We are looking for an experienced Financial Analyst/Manager to support financial oversight, performance reporting, and strategic decision-making for a diverse investment portfolio in Buellton, California. This role works closely with business leaders and management teams to strengthen planning, monitor results, and deliver insight into cash management, operating trends, and investment performance. The ideal candidate brings strong analytical judgment, advanced modeling capability, and a practical understanding of reporting, controls, and cross-functional collaboration.
Responsibilities:
- Direct cash position analysis, liquidity planning, borrowing activity, and short-term investment oversight to support sound treasury management.
- Assess financial and operating results across portfolio companies, highlighting emerging patterns, risks, and areas for improvement.
- Partner with leadership on annual budgets, rolling forecasts, and longer-range financial plans that inform business decisions.
- Track key performance indicators and operational priorities with management teams to measure progress against strategic value-creation objectives.
- Build consistent reporting packages, dashboards, and analytical summaries for internal leadership, investors, and committee review.
- Perform benchmarking, scenario analysis, and valuation-focused modeling to evaluate current investments and potential acquisition opportunities.
- Review investment activity for tribal funds and prepare quarterly performance reporting with accurate, decision-ready analysis.
- Oversee financial monitoring of bank accounts, securities activity, settlements, and transactions managed by external investment partners, including real estate and mutual fund holdings.
- Analyze contract terms and support strategic efforts such as acquisitions, working capital improvement, exit preparation, and real estate finance projects.
- Contribute to ad hoc assignments and foster a collaborative, respectful workplace aligned with organizational values and shared goals.
- Bachelor’s degree in Finance, Accounting, or a related field.
- At least seven years of progressively responsible experience in finance or accounting, ideally within a manufacturing environment.
- Strong knowledge of financial reporting, accounting standards, and internal control practices.
- Advanced capability in financial modeling, variance analysis, forecasting, and performance evaluation.
- Experience with budgeting processes, KPI reporting, and data visualization tools such as Power BI.
- Familiarity with ERP and financial platforms such as NetSuite, Oracle, Cognos, or Anaplan.
- CPA or CMA designation is preferred.
- Exposure to manufacturing, property accounting, real estate, or investment-related analysis is highly desirable.