Finance Manager responsible for Chumash Capital Investments' financial oversight. Overseeing cash flow, budgeting, and compliance for portfolio companies.
Responsibilities
Oversees cash flow positions, borrowing needs, and available funds for investment.
Monitors and evaluates financial and operational performance of portfolio companies, identifying trends, risks, and opportunities.
Supports budgeting, forecasting, and long-term financial planning with business leadership.
Partners with management teams to track KPIs and operational initiatives, ensuring alignment with value-creation plans.
Develops standardized reporting packages, dashboards, and analysis for internal stakeholders and investors.
Conducts benchmarking, and scenario modeling to assess business performance and strategic outlook for current or new acquisitions.
Reviews monthly investment data on tribal investment funds and complete quarterly performance reports.
Prepares internal, external, and Fund Committee meeting materials.
Monitors treasury/bank accounts, trades, and settlements of stocks and bonds, and real estate and mutual fund transactions from third-party managers.
Evaluates enterprise contracts for financial terms and conditions.
Contributes to strategic initiatives such as new acquisitions, working capital optimization, or exit readiness.
Serves as a point of contact for audit activities, tax filings, and compliance documentation.
Provides detailed analysis related to real estate finance, including asset performance and reporting.
Work on special projects as assigned.
Upholds a work environment that promotes teamwork, partnership, recognition, mutual respect, and collaboration, while role modeling the company values, behaviors, and culture of One.Team.Chumash.
Performs other duties as assigned.
Requirements
Bachelor’s degree in accounting or finance.
Certified Public Accountant or Certified Management Accountant designation is a plus.
Seven years of progressive finance/accounting experience, preferably in a manufacturing setting.
Extensive experience in financial reporting, accounting principles, and internal controls.
Familiarity with manufacturing, property accounting, or real estate industries highly preferred.
Strong financial modeling, valuation, and data visualization skills.
Skilled in ERP and financial systems (e.g., NetSuite, Oracle, Cognos, Anaplan, Power BI).
Advanced proficiency in computers, including Microsoft Office, email, and Internet.
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