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Sr. Manager of Finance

Irvine, CA 92618

Posted: 03/03/2026 Job Titles: FIN - Finance Manager Job Number: 5705 Pay Rate: 190,000

Job Description

Senior Finance Manager (Corporate Finance / Portfolio Strategy)
We’re hiring a highly technical Senior Finance Manager to help shape enterprise financial strategy as a real assets platform moves from rapid growth into a more institutional operating model.

This position blends corporate finance, portfolio-level analytics, and structured capital markets work. You’ll be the “modeling engine” for leadership—building institutional-quality models from the ground up and translating outputs into clear recommendations around capitalization, liquidity, and long-term value creation.

You’ll partner closely with senior decision-makers to consolidate portfolio cash flows, evaluate recapitalization paths, test securitization/structured finance options, optimize cost of capital, and uphold rigorous underwriting and diligence standards.

Key Responsibilities 1) Corporate & Portfolio Financial Strategy

  • Create and maintain fully integrated three-statement corporate financial models

  • Build portfolio roll-ups that consolidate asset-level operating performance and cash flows

  • Evaluate recapitalization outcomes (e.g., buyout, minority/structured equity, alternative capital solutions)

  • Model securitization concepts backed by stabilized affordable-housing cash flows

  • Assess valuation, NAV, and cost-of-capital implications across scenarios

  • Deliver sensitivity and scenario analysis to support capital allocation decisions
2) Capital Markets & Capital Stack Optimization

  • Analyze refinancing approaches and structured debt alternatives

  • Model multi-tranche debt structures and distribution waterfalls

  • Support leverage strategy, liquidity planning, and covenant monitoring

  • Produce investor-ready materials, return analytics, and capital partner reporting

  • Assist with negotiations alongside lenders, equity partners, and other institutional counterparties

  • Ensure adherence to JV structures, loan terms, and related compliance requirements
3) Advanced Modeling & Decision Analytics

  • Build/upgrade LBO, cash flow waterfall, portfolio coverage, and capital pacing models

  • Develop distribution schedules and liquidity/runway projections (13-week and longer-range)

  • Standardize modeling templates to improve repeatability and controls

  • Provide crisp, decision-ready insights to senior leadership
4) Affordable Housing Underwriting & Transaction Support (LIHTC-focused)

  • Oversee underwriting for development and acquisition opportunities

  • Improve underwriting tools and submission processes for tax credit transactions

  • Lead financial diligence, data room readiness, and documentation hygiene

  • Support debt, tax credit equity, and transaction closing activities

  • Coordinate with internal teams and external stakeholders through execution
5) FP&A Leadership

  • Own consolidated budgeting and forecasting

  • Convert property-level data into corporate dashboards and management reporting

  • Drive variance analysis, risk identification, and forecasting accuracy improvements

  • Implement QA standards and financial controls across models and reporting

  • Coach junior talent and raise the technical modeling bar

Ideal Profile

  • 6–10 years of experience in real estate private equity, structured finance/credit, infrastructure investing, corporate development, real estate investment banking, or REIT/real assets FP&A

  • Expert-level Excel skills with the ability to build models from a blank sheet

  • Hands-on experience with: three-statement models, 13-week cash flow, LBO, portfolio roll-ups, waterfalls, and multi-tranche debt structures

  • Strong understanding of capital stack mechanics and return metrics (IRR, MOIC, DSCR, ICR)

  • Executive-ready communication: can explain complex outputs clearly and concisely

  • Real estate background helpful, but high-caliber technical modelers from adjacent verticals are welcome

Technical Strengths

  • Institutional-grade financial modeling

  • Capital structure strategy and optimization

  • Enterprise valuation and NAV frameworks

  • Securitization / structured cash flow modeling

  • Debt tranching, coverage, and covenant analytics

  • Liquidity forecasting and runway analysis

  • Advanced Excel (Power Query/Power Pivot preferred)

  • Investor reporting and performance analytics

Why This Role Stands Out

  • Direct partnership with senior leadership on capital strategy

  • High-impact seat in a scaling platform at an inflection point

  • Opportunity to build durable financial infrastructure and standards

  • Mix of corporate finance rigor with real asset/portfolio strategy

  • Meaningful autonomy, visibility, and ownership

Job Requirements

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Meet Your Recruiter

Brandon Barrett, MBA
Manager, Executive Search

With deep roots in the Southern California business community and nearly 15 years’ experience recruiting finance and accounting professionals, Brandon Barrett is a trusted partner to Alliance Resource Group’s clients and candidates. Using his extensive network in Orange County and Los Angeles, Brandon specializes in helping companies source truly remarkable talent with the specific skills and characteristics required to excel in their particular industry and role. Brandon has an MBA and a bachelor’s degree in finance from Chapman University. He is a current board member of the Association for Corporate Growth of Orange County and a former member of Chapman University’s Career Development Board.

 A local restaurant aficionado, Brandon knows all the best hot spots in Orange County. He also enjoys flexing his own culinary chops in the kitchen when entertaining family and friends.

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