Strategic Finance Manager

COMPENSATION + BENEFITS

• Pay Scale: $120,000 - $140,000/year*
• Medical, Dental, Vision Plans
• Paid Time Off - Including Vacation, Sick and Mental Health Time Off
• Employee Assistance Program - 6 free counseling sessions annually
• Employee Dining and Wine Discounts
• Daily Family Meal
• Access to Customized Educational Opportunities
• Opportunity for advancement within the Vertice portfolio

POSITION SUMMARY

We are seeking an analytically minded, strategic, and detail-oriented Strategic Finance Manager to lead the organization's financial planning, analysis, forecasting, and business decision support while overseeing key accounting and financial reporting functions. This role is responsible for driving financial performance through budgeting, forecasting, financial modeling, cash flow planning, and strategic analysis that enables informed business decisions across the organization.

Working closely with the CEO, EVP of Finance, and operational leaders across Culinary, Service, Wine, Hospitality, Events, Farm, and other departments, the Strategic Finance Manager serves as a trusted business partner by translating financial data into actionable insights. This role oversees financial planning, performance reporting, accounting operations, tax compliance, audit coordination, and continuous process improvements while identifying opportunities to improve profitability, operational efficiency, and long-term growth.

WHAT YOU'LL DO...

Strategic Financial Planning & Analysis

• Lead the annual budgeting process and maintain rolling forecasts across all business entities.
• Build, maintain, and enhance sophisticated financial models to support strategic planning, capital investments, pricing strategies, and new business initiatives.
• Analyze financial performance against budgets, forecasts, and key performance indicators, identifying trends, risks, and opportunities.
• Develop scenario analyses and sensitivity models to support executive decision-making.
• Research market trends, industry benchmarks, and economic conditions to inform business strategy and financial planning.
• Prepare executive-level financial reports, dashboards, and KPI analyses for leadership, ownership, and investors.
• Partner with department leaders to establish financial goals, evaluate performance, and improve operational results.
• Provide financial analysis and recommendations supporting pricing, investments, expansion opportunities, and other strategic initiatives.
• Support the company's annual strategic planning process through financial modeling and long-range forecasting.

Financial Management & Business Performance

• Develop and maintain cash flow forecasts while monitoring liquidity and working capital.
• Monitor financial performance and recommend actions to improve profitability, cash flow, and operational efficiency.
• Evaluate capital expenditures, acquisitions, and new business opportunities through financial analysis and investment modeling.
• Identify opportunities to improve margins, reduce costs, and optimize resource allocation across the organization.

Accounting, Controls & Compliance

• Oversee day-to-day accounting and bookkeeping activities in partnership with the accounting team, ensuring timely and accurate financial reporting.
• Ensure financial records are maintained in accordance with Generally Accepted Accounting Principles (GAAP).
• Coordinate annual audits and serve as the primary liaison with external auditors.
• Oversee tax filings and coordinate with external tax advisors to ensure timely compliance with federal, state, and local requirements.
• Develop, monitor, and continuously improve internal controls to safeguard company assets and ensure financial integrity.
• Partner with Accounting and Operations to improve financial processes, reporting accuracy, and system efficiencies.

Leadership & Cross-Functional Partnership

• Develop investor-, ownership-, and leadership-facing financial reports, presentations, and board materials that clearly communicate financial performance, strategic initiatives, and investment opportunities.
• Support implementation, optimization, and ongoing enhancement of financial systems, reporting tools, and business intelligence platforms.
• Serve as a strategic financial partner to operational leaders, providing guidance that supports informed decision-making and accountability.
• Foster strong cross-functional relationships while promoting financial discipline and data-driven decision-making throughout the organization.
• Perform other duties as assigned.