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  • Location: South Bay, California
  • $100000 - $110000 base salary
  • Remote: Remote
  • Type: Direct Hire
  • Job #913
  • Salary: $100,000.00

Finance Manager focused on analytics and investor reporting. The role will maintain and enhance existing reports, deal with portfolio cash flow forecasting, and add value around data analytics. Ideally looking for someone with really strong Excel and VBA skills (or more advanced tools like PowerBI).


  • Prepare due diligence reports for various banks on prospective lines of credit.
  • Develop and maintain financial models to forecast fund returns, cash flows, and asset values.
  • Create lender presentations and teasers for different investments made by the firm.
  • Respond to inquiries from investors, lenders, and other third-party partners.
  • Help negotiate and structure financing and investment deals.
  • Monitor the performance of investment portfolios and provide regular reports to management.
  • Participate in the development, improvement, and maintenance of Business Intelligence reports for senior management/portfolio managers, ensuring timely, accurate, and relevant information reporting for stakeholders.
  • Prepare monthly/quarterly compliance certificates and borrowing bases for lenders as required.
  • Manage cash forecast to optimize investor/fund returns.
  • Support the FP&A function with budgeting, forecasting, and variance analysis.
  • Contribute to the preparation of investor reports and offering documents.
  • Perform other duties as assigned and exhibit team-player attitude. 


  • The ideal candidate for this role will have a Bachelor's degree in Finance, Accounting, Real Estate, or related field, and at least 3 years of relevant experience in capital markets, real estate debt, or FP&A.
  • Experience with financial modeling, underwriting, and due diligence is essential. Strong analytical skills, attention to detail, and the ability to communicate complex financial concepts effectively are also required.
  • An MBA or CFA designation would be a plus.
  • Experience:
    • Minimum 3 years of Capital Markets, Real Estate Debt and/or FP&A Experience required.
    • Experience in Real Estate Private Equity or Private Debt a highly desirable.
    • Minimum 2 years of Public Accounting or Fund Accounting Experience preferred.
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