Director of Finance

DIRECTOR OF FINANCE

JOB SUMMARY

Jefferson Wells is supporting our growing client in the real estate/property management industry on their search for a strong Finance professional to lead their Finance/Accounting functions. The Director of Finance is responsible for providing strong strategic leadership as well as business and financial engineering/operating skills for the Company. You will collaborate with the Executive Management Team and Owners to establish short and long-range financial goals, plans, policies, and standard operating procedures. Responsibilities also include forecasting, strategic financial planning, investor relationships and partnership compliance, interest rate management, and obtaining private and institutional financing.

QUALIFICATION STANDARDS

Education & Experience:

• Master's degree (MA) or equivalent; or ten years or more related experience; or equivalent combination of education and experience required
• CPA designation preferred
• MRI experience a plus
• Ability to work with outside accounting agencies
• Ability to make effective and persuasive presentations on complex topics to the Executive Management Team, internal and external clients
• An experienced leader and financial executive with appropriate industry experience, preferably in the commercial real estate field
• Sound technical skills, analytical ability, good judgment, and strong operational focus
• Ability to balance governance dynamics within a closely held, multi-generational family business
• Excellent negotiator who is experienced in applicable legal documents and contracts

Key Personal Attributes:

• Have excellent management and supervisory skills
• Be able to lead through influence and have the highest ethical standards
• Possess qualities supporting the company values of drive, teamwork, caring and integrity
• Have excellent verbal and written communication skills, interpersonal savvy, approachability, and business acumen
• Must be able to evaluate and select among alternative courses of action quickly and accurately
• Must be able to show initiative in job performance
• Must be effective in handling problems in the workplace, including anticipating, preventing, identifying, and solving problems as necessary
• Must have the ability to assimilate complex information, data, etc., from disparate sources and determine a recommendation and best alternatives based off that data.

DUTIES & FUNCTIONS

• Oversee the management of the Informational Technology, Internal Finance, Corporate Accounting, and Treasury departments to ensure high-level functionality and accurate reporting.
• Plan, develop, organize, implement, direct, and evaluate the organization's fiscal function and performance.
• Participate in the development of the Company's plans and programs as a strategic partner.
• Evaluate and advise on the impact of short and long-range planning, introduction of new programs/strategies and regulatory action.
• Develop credibility for the finance group by providing timely and accurate analysis of budgets, financial reports, and financial trends to assist the Board and CEO in performing their responsibilities.
• Oversee interest rate risk management and works with CEO with the formation of investment funds.
• Manages debt portfolio by optimizing debt placement and utilizing financial impact assessments.
• The ability to set standards and discipline for business case development and decision analysis.
• Enhance and/or develop, implement, and enforce policies and standard operating procedures of the organization by way of systems that will improve the overall operation and effectiveness of the corporation.
• Provide technical financial advice and knowledge to others within the financial discipline.
• Provide strategic financial input and leadership on decision-making issues affecting the organization, i.e., evaluation of potential alliances, acquisitions, divestures, and investments.
• Oversee optimization of bank and deposit relationships and initiate appropriate strategies to enhance cash position.
• Develop a reliable cash flow projection process and reporting mechanism that includes minimum cash threshold to meet operating needs.
• Be an advisor from the financial perspective on any contracts into which the corporation may enter.
• Evaluate the finance division structure and team plan for continual improvement of the efficiency and effectiveness of the group and provide individuals with professional and personal growth.
• Perform other duties as assigned.