Finance Manager

Bisnow; Irvine (CA); On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

Health, dental, and vision insurance (

Paid life insurance

401(k) with 3% company match

Generous PTO and paid holidays

Job summary

The Finance Manager at a private real estate investment and operating company will oversee the debt portfolio, support capital markets initiatives, and deliver financial analysis to guide key decisions. You will partner with executive leadership to manage lender relationships, assess refinancing opportunities, and optimize capital structure.

Located in Irvine, CA, this role offers direct collaboration with ownership in a lean, family office–style environment that values initiative, ownership,

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Real Estate, Business, or related field
• 5-7+ years of experience in commercial real estate finance, debt management, lending, capital markets, or financial analysis
• Strong financial modeling and analytical skills
• Understanding of debt markets, interest rates, and commercial lending practices
• Advanced Excel skills
• Experience in a family office, private investment firm, owner-operator, or entrepreneurial real estate organization
• Comfortable working with ownership and executive leadership
• Proven ability to operate independently and manage competing priorities
• Strategic thinker with a hands-on approach
• Strong communication and presentation abilities

Responsibilities

• Manage and track debt obligations, loan maturities, refinancing opportunities, and payoff schedules
• Monitor interest rate trends, capital markets activity, and economic conditions
• Coordinate with lenders, brokers, and financial institutions
• Support negotiations related to loan terms and refinancing opportunities
• Analyze portfolio performance and provide financing recommendations
• Assist with financing activities related to acquired or foreclosed properties
• Prepare financial presentations and reports for executive leadership
• Maintain accurate debt schedules and ensure key deadlines are met
• Identify opportunities to improve financial processes and reporting

Skills

Financial modeling

Analytical skills

Debt markets understanding

Advanced Excel

Communication & presentation

Strategic thinker

Independent worker

Education

Bachelor's degree in Finance, Accounting, Economics, Real Estate, or related field

Tools

Excel

Job description

Our SelectLeaders client is a privately owned real estate investment and operating company with a long-term ownership philosophy and an entrepreneurial approach to growth. The company owns and manages a diverse portfolio consisting of approximately 2,750 multifamily units and 300,000 square feet of commercial real estate across California, Colorado, Nevada, and Arizona.

As a family office-style organization, the company offers a unique opportunity to work directly alongside ownership and senior leadership in a highly collaborative environment. Decisions are made quickly, ideas are valued, and employees are empowered to take ownership of their work. This is an ideal opportunity for a finance professional who enjoys operating beyond the confines of a traditional corporate structure and wants to play an active role in shaping the financial strategy of a growing real estate platform.

The Finance Manager will be responsible for overseeing the company's debt portfolio, supporting capital markets initiatives, and providing financial analysis that informs key business decisions. This individual will partner closely with executive leadership to manage lender relationships, evaluate refinancing opportunities, monitor loan maturities, and help optimize the company's capital structure. Success in this role requires a proactive, resourceful professional who thrives in a fast-moving environment and is excited by the opportunity to have a visible impact on the organization.

Responsibilities

• Manage and track debt obligations, loan maturities, refinancing opportunities, and payoff schedules
• Monitor interest rate trends, capital markets activity, and economic conditions
• Coordinate with lenders, brokers, and financial institutions
• Support negotiations related to loan terms and refinancing opportunities
• Analyze portfolio performance and provide financing recommendations
• Assist with financing activities related to acquired or foreclosed properties
• Prepare financial presentations and reports for executive leadership
• Maintain accurate debt schedules and ensure key deadlines are managed
• Identify opportunities to improve financial processes and reporting

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Real Estate, Business, or related field
• 5-7+ years of experience in commercial real estate finance, debt management, lending, capital markets, or financial analysis
• Strong financial modeling and analytical skills
• Understanding of debt markets, interest rates, and commercial lending practices
• Advanced Excel skills
• Experience working within a family office, private investment firm, owner-operator, or entrepreneurial real estate organization.
• Comfortable working in a lean environment with direct access to ownership and executive leadership.
• Proven ability to operate independently, manage competing priorities, and adapt to evolving business needs.
• Strategic thinker with a hands-on approach and a strong sense of ownership.
• Strong communication and presentation abilities

$130,000 - $150,000 a year

• Health, dental, and vision insurance (75% employer-paid)
• Paid life insurance
• 401(k) with 3% company match
• Generous PTO and paid holidays