Company Overview
EFM Investments & Advisory, LLC is a private forestland investment management company that was formed in 2004 to pioneer an alternate approach to forestland management creating long-term financial, ecological, and social value.

Position Summary
Reporting to the COO, the VP, Finance – Portfolio FP&A is the senior finance leader responsible for enterprise planning, portfolio analytics, capital allocation, fund performance analysis, and strategic decision support across EFM’s timberland investment platform. This role provides the COO, CEO, and Board with the financial insight needed to guide capital allocation across timberland acquisitions/dispositions, silviculture investment, and emerging natural climate solutions revenue streams. The role sits at the intersection of corporate finance, timberland asset management, and strategic planning, translating segment- and asset-level performance into enterprise-level financial strategy.

Key Responsibilities

Financial Planning & Forecasting
• Own the enterprise long-range planning and rolling forecast processes across all Private Funds, Investment Advisory relationships and product areas
• Lead consolidated and Fund-level forecasting, liquidity planning, distribution modeling, and performance analytics across all managed funds.
• Monitor and forecast Fund-level cash flows, capital calls, distributions, fee revenues, and operating liquidity.
• Deliver monthly and quarterly variance analysis, KPI dashboards, and management reporting to the COO, executive leadership, and Board of Directors
• Build and refine multi-year scenario and sensitivity models (log/stumpage pricing, interest rates, carbon pricing, land values) to stress-test portfolio returns

Portfolio & Capital Allocation Strategy
• Evaluate risk-adjusted returns (IRR, NPV, cash yield) across Private Funds, portfolio holdings, regions, age classes, and species mix, informing buy/hold/sell decisions
• Develop and maintain the analytical framework for evaluating timberland acquisitions, dispositions, HBU/real estate sales, and non-timber income opportunities (carbon, mitigation banking, solar/wind leasing)
• Support capital markets activity, including debt financing, distribution planning
• Provide financial due diligence leadership on portfolio acquisition’s and large land transactions

Business Partnership & Segment Support
• Serve as senior finance business partner aligning operational plans with financial targets
• Translate field-level forestry and operational data into investor-ready financial narratives and disclosures
• Partner with Investor Relations on earnings materials, guidance setting, and analyst/investor inquiries related to portfolio performance
• Collaborate on Tax, Legal, compliance, structuring, and capital deployment matters

Team Leadership & Process Improvement
• Build, mentor, and lead a high-performing FP&A and portfolio analytics team
• Drive continuous improvement in planning tools, financial systems, and data infrastructure (e.g., Tableau, Power BI, Data Warehouse) to improve forecasting accuracy and reporting efficiency
• Establish governance and controls around forecasting assumptions, model integrity, and reporting standards
• Champion cross-functional integration between finance, GIS/inventory, and operations data sources

Required 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 significant FP&A, corporate finance, or investment/portfolio analysis leadership
• Experience in timberland, REIT, natural resources, real estate, or capital-intensive asset-heavy industries strongly preferred
• Demonstrated experience building and presenting financial models and strategic recommendations to C-suite and Board-level audiences
• Strong command of capital allocation frameworks, NPV/IRR/DCF analysis, and portfolio return benchmarking
• Proven people-leadership experience managing and developing finance teams

Preferred Qualifications
• CFA, CPA, or MBA credential
• Experience with private fund financial structures, timberland valuation methodologies, and natural climate solutions/carbon markets
• Experience supporting investment committees, institutional investors, boards, or private equity style asset-management organizations
• Advanced Excel modeling skills and experience with business intelligence, data visualization, and financial reporting systems.
• Experience with enterprise planning platforms and BI/visualization tools

Core Competencies
• Executive presence with the ability to distill complex financial/portfolio data into clear strategic recommendations
• Strong analytical rigor paired with commercial and strategic judgment
• Track record of cross-functional influence without direct authority
• High integrity and sound judgment in handling material, market-sensitive financial information
• Ability to operate effectively in a dynamic, matrixed organization spanning field operations and corporate finance

Compensation & Benefits
Competitive executive base salary comprehensive health benefits, 401(k) with company match.

Please email your application to jobs@efmi.com for consideration.