Financial Planning Manager

3 weeks ago

San Mateo, California, United States MRB Enterprises, LLC Full time
Job Title: Finance Manager

MRB Enterprises, LLC is a private real estate and investment firm on the Peninsula overseeing investments and family services on behalf of a prominent family that has been part of the Bay Area for the past 100 years. The family has cultivated tremendous loyalty over the years through its genuine care and commitment to the well-being of each member of its team. The culture is collaborative, supportive, and service-driven. The organization has developed organically over the years and is now in the process of re-engineering processes, implementing new systems and building a world-class team to execute its strategic growth plans.

Job Summary:

We are seeking a detail-oriented, highly analytical Finance Manager who will be responsible for financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. The ideal candidate will have strong financial modeling skills, with the ability to think into the future, weigh possible scenarios, and then bring all that theoretical information down to earth with tangible reports and meaningful insights on business performance. This is a wonderful opportunity for a motivated and passionate finance professional to work with a collaborative, respectful and driven team to support the family through a time of dynamic change.

Key Responsibilities:
  • Financial Planning and Analysis (FP&A):
    • Support the Chief Financial Officer in overseeing the family's investment portfolio, including the preparation and analysis of monthly, quarterly, and annual financial statements for a diverse range of assets such as stocks, bonds, real estate, private equity, hedge funds, and alternative investments.
    • Create presentation materials, investment memos, and financial reports, ensuring accuracy and clarity in charts, tables, and other visuals for management, Board of Directors, Trustee and Family members.
    • Perform ad-hoc analysis where required to assist in management decision making.
  • Budgeting and Forecasting:
    • Prepare annual operating budgets, forecasts and cashflow projections.
    • Monitor budget performance, analyze variances and identify areas for improvement.
  • Financial Asset Management, Analysis and Due Diligence:
    • Monitor investment manager's performance.
    • Conduct financial analysis on potential investment opportunities, including evaluating financial statements, cashflow projections, performing valuation analysis, market, competition, business model, operations, technology, and intellectual property.
    • Analyze financing options and structures, such as debt financing, equity partnerships, and joint ventures.
    • Prepare investment memos, financial models, and presentations for investment committee review.
    Qualifications:
    • Bachelor's degree in finance, accounting, or related field. MBA or CPA desirable.
    • Minimum of 5 years of experience in finance roles in a corporate environment or investment industry. Real Estate and Investment experience preferred.
    • Expert in financial modeling and analysis; adept at designing and creating financial reports and presentations.
    • Excellent analytical skills, with the ability to interpret complex financial data and make strategic recommendations.
    • Exceptional communication skills, with the ability to collaborate with cross-functional teams and external stakeholders.
    • Detail-oriented with strong organizational skills, capable of managing multiple projects and priorities simultaneously.
    Compensation:

Competitive salary with performance-based bonus structure.

Comprehensive benefits package

MRB Enterprises, LLC is an equal opportunity employer. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status or any other legally protected category in accordance with applicable law.

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