We are looking for a Financial Analyst/Manager to support financial planning, performance analysis, and investment oversight in Buellton, California. This position works closely with leadership to evaluate business results, strengthen reporting, and guide decisions that improve operational and financial outcomes. The role also contributes to treasury activities, strategic initiatives, and investment reporting across a diverse portfolio.<br><br>Responsibilities:<br>• Direct cash positioning activities by assessing liquidity, anticipating financing needs, and identifying appropriate use of excess funds.<br>• Analyze the financial and operating results of portfolio businesses to surface patterns, highlight exposure areas, and uncover improvement opportunities.<br>• Collaborate with business leaders on annual budgets, forecasts, and longer-range plans that support strategic and operational goals.<br>• Track key performance indicators and major initiatives with management teams to measure progress against value creation objectives.<br>• Create consistent reporting tools, dashboards, and presentation materials for internal decision-makers, investors, and committee meetings.<br>• Perform comparative analysis, scenario planning, and valuation-focused modeling to evaluate current operations and potential acquisition opportunities.<br>• Review monthly investment activity for tribal funds and prepare quarterly summaries that communicate performance clearly and accurately.<br>• Oversee treasury-related account activity, including banking transactions, securities trades, settlements, and investment movements managed by external partners.<br>• Assess contract terms from a financial perspective and support broader initiatives such as acquisition analysis, working capital improvement, real estate performance review, and other assigned projects.

• Bachelor’s degree in finance, accounting, or a closely related discipline.<br>• Approximately seven years of increasing responsibility in finance or accounting, ideally within a manufacturing environment.<br>• Strong command of financial reporting, core accounting standards, and internal control practices.<br>• Advanced capability in financial modeling, valuation analysis, budgeting, and variance interpretation.<br>• Experience with data visualization and reporting platforms such as Power BI, along with familiarity with enterprise financial systems including NetSuite, Oracle, Cognos, or Anaplan.<br>• Background in manufacturing, property accounting, or real estate finance is highly desirable.<br>• CPA or CMA designation is preferred.<br>• Ability to communicate insights effectively, build cross-functional partnerships, and manage multiple priorities with accuracy.

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