Demo

Finance Manager

Jobot
Buellton, CA Full Time
POSTED ON 4/14/2026
AVAILABLE BEFORE 5/10/2026
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Job details:
Strategic Finance Manager position // Partner directly with CFO // Hybrid-Remote

This Jobot Job is hosted by: Connor Venanzi
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $130,000 - $155,000 per year


A bit about us:

We are a diversified enterprise rooted in a rich cultural heritage, committed to building lasting economic security for our community and future generations. With a broad portfolio spanning hospitality, healthcare, government services, and investment, we operate under a shared services model designed for efficiency, accountability, and long-term growth.

At the core of our diversification strategy is our dedicated investment entity, focused on acquiring and growing businesses that align with our long-term vision. We pursue opportunities across equities, private equity, real estate, and direct business acquisitions, supported by a team of internal professionals and external advisors including investment bankers, accountants, and attorneys.

Our portfolio companies benefit from enterprise-wide support across finance, HR, IT, cybersecurity, and analytics — ensuring each business has the tools and resources to thrive.

We are driven by a single purpose: honoring our legacy by building a future defined by financial independence, community well-being, and sustainable growth.


Why join us?

Growing company that will add investments down the line
Report directly into CFO
Hybrid-Remote Capability


Job Details

MUST HAVE STRONG MANUFACTURING EXPERIENCE AND CPA

About the Role
We are seeking an experienced Finance Manager to oversee the financial health of our investment portfolio companies. This is an individual contributor role that provides critical financial insights, ensures compliance, and supports fiscal responsibility across our business units. The ideal candidate will collaborate closely with management to align financial operations with our broader investment goals.
Key Responsibilities

Oversee financial reporting and analysis across a portfolio of companies
Serve as the primary liaison between portfolio companies and the enterprise Finance Shared Services team
Evaluate contracts for financial terms and conditions
Contribute to strategic initiatives including new acquisitions, working capital optimization, and exit readiness
Act as the main point of contact for audit activities, tax filings, and compliance documentation
Provide detailed analysis related to real estate finance, including asset performance and reporting
Support special projects as assigned
Foster a collaborative work environment built on teamwork, mutual respect, and shared accountability

Qualifications

Bachelor's degree in Finance, Accounting, or a related field (MBA or CPA preferred)
5 years of experience in corporate finance, investment management, or a related field
Strong background in financial analysis, compliance, and reporting
Experience with real estate finance and asset performance reporting is a plus
Excellent communication and interpersonal skills
Ability to work cross-functionally within a shared services model

What We Offer

Competitive salary and benefits package
A collaborative and mission-driven work environment
Opportunity to contribute to a growing and diverse investment portfolio
Career growth within a stable, purpose-led organization

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.


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Salary : $130,000 - $155,000

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