Finance & Investment Associate

Job Title: Finance & Investment Associate (Future CFO)

Location: Orange County, CA (On-site, 5 days/week)

Company Overview

Urban Golf Performance (UGP) is redefining the golf and fitness experience through a unique blend of performance training, custom club fitting, and lifestyle branding. With a strong foundation in Southern California and ambitious plans for national expansion, UGP is building one of the most innovative platforms in the golf industry.

Position Summary

The Finance & Investment Associate is a key member of UGP’s growth team, helping drive the M&A and expansion strategy that fuels the company’s future. This is not a back-office role — it’s a high-trust, high-autonomy seat at the table, ideal for someone who wants to own deals, lead underwriting, and manage transactions from start to close.

This role is designed for a future CFO — someone who brings financial rigor, strategic thinking, and a passion for scaling a high-growth, PE-backed business. If you're ready to trade endless modeling for real deals in a fast-paced, entrepreneurial environment, this is your opportunity.

What You’ll Do

Deal Execution & Underwriting

• Evaluate new retail locations and business initiatives; prepare investment recommendations for leadership.
• Own the underwriting process for all business initiatives, including new locations, partnerships, and strategic initatives.
• Analyze risks, returns, and tradeoffs across markets, assets, and deal structures.
  
  

Pipeline & Transaction Management

• Manage the full transaction lifecycle — diligence, legal, consultants, closing, and internal coordination.
• Track and manage a robust pipeline of business initiatives and transactions at varying stages.
• Keep timelines tight, stakeholders aligned, and deals on track.
  
  

Growth Strategy & Financial Leadership

• Build insights from pipeline data to sharpen investment decisions and prioritization.
• Support the CEO and Company leadership in refining the company’s playbook and growth thesis.
• Contribute to the company’s broader expansion goals — including doubling locations between 2026–2029 and preparing for future capital raises.
• Lead financial planning & analysis (FP&A), cash flow forecasting, and board-level reporting.
• Oversee accounting operations and ensure compliance with the economic provisions of legal agreements.
  
  

What You’ll Need

• 3–5 years of experience in real estate private equity, investment banking, corporate development, or FP&A.
• Strong track record underwriting real estate and/or M&A transactions.
• Familiarity with diligence, deal structuring, legal documentation, and closing processes.
• High proficiency in Excel and PowerPoint, with the ability to model and present clearly.
• Excellent project management skills; able to juggle multiple deals and keep teams aligned.
• Strong commercial judgment with a sharp understanding of risk, return, and market dynamics.
• Clear and persuasive communicator, able to flex between detail and big-picture strategy.
• Deep understanding of GAAP, cash flow forecasting, and financial reporting.
  
  

Bonus Points

• A personal passion for golf, fitness, or recreation industries.
• Experience in high-growth, entrepreneurial, or PE-backed environments.
• Exposure to board-level reporting and investor relations.
  
  

Compensation & Benefits

• Competitive salary (DOE)
• Healthcare, vision, and dental covered at 50%
• 401(k) with employer match
• Major exposure working directly with the CEO and Accomplished Board of Directors
• Clear path to senior investment leadership and eventual CFO role
  
  

$85,000-$125,000

Finance & Investment Associate: $85,000 USD - $85,000 USD