Strategic Finance Manager

Tide Rock; Solana Beach (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading investment firm is seeking a Strategic Finance Manager to shape performance measurement and financial decision-making. This full-time role in Solana Beach involves budgeting, forecasting, and supporting strategic initiatives. The ideal candidate has over 2 years of experience in finance roles, strong analytical and Excel skills, and the ability to collaborate with senior leaders. Benefits include medical and vision insurance, and a 401(k).

Qualifications

• 2+ years in investment banking, FP&A, strategic finance, or related roles.
• Strong financial modeling skills for decision-making.
• Advanced Excel proficiency for financial data analysis.

Responsibilities

• Assist with annual budgeting and long-range planning.
• Build and maintain financial models for strategic decisions.
• Partner with leadership to evaluate growth initiatives.

Skills

Financial modeling and analytical skills

Advanced Excel proficiency

Ability to communicate financial insights

Proactive mindset

Organizational skills

Problem-solving ability

Job description

Summary

As Strategic Finance Manager, you will play a central role in shaping how Tide Rock and its portfolio companies measure performance and make critical financial decisions. You will provide deep analytical insights, lead forecasting and financial planning, and support strategic initiatives that drive long‑term growth across the platform. This role bridges traditional FP&A with strategic business partnering, ensuring the firm’s capital deployment and operational plans are rooted in robust financial analysis. This role is a chance to sit at the intersection of strategy, operations, and investing. As Strategic Finance Manager, you’re not just building models or reporting numbers — you’re helping leadership understand where to invest, how to scale, and what’s actually driving performance across a portfolio of operating businesses.

THIS is a full‑time position located in Solana Beach, California.

Reporting to: Strategic Finance Director

Position and Scope

• Assist with annual budgeting, quarterly reforecasting, and long‑range planning across the holding company and portfolio businesses.
• Build, maintain, and improve financial models to support strategic decision‑making and scenario planning.
• Analyze performance versus plan, highlighting key drivers, risks, and opportunities.

Strategic Support

• Partner with senior leadership and operating teams to evaluate growth initiatives, investment decisions, and operational improvements.
• Support acquisition diligence and integration analysis with detailed financial insight.
• Prepare concise, data‑driven materials for executive leadership and stakeholder discussions.

Reporting & Metrics

• Develop and streamline reporting tools, dashboards, and KPIs to increase visibility into business performance.
• Ensure clarity and accuracy of internal financial reporting to support decision cycles.

Process & Scalability

• Help standardize financial processes, tools, and templates for a growing, multi‑entity organization.
• Identify opportunities to improve forecasting accuracy, reporting cadence, and analytical rigor.

Skills & Experience Required

• 2+ years in investment banking, FP&A, strategic finance, or related roles.
• Strong financial modeling and analytical skills, with the ability to build forecasts, scenarios, and operating models that support strategic and operational decision‑making across the business.
• Advanced Excel proficiency and comfort working with complex financial data in multi‑entity or multi‑business environments.
• Proven ability to partner effectively with senior leaders and operating teams, clearly communicating financial insights and translating data into actionable recommendations.
• Confidence challenging assumptions and providing thoughtful pushback, while maintaining a collaborative and solutions‑oriented approach.
• Hands‑on, proactive mindset with the ability to operate effectively in a lean, high‑accountability environment.
• Comfortable navigating ambiguity and building structure, processes, and clarity as the organization scales.
• Strong organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast‑paced setting.

Management Style + Behavioral Traits

• Leading by Example: Demonstrating and fostering [by] example, a sense of urgency, strong commitment/accountability, and sound decision‑making to achieve goals. Consistent and disciplined in following process, while pragmatic with a high propensity for action.
• Vision and Purpose: Embracing and communicating Tide Rock’s vision and its goals while reflecting a dedication to success which inspires and motivates.
• Motivational and Inspirational: Energetic with a “get‑it‑done” attitude while keeping the team enthusiastic about the business and the goals set ahead. Encouraging and inspiring colleagues to stretch beyond what they thought they could accomplish.
• Leadership and Conflict Resolution: Empathetic and humble leader with a high “EQ.” Ability to work through controversy while looking through the lens of consensus, turning conflicts into opportunities for improvement, and striving for win/win resolutions.
• Ethics and Values: Adhere to a code of conduct with a moral compass focused on the highest level of integrity and ethics.
• Problem Solving and Pace: Proactive both in problem solving and in recognizing and acting on opportunities. Comfortable in high pace, dynamic environments.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance

Industries

Venture Capital and Private Equity Principals

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Benefits

• Medical insurance
• Vision insurance
• 401(k)