Finance director jobs in Lake Havasu City, AZ - 4,859 jobs

We are working with a well-respected real estate firm who is looking for a Chief Financial Officer. This position carries full accountability for financial operations, accounting, tax strategy, debt management, legal oversight, insurance, technology infrastructure, financial reporting, and cash flow management. Reporting directly to the CEO and collaborating closely with the COO, the CFO will serve as a trusted strategic advisor in a fast-paced, nimble environment. This is a fully onsite position. Key Responsibilities Oversee budgeting, forecasting, cash flow, and cash positions for the corporate entity. Oversee the debt department, ensuring a sound debt strategy is deployed for each transaction. Coordinate with the Director of Equity on deal structuring and joint venture agreements to minimize risk and reduce tax liability. Direct all accounting functions, including financial reporting, compliance, and the application of best-practice accounting policies, procedures, and internal controls. Manage tax strategy, filings, and relationships with external tax advisors. Collaborate with the CEO and COO on key technology decisions. Ideate and collaborate on process improvements to drive platform-wide efficiency and support growth. Manage, mentor, and retain a lean but highly capable internal team across accounting, debt, legal, and IT functions. Qualifications & Requirements 15+ years of progressive experience in accounting or finance, including at least 5 years in a management role (e.g., Director of Finance, Director of Accounting, or Controller). Bachelor's degree in Accounting, Finance, or a related field; CPA or MBA required. Deep understanding of capital markets, real estate deal structuring, joint venture agreements, and project financing. Experience in a closely-held firm strongly preferred. Proven strong leadership, communication, and interpersonal skills. Ability to thrive in a fast-paced environment with high accountability. Join a real estate, construction, and investment firm with decades of growth and reinvention, focused on value-add real estate. They emphasize long-term ownership, tax-efficient cash flow, and a vertically integrated approach (in-house construction, design, finance, and asset management) to deliver enduring value. Their culture is built on caring, connection, hard work, humility, and innovation-creating lasting communities where residents thrive and investors see strong returns. For confidential consideration, please apply here or email us at info@ignitedrecruiting.com.

Anchored Executive Search is helping one of our Property Management client's find a rockstar VP of Finance for their multi-family portfolio. A few highlights on the opportunity: Successful multi-family portfolio with 10,000 total units (mid-rise and garden style) mostly solid B rated properties. My client would describe themselves as more of a mom and pop operation. The CFO and COO have been with the owner for over 15 years. 5,000 units in California and 5,000 units in FL, LA, and Kansas. My client does own and operate their entire portfolio. Placed a rockstar VP of Operations with the company about 6 months ago and she's thriving. The VP of Finance for the Multi-Family Property Management Division is responsible for providing strategic financial leadership, oversight, and direction for all financial operations within the organization's multi-family portfolio. This position works in close partnership with the Corporate CFO, COO, and Principal/Ownership to align financial strategy with business objectives while maintaining strong financial controls, transparency, and compliance. Very competitive base salary, bonus potential, great health benefits and generous PTO. Must be a CPA

Company Our client is a privately held commercial real estate development firm headquartered in Costa Mesa, California, with a primary focus on the development, redevelopment, and repositioning of commercial real estate assets across the Western United States. The firm's portfolio is primarily composed of state-of-the-art industrial properties, along with experiential and grocery-anchored retail assets, representing approximately 1.4 million square feet of developed and repositioned assets under management as well as 870,000 square feet of additional pipeline developments throughout Western U.S. markets. The firm operates as a vertically integrated developer, managing projects across the full lifecycle-from site acquisition and entitlement through design, construction oversight, leasing, and ongoing asset management. Our client is also an active acquiror of core, core plus and value-add assets. The firm maintains a disciplined investment approach centered on capital efficiency, and risk mitigation. The firm partners closely with its family-office capital provider, institutional lenders, business partners, and third-party consultants to execute projects under conservative leverage structures and clearly defined return and covenant parameters. Position Reporting directly to the Senior Vice President of Investment Management, the Director of Accounting & Controller is responsible for directing and managing all financial oversight, accounting, record keeping, budgeting, cost control, and financial reporting and analysis for the company. This executive provides executive leadership across accounting, reporting, covenant compliance, risk management, and administrative oversight. The successful candidate will have demonstrated experience leading financial operations for complex real estate entities, managing lender and investor reporting, and overseeing financial controls and risk management frameworks. Strong technology and systems acumen is required, including leadership of the implementation, optimization, and full utilization of Yardi, as well as evaluation and selection of document management, retention, and data systems. This position works closely with the Family Office capital provider, external accountants, tax advisors, lenders, and legal counsel to support investment, development, and operating activities. Responsibilities Accounting Operations & Controls: Oversee accounting systems, processes, and procedures to ensure efficient operation of the financial function. Ensure accounting records are consistent, accurate, and supported by appropriate controls, checks, and balances. Maintain up-to-date and accurate records for all financial transactions, including: Inflows and outflows Budgets Investments Receivables and payables Vendor contracts Insurance Expense reports Maintain and analyze all general ledger accounts, accounts payable/accounts receivable, and fixed asset activities, ensuring accurate and timely processing of transactions. Prepare monthly financial close, financial statements, and bank reconciliations for bank and credit accounts. Tax, External Coordination & Payroll: Liaise with external accountants to minimize tax liabilities through effective tax structures and/or formation of entities used for investing with minimal tax consequences. Provide services for payroll and other financial areas. Coordinate with the family office, including making requests for capital calls. Financial Reporting & Analysis: Manage and prepare monthly, quarterly, and annual financial reporting for managed entities, including: Cash flow projections. Financial statements Quarterly covenant tests Monitoring and reporting of covenant compliance. Prepare and maintain consolidated financial forecasts and variance analysis versus prior periods and budget. Provide detailed analysis of all revenue and cost variances. Participate in special projects and financial analyses as needed, including: Creation and maintenance of portfolio dashboards and KPIs Cost basis analysis Historical and projected cash flows Valuation analyses Participate in quarterly financial review meetings. Budgeting, Forecasting & Systems: Manage the preparation of the annual budget and forecast cycles the firm and all operating entities. Manage the continued implementation and full utilization of Yardi to drive operational efficiency, including: Accounts receivable and accounts payable Effective and usable reporting Strong budgeting and forecasting capabilities Coordinate accounting and compliance for credit and loan agreements, including: Financial reporting to lenders Principal and interest payments Calculation, tracking, and reporting of covenant compliance. Lead efforts to evaluate and implement alternative record systems to the current Syncplicity file and database management system. Entity Management & Compensation Support: Create and maintain ownership and entity organizational charts. Assist with coordination of new entity formations with outside counsel. Assist with monitoring and calculation of promote and bonus payments. Risk Management & Internal Controls Administer, develop, and monitor internal controls, accounting policies, and procedures. Perform research on complex accounting and reporting issues as required. Establish and implement internal controls to protect and preserve assets. Analyze and implement new accounting standards and reporting requirements to ensure ongoing compliance. Work with outside accounting firms to conduct periodic risk assessments. In partnership with the SVP: Drive overall risk management and insurance functions. Take initiative to improve controls and processes. Collaborate with the SVP, internal staff, and external consultants to identify, coordinate, and implement system and process improvements with a focus on efficiency and accuracy. Qualifications Bachelor's degree in finance, Accounting, Economics, or a related field; advanced degree or professional certification (CPA, CMA, or MBA) preferred. Minimum of 7-12 years of progressive financial leadership experience, with demonstrated responsibility for accounting, financial reporting, budgeting, and forecasting. Prior experience in commercial real estate, with a strong preference for industrial real estate development, investment, or asset management environments. Proven experience overseeing multi-entity accounting structures, complex ownership arrangements, and project-level financial reporting. Demonstrated experience managing debt facilities, lender reporting, and covenant compliance. Hands-on experience with Yardi (or comparable real estate accounting platforms) and a strong working knowledge of financial systems, reporting tools, and document management platforms. Experience coordinating with family office capital providers, external accountants, tax advisors, legal counsel, and lenders. Personal Skills & Attributes Highly effective in nimble, entrepreneurial, and high-velocity environments, with the ability to balance strategic oversight and hands-on execution as needed. Comfortable operating in organizations with lean teams and evolving processes, where priorities shift and speed, accuracy, and judgment are equally critical. Demonstrates strong ownership mentality, taking accountability for outcomes rather than narrowly defined responsibilities. Able to synthesize complex financial data into clear, actionable insights for senior leadership, capital partners, and lenders. Strong judgment under ambiguity; capable of making sound decisions with incomplete information while managing risk appropriately. Organized, disciplined, and detail-oriented, while maintaining the ability to see the broader business and investment context. Effective collaborator who builds credibility with investment, development, and operations teams, as well as external partners. High degree of professional integrity, discretion, and reliability, particularly when handling confidential financial and investor information. Comfortable working at pace and under deadline pressure without sacrificing quality or control.

A leading electrical contractor in California is seeking a Director of FP&A to lead budgeting and financial modeling efforts. The ideal candidate will have over 15 years of experience in Finance/FP&A, with the ability to influence senior leadership and drive strategic financial initiatives. This position offers a competitive salary package and extensive benefits including stock ownership and performance-based bonuses. #J-18808-Ljbffr

The ideal candidate is a detail-oriented individual who will oversee the company's financial records and account personnel. You will be responsible for maintaining all procedures and controls related to the company's financial accounts. Responsibilities Create and manage cash flows Prepare and submit loan draws Manage a small staff in the day to day accounting activities Prepare reports for audits/CFO Qualifications Bachelor's degree in Accounting or 5 - 7 years of related experience IN CONSTRUCTION and/or LAND DEVELOPMENT Fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.) GAAP knowledge, CPA preferred Strong written, verbal and collaboration skills

About GoodLeap: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The VP, Controller & Finance Transformation is the senior accounting and controllership leader for the company, balancing hands‑on execution with executive-level ownership of accounting outcomes, systems, and scalability to support the company's rapid growth, expanding product offerings, and increasing complexity. This role focuses on building efficient and well-controlled accounting processes, with particular emphasis on optimizing the recently implemented Workday Financial platform. The role oversees Accounting Operations (Cash, A/P, A/R) and Accounting Control (General Ledger), and partners closely with FP&A, Technology, and Product/Business teams to ensure accounting, financial reporting, and control requirements are effectively embedded into systems, workflows, and new product development initiatives. This role is expected to operate with strong controllership fluency and to deliver timely and accurate financial reporting outcomes through leadership and collaboration. This position is designed for a senior accounting leader with demonstrated experience across traditional controllership functions and hands‑on finance transformation delivery. Success in the near‑term will be demonstrated through enhanced automation and scalability, optimization of processes and people, shortening of the monthly close and reporting cycle, and improvement of reporting and analytical tools available to finance and business executives. Essential Job Duties and Responsibilities Accounting Operations, Control & Finance Transformation Provide leadership and functional ownership across the Accounting Control and Accounting Operations teams to optimize and scale transactional accounting workflows, general ledger control, and financial close and reporting processes Lead the post-go‑live stabilization and ongoing optimization of Workday, overseeing and developing the Workday System Administrator as a core resource and business partner Embed accounting logic, controls, and validation rules into systems and data pipelines to reduce manual effort and risk Partner with Technology & Data teams on integrations, data integrity, and change management controls Explore and leverage AI technologies, as they evolve, to enable more efficient and effective processes while maintaining strong oversight and controls Drive adoption of best practices to support long‑term system health and scalability and improve reporting capabilities for finance executives and business partners New Products & Growth Enablement Partner with Product, Engineering, Data and Business teams to support new products, revenue streams, and business models from concept through launch and scale Serve as the accounting representative in cross‑functional growth initiatives to ensure accounting and reporting requirements are embedded early and scale effectively Financial Reporting Oversee external financial reporting, including GAAP financial statements and required regulatory, lender, and investor reporting Support audit readiness and the implementation of new accounting standards, as applicable Leadership & Collaboration Act as a change agent, driving a culture of continuous improvement and innovation across people, processes and technology Develop team members supporting accounting operations, financial reporting, systems, and transformation initiatives Required Skills, Knowledge and Abilities Bachelor's degree in Accounting, Finance or related field CPA license required Experience with ERP implementation/optimization projects Combined Big 4 public accounting and fintech, financial services or other complex regulated industry experience preferred Demonstrated experience in accounting operations and financial close and reporting processes Major hands‑on ERP project experience (design, build and optimization); Workday familiarity is a plus Deep understanding of U.S. GAAP, internal controls and financial reporting requirements Outstanding project & change management skills: Ability to manage priorities, meet deadlines, balance multiple initiatives and projects simultaneously, and motivate stakeholders to collaborate Demonstrated ability to partner effectively with cross‑functional leaders to influence business outcomes beyond the accounting function, as well as externally with auditors and users of financial reports Entrepreneurial mindset: Self‑motivated and eager to identify efficiencies, be hands‑on to implement improvements, and champion change Exceptional organization, keen attention to detail and commitment to accuracy Excellent written communication skills including production of clear and concise process documentation Additional Information Regarding Job Duties and s Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. Compensation: $260,000 - $310,000 annually + Bonus If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! #J-18808-Ljbffr

Finance Manager | Real Estate Development & Investment We're partnering with a fast-growing, entrepreneurial real estate development firm. This is a hands-on Finance Manager role for someone who enjoys working close to the deals, collaborating across teams, and helping scale a growing platform. This role offers visibility, autonomy, and the opportunity to make a real impact - not just maintain models. Why This Role Stands Out Exposure to acquisitions, development, and asset-level decision making Direct partnership with senior leadership A nimble environment where ideas are welcomed and execution matters Meaningful work tied to community impact What You'll Be Doing Investment & Development Finance Build and maintain underwriting and pro forma models for new and existing projects Support acquisition analysis and investment committee materials Lead financial due diligence efforts, including data room coordination and timelines Project Finance Partner with internal teams and external consultants to deliver applications Support equity and debt closings alongside senior finance leadership Maintain project documentation throughout the lifecycle FP&A & Portfolio Support Develop and manage asset-level budgets and forecasts Create consolidated corporate financial models and reporting Prepare cash flow forecasts, capital call schedules, and variance analyses Work closely with Asset Management on reporting accuracy and controls Leadership & Collaboration Serve as a financial resource to internal teams and external partners Mentor and develop junior analysts through hands-on coaching Ensure compliance with JV agreements, loan documents, and operating agreements Required Experience Bachelor's degree in Finance, Accounting, or related field (or equivalent experience) Strong real estate finance background; LIHTC experience highly preferred Advanced Excel and financial modeling skills Experience building and maintaining complex cash flow and waterfall models Comfortable working across multiple projects and deadlines Clear communicator who can work with investors, lenders, and partners Organized, proactive, and solutions-oriented Experience with Yardi or similar property management systems a plus Exposure to affordable housing or mission-driven real estate platforms a plus Compensation & Location Competitive base salary + bonus Hybrid work environment (details shared during conversation)

About GoodLeap: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The VP, Controller & Finance Transformation is the senior accounting and controllership leader for the company, balancing hands‑on execution with executive-level ownership of accounting outcomes, systems, and scalability to support the company's rapid growth, expanding product offerings, and increasing complexity. This role focuses on building efficient and well-controlled accounting processes, with particular emphasis on optimizing the recently implemented Workday Financial platform. The role oversees Accounting Operations (Cash, A/P, A/R) and Accounting Control (General Ledger), and partners closely with FP&A, Technology, and Product/Business teams to ensure accounting, financial reporting, and control requirements are effectively embedded into systems, workflows, and new product development initiatives. This role is expected to operate with strong controllership fluency and to deliver timely and accurate financial reporting outcomes through leadership and collaboration. This position is designed for a senior accounting leader with demonstrated experience across traditional controllership functions and hands‑on finance transformation delivery. Success in the near‑term will be demonstrated through enhanced automation and scalability, optimization of processes and people, shortening of the monthly close and reporting cycle, and improvement of reporting and analytical tools available to finance and business executives. Essential Job Duties and Responsibilities Accounting Operations, Control & Finance Transformation Provide leadership and functional ownership across the Accounting Control and Accounting Operations teams to optimize and scale transactional accounting workflows, general ledger control, and financial close and reporting processes Lead the post-go‑live stabilization and ongoing optimization of Workday, overseeing and developing the Workday System Administrator as a core resource and business partner Embed accounting logic, controls, and validation rules into systems and data pipelines to reduce manual effort and risk Partner with Technology & Data teams on integrations, data integrity, and change management controls Explore and leverage AI technologies, as they evolve, to enable more efficient and effective processes while maintaining strong oversight and controls Drive adoption of best practices to support long‑term system health and scalability and improve reporting capabilities for finance executives and business partners New Products & Growth Enablement Partner with Product, Engineering, Data and Business teams to support new products, revenue streams, and business models from concept through launch and scale Serve as the accounting representative in cross‑functional growth initiatives to ensure accounting and reporting requirements are embedded early and scale effectively Financial Reporting Oversee external financial reporting, including GAAP financial statements and required regulatory, lender, and investor reporting Support audit readiness and the implementation of new accounting standards, as applicable Leadership & Collaboration Act as a change agent, driving a culture of continuous improvement and innovation across people, processes and technology Develop team members supporting accounting operations, financial reporting, systems, and transformation initiatives Required Skills, Knowledge and Abilities Bachelor's degree in Accounting, Finance or related field CPA license required Experience with ERP implementation/optimization projects Combined Big 4 public accounting and fintech, financial services or other complex regulated industry experience preferred Demonstrated experience in accounting operations and financial close and reporting processes Major hands‑on ERP project experience (design, build and optimization); Workday familiarity is a plus Deep understanding of U.S. GAAP, internal controls and financial reporting requirements Outstanding project & change management skills: Ability to manage priorities, meet deadlines, balance multiple initiatives and projects simultaneously, and motivate stakeholders to collaborate Demonstrated ability to partner effectively with cross‑functional leaders to influence business outcomes beyond the accounting function, as well as externally with auditors and users of financial reports Entrepreneurial mindset: Self‑motivated and eager to identify efficiencies, be hands‑on to implement improvements, and champion change Exceptional organization, keen attention to detail and commitment to accuracy Excellent written communication skills including production of clear and concise process documentation Additional Information Regarding Job Duties and s Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. Compensation: $260,000 - $310,000 annually + Bonus If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! #J-18808-Ljbffr

About Us: Notion helps you build beautiful tools for your life's work. In today's world of endless apps and tabs, Notion provides one place for teams to get everything done, seamlessly connecting docs, notes, projects, calendar, and email-with AI built in to find answers and automate work. Millions of users, from individuals to large organizations like Toyota, Figma, and OpenAI, love Notion for its flexibility and choose it because it helps them save time and money. In-person collaboration is essential to Notion's culture. We require all team members to work from our offices on Mondays and Thursdays, our designated Anchor Days. Certain teams or positions may require additional in-office workdays. About The Role: Lead a high-performing Business Partnership (BP) Finance team delivering strategic partnership and financial leadership to business units. Act as the primary finance liaison to department heads and senior leadership, guiding planning, forecasting, and decision-making. Transform financial data into actionable insights that influence go‑to‑market strategies, investment decisions, and profitability improvements. We are a lean team, so your impact will be felt immediately. What You'll Achieve: Provide finance support across GTM, R&D, and G&A expense and headcount management. Lead coordination & improvements of monthly Budget vs Actuals (BvA) reviews and other opportunities to build financial maturity. Elevate finance's strategic voice through a collaborative mindset. Drive improved forecast accuracy, alignment, and collaborative strategic decision making as a part of ad hoc and recurring finance processes including monthly close, reforecasts, planning, long‑range planning, and other critical Expense & Headcount forecasting processes and reporting. Support our monthly close and forecast processes-analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes. Assist in preparation of monthly & quarterly management reporting including Budget vs Actuals analyses and dashboards. Drive deeper Budget vs Actuals understanding and forecast precision via smarter, more data‑driven modeling and tighter cross‑functional partnership, particularly in uncharted, high impact areas. Tackle new & evolving priorities for the team. Conduct ad hoc modeling (e.g. pricing, cost‑benefit, investment cases). Translate data into narratives that guide leadership decisions. Strengthen our operational infrastructure by identifying process improvements. Build automation to take steps out of our recurring motions and reduce margin of error. Coach and mentor talented existing team to develop both technical and partnership capabilities. Grow the team as part of our operational excellence journey. Skills You'll Need to Bring: ~10‑15 years experience in Business Partnership FP&A and other finance roles Proven leadership managing business partnership FP&A teams and executive relationships Ability to translate complex financial data into strategic narratives. Excellent communication: able to articulate financial insights to non‑finance leaders Demonstrate intellectual curiosity, problem‑solving skills, and hunger to continually up‑level current approaches and processes Strong work ethic, reliability, and attention to detail. Willingness to roll up their sleeves with the team - “get it done” attitude Nice to Haves: Experience with a high‑growth SaaS company Experience with Netsuite, Workday, Zip, and planning tools Experience with usage‑based pricing and cost structure You don't need to be an AI expert, but you're curious and willing to adopt AI tools to work smarter and deliver better results. We hire talented and passionate people from a variety of backgrounds because we want our global employee base to represent the wide diversity of our customers. If you're excited about a role but your past experience doesn't align perfectly with every bullet point listed in the job description, we still encourage you to apply. If you're a builder at heart, share our company values, and enthusiastic about making software toolmaking ubiquitous, we want to hear from you. Notion is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Notion considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Notion is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please let your recruiter know. Notion is committed to providing highly competitive cash compensation, equity, and benefits. The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided below. For roles based in San Francisco, the estimated base salary range for this role is $240,000- $280,000 per year. By clicking “Submit Application”, I understand and agree that Notion and its affiliates and subsidiaries will collect and process my information in accordance with Notion's Global Recruiting Privacy Policy. #LI-Onsite #J-18808-Ljbffr

Metropolitan Transportation Commission (MTC) - San Francisco, CA Assistant Director, Budgets and Financial Planning & Analysis Salary: $176,002.11 - $234,498.99 Annually Job Type: Regular/Full-Time Remote Employment: Flexible/Hybrid Equal Opportunity Employer The Metropolitan Transportation Commission is an equal-opportunity, non-discriminatory employer. MTC provides all employees and applicants with an equal opportunity in every aspect of the employment experience regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, physical handicap, medical condition or marital status. Applications: The job posting will remain open until a qualified pool of applicants is established and may close at any time. If you are interested, please apply immediately. A resume and cover letter are not required with your application, but highly encouraged. Be ready to rethink your assumptions about the public sector. Dedicated and motivated colleagues? Beautiful, high amenity building for on-site work and collaboration? Flexible schedules and hybrid work options? Yes, yes, and yes! About MTC The Metropolitan Transportation Commission (MTC) is the transportation planning, financing, and coordinating agency for the nine-county San Francisco Bay Area. MTC is the federally designated Metropolitan Planning Organization (MPO) and the state designated Regional Transportation Planning Agency (RTPA) for the nine-county San Francisco Bay Area. For more information about MTC, visit *************** About the Team The Budgets and Financial Planning & Analysis Section is responsible for developing and managing the organization's operating and capital budgets, performing financial analysis, forecasting, and scenario planning, grant administration assistance and support, reporting on financial performance, developing and refining financial plans, policies, and procedures, and supporting effective financial management throughout MTC, ABAG, and affiliated entities. About the Role Under the general direction of the Section Director, the Assistant Director will lead a team of managers and analysts responsible for preparation and strategic planning and monitoring of operating and capital budgets for multiple legally distinct entities. The Assistant Director will assume a critical role in developing and maintaining budget and grant policies and procedures, modernizing the budget process, and performing complex financial analysis in support of effective financial and grants management of MTC, ABAG, and its affiliated entities. The Assistant Director will collaborate closely with all Sections within MTC and funding partners. In conjunction with the Section Director, the Assistant Director leads and manages financial budgeting and planning activities, ensuring financial stability and strategic alignment with organizational goals. Essential Duties & Responsibilities Specific duties and responsibilities include, but are not limited to, the following: Budgets Lead development and management of operating and capital budgets, ensuring accuracy and alignment with agency priorities, strategic focus, vision, mission, and values. Monitor expenditures, identify variances, provide insight and recommendations, and work closely with section and project managers to address financial issues. Lead department budget review meetings. Conduct variance analysis, identify key performance drivers, and provide explanations, insight, and recommendations for budget deviations. Manage staff development, monitor performance, and manage deliverables and work plans. Lead development of staff memos and drafting of resolutions for board and committee approvals. In coordination with the Chief Financial Officer, budget staff, and internal and external stakeholders, lead development of policies and procedures related to budgeting and grant management, provide training to Sections and program staff, lead process improvement initiatives and contribute to change management activities. Establish and maintain strong, collaborative relationships with project and program managers and other Sections. Grant Administration Review and monitor grants, from grant application to project closeout, including grant compliance, reporting requirements, and financial management. Assist in the development of grant policies and procedures. Coordinate grant administration assistance and support activities with other Sections within MTC including financial reporting and operational accounting, Project and Grant Managers, federal, state, and local partners, and other internal and external stakeholders. Financial Planning & Analysis Lead development of financial models and forecast to inform short-term and long-term financial plans. Provide proactive financial insights and recommendations to support decision-making, resource allocation, and performance improvement initiatives. Lead process improvement initiatives seeking to enhance financial planning and analysis processes, streamline reporting, and automate routine tasks. Participate in system requirements gathering, implementation, testing, and user training activities related to budgeting, forecasting, and reporting in and outside of the MTC's enterprise planning management system. Analyze financial data to identify trends and make recommendations for financial optimization. Management Lead staff development, monitor performance, and manage deliverables and work plans. Develop and maintain the Section's work plan. Support implementation of MTC's Enterprise Resource Planning system. Assist with responding to federal, state, and local reviews and audits, as well as internal and external annual audits. Perform other job-related duties as needed or assigned by the Section Director or Section. Qualifications Knowledge of GAAP, GASB, and FASB; governmental fund accounting, budgeting, contract administration, and grant management; federal and state grant rules and regulations including 2 CFR Part 200; and ERP systems. Strong analytical and modeling skills; advanced proficiency in Excel and BI tools; ability to communicate complex financial information clearly. Experience with ERP systems such as SAP, Oracle, NetSuite, Workday, or similar. Minimum Qualifications An appropriate combination of education and experience that has provided the required knowledge, skills and abilities is qualifying. A typical way of obtaining the required qualifications is: Education: Master's degree in accounting, finance, public or business administration, or a related field, including at least 24 semester-hours in accounting. Transcripts from outside the U.S. must be evaluated for equivalency. Experience: Five years of increasingly complex accounting work experience, two years of supervisory responsibility for two or more major accounting functions, including the equivalent of two years as an Accounting Supervisor or Senior Financial Analyst for MTC. Preferred Qualifications Five years of budgeting, financial planning & analysis, and/or accounting experience with two years of supervisory responsibility over budgeting, grant administration, or FPA functions. Experience developing budget and grant management policies and procedures. Experience in financial data analysis, trends, opportunities or risks. Experience in financial modeling, forecasting, scenario planning, and translating data into actionable insights. Experience in identifying, assessing, and mitigating financial risks. Experience reviewing financial statements to assess performance. Experience with ERP and Budget system implementation. Experience with federal and state grant management. Experience working with Boards and Commissions; presenting financial information clearly. Experience with data visualization tools is a plus. Important Information Employment Requirements: Successful completion of a background check, professional references and the Employment Eligibility Verification Form I-9. Disability: Reasonable accommodation available during recruitment; notify HR for interview. Application Assistance: For technical assistance with online application, contact Applicant Support at **************, 8:00 AM - 5:00 PM (PST) Mon-Fri, excluding holidays. All MTC employees are Disaster Service Workers under California Government Code; employees must complete disaster-related training and be ready to return to work in emergencies. #J-18808-Ljbffr

A prominent hotel group situated in California is seeking a seasoned Area Director of Finance. The role demands oversight of financial operations across two high-profile hotels. This position is integral to providing financial leadership and fostering relationships with hotel general managers. Candidates should have a minimum of six years in hotel finance leadership and a relevant degree. The compensation range for this role is between $128,200 and $163,400 annually. #J-18808-Ljbffr

Type: Full-Time Company: Auradine Inc. Why Join Auradine? Why join Auradine? You want to be a part of something groundbreaking, where every day you can see the impact of your work. At Auradine, you will join a talent-rich group of problem solvers and doers; in a culture that focuses on team, growth, innovation, and creativity. Position Overview We are seeking an experienced and dynamic Director of Finance to join our growing team. This hands‑on leadership role requires a seasoned professional with 10‑15 years of experience, including significant time spent in high‑tech start‑up environments-preferably with hardware companies. The ideal candidate will demonstrate the ability to strategically manage financial operations while actively engaging in day‑to‑day finance and accounting processes. As the Director of Finance, you will oversee a small but efficient team, ensuring financial health and operational excellence. You'll play a critical role in shaping the company's financial strategy and enabling its continued growth Key Responsibilities Financial Strategy & Planning: Develop and implement financial strategies aligned with company goals. Lead long‑term financial planning, budgeting, and forecasting processes. Provide actionable insights to drive business decisions and profitability. Accounting & Reporting: Oversee accounting operations, including AP/AR, general ledger, and payroll. Ensure timely and accurate financial reporting in compliance with GAAP. Coordinate audits, tax filings, and regulatory reporting requirements. Operational Excellence: Manage cash flow, capital allocation, and treasury functions. Optimize internal financial systems and processes for efficiency and scalability. Collaborate with leadership to evaluate and execute growth opportunities, including potential M&A activities. Team Leadership: Mentor and manage a small, high‑performing finance and accounting team. Foster a culture of collaboration, accountability, and continuous improvement. Qualifications: 10-15 years of progressive finance experience, with a focus on high-tech start-ups; experience in hardware companies is highly preferred. Proven track record of success in a senior finance leadership role. Strong expertise in technical accounting, financial modeling, budgeting, and reporting. In-depth knowledge of GAAP and corporate accounting principles. Experience managing audits, compliance, and regulatory reporting. Hands‑on approach to managing finance and accounting processes in a fast‑paced environment. Exceptional leadership, communication, and interpersonal skills. Education: Bachelor's degree in Finance, Accounting, or a related field required. CPA, CMA, or MBA preferred. What We Offer: A collaborative and inclusive culture that encourages growth and innovation. Competitive salary and benefits package. Opportunities for professional development and career advancement. The chance to make a significant impact in a rapidly growing company. Compensations: The pay range for this role is $180,000-$250,000. Individual compensation will be commensurate with the candidate's experience aligned with Auradine's internal leveling guidelines and benchmarks. Auradine is an Equal Opportunity Employer that is committed to inclusion and diversity. Qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, disability or protected veteran status. We also take affirmative action to offer employment opportunities to minorities, women, individuals with disabilities, and protected veterans. Auradine is committed to working with qualified individuals with physical or mental disabilities. Applicants who would like to contact us regarding the accessibility of our website or who need special assistance or a reasonable accommodation for any part of the application or hiring process may contact us at: ********************. This contact information is for accommodation requests only. Evaluation of requests for reasonable accommodation will be determined on a case‑by‑case basis. #J-18808-Ljbffr

Substack is building a new economic engine for culture, giving the brightest, most interesting and creative people on the internet the power of their own publishing platform. It empowers creators with financial autonomy, ownership and a direct connection to their communities. Substack's model, based on direct subscriptions, has fueled an explosion of independent publishing and is revolutionizing culture. As the Head of Business, Tech & Finance Partnerships, you will be responsible for making Substack the number one destination for Business, Tech & Finance leaders. You will be representing your market both internally and externally to create programs and initiatives that help creators reach new audiences and bring new subscribers into the Substack network. In this role, you'll be a leader on the Partnerships team, overseeing strategy, external relationships, budget and goal execution for your market. The ideal candidate will be an innovative, creative thinker, with a deep interest in supporting creators, shaping culture and deeply connected within the business, tech & finance industries. They'll be a self-starter who is ok with shifting priorities and eager to make an impact in a fast-paced, startup environment - able to both set ambitious strategy and goals and also execute on those goals.. They will be comfortable interfacing with creators, publishers, influencers and industry leaders. They will possess experience managing direct reports, and building and iterating on programs that can eventually scale across markets. This role reports to the Head of Partnerships and is based in San Francisco, CA. Responsibilities: Creator acquisition across multiple creator segments (journalists, business, tech and finance leaders, creators). Earn and keep the trust of key people in business, tech and finance Display market leadership in the business, tech and finance creator economies. Develop strategic programs for the market in service of activating creators and bringing new users to Substack. Be a leader on the Partnerships team, working cross-functionally with the communications, product business operations and leadership teams to build and execute programs for the market, and for the Substack brand. Requirements: Excellent written, verbal, and diplomatic skills, with a sharp attention to detail. Experience managing a team. Comfortable working with data, and using it to measure impact and develop stronger programs A voracious reader and subscriber to Substacks, with a keen sense of the evolving tech and media landscape. The ability to work quickly and effectively while managing several projects under deadline. Strong people skills, with experience working directly with creators 8-10 years of professional experience in publishing, production, business, tech or finance industry Substack's compensation package includes a market competitive salary, equity for all full time roles, and exceptional benefits. Our cash compensation salary range for this role is $175,000 to $225,000/year. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above. Substack is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, gender identity or transgender status), age, national origin, veteran or disability status. We're seeking people passionate about enabling independent expression and building a better business model for creators. If you want to see what media, communities, and content can become when unmoored from advertising models, and you have the skills and experience to contribute, we'd love to meet you. Please see our Privacy Notice for details regarding Substack's collection and use of personal information regarding the application and recruitment process by clicking here. #J-18808-Ljbffr

Receives assignments in the form of objectives and determines how to use resources to meet schedules and goals. Manages, prepares, administers, and directs control of budget / organization resources. Manages the activities of the financial / resource analyst staff. Reviews and approves recommendations for financial planning and control. Monitors division and department adherence to approved budget. Provides guidance to subordinates to achieve goals in accordance with established policies. Work is reviewed and measured based on meeting objectives and schedules. Follows processes and operational policies in selecting methods and techniques for obtaining solutions. Erroneous decisions or failure to achieve goals results in additional costs and personnel, and serious delays in overall schedules. The final salary and offer components are subject to additional approvals based on UC policy. Your placement within the salary range is dependent on a number of factors including your work experience and internal equity within this position classification at UCSF. For positions that are represented by a labor union, placement within the salary range will be guided by the rules in the collective bargaining agreement. The salary range for this position is $110,400 - $235,400(Annual Rate). To learn more about the benefits of working at UCSF, including total compensation, please visit: https://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html #J-18808-Ljbffr

# Assistant Director, Budgets and Financial Planning & AnalysisSan Francisco, CAFull-Time# Assistant Director, Budgets and Financial Planning & AnalysisSan Francisco, CAFull-TimeDec 27, 2025Administrative and Clerical**THIS JOB POSTING WILL REMAIN OPEN UNTIL A QUALIFIED POOL OF APPLICANTS IS ESTABLISHED AND MAY CLOSE AT ANYTIME****IF YOU ARE INTERESTED, PLEASE APPLY IMMEDIATELY***A**resume**and**cover**letter**are**not**required**with**your**application,**but**highly**encouraged.**Be ready to rethink your assumptions about the public sector.**Beautiful, high**amenity**building* **ABOUT MTC** The Metropolitan Transportation Commission (MTC) is the transportation planning, financing, and coordinating agency for the nine-county San Francisco Bay Area. MTC is the federally designated Metropolitan Planning Organization (MPO) and the state designated Regional Transportation Planning Agency (RTPA) for the nine-county San Francisco Bay Area. For more information about MTC, visit . **ABOUT THE TEAM**The Budgets and Financial Planning & Analysis Section is responsible for developing and managing the organization's operating and capital budgets, performing financial analysis, forecasting, and scenario planning, grant administration assistance and support, reporting on financial performance, developing and refining financial plans, policies, and procedures, and supporting effective financial management throughout the Metropolitan Transportation Commission (MTC), the Association of Bay Area Governments (ABAG), and affiliated entities.**ABOUT THE ROLE** Under the general direction of the Section Director, the Assistant Director will lead a team of managers and analysts responsible for preparation and strategic planning and monitoring of operating and capital budgets for multiple legally distinct entities. The Assistant Director will assume a critical role in developing and maintaining budget and grant policies and procedures, modernizing the budget process, and performing complex financial analysis in support of effective financial and grants management of MTC, ABAG, and its affiliated entities.The Assistant Director will collaborate closely with all Sections within MTC and funding partners. In conjunction with the Section Director, the Assistant Director leads and manages financial budgeting and planning activities, ensuring financial stability and strategic alignment with organizational goals. Specific duties and responsibilities include, but are not limited to, the following:**Budgets*** Lead development and management of operating and capital budgets, ensuring accuracy and alignment with agency priorities, strategic focus, vision, mission, and values.* Monitor expenditures, identify variances, provide insight and recommendations, and work closely with section and project managers to address financial issues.* Lead department budget review meetings.* Conduct variance analysis, identify key performance drivers, and provide explanations, insight, and recommendations for budget deviations.* Manage staff development, monitor performance, and manage deliverables and work plans.* Lead development of staff memos and drafting of resolutions for board and committee approvals.* In coordination with the Chief Financial Officer, budget staff, and internal and external stakeholders, lead development of policies and procedures related to budgeting and grant management, provide training to Sections and program staff, lead process improvement initiatives and contribute to change management activities.* Establish and maintain strong, collaborative relationships with project and program managers and other Sections.**Grant Administration*** Review and monitor grants, from grant application to project closeout, including grant compliance, reporting requirements, and financial management.* Assist in the development of grant policies and procedures.* Coordinate grant administration assistance and support activities with other Sections within MTC including financial reporting and operational accounting, Project and Grant Managers, federal, state, and local partners, and other internal and external stakeholders.**Financial Planning & Analysis*** Lead development of financial models and forecast to inform short-term and long-term financial plans.* Provide proactive financial insights and recommendations to support decision-making, resource allocation, and performance improvement initiatives.* Lead process improvement initiatives seeking to enhance financial planning and analysis processes, streamline reporting, and automate routine tasks.* Participate in system requirements gathering, implementation, testing, and user training activities related to budgeting, forecasting, and reporting in and outside of the MTC's enterprise planning management system.* Analyze financial data to identify trends and make recommendations for financial optimization.**Management*** Lead staff development, monitor performance, and manage deliverables and work plans.* Develop and maintain the Section's work plan.* Support implementation of MTC's Enterprise Resource Planning system.* Assist with responding to federal, state, and local reviews and audits, as well as internal and external annual audits.* Perform other job-related duties as needed or assigned by the Section Director or Section. **KNOWLEDGE, SKILLS, AND ABILITIES**The ideal candidate will have the following knowledge, skills, and abilities:**Knowledge of****:*** Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards Board (GASB), and Financial Accounting Standards Board (FASB).* Advanced knowledge of principles and best practices of governmental fund accounting, budgeting, contract administration, and grant management.* Federal and state grant rules and regulations and reporting requirements including OMB super Circular 2CFR Part 200 (Uniform Administrative Requirements, Cost Principles, and Audit requirements for Federal Awards).* Advanced proficiency in financial modeling and analysis tools (e.g., Excel, database management, data visualization software).* Function, capability, application and operation of cloud-based financial accounting and budgeting systems.* Applicable federal, state, and local laws, codes and regulations.* Principles and best practices of staff development and management.* Enterprise Resource Planning (ERP) systems such as SAP, Oracle, NetSuite, Workday, or other similar applications.**Skills and Abilities*** Excellent analytical and problem-solving skills with keen attention to detail.* Exceptional quantitative and analytical abilities to interpret complex financial data.* Proficiency in advanced Excel, financial analysis software, and Business Intelligence (BI) tools.* Ability to use resources to identify problems, solve, act decisively, and show good judgement in decision making.* Proven ability to work collaboratively in cross-functional teams and manage multiple priorities in a fast-paced environment.* Strong communication and presentation skills, with the ability to convey complex financial information to stakeholders at various levels.* Ability to motivate, manage, and train both direct reports and peers.* Ability to manage multiple projects and deadlines simultaneously. **MINIMUM QUALIFICATIONS**An appropriate combination of education and experience that has provided the required knowledge, skills and abilities is qualifying. A typical way of obtaining the required qualifications is: **Education:**A Master's degree in accounting, finance, public or business administration, or a related field, including a minimum of 24 semester-hours in accounting. *Applicants with a degree issued from an institution outside the United States must have their transcripts evaluated by an academic accrediting service and provide proof of equivalency along with their application.* **Experience**:Five #J-18808-Ljbffr

About Collectly Collectly is a fast-growing healthcare tech startup leading the charge in transforming the U.S. healthcare market through AI-driven innovation. In the U.S., millions of patients interact with healthcare providers daily, navigating a system that often struggles with inefficiencies, administrative burdens, and suboptimal financial experiences. At the forefront of the AI boom, Collectly is redefining revenue cycle management (RCM) by applying cutting-edge artificial intelligence to automate workflows, streamline billing processes, and create seamless financial experiences. Our solutions are designed to tackle some of the biggest challenges in healthcare: accelerating cash flow, reducing administrative overhead, and elevating the patient experience during critical non-clinical touchpoints. By simplifying billing for providers and elevating the patient financial experience, Collectly empowers healthcare organizations to thrive in a rapidly evolving healthcare landscape. We empower healthcare providers to focus on what matters most-delivering care. The Opportunity Join us to build and scale the accounting foundation for a modern B2B SaaS business during the growth phase. This is a true builder role for someone who combines public accounting rigor with the judgment and creativity needed to design modern, scalable systems in a high-growth environment. Please note: This role is hybrid - candidates located in the San Francisco Bay Area only will be considered. What You'll Do Direct the entire accounting cycle: Oversee the general ledger, receivables/payables, payroll, revenue accounting, and the preparation of financial reports. Construct and deploy scalable infrastructure as the organization migrates from external bookkeeping to internal operations (invoicing, expense management, reporting tools, etc.). Manage the month-end closing process to ensure the delivery of prompt, audit-compliant financial results. Utilize automation processes to enhance operational velocity, precision, and data insights. Collaborate with the executive team on performance metrics, budget planning, financial projections, and stakeholder reporting. Oversee external audits, tax filings, and regulatory compliance requirements. Implement robust internal policies and controls in accordance with US GAAP standards. Who You Are 5+ years of progressive accounting experience Background in B2B SaaS startups (Series A, B & C) Experience in high-growth, venture-backed companies Deep knowledge of US GAAP and ASC 606 Familiarity with B2B SaaS business models Systems-oriented mindset with interest in automation and AI High ownership, strong judgment, and comfort working closely with leadership Compensation: $150,000 - $180,000 per year Why You'll Love It Here Unlimited PTO: We believe in work-life balance and encourage you to recharge when you need it. Comprehensive Health Coverage: Fully paid medical, dental, and vision insurance for you and your dependents, because your well-being matters to us. Equity Opportunities: Share in our success with stock options - your hard work will drive our growth. Retirement Planning Made Easy: Enjoy a 401(k) with a generous company match to secure your future. Student Loan Support: We help lighten the load with contributions toward your student loans. #J-18808-Ljbffr

A healthcare consulting firm is seeking a Controller for a not-for-profit hospital in California. This role involves overseeing accounting operations and financial reporting, ensuring compliance with healthcare standards, and collaborating with executive leadership. Ideal candidates will possess a Bachelor's degree in Accounting or Finance, with strong healthcare accounting experience preferred. A competitive compensation package and benefits are offered. #J-18808-Ljbffr

About Behring Capital Behring Capital is a vertically integrated real estate private equity firm, pioneering a bold vision for how urban mixed-use ecosystems are built, financed, and operated. As we scale, we're assembling a high-performance team that blends analytical rigor with entrepreneurial grit. We move fast, underwrite deeply, and expect our analysts to be the tip of the spear in capitalizing on opportunities across the capital stack. About the Role We're hiring an additional Senior Financial Analysts who can fully and independently underwrite complex multifamily, office, retail or other real estate deals-whether pre-acquisition, stabilized, or already in motion. This is not a plug-numbers-into-a-template position. You'll be expected to investigate, synthesize, and model deals with incomplete information, tight timelines, and direct exposure to C-level decision-making. You will collect raw inputs-ranging from Yardi data feeds and loan agreements to construction budgets and JV documents-and transform them into institutional-grade models, insights, and recommendations. This role requires flawless modeling skills, high situational awareness, and the ability to reverse-engineer the financial story of any asset. If you've ever rebuilt a model from scratch because the last one was flawed, or found the story no one else could see, we want you. Key Responsibilities Deal Underwriting & Financial Modeling - Develop fully custom DCF models for ground-up developments, acquisitions, recapitalizations, and operational businesses (coworking, carshare, etc.). - Accurately forecast capital stacks, returns (IRR, equity multiple), preferred equity, waterfalls, and lender/investor participation. - Dissect and interpret legal agreements (LLCs, loan docs, management agreements, leases) and translate them into financial mechanics. - Incorporate scenario analysis, stress testing, and probabilistic modeling for downside protection and contingency planning. - Present complex models and recommendations clearly to executives, partners, and lenders. Operational & Forensic Analysis - Reverse-engineer cash flows and operations of existing assets using data from Yardi, bank statements, and internal systems. - Identify gaps in historical financials, normalize data, and triangulate performance metrics even when the reporting is incomplete or outdated. - Reconcile job cost reports, construction budgets, and draw schedules to provide clean capital tracking and funding forecasts. - Drive underwriting assumptions based on real-world data, contractor/project manager feedback, comps, and sensitivity logic. Construction Draws, Compliance, and Reporting - Manage full-cycle lender draw process: prepare packages, coordinate supporting documentation, and track disbursements. - Align capital budgets with lender and investor reporting schedules and manage compliance timelines and deliverables. - Generate cash flow forecasts, funding waterfalls, and investor return summaries on a rolling basis. - Collaborate directly with general contractors, construction managers, lenders, and accountants to maintain capital accuracy. Strategic Collaboration & Execution - Work directly with the CEO and Managing Director to model new ventures, JV partnerships, and capital raises. - Support capital markets, debt placement, and investor relations through model-driven narratives and deal collateral. - Interface with external partners, auditors, and capital providers with confidence and precision. - Help systematize and elevate Behring's internal underwriting playbook and modeling standards. Ideal Candidate Profile - 5-10+ years of experience in real estate private equity, development, or investment banking with a real estate focus. - Proven track record of building institutional-quality financial models from scratch. - Experience with large-scale mixed-use, multifamily, or complex operational real estate (100,000-1,000,000+ SF projects). - Highly proficient in Excel, with working knowledge of Argus, Yardi, and data integrations. - Strong ability to read and interpret financial statements, deal documentation, and debt structures. - Able to manage ambiguity, prioritize ruthlessly, and operate with urgency and precision. - Hungry, humble, and battle-tested in high-stakes underwriting and deal execution. Application Requirement All applicants must submit a financial model they built independently. The model must demonstrate: Discounted Cash Flow logic and KPI tracking Construction and job cost integration Equity/debt structuring and waterfall mechanics Revenue assumptions and operational modeling (if applicable) Why Join Behring Capital Operate at the center of a vertically integrated firm managing billions in real estate value. Gain executive-level exposure and take ownership of deals from end to end. Join a high-performance team building a world-class real estate platform. Contribute to innovative developments and capital solutions reshaping the urban landscape.

RETS Associates, on behalf of our client, a fully integrated real estate investment and asset management firm, is seeking a Senior Financial Analyst/Associate Asset Management in Santa Monica, CA. They invest and manage assets across the real estate capital structure, including properties, loans, and securities, with a mission to create long-term value for investors and sustain results across market cycles. RESPONSIBILITIES: Build and maintain financial, valuation, and sensitivity models for real estate assets and debt investments, utilizing Excel and Argus to determine NPV and IRR. Direct preparation of quarterly business plans, including leasing strategies, operating budgets, capital improvement plans, and monetization strategies. Model strategic hold/sell recommendations and assist with asset disposition processes. Oversee business plan execution, working with joint venture partners, leasing teams, and property managers to ensure performance aligns with objectives. Assist in preparing quarterly reports, valuations, and capital improvement strategies, including vendor selection and contract negotiations. Provide periodic reporting for senior management, joint venture partners, lenders, and investor relations. Support due diligence efforts on potential acquisitions, including legal, financial, and physical reviews. REQUIREMENTS: Bachelor's Degree from an accredited four-year university. 2-4 years of experience in institutional real estate asset management or acquisitions. Strong analytical background in commercial real estate (multifamily, office, retail, mixed-use) across acquisitions, asset/portfolio management, or real estate finance. Advanced financial modeling and forecasting skills with the ability to generate actionable insights. Knowledge of key construction and development processes. Ability to manage multiple priorities in a fast-paced environment. Strong communication and organizational skills for presenting analyses and recommendations. Proficiency in Excel, Word, PowerPoint, and Argus. Client offers a strong benefit package (medical, dental and vision insurance, 401k, disability and life insurance).