receptionist will provide administrative support to our three Financial Advisors, ensuring client satisfaction through direct contact with clients and vendors, while adhering...

  • Assistant Controller

    3 weeks ago


    Santa Barbara, United States Balance Financial Management Full time $70,000 - $90,000

    Job Details:Job Title: Assistant Controller Classification: Full Time, Exempt Reports to: Controller  Summary: The Assistant Controller plays a vital role in the day-to-day management of accounting cycles for multiple clients by overseeing all activities involved in maintaining the general ledger, revenue recognition, expenditures, assets, and...