Strategic Finance Lead – Investments & Real Estate

Step into a highly visible strategic finance role where you’ll shape major investment and real estate decisions, influence senior leadership, and turn complex financial insights into enterprise-wide growth!

This Jobot Job is hosted by: Sierra Johnson
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $130,000 - $145,000 per year

A bit about us:

We are a nationally recognized, growth-oriented consumer organization with a large and expanding footprint, a strong entrepreneurial spirit, and a passion for creating exceptional customer experiences. Our environment is fast-paced, collaborative, and highly visible, giving team members the opportunity to work alongside senior leadership and influence meaningful business decisions. As we continue investing in our people, operations, and long-term growth, we are looking for talented professionals who enjoy solving complex problems, challenging the status quo, and turning strategic ideas into measurable results.

Why join us?

• Step into a highly visible role with direct exposure to senior leadership and meaningful enterprise-wide decisions.

Influence investment, real estate, capital allocation, and long-term growth strategies.

• Move from transaction-focused work into an in-house position where you can see your recommendations through execution.
• Join a collaborative finance organization that values strong ideas, thoughtful analysis, and continuous improvement.
• Solve complex business challenges while working across finance, marketing, operations, and other key functions.
• Build a long-term career with a stable, nationally recognized organization that continues to invest in its future.

Job Details

We are seeking a highly analytical finance professional to help shape high-impact investment, real estate, and enterprise business decisions. This is a senior individual-contributor role for someone who can build sophisticated financial models, evaluate opportunities, challenge assumptions, and communicate clear recommendations to executive leadership.
This opportunity is particularly well suited for an investment banking, strategic finance, corporate finance, or FP&A professional who wants to move beyond advising on decisions and take an active role in shaping and implementing them within a growing organization.

What You’ll Do:

• Evaluate strategic investments, real estate opportunities, and enterprise initiatives through detailed financial and operational analysis.
• Build dynamic financial models that assess returns, risks, profitability, feasibility, and long-term value.
• Develop compelling business cases and provide clear recommendations to senior decision-makers.
• Lead financial planning and forecasting support for assigned business areas.
• Translate large, complex data sets into concise insights that leaders can use to make informed decisions.
• Prepare executive-level performance reporting, financial updates, and presentations.
• Analyze budgets, forecasts, actual results, margins, and key business drivers to identify risks and opportunities.
• Support annual planning, monthly forecasting, and longer-range strategic planning.

What You’ll Bring:

• Bachelor’s degree in finance, accounting, business administration, economics, or a related discipline required.
• At least eight years of experience in strategic finance, investment banking, corporate finance, FP&A, management consulting, real estate finance, or a related analytical field.
• Advanced financial modeling skills with experience evaluating investments, returns, risk, and business performance.
• Strong knowledge of forecasting, budgeting, financial statements, profitability analysis, and management reporting.
• Strong commercial judgment and the ability to balance detailed analysis with the broader strategic picture.
• Comfort working through complex, fast-moving, or ambiguous business challenges.
• Advanced Excel capabilities and confidence working with large data sets.
• Experience supporting real estate investments, capital projects, portfolio decisions, or corporate transactions is highly valued.

Role Structure:
This is a senior individual-contributor position with no direct reports. You will work closely with an established finance leadership team and serve as a trusted strategic partner to leaders across the organization.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

<sub>Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy</sub>