Senior Finance Manager

Senior Finance Manager

Capital Markets & Portfolio Strategy

$150-180K plus 15-20% bonus DOE

Well-established, successful real estate and asset management company in the Irvine Spectrum

We are seeking a highly technical Senior Finance Manager to lead corporate-level financial strategy, portfolio modeling, and capitalization initiatives.

This role sits at the intersection of corporate finance, real estate private equity, and structured finance. The ideal candidate is a true modeling technician capable of building institutional-grade financial models from scratch and using them to inform executive-level strategic decisions.

The individual will work directly with executive leadership to aggregate portfolio-level cash flows, evaluate recapitalization strategies, assess securitization alternatives, optimize cost of capital, and maintain rigorous underwriting and diligence standards.

Ideal Background

• 6–10+ years of experience in real estate private equity, infrastructure or credit funds, structured finance, corporate development, real estate investment banking, or REIT FP&A environments.
• Advanced Excel modeling capability; ability to build from a blank sheet
• Experience constructing three-statement, 13-week cash flow, LBO, portfolio roll-up, waterfall, and multi-tranche debt models
• Strong understanding of capital stacks and return metrics (IRR, MOIC, DSCR, ICR)
• Strong executive communication skills
• Real estate experience a plus but not required for highly technical candidates

What Makes This Role Unique

• Direct exposure to executive-level capital strategy
• Opportunity to recapitalize and scale a growing platform
• Ability to architect financial infrastructure from the ground up
• Blend of corporate finance and real asset strategy
• High autonomy and visibility

Core Responsibilities

Corporate & Portfolio-Level Financial Strategy

1. Build and maintain fully integrated three-statement corporate models
2. Develop portfolio roll-up models consolidating asset-level performance
3. Evaluate recapitalization scenarios, including PE buyout and structured minority recapitalizations
4. Model securitization structures backed by stabilized cash flows
5. Analyze enterprise valuation, NAV, and cost-of-capital scenarios
6. Conduct sensitivity and scenario analysis to inform capital allocation decisions

Capital Markets & Capital Stack Optimization

1. Evaluate refinancing strategies and structured debt alternatives
2. Model multi-tranche debt structures and distribution waterfalls
3. Analyze leverage optimization and liquidity planning
4. Prepare investor-ready financial materials and return analyses
5. Support negotiations with institutional lenders and equity partners
6. Ensure compliance with joint venture agreements and loan covenants

Institutional-Grade Modeling & Analytics

1. Build and enhance LBO, cash flow waterfall, and portfolio coverage models
2. Develop capital pacing and distribution schedules
3. Maintain and improve 13-week and long-term liquidity forecasts
4. Develop standardized modeling frameworks to institutionalize financial discipline
5. Deliver decision-ready financial insights to executive leadership

Underwriting & Transaction Execution

1. Oversee asset-level underwriting for new developments and acquisitions
2. Enhance underwriting models and submission processes
3. Lead financial due diligence and data room organization
4. Support debt and tax credit equity closings
5. Coordinate across development, asset management, and external partners

FP&A & Forecasting Leadership

1. Own consolidated budgeting and forecasting processes
2. Aggregate property-level data into corporate reporting dashboards
3. Lead variance analysis and risk identification
4. Implement financial controls and quality assurance procedures
5. Mentor junior analysts and elevate technical modeling standards

Technical Competencies

• Institutional-grade financial modeling
• Capital stack optimization
• Enterprise valuation & NAV analysis
• Cash flow securitization modeling
• Debt tranching and coverage analytics
• Liquidity and runway forecasting
• Advanced Excel (Power Query, Power Pivot preferred)
• Investor reporting & analytics