CCI Finance Manager

Overview

The CCI Finance Manager is responsible for overseeing the financial health of Chumash Capital Investments (CCI) portfolio companies. This individual contributor role provides financial insights, ensures compliance, supports fiscal responsibility, and collaborates with management to align with investment goals. The role also serves as a liaison between CCI companies and the Chumash Enterprises Finance Shared Services team, and participates in special projects as needed.

Responsibilities

• Oversees cash flow positions, borrowing needs, and available funds for investment.
• Maintains and evaluates financial and operational performance of portfolio companies, identifying trends, risks, and opportunities.
• Sets up and supports budgeting, forecasting, and long-term financial planning with business leadership.
• Partners with management teams to track Key Performance Indicators (KPIs) and operational initiatives, ensuring alignment with value-creation plans.
• Develops standardized reporting packages, dashboards, and analysis for internal stakeholders and investors.
• Conducts benchmarking, and scenario modeling to assess business performance and strategic outlook for current or new acquisitions.
• Reviews monthly investment data on tribal investment funds and complete quarterly performance reports.
• Prepares internal, external, and Fund Committee meeting materials.
• Maintains and monitors treasury/bank accounts, trades, and settlements of stocks and bonds, and real estate and mutual fund transactions from third-party managers.
• Evaluates enterprise contracts for financial terms and conditions.
• Contributes to strategic initiatives such as new acquisitions, working capital optimization, or exit readiness.
• Serves as a point of contact for audit activities, tax filings, and compliance documentation.
• Provides detailed analysis related to real estate finance, including asset performance and reporting.
• Works on special projects as assigned.
• Upholds a work environment that promotes teamwork, partnership, recognition, mutual respect, and collaboration, while role modeling the company values, behaviors, and culture of One.Team.
• Performs other duties as assigned.

Qualifications

• Bachelor’s degree in accounting or finance.
• Certified Public Accountant (CPA) or Certified Management Accountant (CMA) designation is a plus.
• Seven years of progressive finance/accounting experience, preferably in a manufacturing setting.
• Extensive experience in financial reporting, accounting principles, and internal controls.
• Familiarity with manufacturing, property accounting, or real estate industries highly preferred.
• Strong financial modeling, valuation, and data visualization skills.
• Skilled in ERP and financial systems (e.g., NetSuite, Oracle, Cognos, Anaplan, Power BI).
• Advanced proficiency in computers, including Microsoft Office, email, and Internet.
• Must apply for, receive, and maintain a Gaming License from the Tribal Gaming Agency.
• Financial Awareness: Actively seeks opportunities to optimize financial costs and investments when making decisions that have a financial implication.
• Planning and Organizing: Sets priorities and defines actions, time, and resources needed to achieve predefined goals.
• Data Gathering and Analytics: Collects, consolidates, and uses relevant information; recognizes important information; traces possible causes of problems, and searches for practical data/solutions.
• Oral Communication: Shapes and expresses ideas and information in an effective manner.
• Written Communication: Expresses ideas and opinions clearly in properly structured, well organized, and grammatically correct reports or documents; utilizes language and terminology that is understandable for the reader.

Location

585 McMurray Road, Buellton, CA
On-site 4 days per week, 1 day remote
OR
If not in a 75mi radius, 1 week on-site per month
This position also includes quarterly travel to Grand Junction, CO and Naples, FL

Pay

Minimum Pay Rate: $114,289 annually
Maximum Pay Rate: $142,861 annually