We are looking for a detail-oriented finance specialist who can guide reporting, planning, and performance analysis across a diverse investment and operating portfolio in California. This role combines hands-on financial oversight with strategic partnership, helping leadership evaluate results, manage liquidity, and support informed decision-making. The ideal candidate brings strong analytical judgment, experience building actionable reporting, and the ability to translate complex data into clear business insights.<br><br>Responsibilities:<br>• Manage cash positioning activities by reviewing liquidity, anticipating financing needs, and identifying funds available for investment decisions.<br>• Analyze the financial and operating results of portfolio businesses to highlight performance patterns, identify potential risks, and uncover areas for improvement.<br>• Collaborate with leadership on annual budgets, rolling forecasts, and long-range planning to support business objectives and capital priorities.<br>• Track key performance indicators and operational milestones with management teams to measure progress against strategic value-creation goals.<br>• Create consistent reports, dashboards, and presentation materials that provide meaningful updates to internal leaders, investors, and committee stakeholders.<br>• Perform benchmarking, sensitivity analysis, and scenario modeling to evaluate business outlook, strategic options, and potential acquisition opportunities.<br>• Review investment activity and prepare recurring performance summaries for investment funds, including quarterly reporting packages.<br>• Oversee treasury-related activity by monitoring bank accounts and validating transactions involving marketable securities, real estate holdings, and externally managed funds.<br>• Assess contracts and agreements to identify financial implications, key terms, and areas of potential exposure.<br>• Support high-priority initiatives such as acquisition analysis, working capital improvement efforts, real estate finance reporting, and other special projects as assigned.

<p>• Bachelor’s degree in Accounting, Finance, or a related field.</p><p>• At least seven years of progressively responsible experience in finance or accounting, with manufacturing experience preferred.</p><p>• Strong knowledge of financial reporting, accounting standards, and internal control practices.</p><p>• Advanced skills in financial modeling, valuation analysis, budgeting, and variance review.</p><p>• Experience working with data visualization and enterprise finance platforms such as Power BI, NetSuite, Oracle, Cognos, or Anaplan.</p><p>• Familiarity with manufacturing environments, property accounting, or real estate finance is highly desirable.</p><p>• CPA required</p><p>• Ability to communicate findings clearly and work effectively with leadership, investors, and cross-functional teams.</p>

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