VP, Finance — Portfolio FP&A & Strategic Insights

Global Impact Investing Network; Portland (OR); Hybrid; USD 180,000 - 280,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Job summary

EFM Investments & Advisory, LLC seeks a senior Finance leader to steer enterprise planning, portfolio analytics, and capital allocation across timberland investments. You will translate asset-level performance into enterprise strategy, guiding decisions for acquisitions, dispositions, and non-timber revenue opportunities.

The role partners with the COO, CEO, and Board, delivering monthly/quarterly analyses, KPI dashboards, and robust scenario modeling to support strategic decisions in a dynamic,

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or advanced degree strongly preferred.
• 12–15+ years of progressive finance experience including FP&A, corporate finance, or portfolio analysis leadership.
• Experience in timberland, real estate, or capital-intensive asset-heavy industries preferred.
• Demonstrated ability presenting to C-suite and Board with strategic recommendations.

Responsibilities

• Own enterprise long-range planning and rolling forecast across private funds and investment relationships.
• Lead consolidated forecasting, liquidity planning, distributions, and performance analytics.
• Monitor fund-level cash flows, capital calls, distributions, and operating liquidity.
• Deliver variance analyses, KPI dashboards, and management reporting to executive leadership and Board.
• Build multi-year scenario models to stress-test portfolio returns.
• Evaluate risk-adjusted returns and inform buy/hold/sell decisions.
• Support capital markets activity and financial due diligence on acquisitions.
• Lead FP&A and portfolio analytics team; drive data infrastructure and reporting improvements.

Skills

Financial leadership

Forecasting

Portfolio analytics

Capital allocation

Stakeholder comms

Excel modelling

Education

MBA or advanced degree

Finance/Accounting/Economics degree

Tools

Tableau

Power BI

Data Warehouse

Job description

EFM Investments & Advisory, LLC seeks a senior Finance leader to steer enterprise planning, portfolio analytics, and capital allocation across timberland investments. You will translate asset-level performance into enterprise strategy, guiding decisions for acquisitions, dispositions, and non-timber revenue opportunities.

The role partners with the COO, CEO, and Board, delivering monthly/quarterly analyses, KPI dashboards, and robust scenario modeling to support strategic decisions in a dynamic,