Finance Assistant Jobs in Santa Rosa, CA (NOW HIRING)

Finance & Strategy Manager

Location: Sonoma County, CA | Full-Time, On-Site

Compensation: $120,000–$140,000/year

Relocation Assistance: Yes

Industry: Restaurants & Hospitality

Position Summary

We are seeking an analytically minded, strategic, and detail-oriented Finance & Strategy Manager to lead financial planning, analysis, forecasting, and business decision support while overseeing key accounting and financial reporting functions across our award winning, luxury hospitality portfolio.

This individual will play an integral role in driving financial performance through budgeting, forecasting, financial modeling, cash flow planning, and strategic analysis that enables informed decision-making across the organization.

Working closely with executive leadership and operational leaders across multiple departments and business functions, the Strategic Finance Manager will serve as a trusted business partner, translating complex financial data into clear, actionable insights. The position will oversee financial planning, performance reporting, accounting operations, tax compliance, audit coordination, and ongoing process improvements while identifying opportunities to strengthen profitability, operational efficiency, and long-term growth.

Key Responsibilities

Strategic Financial Planning & Analysis

• Lead the annual budgeting process and maintain rolling forecasts across multiple business entities.
• Build, maintain, and enhance sophisticated financial models supporting strategic planning, capital investments, pricing strategies, and new business initiatives.
• Analyze financial performance against budgets, forecasts, and key performance indicators to identify trends, risks, and opportunities.
• Develop scenario analyses and sensitivity models to support executive decision-making.
• Research market trends, industry benchmarks, and economic conditions to inform business strategy and financial planning.
• Prepare executive-level financial reports, dashboards, and KPI analyses for leadership, ownership, and investors.
• Partner with department leaders to establish financial goals, evaluate performance, and improve operational results.
• Provide financial analysis and recommendations supporting pricing, investments, expansion opportunities, and other strategic initiatives.
• Support annual strategic planning through financial modeling and long-range forecasting.

Financial Management & Business Performance

• Develop and maintain cash flow forecasts while monitoring liquidity and working capital.
• Monitor financial performance and recommend actions to improve profitability, cash flow, and operational efficiency.
• Evaluate capital expenditures, acquisitions, and new business opportunities through financial analysis and investment modeling.
• Identify opportunities to improve margins, reduce costs, and optimize resource allocation throughout the organization.

Accounting, Controls & Compliance

• Oversee day-to-day accounting and bookkeeping activities in partnership with the accounting team, ensuring timely and accurate financial reporting.
• Ensure financial records are maintained in accordance with Generally Accepted Accounting Principles (GAAP).
• Coordinate annual audits and serve as the primary liaison with external auditors.
• Oversee tax filings and coordinate with external tax advisors to ensure timely compliance with federal, state, and local requirements.
• Develop, monitor, and continuously improve internal controls to safeguard company assets and maintain financial integrity.
• Partner with Accounting and Operations to improve financial processes, reporting accuracy, and system efficiencies.

Leadership & Cross-Functional Partnership

• Develop financial reports, presentations, and board materials for investors, ownership, and leadership that clearly communicate financial performance, strategic initiatives, and investment opportunities.
• Support the implementation, optimization, and ongoing enhancement of financial systems, reporting tools, and business intelligence platforms.
• Serve as a strategic financial partner to operational leaders, providing guidance that supports informed decision-making and accountability.
• Foster strong cross-functional relationships while promoting financial discipline and data-driven decision-making throughout the organization.
• Perform additional responsibilities as needed.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field; CPA, CFA, or MBA preferred.
• 5–8 years of progressive experience in corporate finance, financial planning & analysis (FP&A), strategic finance, investment analysis, or accounting.
• Strong expertise in budgeting, forecasting, financial modeling, cash flow management, and financial statement analysis.
• Demonstrated experience partnering with executive leadership and influencing strategic business decisions.
• Working knowledge of GAAP, internal controls, tax compliance, and audit processes.
• Experience overseeing accounting operations, financial reporting, and month-end close processes.
• Advanced analytical and problem-solving abilities with the capacity to translate complex financial information into actionable business insights.
• Exceptional proficiency in Microsoft Excel and Google Sheets, along with financial and accounting software; experience with ERP systems, POS systems, and business intelligence platforms is strongly preferred.
• Experience within hospitality, restaurants, agriculture, wineries, consumer products, or other multi-entity operating businesses is strongly preferred.
• Excellent communication, presentation, organizational, and project management skills, with the ability to influence stakeholders at all levels.
• Collaborative, hands-on leadership style with a passion for continuous improvement, operational excellence, and driving business performance.
• High level of integrity, discretion, and accountability when managing confidential financial information.

Key Competencies

• Analytically Minded: Naturally uses data to inform decisions and can clearly communicate quantitative insights to others.
• Independent & Self-Motivated: Capable of driving projects forward, identifying next steps, and effectively prioritizing work with limited oversight.
• Collaborative: Enjoys working across departments and values teamwork and cooperation.
• Impact-Oriented: Takes ownership, demonstrates initiative, and proactively addresses challenges while maintaining clear communication.
• Decisive: Comfortable taking responsibility, anticipating challenges, and developing contingency plans.
• Motivated & Committed: Approaches responsibilities with enthusiasm and actively seeks opportunities to expand skills and knowledge.
• Flexible: Responds positively and effectively to changing priorities and business needs.
• Positive Leader: Leads by example and contributes to a professional, supportive, and high-performing culture.

Physical & Environmental Requirements

• Ability to consistently and safely perform the essential functions of the position in accordance with applicable federal, state, and local standards.
• Ability to work in a seated position for extended periods.
• Frequent computer use.
• Ability to lift and carry up to 25 pounds.

Compensation & Benefits

• Pay Scale: $120,000–$140,000/year
• Individual Medical, Dental & Vision Plans
• Paid Time Off
• Employee Dining & Company Perks
• 401(k)
• Opportunities for professional growth and advancement

Equal Opportunity Employer

We are an Equal Opportunity Employer committed to creating an inclusive workplace. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, disability, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin. #AA