Senior Financial Manager

At TWG Group Holdings, LLC (‘TWG Global’), we are at the cutting edge of innovation and business transformation, leveraging data and AI to manage a diverse portfolio that spans Investments, Securities, Insurance, Finance, Corporate Lending, Merchant Banking, as well as Sports, Media, and Entertainment. Data is one of our most valuable assets, and our commitment to AI allows us to transform that data into a powerful competitive advantage. We are pioneering a range of data and AI services that provide real-time intelligence to both our customers and workforce, enabling them to make informed decisions within interactive, cloud-native business applications.  

As we evolve into an AI-first, model-driven, and cloud-native company, we prioritize responsible data and AI practices that protect our customers and workforce while ensuring compliance within a regulated environment. Our goal is to lead by example, acting with the highest standards of ethics, responsibility, and transparency. This commitment drives our development of cutting-edge AI/ML business applications across our diverse product and service offerings.  

In this role, you will be at the heart of our data and analytics transformation, collaborating closely with management teams to achieve our strategic objectives and operational excellence. Our decentralized structure empowers each business unit to operate autonomously while benefiting from the strategic guidance and support of our central AI Solutions Group.  

Through our pioneering partnerships with major data and AI vendors, you will have the opportunity to work on transformative projects that will revolutionize marketing, distribution, customer acquisition, and internal processes. These initiatives are designed to enhance productivity, reduce costs, and create high-demand products and services. The advanced data systems we develop will grant management unparalleled access to real-time performance data, enabling swift, informed decision-making and agile business adjustments.  

Moreover, you will play a crucial role in leveraging our strategic relationships and equity positions in leading tech startups. These collaborations are not just about staying ahead of the competition—they are about creating true competitive advantages across our businesses. You will contribute to projects that are reshaping industries, from harnessing cloud-based supercomputing capabilities to driving key initiatives with major universities that are shaping the future of technology.  

At TWG Global, your work will directly contribute to our ambitious goal of generating sustained growth and superior returns, with expected annual equity returns exceeding 20%, including growing dividends. Join us as we push the boundaries of technology and innovation, delivering significant value across our portfolio while making a profound impact on the industries we serve.  

We are seeking a seasoned financial leader to oversee financial operations for our AI/ML division and joint venture (JV) entities. This highly visible role is responsible for monthly financial close, budgeting, forecasting, and delivering strategic insights to executive leadership. The ideal candidate combines strong technical expertise with a business-partner mindset, supporting innovation and growth in a fast-paced, tech-driven environment.

Key Responsibilities:

• Lead monthly financial close and reporting processes for JV structures and the AI/ML business unit, ensuring accuracy, timeliness, and compliance.
• Own the annual budget, quarterly forecasts, and long-range financial plans across supported entities.
• Conduct financial analysis to identify trends, risks, and opportunities; translate findings into clear recommendations for business leaders.
• Partner with product, engineering, and legal teams, as well as third-party vendors, to support strategic initiatives, investment decisions, and operational planning.
• Manage JV accounting, intercompany transactions, and compliance with contractual and regulatory obligations.
• Prepare and present financial reports and performance updates to senior leadership and JV partners.
• Strengthen and maintain internal controls, financial governance, and best practices across reporting and planning functions.
• Support external and internal audits; ensure alignment with US GAAP and internal policies.

• Bachelor’s degree in Finance, Accounting, or related discipline (MBA or CPA preferred).
• 8–10 years of progressive financial experience, including direct oversight of joint ventures or multi-entity business operations.
• Prior experience supporting technology, SaaS, or AI/ML teams strongly preferred.
• Expertise in financial modeling, forecasting, and business case development.
• Solid understanding of GAAP, financial reporting, and compliance requirements.
• Exceptional communication and executive presentation skills.
• Ability to work independently, manage competing priorities, and lead cross-functional collaboration.
• Proficient in ERP systems and advanced Excel; experience with planning tools (e.g., Adaptive Insights, Anaplan) a plus.

Compensation:  

The salary range for this position starts at $165,000-195,000. A discretionary bonus may be provided as part of the compensation package. 

Position Location:

This position will work out of the TWG office on a hybrid schedule in Santa Monica, CA.

TWG is an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.