Senior Manager, Finance
San Diego, CA
Administration – Finance /
Full-time /
Hybrid
Headquartered in San Diego, Mulligan Funding serves as a leading provider of working capital ($5K - $2M) to the small and medium-sized businesses that fuel our country. Since 2008, we have prided ourselves on our collaborative, innovative, and customer-focused approach. Enjoying a period of unprecedented growth, driven by the combination of cutting-edge technology, human touch, and unwavering integrity, we are looking to add to our people first culture, with highly motivated and results-oriented professionals, to push the limits of what’s possible while creating value for all of our partners.
We are seeking a strategic and analytically driven Senior Manager, Finance to oversee and elevate our financial operations, with a focus on capital markets, securitizations, and financial planning. This role will support the Sr. Director of Finance and work cross-functionally with executive leadership, external partners, and cross-departmental stakeholders to optimize financial decision-making and ensure long-term fiscal strength.
The ideal candidate combines a sharp command of FP&A, treasury, and internal controls with expertise in capital structuring, liquidity strategy, and investor-facing initiatives. You will be instrumental in driving financial strategy, optimizing capital efficiency, and supporting growth initiatives with precision and foresight.
You will:
- Lead liquidity and cash flow management, including short- and long-term forecasting and treasury operations.
- Own capital markets strategy, including evaluation and execution of securitizations, debt financing, warehouse facilities, and other structured finance vehicles.
- Serve as a key point of contact for capital providers, investors, and financial institutions, preparing performance data, covenant tracking, and portfolio summaries.
- Build and iterate on financial models to evaluate strategic initiatives, investment opportunities, and growth scenarios.
- Partner with department leaders to build and manage budgets, forecast revenue and expenses, and model operating plans.
- Provide insight into margin enhancement, cost-saving initiatives, and operational efficiency opportunities across the business.
- Drive internal reporting, dashboard development, and performance tracking against KPIs and strategic goals.
- Oversee internal controls, risk mitigation processes, and audit preparation to ensure compliance with internal policies and regulatory standards.
- Support monthly, quarterly, and annual close processes by validating the integrity of financial data and driving timely, accurate reporting.
- Monitor industry and macroeconomic trends to anticipate market changes and adjust financial strategy accordingly.
- Lead or support capital raise initiatives (debt and equity), including due diligence, investor materials, and deal structuring.
- Perform other duties as assigned.
You have:
- Bachelor’s degree in Finance, Accounting, or related field; MBA, CPA, or CFA strongly preferred.
- 10+ years of progressive experience in finance, FP&A, or treasury roles, including direct exposure to capital markets or securitization transactions.
- Hands-on experience with DataRails, Adaptive Insights, Anaplan, or other FP&A and financial consolidation platforms to streamline budgeting, forecasting, and reporting.
- Exceptional proficiency with Excel, financial modeling, and data visualization tools (e.g., Power BI, Tableau).
- Deep understanding of capital structure, liquidity management, and the mechanics of structured finance.
- Prior experience working with investors, rating agencies, lenders, or other external capital partners.
- Strong internal control and audit acumen with a track record of implementing effective financial systems and controls.
- High business acumen with the ability to translate complex data into actionable insights for executive stakeholders.
- Outstanding communication and presentation skills; able to distill financial data for diverse audiences.
- Proven ability to lead cross-functional projects, manage competing priorities, and drive outcomes in a fast-paced, high-growth environment.
We offer:
- Medical, vision, and dental benefits to support you and your family.
- Flexible Spending Accounts (FSA) for eligible healthcare and dependent care expenses.
- A 401(k) with matching contributions to help you plan for retirement.
- Paid time off, including sick leave, vacation, and holidays.
- Paid parental leave for growing families.
- A Lifestyle Spending Account (LSA) for athletic and wellness expenses.
- An employer-sponsored Life and AD&D policy, with options for additional coverage.
- A Learning Stipend for professional development activities.
- An Employee Assistance Program (EAP) and travel assistance services.
- Complimentary snacks and refreshments in the breakroom.
- A referral program that rewards you for bringing in top talent.
- Company events to connect, celebrate, and grow together.
$150,500 - $220,000 a year
A reasonable estimate of the salary range for this role is $150,500 to $220,000 per year. In order to provide a competitive compensation package, Mulligan Funding takes into account a variety of factors including but not limited to market compensation data, relevant experience, skills, education, and certifications.
