Managing Director of State Reporting
Lubbock, TX jobs
IDR is seeking a Managing Director of State Reporting to join one of our top clients for an opportunity in Lubbock, TX. This role is within a higher education setting, focusing on overseeing crucial state and federal reporting processes, ensuring compliance, and leading a team of experienced professionals. The organization is dedicated to institutional research and data accuracy to support strategic decision-making.
Position Overview for the Managing Director of State Reporting:
Oversee state and federal reporting processes, including data collection and submission to regulatory agencies.
Lead and manage a team of 3 to 4 reporting professionals with extensive experience in data analysis and compliance.
Collaborate with multiple departments such as student services, registrar's office, and data analytics to ensure accurate data gathering.
Ensure adherence to higher education, state, and federal reporting regulations, maintaining data integrity.
Leverage data analytics to improve reporting efficiency and inform institutional decision-making.
Requirements for the Managing Director of State Reporting:
Bachelor's degree in a related field.
Extensive experience with full reporting processes for THECB (Texas Higher Education Coordinating Board).
Proven experience in supervising or managing teams, including goal setting and conflict resolution.
Strong understanding of higher education reporting regulations, including experience with federal reporting like IPEDS and NSF (nice to have).
Familiarity with Ellucian Banner or similar student information and HR systems (preferred).
What's in it for you?
Competitive compensation package
Full Benefits; Medical, Vision, Dental, and more!
Opportunity to get in with an industry leading organization.
Why IDR?
25+ Years of Proven Industry Experience in 4 major markets
Employee Stock Ownership Program
Dedicated Engagement Manager who is committed to you and your success.
Medical, Dental, Vision, and Life Insurance
ClearlyRated's Best of Staffing Client and Talent Award winner 12 years in a row.
Vice President, Government Affairs
Washington, DC jobs
Washington, DC | Hybrid Work Environment
About Us
We are a leading national trade association representing a major U.S. industry-including formulators, chemical suppliers, and packaging companies that develop products used every day to ensure health, hygiene, and economic vitality. The association and its members are dedicated to advancing science-based policies that protect people and the environment, promote innovation, and support growth across the value chain.
Overview
The association seeks a visionary, strategic leader to serve as Vice President, Government Affairs-a key member of the executive team responsible for driving one of its core strategic pillars: policy leadership and external influence. This is not a traditional head-of-government-affairs role. The VP will design and execute an agile influence strategy across federal and state arenas; anticipate and shape outcomes amid a rapidly evolving policy landscape; and position the organization as a credible, proactive thought partner to policymakers and stakeholders. Reporting to the President & CEO, the VP will set direction, lead the Government Affairs team, and deliver measurable policy impact for member companies.
Strategic Leadership & Policy Development
Lead the design and evolution of a multi-year government affairs strategy aligned to the association's mission and business priorities.
Translate political dynamics, emerging risks, and macro trends into actionable strategies and decision frameworks for leadership and the Board.
Integrate advocacy priorities across the association's strategic plan, ensuring alignment with regulatory, technical/scientific, and communications teams.
Establish outcome-oriented policy agendas with milestones, metrics, and accountability.
Strategic Influence & Relationships
Build and sustain high-trust relationships with senior officials in Congress, the Administration, regulators, and state legislatures, as well as with business leaders, think tanks, and industry partners.
Elevate the association's voice through executive-level engagement, positioning it as a trusted and solution-oriented leader on cleaning, hygiene, and public health.
Serve as a senior spokesperson before policymakers, external forums, and media, and represent the association in industry coalitions and partnerships.
Federal-State Strategy, Regulatory Engagement & Execution
Drive coordinated engagement across federal and state levels, aligning legislative and regulatory strategies to amplify impact and credibility.
Oversee key issue portfolios (e.g., chemical management and packaging).
Lead regulatory advocacy across agencies (e.g., EPA, FDA, OSHA, and others): shape rulemaking and guidance, lead comment strategies, track implementation, and coordinate multi-jurisdictional responses.
Direct advocacy planning, stakeholder mapping, and sequencing to secure durable outcomes.
Ensure compliance with all lobbying disclosure, ethics, and reporting requirements.
Issues Management & Rapid Response
Establish proactive horizon-scanning and issues-management capabilities to anticipate shifts and mobilize rapid responses.
Lead coordinated responses during high-stakes moments and drive scenario planning and risk assessment for leadership and the Board.
Coalitions & Public Positioning
Participate in and help steer pragmatic coalitions that align stakeholders behind shared policy objectives.
Shape visibility strategies in partnership with Communications to reinforce the association's reputation as a science-based, trusted voice.
Deliver compelling testimony, comment letters, and thought leadership that influence substance and narrative.
Team Leadership & Organizational Integration
Lead, coach, and grow a high-performing Government Affairs team and manage external advisors.
Drive a collaborative, inclusive culture; embed effective operating rhythms, clear KPIs, and continuous improvement.
Ensure seamless integration with all internal teams to amplify impact for members.
What Success Looks Like
Policy wins that advance priority outcomes at both federal and state levels.
Enhanced executive-level relationships and champions across parties who view the association as an indispensable thought partner.
Trusted counsel to the President & CEO and Board; strong member satisfaction with advocacy efforts.
A high-performing team with measurable progress against KPIs.
A strengthened reputation for credibility, transparency, and science-driven leadership.
Qualifications
15+ years of progressive leadership in government affairs, public policy, or regulatory advocacy within a trade association, corporate, consultancy, or government setting.
Demonstrated track record of policy impact and coalition-based wins; mastery of federal and state legislative/regulatory processes.
Executive presence with outstanding communication skills; comfortable engaging at C-suite and senior government levels.
Established relationships across Congress and relevant federal/state agencies (e.g., EPA, FDA, OSHA).
Experience advising CEOs/Boards and translating complex policy into business strategy.
Proven ability to lead and inspire teams; manage consultants; and drive cross-functional alignment.
Bachelor's degree required; advanced degree (e.g., JD, MPP/MPA, public policy or related field) preferred.
Additional Details
Travel: Flexibility for overnight travel.
Compensation: Base salary range $200-250K, plus an annual bonus.
Equal employment opportunities are provided to applicants without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
VP & General Counsel, CX Americas - Hybrid, AI-Driven Leader
Hoboken, NJ jobs
A global technology company based in Hoboken, NJ is seeking a VP General Counsel for CX Americas. This role involves leading a team of 13 legal professionals and providing strategic legal counsel to senior leadership. The ideal candidate has over 16 years of legal experience and a background in SaaS. This position offers a hybrid work model and the opportunity to influence business decisions and drive innovation while managing complex legal engagements.
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Vice President of Estimating
Atlanta, GA jobs
We are seeking a highly experienced Vice President of Estimating with a focus on sitework, underground utilities, grading, and earthwork. This executive role is responsible for leading the estimating team, developing accurate and competitive bids, and ensuring strategic alignment with company growth objectives. The ideal candidate will bring over 10 years of experience in site development, strong leadership, and a proven ability to oversee complex civil and utility projects from concept through bid submission.
Key Responsibilities:
Lead and mentor the estimating team, fostering growth and expertise.
Develop accurate and competitive estimates for site development, grading, earthwork, and underground utility projects.
Review plans, specifications, and contracts to identify scope, risks, and opportunities.
Collaborate with operations, project management, and business development to align estimates with project execution strategy.
Maintain and improve estimating processes, templates, and systems.
Provide executive oversight of budgeting, scheduling, and resource allocation during the preconstruction phase.
Evaluate subcontractor and vendor proposals, ensuring quality, cost-effectiveness, and compliance.
Support strategic business decisions with financial analysis, market insights, and risk assessments.
Ensure compliance with safety, regulatory, and quality standards in all estimates.
Represent the company in client meetings, pre-bid conferences, and industry events as needed.
Qualifications:
Bachelor's degree in Construction Management, Civil Engineering, or related field preferred.
Minimum of 10 years of experience in estimating civil/site development projects, including underground utilities, grading, and earthwork.
Strong leadership and team development skills.
Expert in project take-offs, quantity surveys, cost modeling, and risk assessment.
Proficiency in estimating software including B2W Estimate, HeavyBid, Timberline, and Excel-based estimating tools.
Excellent communication, negotiation, and problem-solving abilities.
In-depth knowledge of construction methods, materials, and compliance standards.
Employment Details:
Full-time executive position.
Competitive salary with performance-based incentives.
Standard workweek of 40+ hours, with flexibility required to meet project deadlines.
CFO & Head of Capital Markets
Los Angeles, CA jobs
About the Role
Macdonald & Company has been exclusively retained by a privately held real estate investment firm to identify a strategic and execution-focused Chief Financial Officer & Head of Capital Markets. This dual-role executive will oversee all finance and accounting operations while leading capital raising efforts across institutional and high-net-worth channels. The role is part of the Senior Leadership Team and offers a path to partnership after three years based on performance.
Key Responsibilities
CFO Function:
Lead all financial operations including accounting, budgeting, treasury, audit, tax, and compliance
Manage internal controls, financial reporting, and investor communications
Advise the CEO and support long-term planning and growth strategy
Oversee financial statement preparation and cash flow analysis
Direct and mentor accounting and finance staff
Capital Markets Function:
Lead all equity and debt fundraising initiatives
Manage investor relationships, including family offices, institutions, and private clients
Oversee creation of offering materials, investor reporting, and presentations
Structure investment vehicles, analyze returns, and support the Investment Committee
Develop and execute strategies to expand the firm's investor base
Qualifications
8+ years of experience in real estate capital markets, accounting, and finance
Proven ability to raise capital and manage investor relationships
Strong technical proficiency in financial modeling and reporting
CPA, CMA, or MBA preferred
Experience with Yardi and advanced Excel required
Strong leadership, communication, and relationship management skills
Compensation
Competitive base salary, annual bonus, and meaningful profit participation. Partnership opportunity available after 3 years.
Vice President of Media
Los Angeles, CA jobs
Job Description: Vice President of Media
Schedule: Hybrid (WFH on Fridays)
Compensation: $180K-$205K
The Vice President of Media is a senior leadership role responsible for driving strategic media direction, strengthening client relationships, and accelerating business growth. This leader will advance the agency's media capabilities, deliver innovative and data-driven solutions, and mentor high-performing teams. The VP will play a crucial role in defining and expanding the agency's media offering while ensuring exceptional outcomes across all client engagements.
Key Responsibilities
Client Leadership & Strategy
Act as the senior media lead across major client accounts, ensuring delivery of measurable results and long-term partnership growth.
Provide strategic guidance across media initiatives, consistently exceeding client expectations.
Media Negotiation & Vendor Management
Lead and enhance media negotiations to secure competitive rates, added value, and premium inventory.
Expand and nurture relationships with national and regional media vendors.
Business Growth
Identify and pursue new revenue opportunities within existing accounts.
Collaborate with agency leadership to support new business pitches and proposals.
Media Innovation & Industry Insights
Stay ahead of emerging media trends, technologies, platforms, and measurement tools.
Introduce innovative media strategies that position the agency at the forefront of the industry.
Team Leadership & Culture Development
Inspire, mentor, and lead client-facing media teams.
Foster a culture of collaboration, accountability, and continuous improvement.
Operational Excellence
Oversee execution of all media initiatives to ensure they are delivered on time, within budget, and to the highest quality standards.
Ensure all media operations align with broader agency objectives.
Cross-Agency Collaboration
Partner closely with strategy, creative, analytics, and media teams to deliver integrated, high-impact campaigns.
Industry Engagement & Thought Leadership
Represent the company as a thought leader in media internally and externally.
Participate in panels, industry events, and trend-driven discussions.
Process, Execution & Performance Management
Develop, refine, and oversee end-to-end media processes-including planning, buying, trafficking, optimization, and reporting.
Build scalable frameworks, workflows, and performance benchmarks to elevate executional excellence.
Implement strong quality controls and streamline communication across teams to ensure efficiency and operational growth.
Qualifications
Bachelor's degree preferred.
20+ years of progressive leadership experience in media and advertising, with deep expertise in cross-channel planning and buying.
Proven success in expanding client relationships and driving revenue growth.
Strong financial acumen, including budget management and resource allocation.
Exceptional communication, presentation, and relationship-building skills.
Strategic, proactive, and entrepreneurial mindset.
Ability to manage multiple priorities with elite attention to detail.
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Vice President
Santa Ana, CA jobs
As a key leader within the Western Region, the Vice President will collaborate across geographies and disciplines to expand our market presence, enhance technical capabilities, and deliver high-quality infrastructure solutions. This role requires a visionary leader with deep industry knowledge, strong client relationships, and a proven track record in delivering complex transportation projects.
This is a high-impact leadership role with the opportunity to influence major infrastructure initiatives and collaborate with top-tier professionals across the Western Region.
Responsibilities
Strategic Leadership & Growth
Lead business development and client engagement strategies to expand our Transportation and Bridge portfolio across California.
Lead the Identification and pursuit of new opportunities, including alternative delivery methods (e.g., design-build, P3).
Partner with local and regional leadership to align technical capabilities with market needs and client expectations.
Project Delivery & Technical Excellence
Serve as Program Manager, Project Principal, or Technical Advisor on key transportation projects.
Provide technical oversight and mentorship to project teams, ensuring quality, innovation, and compliance with industry standards.
Support pursuit strategies and proposal development for major regional and national opportunities.
Collaboration & Integration
Coordinate regularly with Office Executives, Department Managers, and Regional Practice Leads to ensure seamless project execution and resource alignment.
Foster cross-discipline collaboration to deliver integrated solutions and leverage firm-wide capabilities.
Client & Industry Engagement
Build and maintain trusted relationships with clients, partners, and industry stakeholders.
Represent company strategically at industry events, conferences, and technical committees to elevate our brand and thought leadership.
Operational Excellence
Monitor project performance, quality assurance, and financial metrics to ensure successful outcomes.
Promote a culture of innovation, and continuous improvement across all operations.
Talent Development
Mentor and develop emerging leaders and technical staff.
Support recruiting efforts to attract top talent and build a high-performing team.
Professional Requirements
Bachelor's degree in Civil or Structural Engineering (Master's preferred)
Professional Engineer (PE) license required; SE or AICP a plus
20+ years of progressive experience in transportation infrastructure, with a focus on Transportation and bridges
Recognized industry leader with a strong professional network in California
Proven success in strategic business growth, business development, project delivery, and team leadership
Experience with multiple project delivery methods, including alternative delivery
Exceptional communication, collaboration, and relationship-building skills
CFO & Head of Capital Markets - Relocate to Los Angeles
San Jose, CA jobs
About the Role
Macdonald & Company has been exclusively retained by a privately held real estate investment firm to identify a strategic and execution-focused Chief Financial Officer & Head of Capital Markets. This dual-role executive will oversee all finance and accounting operations while leading capital raising efforts across institutional and high-net-worth channels. The role is part of the Senior Leadership Team and offers a path to partnership after three years based on performance.
Key Responsibilities
CFO Function:
Lead all financial operations including accounting, budgeting, treasury, audit, tax, and compliance
Manage internal controls, financial reporting, and investor communications
Advise the CEO and support long-term planning and growth strategy
Oversee financial statement preparation and cash flow analysis
Direct and mentor accounting and finance staff
Capital Markets Function:
Lead all equity and debt fundraising initiatives
Manage investor relationships, including family offices, institutions, and private clients
Oversee creation of offering materials, investor reporting, and presentations
Structure investment vehicles, analyze returns, and support the Investment Committee
Develop and execute strategies to expand the firm's investor base
Qualifications
8+ years of experience in real estate capital markets, accounting, and finance
Proven ability to raise capital and manage investor relationships
Strong technical proficiency in financial modeling and reporting
CPA, CMA, or MBA preferred
Experience with Yardi and advanced Excel required
Strong leadership, communication, and relationship management skills
Compensation
Competitive base salary, annual bonus, and meaningful profit participation. Partnership opportunity available after 3 years.
CFO & Head of Capital Markets - Relocate to Los Angeles
Santa Rosa, CA jobs
About the Role
Macdonald & Company has been exclusively retained by a privately held real estate investment firm to identify a strategic and execution-focused Chief Financial Officer & Head of Capital Markets. This dual-role executive will oversee all finance and accounting operations while leading capital raising efforts across institutional and high-net-worth channels. The role is part of the Senior Leadership Team and offers a path to partnership after three years based on performance.
Key Responsibilities
CFO Function:
Lead all financial operations including accounting, budgeting, treasury, audit, tax, and compliance
Manage internal controls, financial reporting, and investor communications
Advise the CEO and support long-term planning and growth strategy
Oversee financial statement preparation and cash flow analysis
Direct and mentor accounting and finance staff
Capital Markets Function:
Lead all equity and debt fundraising initiatives
Manage investor relationships, including family offices, institutions, and private clients
Oversee creation of offering materials, investor reporting, and presentations
Structure investment vehicles, analyze returns, and support the Investment Committee
Develop and execute strategies to expand the firm's investor base
Qualifications
8+ years of experience in real estate capital markets, accounting, and finance
Proven ability to raise capital and manage investor relationships
Strong technical proficiency in financial modeling and reporting
CPA, CMA, or MBA preferred
Experience with Yardi and advanced Excel required
Strong leadership, communication, and relationship management skills
Compensation
Competitive base salary, annual bonus, and meaningful profit participation. Partnership opportunity available after 3 years.
CFO & Head of Capital Markets - Relocate to Los Angeles
San Francisco, CA jobs
About the Role
Macdonald & Company has been exclusively retained by a privately held real estate investment firm to identify a strategic and execution-focused Chief Financial Officer & Head of Capital Markets. This dual-role executive will oversee all finance and accounting operations while leading capital raising efforts across institutional and high-net-worth channels. The role is part of the Senior Leadership Team and offers a path to partnership after three years based on performance.
Key Responsibilities
CFO Function:
Lead all financial operations including accounting, budgeting, treasury, audit, tax, and compliance
Manage internal controls, financial reporting, and investor communications
Advise the CEO and support long-term planning and growth strategy
Oversee financial statement preparation and cash flow analysis
Direct and mentor accounting and finance staff
Capital Markets Function:
Lead all equity and debt fundraising initiatives
Manage investor relationships, including family offices, institutions, and private clients
Oversee creation of offering materials, investor reporting, and presentations
Structure investment vehicles, analyze returns, and support the Investment Committee
Develop and execute strategies to expand the firm's investor base
Qualifications
8+ years of experience in real estate capital markets, accounting, and finance
Proven ability to raise capital and manage investor relationships
Strong technical proficiency in financial modeling and reporting
CPA, CMA, or MBA preferred
Experience with Yardi and advanced Excel required
Strong leadership, communication, and relationship management skills
Compensation
Competitive base salary, annual bonus, and meaningful profit participation. Partnership opportunity available after 3 years.
CFO & Head of Capital Markets - Relocate to Los Angeles
San Mateo, CA jobs
About the Role
Macdonald & Company has been exclusively retained by a privately held real estate investment firm to identify a strategic and execution-focused Chief Financial Officer & Head of Capital Markets. This dual-role executive will oversee all finance and accounting operations while leading capital raising efforts across institutional and high-net-worth channels. The role is part of the Senior Leadership Team and offers a path to partnership after three years based on performance.
Key Responsibilities
CFO Function:
Lead all financial operations including accounting, budgeting, treasury, audit, tax, and compliance
Manage internal controls, financial reporting, and investor communications
Advise the CEO and support long-term planning and growth strategy
Oversee financial statement preparation and cash flow analysis
Direct and mentor accounting and finance staff
Capital Markets Function:
Lead all equity and debt fundraising initiatives
Manage investor relationships, including family offices, institutions, and private clients
Oversee creation of offering materials, investor reporting, and presentations
Structure investment vehicles, analyze returns, and support the Investment Committee
Develop and execute strategies to expand the firm's investor base
Qualifications
8+ years of experience in real estate capital markets, accounting, and finance
Proven ability to raise capital and manage investor relationships
Strong technical proficiency in financial modeling and reporting
CPA, CMA, or MBA preferred
Experience with Yardi and advanced Excel required
Strong leadership, communication, and relationship management skills
Compensation
Competitive base salary, annual bonus, and meaningful profit participation. Partnership opportunity available after 3 years.
CFO & Head of Capital Markets - Relocate to Los Angeles
Fremont, CA jobs
About the Role
Macdonald & Company has been exclusively retained by a privately held real estate investment firm to identify a strategic and execution-focused Chief Financial Officer & Head of Capital Markets. This dual-role executive will oversee all finance and accounting operations while leading capital raising efforts across institutional and high-net-worth channels. The role is part of the Senior Leadership Team and offers a path to partnership after three years based on performance.
Key Responsibilities
CFO Function:
Lead all financial operations including accounting, budgeting, treasury, audit, tax, and compliance
Manage internal controls, financial reporting, and investor communications
Advise the CEO and support long-term planning and growth strategy
Oversee financial statement preparation and cash flow analysis
Direct and mentor accounting and finance staff
Capital Markets Function:
Lead all equity and debt fundraising initiatives
Manage investor relationships, including family offices, institutions, and private clients
Oversee creation of offering materials, investor reporting, and presentations
Structure investment vehicles, analyze returns, and support the Investment Committee
Develop and execute strategies to expand the firm's investor base
Qualifications
8+ years of experience in real estate capital markets, accounting, and finance
Proven ability to raise capital and manage investor relationships
Strong technical proficiency in financial modeling and reporting
CPA, CMA, or MBA preferred
Experience with Yardi and advanced Excel required
Strong leadership, communication, and relationship management skills
Compensation
Competitive base salary, annual bonus, and meaningful profit participation. Partnership opportunity available after 3 years.
Director Asset Management
Chicago, IL jobs
SPECIFICATION
DIRECTOR - ASSET MANAGEMENT
Shine Associates, LLC has been retained to search, identify and recruit a Director - Asset Management on behalf of our client (‘Company'). This position will be based in Chicago, IL.
CONFIDENTIALITY
Shine Associates, LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning the Company provided or verbally discussed is confidential. All materials and discussions are to be utilized for the sole purpose of a candidate's personal review of the career opportunity.
CLIENT DESCRIPTION
Founded in Dallas, Texas in 1965, the Company consistently ranks amount the top managers and developers of office, industrial, retail, and mixed-use properties in major global markets. The firm is one of the most respected full-service firms in real estate - providing investment management and development and a full suite of integrated services to owners, investors, lenders, and major occupiers. The Company has approximately 3,000 employees across 35 global offices responsible for a $19B development pipeline, 550M SF of property management and leasing assignments, and $20B in assets under management.
The Investment Management team is an SEC-registered investment advisor and is the Company's fund management and advisory arm headquartered in Chicago, IL. Currently the Investment Management team has approximately $5.0B in real estate assets under management across three separate accounts and is actively raising money for additional fund strategies.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Based in Chicago and reporting to the separate account portfolio managers, the Director will have
responsibility over all strategic, transactional, and operations issues for a to-be-determined portfolio of primarily office and industrial assets located across the United States.
Create strategic plans for each asset depending on the property's individual requirements including valuations, cash flow projections, review and approval of annual operating and capital budgets
Set, evolve, and execute redevelopment, leasing, and sale plans and direct all aspects of relationships with regional partners and providers of third party services including property management
Aggressively and proactively predict and respond to dynamic market conditions
Oversee the budget process for all assets under their management
Work closely with leasing staff, regional partners, and third-party contractors to structure, negotiate, review and execute leases within portfolio of assets
Monitor the overall performance of assigned properties against plan and budget
Plan for and anticipate the cash flow needs for the assets as well as the underlying investors, monitor cash in/out of property accounts, and oversee all draw disbursements
Provide high quality lender and investor reporting
Support the execution of acquisitions, financings, and refinancings as required
Continuously keep senior management, clients, and investors aware and up to date on evolving strategies and results
Provide strategic, investment, and analytical direction and oversight to regional partners, third party service providers, and internal company personnel in creating and executing asset and portfolio plans
QUALIFICATIONS, SKILLS AND EXPERIENCE
Qualified professionals will have a minimum of seven to ten years of demonstrable success in the management of a portfolio of complex, diverse commercial real estate, including office, industrial, multifamily, and medical office. Additional experience in asset/portfolio reporting is strongly desired. Qualified candidates must possess the following requirements and characteristics:
Proven track record of success and leadership, with past accomplishments clearly demonstrating a creative hands-on approach to, and understanding of, operations, leasing, development, capital markets, financing, marketing, investment, and ownership issues in managing challenging, “value-add” real estate properties
Ability to positively impact such factors in continually meeting and exceeding ambitious investment/return performance objectives
Proven experience successfully creating value at all phases of a property's life cycle, from acquisition through disposition is essential
Aptitude in reviewing and understanding sophisticated financial statements, leases and loan documents
Ability to effectively manage less experienced analyst and associate staff to optimize work production while providing a mentoring relationship
Managing and holding accountable regional partner relationships at both the development and operating levels is key
Be conversant with industry trends and competitor firms
A collaborative team player exceling in a professional environment characterized by empowered decision-making authority and a flat organizational structure
Strong computer skills including Excel, Word, and ARGUS
Good interpersonal instincts with the ability to constructively reconcile differences in a positive manner
Excellent oral and written communication skills
Unquestionable integrity and a strong work ethic
A bachelor's degree is required
COMPENSATION
The annual compensation for this role is expected to be approximately $240,000-$280,000. Actual base salary and bonus will be determined by several components, including but not limited to: relevant experience, skills and qualifications, base salary of internal peers, and geographic location. In addition to base salary, this role may be eligible for a discretionary annual bonus, LTIP and a variety of financial, wellbeing, and health / welfare benefits.
CONTACT INFORMATION
Shine Associates, LLC
45 School St., Suite 301
Boston, MA 02108
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Hillary H. Shine, Principal Kelsey E. Shine, Director
Cell ************** Cell **************
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Chandlee N. Gustafson, Associate
Cell **************
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Vice President of Investor Relations
Boston, MA jobs
SPECIFICATION
VICE PRESIDENT of INVESTOR RELATIONS
Shine Associates, LLC has been retained to search, identify and recruit a Vice President of Investor Relations (“VPIR”) on behalf of our client (‘Company'). This position will be based in the Boston, MA office.
CONFIDENTIALITY
Shine Associates, LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning the Company provided or verbally discussed is confidential. All materials and discussions are to be utilized for the sole purpose of a candidate's personal review of the career opportunity.
CLIENT DESCRIPTION
Our client is a real estate investment and development company that focuses primarily on industrial and residential markets. Headquartered in Boston, with offices in Atlanta and Philadelphia, the Company searches for unique investment opportunities throughout the East Coast.
The Company finds and invests in opportunities across the risk spectrum; this results in insightful investments ranging from short-term, value-add projects to long-term, multiple-oriented deals. With operating expertise across this spectrum, the firm is capable of capitalizing on a vast array of deal types.
The Company takes seriously their Core Values:
Value Creation: Their business is built on finding and creating value in every deal, property, and relationship.
Ownership: Operates with extreme ownership, where every team member is accountable for their collective success.
Fiduciary Excellence: Committed to safeguarding their investors' capital, ensuring every decision maximizes value with transparency and integrity.
Agility: They move swiftly and strategically, taking advantage of hidden opportunities in the market.
Growth and Humility: Lead with humility and a focus on continuous growth-both personally and professionally.
VICE PRESIDENT of INVESTOR RELATIONS
Our client is a real estate investor and developer focused on the commercial and residential sectors. The Company currently owns over four million square feet of real estate across the East Coast and has a pipeline of development approaching $1 billion.
The Vice President of Investor Relations position is an opportunity for an exceptional candidate to advance their real estate career. The candidate will join a dynamic team and will be responsible for maximizing the equity capabilities across both high-net-worth investors and our institutional joint venture partnerships. Focusing on servicing the existing Investor base, Inbound Investor referrals, and additional ad hoc Investor requests.
The Company's platform is unique in that we source equity from investors that range from individual high-net-worth accredited investors to large scale institutions and pension funds. The demands of each pool of capital are remarkably unique and tailored to their needs. The result is a position that sits at the intersection of Investor Relations, Asset Management, and Acquisitions with exposure and the need to understand each business line.
This position will report directly to Partner, Head of Investor Relations, in support of the Head of Institutional Equity and Head of Private Capital - all three are experienced members of the firm's team with a core focus on sourcing equity for all new deals and servicing the existing equity relationships across the portfolio.
SPECIFIC RESPONSIBILITIES
Support and service existing investor relationships through in-person meetings, portfolio performance reviews, and calendar-based reporting.
Administer legal document formation, capital account set-up, and the Investor subscription process for all Company Investors.
Maintain the Investor Relations database - powered by Juniper Square.
Assist in the creation and publication of new investment offerings.
Support the publication of the Firm's quarterly/annual reports and business plans to investors.
Work closely with other key company functional areas (acquisitions, asset management, finance, accounting, compliance, tax, and legal) to compile data and insights for investor reports, questionnaires, communications, and ad-hoc requests
Manage the coordination of investor fund closings (open and closed end vehicles), including working closely with legal counsel and third-party administrators to coordinate investor subscription documents and limited partnership agreements
Review and organize subscription documentation and corresponding information
Track and document essential information through the review of legal documentation
Assist in coordinating documentation with legal team and managing correspondence with LPs
Provide prospective and existing investor support via CRM platform
Support fundraising efforts by working directly with senior team members to create marketing materials, including PPMs and DDQs and RFI's for current investor updates and potential investors as well as due diligence presentations
Provide quarterly updates to investor and consultant databases
Assist in the creation, procurement and updating of marketing material content and design
Maintain membership subscriptions to a number of industry networks
Manage quarterly updates to consultant and investor databases and surveys
Assist in preparing and review content for private placement memorandum and other investment vehicle documents
Participate in portfolio management calls
Work closely with Accounting team to assist in investor reporting
Assist in maintaining firm-level statistics to ensure consistency across internal and external facing marketing materials
Work closely with the firm's Marketing team to ensure brand consistency across all internal and external facing materials (reporting, website, advertising, etc)
Analyze investment-level data and prepare appropriate summaries
Synthesize quantitative and/or qualitative market and economic data, perform regular research on industry trends, peers, capital markets, and develop regular communication and reporting for senior management and investors
Participate in a range of internal projects that require assistance with written communications, data analysis, and PowerPoint presentations
Ensure investor inquiries are completed in a timely manner and with thoughtful answers that satisfy the investor and maintain corporate / brand message
Various special projects as requested
Ability to travel to assets as needed.
Research, document, and establish relationships and prospect-leads for new investors - both organically and through lead-gen software.
QUALIFICATIONS & SKILLS
7-12 years of investor relations, client service, with real estate experience preferred with a focus on relationship management
Undergraduate degree with a focus on finance, economics, real estate with outstanding academic record
Proficient in Microsoft Office Suite, with a focus on Excel, PowerPoint & Word
Juniper Square experience a plus
Working knowledge of real estate accounting, investment and financial concepts
Self-starter
Highly organized
Excellent writer with the ability to convey complex investments in a simple manner
COMPENSATION & BENEFITS
The Company is prepared to offer a competitive compensation package.
CONTACT INFORMATION
Shine Associates, LLC
45 School Street, Suite 301
Boston, MA 02108
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David Slye, Managing Director Kelsey Shine, Director
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Vice President, Fund Management - LIHTC
Denver, CO jobs
Macdonald and Company are proudly partnered with a privately held investment manager active nationwide, providing equity financing for affordable housing communities and overseeing a large portfolio of Low-Income Housing Tax Credit assets through all stages of development and stabilization. The firm are growing their Fund Management team and seek a Vice President to join the group.
The Role
The Vice President of Fund Management oversees a portfolio of Low-Income Housing Tax Credit funds, managing all financial, tax, and reporting functions from pre-stabilization through asset maturity. This includes oversight of audits, tax returns, capital calls, investor reporting, and financial modeling updates to ensure compliance and performance across the portfolio.
Key Responsibilities:
Oversee all fund accounting, financial reporting, and cash activity.
Manage audit and tax processes for both upper-tier and lower-tier entities.
Review and update fund models, tax credit projections, and IRR calculations.
Coordinate capital calls, investor reporting, and compliance documentation.
Review financial and tax deliverables, including cost certifications, DSCR analyses, and 8609s.
Provide leadership and training to analysts and support staff.
Maintain proactive communication with investors, partners, and auditors.
VP - Investment
Houston, TX jobs
Macdonald & Company is pleased to be exclusively retained by a privately held industrial developer in Houston to find and appoint a VP of Investment/Development focused on sourcing and executing industrial ground up development.
Great growth opportunity to join a lean team of high performing, best in class developers in Houston, who have a significant track record and have capabilities to develop through their own capital sources or look at JV opportunities.
Key Responsibilities:
Strategic Planning & Acquisition
Identify and evaluate land for potential speculative and build-to-suit industrial development in key Houston submarkets.
Lead site due diligence, market research, financial feasibility analysis, and risk assessment for potential acquisitions.
Work closely with capital partners, joint-venture partners, and internal leadership on acquisition strategies.
Entitlement & Approvals
Manage the entitlement process, zoning, permitting, and regulatory approvals.
Coordinate with architects, civil engineers, and consultants to prepare site plans, environmental studies, and other permitting documentation.
Build strong relationships with municipal governments, local authorities, and community stakeholders.
Financial Modeling & Projections
Build and maintain sophisticated financial models (pro forma, cash flow, IRR, sensitivity) for project-level and portfolio-level decisions.
Lead underwriting for new projects, negotiating land purchase terms, and assessing capital structure.
Present development business plans to senior leadership and potential equity / debt partners.
Pre-Construction & Design Coordination
Oversee schematic design with architecture and engineering teams.
Coordinate design aspects (site plans, building layouts, parking, utilities) to optimize cost, schedule, and tenant needs.
Work with construction leadership (contractors, project managers) to ensure alignment between design intent and buildability.
Team Leadership & Stakeholder Management
Lead a small team (analysts, development associates) and mentor them through the front-end process.
Collaborate with leasing, asset management, capital markets, and construction teams.
Report to senior management (Managing Principal, Board) on project status, risks, milestones, and budget.
Market & Competitive Intelligence
Monitor industrial real estate trends in Houston (speculative demand, build-to-suit, land scarcity, user types).
Use insights to inform site selection, project sizing, and risk mitigation strategies.
Represent Company externally at industry events, with brokers, landowners, public agencies, and joint-venture partners.
Qualifications
Bachelor's degree in Real Estate, Finance, Business, Civil Engineering, or related field; MBA strongly preferred.
7+ years of industrial real estate development experience, with deep exposure to the front-end (land acquisition, entitlement, pre-construction).
Success in bringing speculative and/or build-to-suit industrial projects from concept to shovel-ready.
Strong financial modeling, underwriting, and project feasibility analysis; experience with pro formas, IRR, and sensitivities.
Excellent interpersonal, negotiation, and team leadership skills; ability to present to and influence senior executives, partners, and public officials.
Deep understanding of the Houston industrial real estate market (submarkets, infrastructure, zoning, logistics).
Comfort managing multiple deals simultaneously, with ability to lead cross-functional teams.
Entrepreneurial orientation, ability to think long-term and balance risk-reward in land development.
Vice President, Asset Management
Charlotte, NC jobs
Macdonald & Company is pleased to be partnered with a rapidly expanding residential development finance platform to appoint a Vice President, Asset Management to their Charlotte-based Operations & Asset Management team.
The firm has scaled significantly in recent years, evolving from a niche Sunbelt-focused lender into a preferred capital partner for many of the industry's most active residential developers. With substantial new credit facilities in place and accelerating demand across multiple Sunbelt markets, the organization is now expanding its Asset Management function to ensure strong oversight, performance monitoring, and relationship management across a growing portfolio.
This role offers the opportunity to join a high-performing, entrepreneurial platform at a moment of meaningful momentum. With Asset Management now centralized in a dedicated internal group, the VP will take full ownership of a portfolio of residential land development finance partnerships - leading sponsor relationships, overseeing project performance, driving strategic reporting, and ensuring successful execution through the full investment lifecycle.
The position reports directly to the Director of Asset Management and interfaces frequently with the wider executive leadership team, providing visibility, insight, and recommendations at the highest levels of the organization.
Responsibilities
Lead Asset Management for Assigned Portfolio
Lead day-to-day asset management for an assigned portfolio of residential development finance partnerships, working closely with the Director of Asset Management on strategy, key decisions, and portfolio priorities.
Manage sponsor relationships as a senior point of contact, ensuring transparent communication, aligned expectations, and consistent execution of investment objectives.
Cross-Functional Collaboration & Client Coverage
Collaborate closely with the Investment Management team on underwriting, diligence, credit approvals, and transitioning new deals into active asset management.
Act as an additional senior point of contact for sponsors and development partners, enhancing relationship coverage and ensuring consistent communication across the platform.
Strategic Oversight & Reporting
Prepare and deliver portfolio-level reporting to senior leadership, capital partners, and external stakeholders.
Synthesize financial, operational, and development data into actionable insights and recommendations.
Performance Management & Underwriting
Oversee revenue/expense forecasting, variance analysis, sensitivities, and long-range projections.
Provide strategic input on new investment underwriting and due diligence; review and challenge assumptions prepared by Analysts/Associates.
Land Development Monitoring
Oversee development progress for active projects, including schedules, budgets, entitlements, and construction milestones.
Identify risks early and develop mitigation strategies with sponsors.
Capital & Draw Management
Manage draw review packages, capital allocation, and funding requests with a focus on accuracy, controls, and performance.
Ensure compliance with partnership agreements, covenants, and reporting obligations.
Process Leadership & Internal Systems
Oversee proper use and enhancement of proprietary asset management software and internal workflows.
Champion process improvement initiatives across the platform.
Qualifications
Bachelor's degree in finance, real estate, accounting, engineering, or a related field; master's degree preferred but not required.
7-12+ years of asset management experience within private credit, real estate private equity, homebuilding or land development, or BTR/SFR investment platforms.
Demonstrated leadership capacity - comfortable taking full ownership of a portfolio and managing sponsor relationships.
Advanced financial modeling skills and mastery of Excel; strong command of reporting and investment analytics.
Exceptional written and verbal communication skills, with the ability to present to senior leadership and capital partners.
Strong critical thinking and judgment skills, capable of making informed decisions in fast-paced and evolving situations.
Entrepreneurial, motivated, and comfortable working in a lean team environment.
High attention to detail paired with the ability to manage multiple complex workstreams simultaneously.
Intellectually curious, proactive, and able to anticipate issues before they arise.
Senior Financial Analyst
Long Beach, CA jobs
Our medical services client, in partnership with CV Resources, seeks a talented Senior Financial Analyst to join their Finance and Accounting Team. The Senior Financial Analyst will support a rapidly growing FP&A team and play a key role in budgeting, forecasting, modeling, and performance analytics. This is a highly technical, Excel-driven role ideal for an analytical “up-and-comer” with strong modeling capabilities, comfort with large data sets, and experience supporting multi-location businesses.
You will have the opportunity to report directly to the head of the FP&A department.
Job Title: Senior Financial Analyst (our client will consider talented Financial Analysts)
Location: Long Beach, California
Job Status (direct hire, consulting, consulting with possibility of hire) - This role is a direct hire role.
Job Site Status (onsite/hybrid/remote) - Our client has a hybrid job site status of One Onsite Day per Quarter
Compensation - Salary range is $95,000-$115,000 per year + a bonus component based on individual and company performance.
RESPONSIBILITIES OF THE SENIOR FINANCIAL ANALYST
Financial Planning and Analysis (FP&A) - Budgeting and Forecasting
Develop and maintain monthly and quarterly forecasts, identifying trends, risks, and opportunities.
Perform variance analysis to compare actual results against forecasts and budgets, providing actionable insights.
Support long-range financial planning and scenario modeling to guide strategic business decisions.
Financial Planning and Analysis (FP&A) - Data Analysis
Gather data from diverse sources (ERP, POS, and other platforms)
Integrate data.
Analyze data using Business Intelligence (BI) tools.
Present proposals based on data analysis.
Financial Planning and Analysis (FP&A) - Data Maintenance
Track performance metrics to measure business performance.
Generate ad hoc analysis and financial reporting.
Financial Planning and Analysis (FP&A) - Budgeting and Forecasting
Support long-range financial planning and scenario modeling to guide strategic business decisions by updating data.
Assist the Head of FP&A in leading annual budget, reforecasts, and long-term plans in both corporate and sales and marketing budgets.
Process Improvements
Identify opportunities to streamline financial processes, improving efficiency and reporting accuracy.
Support financial system upgrades and automation initiatives to enhance reporting capabilities.
Ensure internal controls and compliance with financial policies and best practices.
Assist in the development of financial tools and models to support decision-making.
Miscellaneous
Accept all relevant tasks as given by upper management.
QUALIFICATIONS OF THE SENIOR FINANCIAL ANALYST
Required
Bachelor's degree in accounting, finance, or a comparable major.
3+ years of true FP&A experience (financial modeling, budgeting, forecasting, variance analysis)
Proficient understanding of Key Performance Indicators (KPI's)
Multi-site / multi-location industry experience
Preferred
MBA
Experience working in Private Equity-backed environments.
Three (3) statement model experience (income statement, balance sheet, and cash flow statement) into one dynamically connected financial model.
SKILLS OF THE SENIOR FINANCIAL ANALYST
Required
Technical
Advanced Excel
Financial modeling, budgeting, forecasting
Ability to build models entirely from scratch (not just maintain/update)
Large data-set interpretation
Interpersonal
Executive presence.
Superb analytical and critical thinking skills.
Diligence and accuracy.
Impeccable communication skills.
Inquisitive
Preferred
Technical
Power BI or Tableau or Planful or equivalent program
For further information, submit your resume to Mark@CVRStaffing.com. All inquiries will be kept in the strictest confidence.
Director of Financial Reporting and Technical Accounting
Lowell, MA jobs
MACOM designs and manufactures semiconductor products for Data Center, Telecommunication, and Industrial and Defense applications. Headquartered in Lowell, Massachusetts, MACOM has design centers and sales offices throughout North America, Europe, and Asia. MACOM is certified to the ISO9001 international quality standard and ISO14001 environmental management standard.
MACOM has more than 75 years of application expertise with multiple design centers, Si, GaAs, and InP fabrication, manufacturing, assembly and test, and operational facilities throughout North America, Europe, and Asia. Click here to view our facilities. *********************** In addition, MACOM offers foundry services that represents a key core competency within our business.
MACOM sells and distributes products globally via a sales channel comprised of a direct field sales force, authorized sales representatives, and leading industry distributors. Our sales team is trained across all of our products to give our customers insights into our entire portfolio.
Job Title: Director of Financial Reporting and Technical Accounting
Reports to: Corporate Controller
How You Will Make an Impact
As the Director of Financial Reporting and Technical Accounting, you will have broad exposure to complex areas such as SEC reporting, acquisitions and integration, share-based compensation, revenue, convertible debt, internal controls, quarterly earnings preparation, lease and contract analysis, technical research, policy implementation, etc. This role will also serve as a business partner to corporate accounting, FP&A, internal audit, and other functional teams, advising on both complex technical matters and day-to-day issues. Our finance team plays a significant role throughout the company, making this a highly visible position. The ideal candidate will have deep expertise in technical accounting, SEC reporting, and internal controls, coupled with proven leadership experience in a dynamic, fast-paced environment.
Key Responsibilities
* Manage financial reporting processes within a global organizational structure that includes multiple international legal entities.
* Oversee preparation of 10-Q, 10-K, and other SEC filings, including related disclosures and XBRL tagging through WDesk.
* Collaborate with senior leadership on internal and external management reporting and Audit Committee presentations.
* Coordinate annual audits and quarterly reviews with external auditors.
* Lead SOX compliance efforts and enhance internal controls to ensure ongoing compliance.
* Provide direction for proper internal controls over system implementations.
* Coordinate the preparation of technical accounting position memos to support accounting conclusions.
* Provide technical guidance to internal teams, including accounting, finance, legal and tax, on non-routine, complex, or contemplated transactions.
* Lead purchase accounting for acquisitions and collaborate with external valuation specialists.
* Direct research and interpretation of new and complex accounting standards to ensure timely, effective implementation.
* Oversee the share-based compensation program managed through E*TRADE.
* Drive process improvements and automation initiatives to enhance efficiency and scalability.
* Manage and develop a team of qualified professionals supporting external reporting and equity administration functions.
Requirements
* Bachelor's degree in Accounting, Finance, or Business Administration; MBA or MSA.
* CPA licensure and Big 4 public accounting experience required.
* Strong knowledge of US GAAP and SEC rules and regulations, with the ability to research and propose company positions on complex accounting issues.
* 10+ years of progressive accounting experience, including public accounting.
* Excellent communication, leadership, and project management skills, with the ability to multi-task in a fast-paced environment with changing priorities.
* Proven ability to take ownership and drive projects and issues to completion.
* Due to ITAR regulations, only candidates who are U.S. Persons (U.S. citizens, U.S. nationals, lawful permanent residents, or individuals granted asylum or refugee status) will be considered for this position.
EEO:
MACOM is an Equal Opportunity Employer committed to a diverse workforce. MACOM will not discriminate against any worker or job applicant on the basis of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, military service, marital status, or any other category protected under applicable law.
Reasonable Accommodation:
MACOM is committed to working with and providing reasonable accommodations to qualified individuals with physical and mental disabilities. If you have a disability and are in need of a reasonable accommodation with respect to any part of the application process, please call *************** or email HR_*************. Provide your name, phone number and the position title and location in which you are interested, and nature of accommodation needed, and we will get back to you. We also work with current employees who request or need reasonable accommodation in order to perform the essential functions of their jobs.
The Salary Range for this position is $180,000 - $200,000. Actual salary offered to candidates will depend on several factors, including but not limited to, work location, relevant candidates' experience, education, and specific knowledge, skills, and abilities.
This position is eligible to receive restricted stock unit (RSU) awards and cash bonuses, solely at MACOM's discretion, subject to individual and company performance.
Benefits: This position offers a comprehensive benefits package including but not limited to:
* Health, dental, and vision insurance.
* Employer-sponsored 401(k) plan.
* Paid time off.
* Professional development opportunities.
COO / CFO
Nashville, TN jobs
Chief Operating Officer / Chief Financial Officer (COO/CFO) Location: Nashville, TN (On-site) Employment Type: Full-time The RoleWe're looking for a proven operator and financial leader to join our executive team as COO/CFO. In this role, you'll own the operating rhythm and financial foundation that enable Wealth Access to scale. You'll lead Finance, Operations, and Legal while ensuring alignment across GTM, Product, and Engineering. This is a hands-on leadership role for someone who thrives in a growth-stage environment, balancing strategic vision with operational discipline.What You'll Do
Lead Operational Excellence: Establish and manage the company's operating rhythm, ensuring alignment across all functions to deliver on strategic objectives.
Own Financial Stewardship: Oversee financial planning, reporting, and compliance to maintain a strong foundation for growth.
Scale the Organization: Build processes, systems, and a high-performing team to support rapid expansion and operational efficiency.
Drive Cross-Functional Alignment: Partner closely with Product, Engineering, and GTM leaders to ensure seamless execution and customer impact.
Enable Growth: Optimize business operations and resource allocation to accelerate revenue and enhance client outcomes.
Champion Culture and Leadership: Foster a collaborative, accountable, and innovative environment that attracts and retains top talent.
Who You Are
A seasoned operator with experience as a COO, CFO, or senior executive in B2B SaaS or FinTech, ideally in a growth-stage environment.
Skilled in building and scaling organizations, with a strong foundation in financial management and operational excellence.
Deep knowledge of GAAP and ASC 606 revenue recognition, FP&A, and SaaS metrics.
Adept at driving cross-functional alignment and fostering collaboration across GTM, Product, and Engineering teams.
Comfortable balancing strategic vision with hands-on execution in a fast-paced, evolving business.
A strong communicator and leader who inspires trust, accountability, and high performance.
Based in Nashville and committed to an on-site leadership presence.
Why Join Wealth Access
Lead a high-growth fintech company redefining how banks and wealth firms use data.
Competitive compensation with potential equity participation.
Comprehensive benefits: flexible PTO, company-funded HSA, 401(k) with match, and paid downtown Nashville parking.
Our Values
Lead with Insight
Put People First
Win Together
CompensationCompensation includes a competitive base salary, performance-based bonus, and equity participation, along with comprehensive benefits. The final package will reflect experience, qualifications, and market conditions.
About Wealth Access
Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data. Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise. This unified view powers wealth, digital banking, CRM, and analytics ecosystems-helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments. Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.
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