Manager, Strategic Finance

Jobtailor; Irvine (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

Jobtailor in Irvine, CA is seeking an experienced finance leader to own and continuously improve financial models, business case templates, and other tools used to assess D&T initiatives, strategic value, and impact.

You will lead Finance partnership with Digital & Technology and cross‑functional stakeholders to evaluate requests, test assumptions, identify risks, and ensure recommendations align with business priorities and value realization.

Qualifications

• Bachelor’s degree required; MBA a plus.
• 8+ years in Corporate Finance, Consulting, or Investment Management.
• Strong analytical and financial modeling skills; translate data into insights.
• Ability to present complex data clearly to leaders and partners.
• Attention to detail and ownership mindset in analysis and deliverables.
• Proficient with PowerPoint and Excel; strong communication skills.

Responsibilities

• Own and continuously improve financial models, business case templates, and tools used to assess D&T initiatives, strategic value, and impact.
• Lead Finance partnership with Digital & Technology and cross-functional stakeholders to evaluate requests, pressure-test assumptions, identify risks, and align recommendations to business priorities.
• Develop and manage frameworks for evaluating value realization and success metrics in collaboration with other functions.
• Perform post-launch retrospectives to assess value delivery and suggest corrective actions or future investments.
• Influence partners to define metrics, ensure data inputs, and improve investment decision-making.
• Prepare executive-ready materials for leadership meetings and external franchise discussions.
• Conduct ad hoc analyses turning questions into financial recommendations.

Skills

Financial Modeling

Analytical Skills

Cross-Functional Collaboration

Communication Skills

Ownership Mindset

Attention to Detail

Data Interpretation

Education

Bachelor’s Degree

MBA

Tools

PowerPoint

Excel

Job description

• Own and continuously improve financial models, business case templates, and other tools used to assess D&T initiatives, strategic value, and impact.
• Lead Finance partnership with Digital & Technology and cross-functional stakeholders to evaluate requests, pressure-test assumptions, identify risks, and align recommendations to business priorities.
• Develop and manage appropriate frameworks, which can include defining success metrics, establishing assumptions, and assessing value realization, in close partnership with other functions.
• Perform post-launch retrospectives to evaluate whether initiatives delivered expected financial and strategic value, detect causes of performance gaps, and recommend corrective actions or future investment implications.
• Influence cross-functional partners to define consistent metrics, establish ownership for data inputs, and improve the quality of investment decision-making.
• Assist in preparation of executive-ready materials for internal leadership meetings and external franchise discussions, so that business case performance, value realization and investment trade-offs can be clearly articulated.
• Conduct ad hoc analyses related to fund utilization and business performance, turning ambiguous questions into financial recommendations.

Requirements

• Bachelor’s degree, MBA a plus
• At least 8 years relevant work experience (e.g. Corporate Finance, Consulting, Investment Management), QSR / retail / multi-unit franchise industry experience a plus
• Strong analytical and financial modeling skills, with ability to succinctly interpret data for leaders and business partners by translating financial data into meaningful insights
• High internal motivation and willingness to “do what it takes” to get the job done
• Attention to detail and high degree of accuracy in financial analysis
• Ability to translate financial performance into actionable business insights
• Outstanding interpersonal and communication/presentation skills, with ability to partner well with other team members and ability to present complex data in a clear and concise manner
• Ownership mindset on work product – proactively go deeper on a problem vs. doing exactly what was assigned
• Proficient with PowerPoint and Excel

Core Competencies

Demonstrates strong analytical and financial modeling skills to translate complex financial data into actionable business insights. Proficient in developing frameworks for evaluating financial initiatives and improving investment decision-making processes.

Highest-signal resume keywords

• Financial Modeling
• Analytical Skills
• Cross-Functional Collaboration
• Communication Skills
• Attention to Detail

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Data Interpretation
• Business Case Development
• Success Metrics Definition
• Value Realization Assessment

Soft Skills

• Interpersonal Skills
• Ownership Mindset
• Presentation Skills
• Problem-Solving

Certifications & Qualifications

• Bachelor’s Degree
• MBA

Industry Keywords

• Corporate Finance
• Consulting
• Investment Management
• QSR
• Retail
• Multi-Unit Franchise

Tools & Technologies

• PowerPoint
• Excel