Full Job Description:
Summary:
We are a thriving real estate firm that is expanding operations. We are seeking a seasoned finance professional for a long-term commitment who will work directly with ownership and oversee all aspects of finance and accounting. The role includes management of a strong accounting team and implementing continuous improvements in policies, procedures, and software to enhance operational efficiency.
Job Summary:
The CFO/Controller will spearhead the company's financial management, encompassing all accounting, budgeting, financial reporting, and compliance activities. This role requires a candidate who can strategize at a high level while also engaging directly with detailed accounting tasks in a fast-paced environment. The ideal candidate will lead, manage, and perform these functions to ensure financial stability and growth for the organization.
Key Responsibilities:
Strategic Financial Leadership: Participate in strategic planning and decision-making processes to support business growth and profitability.
Financial Oversight:
- Oversee all accounting operations including billing of commission-based structures, accounts receivable (A/R), accounts payable (A/P), general ledger (GL) and payroll.
Budgeting and Forecasting:
- Coordinate and direct the preparation of the budget and financial forecasts; perform regular variance analyses to report to management.
Financial Reporting:
- Prepare and publish timely monthly financial statements for multiple entities.
- Monitor and analyze accounting data to produce financial reports or statements.
Cash Management:
- Maintain a rolling cash forecast in collaboration with the owners.
- Review accounts payable (AP) cash requirements and approve check runs weekly.
Cost Management and Analysis:
- Provide periodic analyses of costs and trends to enhance the decision-making of management and owners.
IT and Systems Management:
- Manage and develop IT systems and reporting to enhance financial operations and reporting.
Compliance and Risk Management:
- Manage compliance with local, state, and federal government reporting requirements, including tax filings.
- Oversee insurance and risk functions of the business.
- Research trends and guide the company’s financial partnerships such as lenders.
Internal Controls and Process Improvement:
- Develop and document business processes and accounting policies to maintain and strengthen internal controls.
- Drive continuous improvement in financial processes and systems to enhance efficiency and accuracy.
Closing Processes:
- Manage and support month-end and year-end close processes to drive timely, accurate financial reporting.
Team Leadership:
- Provide leadership and guidance to the back office team of 9 members, fostering a high-performance work environment to support dynamic real estate operations.
External Relations:
- Liaise with external tax, accounting, financial, and other advisors to ensure accurate and timely filings.
Project Management Support:
- Direct and supervise the efforts of staff for ad-hoc projects as necessary.
- Review all contracts to understand and manage financial implications.
Qualifications:
Education:
- Bachelor’s degree in accounting or finance required.
- Master’s degree in accounting or business administration preferred.
- Certified Public Accountant (CPA) designation preferred.
Experience:
- 7+ years related experience at the CFO, Controller, or VP of Finance level required.
- 3+ years related experience in the real estate industry strongly preferred.
- Strong working knowledge of GAAP (Generally Accepted Accounting Principles) and financial reporting.
- Experience in managing a high-functioning accounting or office team with a hands-on approach.
- Proficiency with accounting software and financial management systems (such as Yardi or AppFolio, required. Experience with Sage Intacct preferred.
Skills and Competencies:
- General: Demonstrate trustworthiness, ability to lead and exercise strong discretion and professionalism, work independently, take initiative, meet multiple and competing deadlines, participate as an effective team member, possess a high level of flexibility, resourcefulness, and critical thinking, and follow tasks through to completion on a timely basis.
- Strong leadership and management skills.
- Excellent analytical and problem-solving abilities.
- High attention to detail and accuracy.
- Effective communication and interpersonal skills.
- Proficiency in Microsoft Office Suite, with particular strength in Excel.
Working Conditions:
- Primarily office-based work environment with some opportunity to work flexible hours as strength in role grows.
- Ability to work extended hours as necessary to meet project deadlines and financial reporting requirements.
