CPA Finance Manager - 75% Remote

Finance Manager | Santa Barbara County, CA

We're partnering with a well-established, diversified investment organization overseeing a portfolio of operating companies spanning manufacturing, real estate, and investment management.

As Finance Manager, you'll provide financial oversight, reporting, and strategic support across a portfolio of operating companies, acting as a key liaison between portfolio company leadership and a centralized finance function. This is an individual contributor role with broad visibility into cash management, financial planning, audit, and investment reporting.

• Oversee cash flow positions, borrowing needs, and available investment funds
• Monitor and evaluate financial and operational performance across portfolio companies — identifying trends, risks, and opportunities
• Support budgeting, forecasting, and long-term financial planning alongside business leadership
• Partner with management teams to track KPIs and value-creation initiatives
• Develop standardized reporting packages, dashboards, and analysis for internal stakeholders
• Conduct benchmarking and scenario modeling to support acquisitions and strategic planning
• Provide audit support across multiple LLCs
  , including coordination of documentation and compliance
• Manage treasury and banking activity
  , including fund movements, settlements, and third-party investment account monitoring
• Review and facilitate financial reporting from portfolio subsidiaries
• Evaluate enterprise contracts for financial terms and conditions
• Support real estate finance analysis, including asset performance reporting
• Contribute to special projects, including new acquisitions and exit readiness initiatives

• Deep manufacturing / cost accounting expertise
  — comfortable with standard costing, inventory analysis, and financial operations in a manufacturing environment
• Bachelor's degree in Accounting or Finance
• CPA highly preferred (active, CPA candidate, or expired CPA all welcome)
• 7+ years of progressive finance/accounting experience, ideally including manufacturing and/or real estate
• Strong financial modeling, valuation, and data visualization skills
• Proficiency with ERP and financial systems (e.g., Net Suite, Oracle, Cognos, Anaplan, Power BI)
• Excellent written and verbal communication skills, with the ability to present financial information clearly to varied stakeholders
• Local to Santa Barbara County or open to relocation
  — strongly preferred

$114,289 – $142,861 annually, commensurate with experience

Santa Barbara County, CA (25% onsite, 75% remote)