Strategic Financial Partners Jobs in Santa Rosa, CA

Description:

COMPENSATION + BENEFITS

• Pay Scale: $120,000 - $140,000/year*
• Medical, Dental, Vision Plans
• Paid Time Off - Including Vacation, Sick and Mental Health Time Off
• Employee Assistance Program - 6 free counseling sessions annually
• Employee Dining and Wine Discounts
• Daily Family Meal
• Access to Customized Educational Opportunities
• Opportunity for advancement within the Vertice portfolio

POSITION SUMMARY

We are seeking an analytically minded, strategic, and detail-oriented Strategic Finance Manager to lead the organization's financial planning, analysis, forecasting, and business decision support while overseeing key accounting and financial reporting functions. This role is responsible for driving financial performance through budgeting, forecasting, financial modeling, cash flow planning, and strategic analysis that enables informed business decisions across the organization.

Working closely with the CEO, EVP of Finance, and operational leaders across Culinary, Service, Wine, Hospitality, Events, Farm, and other departments, the Strategic Finance Manager serves as a trusted business partner by translating financial data into actionable insights. This role oversees financial planning, performance reporting, accounting operations, tax compliance, audit coordination, and continuous process improvements while identifying opportunities to improve profitability, operational efficiency, and long-term growth.

WHAT YOU'LL DO...

Strategic Financial Planning & Analysis

• Lead the annual budgeting process and maintain rolling forecasts across all business entities.
• Build, maintain, and enhance sophisticated financial models to support strategic planning, capital investments, pricing strategies, and new business initiatives.
• Analyze financial performance against budgets, forecasts, and key performance indicators, identifying 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 the company's annual strategic planning process 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 across 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 ensure financial integrity.
• Partner with Accounting and Operations to improve financial processes, reporting accuracy, and system efficiencies.

Leadership & Cross-Functional Partnership

• Develop investor-, ownership-, and leadership-facing financial reports, presentations, and board materials that clearly communicate financial performance, strategic initiatives, and investment opportunities.
• Support 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 other duties as assigned.

Requirements:

WHAT WE'RE LOOKING FOR...

• 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 to influence strategic business decisions.
• Working knowledge of Generally Accepted Accounting Principles (GAAP), internal controls, tax compliance, and audit processes.
• Experience overseeing accounting operations, financial reporting, and month-end close processes.
• Advanced analytical and problem-solving skills with the ability to synthesize complex financial information into actionable business insights.
• Exceptional proficiency in Microsoft Excel, Google Sheets, and financial/accounting software; experience with ERP systems, POS systems, and business intelligence platforms is strongly preferred.
• Experience in 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 across all levels of the organization.
• Collaborative, hands-on leadership style with a passion for continuous improvement, operational excellence, and driving business performance.
• High level of integrity, discretion, and accountability in managing confidential financial information.

PHYSICAL & ENVIRONMENTAL REQUIREMENTS

• Ability to perform the essential job functions consistently, safely and successfully with federal, state, and local standards
• Ability to work in a sitting position for long periods of time
• Continual use of a computer
• Must be able to lift and carry up to 25 pounds

KEY COMPETENCIES

• Analytically minded: always thinking about how to use data to support decision-making. Brings an analytical perspective to conversations and can explain their quantitative viewpoint to others
• Independent, self-starter: can push projects forward completely independently, proactively offers next steps and prioritizes their work on their own, does not require significant oversight
• Collaborative: enjoys working with others towards a common goal and values cooperation
• Oriented towards positive impact: taking responsibility and initiative to resolve issues, always clearly communicating with leadership team and team members
• Decisive: accepting responsibility for making things happen, thinking ahead, and developing contingency plans
• Motivated and committed: approaching all tasks with enthusiasm and seizing opportunities to learn new skills or knowledge in order to improve your performance
• Flexible: responding quickly and positively to changing environments
• Be a positive role model: demonstrate the ethos of Kyle, Katina, Tony and the management team

* The above represents the expected pay range for this position, that we in good faith believe we would pay for this role at the time of this posting. This range may be modified in the future.

Each of the items listed is considered to be an essential function of the role. However, this list should not be construed as an exhaustive list of all the responsibilities of the position. Vertice Hospitality reserves the right to alter the duties of this role.

Vertice Hospitality is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation in accordance with applicable federal, state and local laws.

Vertice Hospitality is committed to hiring a diverse workforce, sustaining an inclusive culture, fostering an environment of continual improvement, and opportunities for growth and career development.