Vice President of Accounting and Finance
Miamisburg, OH jobs
Vice President of Accounting & Finance
Does this describe you?
· Are you an energetic, forward-thinking individual with high ethical standards?
· Do you have excellent analytical and critical thinking abilities?
· Are you a roll up your sleeves leader who loves to be hands-on with a small, dedicated group of individuals?
· Are you great at accounting and teaching other people accounting skills?
· Are you highly organized and outstanding at multitasking?
· Would people describe you as having real grit and work orientation?
· Do your peers know you as an outstanding accountant with a wide range of knowledge?
If this describes you, this is your opportunity to be a part of a high growth, privately held organization. The Connor Group is a national leader in operating luxury apartment communities and is considered the best in its industry. In over 30 years, we've grown from zero to $5 billion in assets.
Key Responsibilities:
· Lead annual budgeting and forecasting, with senior leaders to ensure financial goals align with operational strategies are aligned
· Develop and maintain financial models to support business objectives and scenario planning
· Prepare financial reports, dashboards, and KPIs for executive leadership
· Deliver on-time, accurate, and effective monthly accounting close process and financial reporting
· Provides financial statement review and trending analysis for senior management
· Possesses strong technical accounting knowledge
No apartment industry experience? Great! We've grown successfully by bringing an entirely new and innovative approach to the apartment industry, carried out by a senior management team with no prior industry experience. Our leadership team consists of people from a variety of backgrounds with certain common traits: talent and proven track records of leading, motivating and managing overachieving teams.
The successful candidate will have the following opportunities:
· Partnership opportunity within 36 months with an estimated value of approximately $2 Million after 10 years of partnership ownership
· Exceptional day 1 medical benefits for you and your family with company funded Health Savings or Flex Spending Account
· 401(k) with company match up to 9%
· Opportunity to work with an elite, game-changing organization
Principal (f/m/o) Controlling & Finance - USA
Atlanta, GA jobs
In our fast-growing US team within the competence center for controlling & finance, we tackle challenges faced by CFO organizations and collaborate with clients to design efficient and innovative controlling, accounting, and financial ecosystems. We have a strong focus on CFO strategy, risk management & compliance, finance transformation, group management & legal reporting, operational management, cost and profit accounting, planning & budgeting, KPI & management reporting, business intelligence, accounting excellence, tax accounting and treasury & capital management. From strategic alignment to solution design and technical implementation, we deliver end-to-end support, including expertise in software solutions like SAP S/4 HANA.
What you can expect
* Value-added consulting. As part of our experienced consulting team, you will develop solutions in Controlling and Finance, guiding projects from conception through implementation with a focus on operations controlling and cost & profit accounting. This role is project-based and combines remote work with on-site collaboration. You will facilitate client meetings and workshops, conduct analysis and do research and interact with our clients on a daily basis.
* (Partial) project management (from A-Z). With your experience conceptualizing operational controlling solutions for various corporate functions and defining controlling systems (cost accounting along value streams in particular) you will develop customized solutions in collaboration with our clients. Within the scope of your projects, you will maintain and build client relationships across a variety of work environments.
* Shaping the future. Your work will involve cross-consultancy topics as well as market-related activities, such as collaboration on publications, development of new areas or tools and the opportunity to speak, publish and develop thought leadership around relevant topics.
* Taking on responsibility. You will be responsible for individual project modules and contribute to the advancement of our future consulting opportunities.
What you offer
* Hello team player: Friendly cooperation, exchange of knowledge and experience and entrepreneurial freedom are just as important to you as they are to us. You enjoy sharing the fun of a common challenge. And like us, you have a great sense of humor.
* Your expertise: A minimum of 7 years of high value consulting experience in combination with a very good finance expertise (Accounting, Management Accounting, FP&A) and a functional SAP expertise (SAP R/3 and SAP S/4). Experience in the Automotive/Manufacturing Industry and knowledge in BlackLine/PowerBI and other analytical tools used for planning and forecasting.
* Your competences: You have experience in leading complex finance transformation projects and big teams from strategy to execution, on time, within budget, and with high quality. You are familiar with building trusted relationships with C-suite executives and senior stakeholders.
* Your academic background: MBA / Master's degree in Management, Finance or equivalent.
* Your location: Horváth USA is located in Atlanta, GA but our client base is national and the only geographic requirement is proximity to a major airport. Travel will vary but can be estimated at around 50% due to some ability to work remotely. Occasional international travel could be required. Candidates must be eligible to work in the US.
Our benefits :
Work Environment
Our corporate culture is important to our tight-knit US consulting team. Regular events with the opportunity to exchange ideas, network and celebrate successes together are important to us. We foster networking and collaboration through regular Horváth USA meetings and our annual Horváth CAMP.
Training and Development
We provide a clear career path with several development opportunities, including access to our Horváth Business School and tailored individual trainings. Mentorship is ingrained in our culture, fostering growth through supportive relationships and flat hierarchies.
Rewards and Benefits
We offer paid time off, a competitive compensation with an attractive bonus and a generous 401-K plan.
Horvath is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.
VP & Fund Controller
Bethesda, MD jobs
Company Overview:ASB Real Estate Investments, a division of ASB Capital Management LLC, is a leading U.S. real estate investment management firm from over 300 institutional clients. Headquartered in the Washington, D.C. area, ASB invests in major markets across the United States, concentrating in industrial, multifamily, office, retail, and self-storage properties.
ASB has built success around talented, hard-working individuals who collaborate to gain a broad and integrated understanding of real estate disciplines to deliver attractive risk-adjusted returns. We encourage a culture of collaboration, and all members of our team engage in offering their points of view on major decisions in an extremely inclusive management process.
Job Purpose/Summary of the VP & Fund ControllerThe Fund Controller will oversee and manage the financial policies, procedures, controls, and reporting systems for the firm's real estate investment funds and their subsidiaries. The position will report to ASB's Chief Accounting Officer. The position is based at the company's headquarters in Bethesda, MD.Summary of Competitive Benefits & Perks:
Health/Medical Insurance including Dental and Vision
401(k) with company match
Paid time off
Bonus/Target Incentive
Tuition Reimbursement
Complimentary usage of modern in-house fitness center
On-premise full-service dining center discounts
Discounts via the company's EAP
Monthly Employee Recognition Programs
Referral bonus
Pre-tax transportation options
Plus more!
Essential Job Functions of the VP & Fund Controller:
Guide financial decisions by establishing, monitoring, and enforcing policies, procedures, and internal controls.
Review joint venture agreements, loan agreements, and other financial documents during and after their negotiation and execution to ensure that such agreements are accounted for appropriately.
Make recommendations of changes to in-process transaction agreements to ensure harmony between and among accounting requirements and business objectives.
Monitor and confirm financial condition by conducting audits of information provided by joint venture partners and third-party service providers.
Coordinate annual independent audits of the real estate funds.
Manage the treasury function and liquidity of each fund including maximizing returns on short term investments, limiting risk, and updating cash flow forecasts to properly manage liquidity.
Provide status of financial conditions by collecting, interpreting, and reporting financial data.
Ensure compliance with federal, state, and local legal, accounting, and reporting requirements by studying existing and new legislation; existing and new accounting guidance, enforcing adherence to requirements; filing financial reports; advising management on needed actions.
Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal network, and participating in professional societies.
Protect operations by keeping financial information and plans confidential.
Tax:
Oversee third-party tax consultants to ensure timely filing of all tax forms and returns for all fund entities and subsidiaries.
Management:
Maintain a documented system of accounting policies, procedures, and controls.
Oversee the accounting operations of subsidiary properties and joint ventures, especially their control systems, transaction-processing operations, and policies and procedures.
Oversee all employees and operations of the accounting department to achieve the department's goals and objectives to the highest degree.
Manage outsourced functions.
Transactions:
Ensure that accounts payable are paid in a timely manner.
Ensure that all reasonable discounts are taken on accounts payable.
Ensure that accounts receivable are collected promptly.
Ensure that periodic bank reconciliations are completed.
Ensure that required debt payments are made on a timely basis.
Maintain the chart of accounts.
Maintain an orderly accounting filing system.
Maintain a system of controls over accounting transactions.
Reporting:
Issue timely and complete financial statements.
Coordinate the preparation of quarterly and annual reports.
Recommend benchmarks against which to measure the performance of company operations.
Calculate and issue financial and operating metrics.
Manage the production of the annual budget and forecasts.
Calculate variances from the budget and report significant issues to management.
Provide financial analyses as needed, in particular for overseeing the management of the property portfolios and reporting performance to investors.
Compliance:
Coordinate the provision of information to external and internal auditors for the annual audits.
Monitor debt levels.
Comply with local, state, and federal government reporting requirements and tax filings.
Manage and monitor required compliance with loan covenants for both corporate balance sheet debt and property level debt.
Provide financial reports to banks as required by loan documents.
Monitor property and other income to ensure income qualifies for REIT purposes and that non-qualifying REIT income is only generated by assets that are held within TRS entities.
Monitor taxable income and schedule dividends sufficient to comply with REIT tax rules.
Monitor other accounting rules required under IRS REIT guidelines including asset sale limitations, permissible income requirements, property services income, etc.
Required Skills and Abilities of the VP & Fund Controller:
Superior analytical ability.
Strong Excel skills
Strong knowledge of real estate accounting, fund level reporting and investing.
Able to persevere through difficult challenges and setbacks.
Thrives in a small, cohesive and hands-on work environment.
Excellent listening skills. Open minded to different ideas and perspectives.
Highly transparent and ethical, placing a high value on both personal and firm integrity.
High energy; structured and action oriented.
Highly collaborative and committed to being a part of an integrated team.
Intellectually curious, creative, and a broad-based thinker.
Excellent communication skills, including written and verbal and the ability to structure and disseminate complex information in a range of appropriate styles/formats.
Proven leadership and general management skills, willing to take responsibility and be accountable for results.
Required Education / Licenses / Certifications of the VP & Fund Controller:
Bachelor's Degree in Accounting
CPA required
Excellent academic credentials
Required Experience of the VP & Fund Controller:
10 plus years of progressively responsible experience for a national auditor and/or a major real estate or financial services company is desired.
Demonstrated career history of continued growth and success in roles of increased complexity and responsibility.
Proven success in setting and achieving corporate objectives, with the demonstrated work ethic, competitiveness and tenacity required to achieve top performance.
The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of ASB Investment Management's total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more.
ASB Real Estate Investments is proud to be an equal opportunity workplace. We foster an environment that recognizes employees' unique skillsets and ensure that all employees have an equal opportunity to grow and advance.
If you are a candidate in need of assistance or an accommodation in the application process, please contact **************************** or ************. Equal Opportunity Employer/Veterans/Disabled
Auto-ApplyVP & Fund Controller
Bethesda, MD jobs
Job DescriptionCompany Overview:ASB Real Estate Investments, a division of ASB Capital Management LLC, is a leading U.S. real estate investment management firm from over 300 institutional clients. Headquartered in the Washington, D.C. area, ASB invests in major markets across the United States, concentrating in industrial, multifamily, office, retail, and self-storage properties.
ASB has built success around talented, hard-working individuals who collaborate to gain a broad and integrated understanding of real estate disciplines to deliver attractive risk-adjusted returns. We encourage a culture of collaboration, and all members of our team engage in offering their points of view on major decisions in an extremely inclusive management process.
Job Purpose/Summary of the VP & Fund ControllerThe Fund Controller will oversee and manage the financial policies, procedures, controls, and reporting systems for the firm's real estate investment funds and their subsidiaries. The position will report to ASB's Chief Accounting Officer. The position is based at the company's headquarters in Bethesda, MD.Summary of Competitive Benefits & Perks:
Health/Medical Insurance including Dental and Vision
401(k) with company match
Paid time off
Bonus/Target Incentive
Tuition Reimbursement
Complimentary usage of modern in-house fitness center
On-premise full-service dining center discounts
Discounts via the company's EAP
Monthly Employee Recognition Programs
Referral bonus
Pre-tax transportation options
Plus more!
Essential Job Functions of the VP & Fund Controller:
Guide financial decisions by establishing, monitoring, and enforcing policies, procedures, and internal controls.
Review joint venture agreements, loan agreements, and other financial documents during and after their negotiation and execution to ensure that such agreements are accounted for appropriately.
Make recommendations of changes to in-process transaction agreements to ensure harmony between and among accounting requirements and business objectives.
Monitor and confirm financial condition by conducting audits of information provided by joint venture partners and third-party service providers.
Coordinate annual independent audits of the real estate funds.
Manage the treasury function and liquidity of each fund including maximizing returns on short term investments, limiting risk, and updating cash flow forecasts to properly manage liquidity.
Provide status of financial conditions by collecting, interpreting, and reporting financial data.
Ensure compliance with federal, state, and local legal, accounting, and reporting requirements by studying existing and new legislation; existing and new accounting guidance, enforcing adherence to requirements; filing financial reports; advising management on needed actions.
Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal network, and participating in professional societies.
Protect operations by keeping financial information and plans confidential.
Tax:
Oversee third-party tax consultants to ensure timely filing of all tax forms and returns for all fund entities and subsidiaries.
Management:
Maintain a documented system of accounting policies, procedures, and controls.
Oversee the accounting operations of subsidiary properties and joint ventures, especially their control systems, transaction-processing operations, and policies and procedures.
Oversee all employees and operations of the accounting department to achieve the department's goals and objectives to the highest degree.
Manage outsourced functions.
Transactions:
Ensure that accounts payable are paid in a timely manner.
Ensure that all reasonable discounts are taken on accounts payable.
Ensure that accounts receivable are collected promptly.
Ensure that periodic bank reconciliations are completed.
Ensure that required debt payments are made on a timely basis.
Maintain the chart of accounts.
Maintain an orderly accounting filing system.
Maintain a system of controls over accounting transactions.
Reporting:
Issue timely and complete financial statements.
Coordinate the preparation of quarterly and annual reports.
Recommend benchmarks against which to measure the performance of company operations.
Calculate and issue financial and operating metrics.
Manage the production of the annual budget and forecasts.
Calculate variances from the budget and report significant issues to management.
Provide financial analyses as needed, in particular for overseeing the management of the property portfolios and reporting performance to investors.
Compliance:
Coordinate the provision of information to external and internal auditors for the annual audits.
Monitor debt levels.
Comply with local, state, and federal government reporting requirements and tax filings.
Manage and monitor required compliance with loan covenants for both corporate balance sheet debt and property level debt.
Provide financial reports to banks as required by loan documents.
Monitor property and other income to ensure income qualifies for REIT purposes and that non-qualifying REIT income is only generated by assets that are held within TRS entities.
Monitor taxable income and schedule dividends sufficient to comply with REIT tax rules.
Monitor other accounting rules required under IRS REIT guidelines including asset sale limitations, permissible income requirements, property services income, etc.
Required Skills and Abilities of the VP & Fund Controller:
Superior analytical ability.
Strong Excel skills
Strong knowledge of real estate accounting, fund level reporting and investing.
Able to persevere through difficult challenges and setbacks.
Thrives in a small, cohesive and hands-on work environment.
Excellent listening skills. Open minded to different ideas and perspectives.
Highly transparent and ethical, placing a high value on both personal and firm integrity.
High energy; structured and action oriented.
Highly collaborative and committed to being a part of an integrated team.
Intellectually curious, creative, and a broad-based thinker.
Excellent communication skills, including written and verbal and the ability to structure and disseminate complex information in a range of appropriate styles/formats.
Proven leadership and general management skills, willing to take responsibility and be accountable for results.
Required Education / Licenses / Certifications of the VP & Fund Controller:
Bachelor's Degree in Accounting
CPA required
Excellent academic credentials
Required Experience of the VP & Fund Controller:
10 plus years of progressively responsible experience for a national auditor and/or a major real estate or financial services company is desired.
Demonstrated career history of continued growth and success in roles of increased complexity and responsibility.
Proven success in setting and achieving corporate objectives, with the demonstrated work ethic, competitiveness and tenacity required to achieve top performance.
The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of ASB Investment Management's total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more.
ASB Real Estate Investments is proud to be an equal opportunity workplace. We foster an environment that recognizes employees' unique skillsets and ensure that all employees have an equal opportunity to grow and advance.
If you are a candidate in need of assistance or an accommodation in the application process, please contact **************************** or ************. Equal Opportunity Employer/Veterans/Disabled
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Finance/Accounting Manager (Hybrid)
Cleveland, OH jobs
IN A NUTSHELL
We are seeking a leader to join our global team and work full time at our Cleveland Headquarters reporting into the Corporate Controller. This position will be a hybrid position with a minimum of 3 days in-office and an option to work from home up to 2 days per week. This individual serves as a key member of the organization, leading the finance and accounting functions through proactive process improvement and financial systems support. This role will work closely with FP&A and IT to ensure data integrity throughout the organization, produce and automate operational reports and dashboards and support the annual planning process. Strong interpersonal and communication skills are a must for this position.
YOUR FOOTPRINT AT DWELLWORKS
As the Finance/Accounting Manager, at Dwellworks, you will be involved in many facets of the business and serve as a business partner to functional leaders. Day to day work will involve communication with local and global operators to understand process flows, identify pain points, and initiate projects to drive desired business outcomes. You will be able to work with business leaders on a variety of highly visible initiatives that support the day-to-day operations as well as execution of business strategies.
WHAT YOU WILL ACCOMPLISH
Oversee the month end close and provide analysis using a clear understanding of accounting principles
Generate monthly reports and dashboards to provide insights into business operations, in partnership with IT; monitor data quality and integrity
Lead the design and execution of the annual budget and ongoing forecasting processes
Prepare presentations and lead monthly reviews with Senior Leadership to explain financial results and KPIs versus expected
Identify opportunities to enhance productivity and improve reporting through better use of NetSuite, including integrations to other business systems
Assure effective utilization of the finance systems by team members, developing user guides and providing training on functionality
Collaborate with business partners to understand, distill, and communicate ongoing and evolving business trends that will drive management decisions and action
Assist with day-to-day administration and maintenance of financial systems, including user setup, roles, permissions, workflows, and customizations
Build, develop and manage a small team
Work closely with CFO and Corporate Controller to achieve department goals and drive culture
WHAT WE'RE LOOKING FOR
Your Experience & Education (Required)
7-10+ years of relevant experience in financial planning or accounting,
2+ years experience leading and coaching a team of direct reports
Bachelor's degree in accounting, finance or business
Advanced MS Office Suite skills: Excel and PowerPoint power user
Experience with NetSuite and NSPB (Hyperion) or equivalent
Your Experience (Preferred)
Global / multi-location corporate experience
Project management
Use of Power BI or related dashboard products
Your Additional Skills and Abilities
Exceptional analytical skills and attention to detail
Ability to multitask and prioritize / complete tasks with minimal support or supervision
The ability to identify and drive execution to process improvement projects
Comfortable organizing, manipulating and analyzing large sets of data
Able to handle confidential information
Exceptional communication skills, specifically the ability to communicate in a constructive and professional manner
Ability to articulate financial and operation data and insight in verbal and written formats
Strong interpersonal skills; works effectively with others in a collaborative team environment
WHO WE ARE
Our Team
The Dwellworks experience is driven with passion, hard work and integrity. We search for the team players, the go-getters, and the innovators who are hungry to learn. Best of all, we promote a relaxed, well-rounded environment where associates can explore and engage in extensive opportunities such as our associate led committees for engagement. Here at Dwellworks, we want you to succeed, we want you to grow, and we want you to thrive!
Our Perks
Hybrid work model with some in-office and work from home time
Monthly parking allowance
Generous benefits package: medical, dental, vision, 401(k), etc.
Casual dress code
The salary range for this role begins at $100,000+ and will be determined based on qualifications and experience
And most importantly: a passionate, friendly team of coworkers who work hard and love working here!
WANT TO LEARN MORE
Check out our website
Dwellworks is an Equal Opportunity Employer.
Vice President of Accounting and Finance
Miamisburg, OH jobs
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Vice President of Accounting and Finance
* Location Miamisburg, OH
* Job Type Full Time
* Posted August 26, 2025
The Vice President of Accounting and Finance is a hands-on leadership role that will own financial planning, forecasting, and analysis to support strategic decision-making across the organization. This role is responsible for delivering actionable insights, developing scalable financial models, and partnering with senior leadership to drive accountability and performance. This role will report to the Senior Vice President of Accounting & Finance and will be a great fit for someone who naturally connects financial outcomes to business strategy and thrives on making sense of the bigger picture.
Subject Matter Responsibilities
* Lead the annual budgeting and reforecasting processes across all properties and departments
* Develop and maintain financial models to support strategic initiatives and scenario planning
* Analyze financial and operational results to identify trends, risks, and opportunities
* Prepare financial reports, dashboards, and KPIs for executive leadership
* Partner with department heads to align financial goals with operational strategies
* Drive improvements in financial systems, tools, and processes for greater efficiency and accuracy
* Support acquisition, disposition, and refinancing activities, capital planning, and investor relations as needed
* Help support compliance with internal controls and financial policies
Leadership Responsibilities
* Experienced with leading teams through change, with the ability to clearly articulate vision, strategies, and goals, while remaining adaptable to evolving business needs.
* Skilled at setting effective SMART (Specific, Measurable, Achievable, Relevant, and Time-bound) goals.
* Skilled with delivering timely feedback, holding team members accountable, as well as recognizing and rewarding accomplishments.
* Ability to foster a culture of growth and learning, challenging your team to develop their skills and knowledge.
Qualifications
* Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred)
* 8+ years of progressive experience in FP&A, with at least 3 years in a leadership role
* Strong financial modeling and analytical skills
* Proficiency in financial planning software and BI tools (e.g. Power BI)
* Strong written and verbal communication skills to effectively communicate with both internal and external customers/business partners.
* Proven record serving as a strategic partner to the business with strong interpersonal skills and ability to collaborate across all levels of the organization.
* Demonstrated success with identifying and leading process improvement initiatives and system implementations; a plus.
* Strict attention to detail, highly organized, efficient, and ability to multi-task.
Why Join Us?
* Competitive compensation package
* Comprehensive health and wellness benefits
* Best-in-class 401(k) with company match up to 9%
* Professional growth and development opportunities, including a pathway to equity partnership
* The opportunity to influence strategy and help shape the voice of one of America's top privately held real estate investment firms
Featured Position: 5
Apply Now Name* Email* Phone*
Resume/CV*
Vice President of Accounting and Finance
Miamisburg, OH jobs
Job Description
The Vice President of Accounting and Finance is a hands-on leadership role that will own financial planning, forecasting, and analysis to support strategic decision-making across the organization. This role is responsible for delivering actionable insights, developing scalable financial models, and partnering with senior leadership to drive accountability and performance. This role will report to the Senior Vice President of Accounting & Finance and will be a great fit for someone who naturally connects financial outcomes to business strategy and thrives on making sense of the bigger picture.
Subject Matter Responsibilities
· Lead the annual budgeting and reforecasting processes across all properties and departments
· Develop and maintain financial models to support strategic initiatives and scenario planning
· Analyze financial and operational results to identify trends, risks, and opportunities
· Prepare financial reports, dashboards, and KPIs for executive leadership
· Partner with department heads to align financial goals with operational strategies
· Drive improvements in financial systems, tools, and processes for greater efficiency and accuracy
· Support acquisition, disposition, and refinancing activities, capital planning, and investor relations as needed
· Help support compliance with internal controls and financial policies
Leadership Responsibilities
· Experienced with leading teams through change, with the ability to clearly articulate vision, strategies, and goals, while remaining adaptable to evolving business needs.
· Skilled at setting effective SMART (Specific, Measurable, Achievable, Relevant, and Time-bound) goals.
· Skilled with delivering timely feedback, holding team members accountable, as well as recognizing and rewarding accomplishments.
· Ability to foster a culture of growth and learning, challenging your team to develop their skills and knowledge.
Qualifications
· Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred)
· 8+ years of progressive experience in FP&A, with at least 3 years in a leadership role
· Strong financial modeling and analytical skills
· Proficiency in financial planning software and BI tools (e.g. Power BI)
· Strong written and verbal communication skills to effectively communicate with both internal and external customers/business partners.
· Proven record serving as a strategic partner to the business with strong interpersonal skills and ability to collaborate across all levels of the organization.
· Demonstrated success with identifying and leading process improvement initiatives and system implementations; a plus.
· Strict attention to detail, highly organized, efficient, and ability to multi-task.
Why Join Us?
· Competitive compensation package
· Comprehensive health and wellness benefits
· Best-in-class 401(k) with company match up to 9%
· Professional growth and development opportunities, including a pathway to equity partnership
· The opportunity to influence strategy and help shape the voice of one of America's top privately held real estate investment firms
Featured Position: 5
CFO, Core Technology Operations
Atlanta, GA jobs
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf)
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
The CFO for the Core Technology Operations line of business provides deep financial expertise, strategic partnership, and operational support to senior leadership. This role owns financial planning, forecasting, and performance management, translating strategy into financial outcomes. It also leads reporting and analysis for key stakeholders including the Board of Directors, Investor Relations, and regulators, while ensuring financial integrity and strong controls across the Finance division. This role supports a large and complex portfolio, requiring advanced financial leadership across multiple functions and high-impact decision-making.
In addition, the CFO will be a key partner in driving transformation across the Core Technology Operations organization - encompassing cloud migration, infrastructure modernization, resiliency engineering, and data center optimization. The role will help shape funding strategies and investment frameworks that enable scalable, secure, and cost-efficient technology platforms. This includes leading efforts to modernize financial processes, strengthen cost transparency, and align technology investments with enterprise priorities for stability, innovation, and long-term value creation.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Deliver financial leadership and operational support for a mid-size line of business.
2. Support financial planning, forecasting, and performance management aligned with strategic goals.
3. Contribute to reporting and analysis for executive stakeholders and regulatory bodies.
4. Ensure financial accuracy, compliance, and control within a defined scope.
5. Collaborate with line leadership to translate strategy into financial outcomes.
6. Manage a team, providing coaching, development, and performance oversight.
7. Participate in cross-functional initiatives and process improvements.
**QUALIFICATIONS**
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in Accounting or Finance, or equivalent education and related training.
2. Twelve years of relevant accounting or finance experience that includes complex financial analysis.
3. Incumbent must possess the experience and business vision to provide leadership to support to the division manager and Executive leadership.
4. Sound and comprehensive understanding of business and organizational strategies and processes. Ability to build consensus through communication and presentation of factual and relevant information.
5. Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.
6. Strong analytical and problem-solving skills.
7. Sound and logical decision-making abilities.
8. Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.
9. Familiarity with GAAP, with specific knowledge of GAAP related to supported LOBs. High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience.
**Preferred Qualifications:**
1. Supervisory experience of multiple teams
2. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
3. Master's degree of MBA
4. Specific financial services or specialized industry experience.
5. Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
6. Experience with macros/VBA.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (*****************************
. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
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CFO, Core Technology Operations
Atlanta, GA jobs
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
The CFO for the Core Technology Operations line of business provides deep financial expertise, strategic partnership, and operational support to senior leadership. This role owns financial planning, forecasting, and performance management, translating strategy into financial outcomes. It also leads reporting and analysis for key stakeholders including the Board of Directors, Investor Relations, and regulators, while ensuring financial integrity and strong controls across the Finance division. This role supports a large and complex portfolio, requiring advanced financial leadership across multiple functions and high-impact decision-making.
In addition, the CFO will be a key partner in driving transformation across the Core Technology Operations organization - encompassing cloud migration, infrastructure modernization, resiliency engineering, and data center optimization. The role will help shape funding strategies and investment frameworks that enable scalable, secure, and cost-efficient technology platforms. This includes leading efforts to modernize financial processes, strengthen cost transparency, and align technology investments with enterprise priorities for stability, innovation, and long-term value creation.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Deliver financial leadership and operational support for a mid-size line of business.
2. Support financial planning, forecasting, and performance management aligned with strategic goals.
3. Contribute to reporting and analysis for executive stakeholders and regulatory bodies.
4. Ensure financial accuracy, compliance, and control within a defined scope.
5. Collaborate with line leadership to translate strategy into financial outcomes.
6. Manage a team, providing coaching, development, and performance oversight.
7. Participate in cross-functional initiatives and process improvements.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in Accounting or Finance, or equivalent education and related training.
2. Twelve years of relevant accounting or finance experience that includes complex financial analysis.
3. Incumbent must possess the experience and business vision to provide leadership to support to the division manager and Executive leadership.
4. Sound and comprehensive understanding of business and organizational strategies and processes. Ability to build consensus through communication and presentation of factual and relevant information.
5. Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.
6. Strong analytical and problem-solving skills.
7. Sound and logical decision-making abilities.
8. Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.
9. Familiarity with GAAP, with specific knowledge of GAAP related to supported LOBs. High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience.
Preferred Qualifications:
1. Supervisory experience of multiple teams
2. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
3. Master's degree of MBA
4. Specific financial services or specialized industry experience.
5. Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
6. Experience with macros/VBA.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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Director of Finance
New Albany, OH jobs
Director of Finance - Affordable Housing Operations
Office Location - New Albany, OH. This is an in-office role. Successful applicants will reside in central Ohio.
Make a Difference-And Own Your Future
Join Wallick Communities, a 100% employee-owned company with over 55 years of experience in providing affordable housing and assisted living for families and seniors across the Midwest. With 1,000+ associates and a mission to open doors to homes, opportunity, and hope, we take pride in fostering a supportive and collaborative work environment where every employee-owner plays a vital role.
A Career with Wallick Means. . .
Creating Homes for People Who Need It Most: Providing new beginnings for residents seeking affordable, safe and high-quality housing where they can thrive.
Pay-on-Demand: access your money as you earn it.
Exceptional Benefit Package: Health, dental, vision insurance effective within 2 weeks of starting your new job, paid time off, gym membership reimbursement, paid parental leave, 401K, and more!
Work-Life Balance: Paid time off, including paid parental leave.
Learning & Support: A supportive team that cares about your continued development, well-being and professional growth.
Resident Stories That Stay with You: From Henry, who moved into his first-ever home, to Jaci, whose stay at a Wallick community allowed her to achieve homeownership and graduate college, kickstarting her dream career.
Work-Life Balance: Paid time off, including paid parental leave.
Career Growth: Tuition reimbursement, training, professional development, and advancement opportunities within a company that invests in its people.
Employee Owned, Resident Focused: As a 100% employee-owned company, your daily work (supporting our residents) also contributes to your financial future by sharing in our profitability.
What You'll Do
The Director of Finance for Affordable Housing Operations will lead a high-performing finance team and oversee full-cycle accounting, audit coordination, regulatory reporting, and strategic financial planning for our LIHTC and HUD-regulated portfolio. This leader will collaborate with Operating, Asset Management, and Development teams to ensure financial accuracy, compliance, and performance across all properties. Responsibilities include directing all affordable housing audits and tax filings, reviewing property and upper-tier financial statements, managing cash strategies, overseeing Yardi reporting, and ensuring the integrity of all financial analytics.
The Director will also serve as the organization's subject matter expert on tax credit compliance, layered financing, HUD regulations, and GAAP requirements while fostering a strong, collaborative, and solutions-oriented team culture.
Responsibilities
• Lead and develop the Affordable Housing Finance team, including oversight of all team members, audits, HUD responses, and operational interactions.
• Collaborate closely with Operating, Asset Management, and Development teams to support business performance and strategic initiatives.
• Oversee full-cycle accounting for Affordable Housing Operations, including Senior and Staff Accounting, Accounts Payable, Accounts Receivable, and Cash Management.
• Define goals, drive process improvements, and strengthen systems to position the finance function and the organization for long-term success.
• Serve as the subject matter expert for LIHTC, HUD compliance, audit processes, and tax matters related to affordable multifamily housing.
• Lead the consolidation of financials for all affordable housing properties.
• Review and approve all property-level and upper-tier financial statements.
• Analyze financial reports prepared for investors, HUD, state agencies, and other regulatory bodies.
• Direct the coordination of annual audits and tax filings for all properties.
• Review, approve, and distribute audits and surplus cash calculations.
• Analyze property cash positions and develop forward-looking cash management strategies.
• Lead bank reconciliations for major property-level accounts.
• Prepare the team for interim and year-end audits, including setting expectations, timelines, and quality standards.
• Review balance sheets and supporting documentation for all properties.
• Coordinate required reporting for government entities such as HUD, USDA, and MBI.
• Review financial reconciliations and perform analytics to ensure accuracy and compliance.
• Train staff on GAAP, acquisitions and dispositions, refinancing activities, unusual or layered financing, and other technical topics.
• Oversee recurring payments including utilities, mortgages, management fees, and corporate reimbursements.
• Generate and validate management fees and ensure accurate billing to all properties.
• Create and customize Yardi reports to support internal and external reporting needs.
• Promote a high-performing, solutions-oriented team culture.
• Continuously evaluate opportunities to enhance processes, streamline workflows, and improve accuracy.
• Set clear goals for both individual team members and the broader finance team.
• Lead cross-functional projects and collaborate with other areas to drive organizational value.
• Perform additional duties as required in support of the Affordable Housing Operations portfolio.
What We're Looking For
• Bachelor's degree in Accounting required; Master's degree or CPA preferred.
• Minimum of 5+ years of combined public accounting and private-sector experience, ideally within affordable multifamily housing.
• Proven leadership experience managing multi-disciplinary or multi-team finance groups.
• Strong understanding of GAAP accounting and budgeting.
• Knowledge of HUD, Tax Credit/LIHTC programs, and affordable housing regulations; public housing experience is a plus.
• Knowledge of partnership and LLC structures, equity ownership models, fund accounting, and financial modeling.
• Understanding of debt structures and the financial modeling of tax credit projects and associated documentation.
• Ability to assess and respond to inquiries from HUD, state agencies, subsidy administrators, investors, and syndicators.
• Experience coordinating financial audits and working directly with auditors in complex audit environments.
• Advanced proficiency with Yardi and strong skills in Microsoft Office Suite (Excel, PowerPoint, Word).
• Ability to interpret and analyze financial reports and complex accounting data.
• Strong communication skills with the ability to collaborate effectively with senior leadership, external partners, lenders, and investors
Wallick's Mission & Values
At Wallick Communities, we believe in opening doors to homes, opportunity, and hope for our residents, associates, and community. Our core values guide everything we do:
Care - We show compassion and respect for everyone.
Character - We do the right thing, even when no one is looking.
Collaboration - We work together to achieve more.
At Wallick, we celebrate Diversity, Equity, Inclusion + Belonging (DEI+B) in our workplace and communities, creating an environment where associates feel welcome, respected, and empowered to bring their authentic selves to the great work they do every day.
For nearly 60 years, it has been at the core of our organization's culture that all Wallick associates come to a safe and inclusive place to work. Wallick does not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, or other non-merit-based factors.
Join Us and Become an Employee-Owner!
If you're ready to make a difference in people's lives while securing your financial future, apply today!
*Employment is contingent upon passing a pre-employment background check and drug screen
Auto-ApplyComplex Director of Finance - Augusta Hotel Complex
North Augusta, SC jobs
Join Our Team! We are seeking a highly skilled Complex Director of Finance to provide financial leadership for our Augusta Complex, overseeing two major branded hotels (IHG & Hilton). This executive-level role is responsible for all financial strategy, compliance, internal controls, and reporting across both properties while partnering closely with the General Manager, Corporate Accounting, and Ownership.
What You'll Do
Provide complete financial oversight for two properties within the Augusta/North Augusta market.
Lead budgeting, forecasting, and monthly financial closing processes.
Ensure compliance with both IHG and Hilton global financial standards, internal controls, and reporting deadlines.
Partner with department leaders to improve profitability, labor efficiency, and operational controls.
Manage accounting operations including AP, AR, GL, payroll oversight, income audit, and cash management.
Maintain strong internal controls environment and prepare for all audits.
Deliver high-quality financial reporting to ownership and stakeholders monthly and quarterly.
Oversee CAPEX planning, FF&E reserves, and ROI analyses.
Provide financial coaching and leadership to the accounting team and department heads.
Requirements
What We're Looking For
Bachelor's degree in accounting, Finance, Hospitality or related field required.
Minimum 5+ years of hotel accounting experience; 3+ years in DOF or Assistant DOF leadership preferred.
Experience with IHG, Hilton, or dual-brand environments strongly preferred.
Strong knowledge of USALI, forecasting, budgeting, labor management, and cash controls.
Analytical, hands-on leader with excellent communication skills.
Why Work With Us?
Competitive salary $90-$100K
Opportunity to lead financial strategy across two high-performing brands
Strong ownership support and an engaged leadership team
Growing market with excellent career advancement potential
Salary Description $90-$100K
Director of Finance
Peachtree City, GA jobs
Job DescriptionDirector of Finance The Director of Finance supports in managing all financial operations of the homebuilding company. This role provides strategic analysis, leads financial planning, maintains lender relationships, and oversees reporting to drive profitability, operational efficiency, and informed decision-making across the organization.
Key Responsibilities:
Partner with the CFO on financial strategy, forecasting, and long-range planning to drive sustainable growth
Oversee financial modeling, underwriting, and feasibility analysis for land acquisitions and new community investments
Monitor construction costs, job costing, inventory levels, and community-level margin performance, providing actionable insights to operations teams
Maintain and strengthen relationships with lenders, financial institutions, and capital partners to ensure access to financing and optimize capital structure
Manage cash flow, capital requirements, financing, and financial risk across the company
Lead, mentor, and develop the finance team to meet the needs of a rapidly growing business and ensure operational excellence
Ensure timely, accurate, and compliant financial reporting for management, stakeholders, and lenders
Drive improvements in financial systems, processes, and internal controls to enhance efficiency, scalability, and transparency
Support M&A, joint ventures, or other strategic initiatives through financial analysis and due diligence
Qualifications:
Bachelor's in Finance, Accounting, or related field; CPA/MBA preferred
5+ years of financial experience, ideally in homebuilding or real estate development
Strong modeling, analytical, and communication skills
Proficiency with Excel and homebuilding ERP/BI systems
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Director of Finance
Jacksonville, FL jobs
We areseekinga professional, experienced, and effective Director of Finance with a proven history of accounting and finance success to join our team. In this role, you will performnumerousfunctions related to improving the financial performance of our homebuilding operations.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
* Responsibility for aiding in cost control in the divisions assigned
* Provide direction to develop and implement procedures thatimpactbudgets,costs and strategic goals
* Preparation and review of proformas, financial statements, forecastsand G&A expenditures
* Prepare margin analysis and pricing proformas
* Communicate with investors as they perform their due diligence and underwriting of prospective projects.
* Facilitate trailing costs accruals
* Collaborating with the Division President and other leaders to increase overall division performance.
EXPERIENCE,SKILLS, KNOWLEDGE
* College degree in Accounting or Finance
* Thorough knowledge of financial operations
* Exceptional communication skills -- both written andverbal
* Comfortable presenting ideas and solutions to leadership and key businesspartners
* Strong attention to detail
* Strong organizational skills and time management skills
* Ability to establish and maintain strong relationships
* Proficient in MS Excel, PowerPoint, and Word
* Homebuilding experience is strongly preferred but other related industries may be considered.
WORK ENVIRONMENT:
* The work environment is representative of an office/fieldsetting
* The noise level in the work environment is usually quiet to moderate
* Reasonable accommodations can be made to enable employees with disabilities to perform the described essential functions of the job.
PHYSICAL DEMANDS:
While performing the responsibilities of the job, the employeeis required totalk andhear. Visionabilities required by the job are close vision. The employeeis often required tosit and usetheirhands and fingers to handle, feel, andoperateoffice equipment such as a computer, copier, and office supplies.In addition, the employeeis occasionally required tostand, walk, reach with their arms and hands, and to stoop, kneel or crouch. Reasonableaccommodationscan bemadeto enable employees with disabilities to perform thedescribed essential functions of the job.
This document describes the minimum, essential duties, responsibilities, skills, abilities, effort, and working conditions of the position. It in no way implies that these are the only functions to be performed by the incumbent. Workers are required to follow any other job-related instructions and to perform any job-related functions requested by a supervisor or manager. Successful performance requires that the incumbent possess and utilize the abilities and skills described. All functions are subject to reasonable modification to accommodate individuals with disabilities. Some functions may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or others.
Equal Opportunity Employer
Financial Services Controller
Miami, FL jobs
The Financial Services Controller will oversee all accounting operations, including financial reporting, budgeting, and audit processes. They will ensure compliance with industry regulations and internal controls. While providing strategic financial guidance to support business goals. Additionally, the controller will manage a team, streamline financial processes, and work closely with executive leadership to drive profitability and operational efficiency.
Duties and Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Maintains a documented system of accounting policies and procedures; implements a system of controls over accounting transactions to minimize risk.
Oversee and manage all aspects of financial services accounting and financial reporting.
Prepare and review monthly, quarterly, and annual financial statements, ensuring accuracy and compliance with accounting standards. Monthly budget versus actual variance analysis.
Develop and implement internal controls to safeguard company assets and ensure regulatory compliance.
Lead budgeting, forecasting, and variance analysis to support strategic planning and decision-making.
Coordinate and oversee annual audits, working closely with external auditors and regulatory bodies.
Manage cash flow, investments, and financial risks to optimize financial performance.
Collaborate with senior leadership to provide financial insights, identify growth opportunities, and support business initiatives.
Mentor and develop accounting team members, fostering a culture of accountability and continuous improvement.
Meet with association board of directors and work closely with finance committee leaders. Work closely with cross functional operational team to deliver exceptional service to our clients as it relates to financial reporting and financial analysis.
Supervisory Responsibility
This position manages employees of the accounting department and is responsible for the performance management and hiring of the employees within that department.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to sit for prolonged periods at a desk and work on a computer. Must be able to lift to 15 pounds at times.
Position Type
This is an in-office, full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m. This schedule may change to accommodate the business needs of the company
Travel
Some travel will be required to attend company sponsored meetings and trainings.
Required Education and Experience
Bachelor's degree in Accounting, finance or other related field.
8 or more years of related experience required.
Certified Public Accountant or Certified Management Accountant designation preferred.
Proven experience in financial reporting, budgeting, forecasting and analysis
Strong understanding of regulatory requirements in the financial services o association management industry.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice
Financial Services Controller
Miami, FL jobs
The Financial Services Controller will oversee all accounting operations, including financial reporting, budgeting, and audit processes. They will ensure compliance with industry regulations and internal controls. While providing strategic financial guidance to support business goals. Additionally, the controller will manage a team, streamline financial processes, and work closely with executive leadership to drive profitability and operational efficiency.
Duties and Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Maintains a documented system of accounting policies and procedures; implements a system of controls over accounting transactions to minimize risk.
Oversee and manage all aspects of financial services accounting and financial reporting.
Prepare and review monthly, quarterly, and annual financial statements, ensuring accuracy and compliance with accounting standards. Monthly budget versus actual variance analysis.
Develop and implement internal controls to safeguard company assets and ensure regulatory compliance.
Lead budgeting, forecasting, and variance analysis to support strategic planning and decision-making.
Coordinate and oversee annual audits, working closely with external auditors and regulatory bodies.
Manage cash flow, investments, and financial risks to optimize financial performance.
Collaborate with senior leadership to provide financial insights, identify growth opportunities, and support business initiatives.
Mentor and develop accounting team members, fostering a culture of accountability and continuous improvement.
Meet with association board of directors and work closely with finance committee leaders. Work closely with cross functional operational team to deliver exceptional service to our clients as it relates to financial reporting and financial analysis.
Supervisory Responsibility
This position manages employees of the accounting department and is responsible for the performance management and hiring of the employees within that department.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to sit for prolonged periods at a desk and work on a computer. Must be able to lift to 15 pounds at times.
Position Type
This is an in-office, full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m. This schedule may change to accommodate the business needs of the company
Travel
Some travel will be required to attend company sponsored meetings and trainings.
Required Education and Experience
Bachelor's degree in Accounting, finance or other related field.
8 or more years of related experience required.
Certified Public Accountant or Certified Management Accountant designation preferred.
Proven experience in financial reporting, budgeting, forecasting and analysis
Strong understanding of regulatory requirements in the financial services o association management industry.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice
Financial Services Controller
Bonita Springs, FL jobs
The Financial Services Controller will oversee all accounting operations, including financial reporting, budgeting, and audit processes. They will ensure compliance with industry regulations and internal controls. While providing strategic financial guidance to support business goals. Additionally, the controller will manage a team, streamline financial processes, and work closely with executive leadership to drive profitability and operational efficiency.
Duties and Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Maintains a documented system of accounting policies and procedures; implements a system of controls over accounting transactions to minimize risk.
Oversee and manage all aspects of financial services accounting and financial reporting.
Prepare and review monthly, quarterly, and annual financial statements, ensuring accuracy and compliance with accounting standards. Monthly budget versus actual variance analysis.
Develop and implement internal controls to safeguard company assets and ensure regulatory compliance.
Lead budgeting, forecasting, and variance analysis to support strategic planning and decision-making.
Coordinate and oversee annual audits, working closely with external auditors and regulatory bodies.
Manage cash flow, investments, and financial risks to optimize financial performance.
Collaborate with senior leadership to provide financial insights, identify growth opportunities, and support business initiatives.
Mentor and develop accounting team members, fostering a culture of accountability and continuous improvement.
Meet with association board of directors and work closely with finance committee leaders. Work closely with cross functional operational team to deliver exceptional service to our clients as it relates to financial reporting and financial analysis.
Supervisory Responsibility
This position manages employees of the accounting department and is responsible for the performance management and hiring of the employees within that department.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to sit for prolonged periods at a desk and work on a computer. Must be able to lift to 15 pounds at times.
Position Type
This is an in-office, full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m. This schedule may change to accommodate the business needs of the company
Travel
Some travel will be required to attend company sponsored meetings and trainings.
Required Education and Experience
Bachelor's degree in Accounting, finance or other related field.
8 or more years of related experience required.
Certified Public Accountant or Certified Management Accountant designation preferred.
Proven experience in financial reporting, budgeting, forecasting and analysis
Strong understanding of regulatory requirements in the financial services o association management industry.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice
Finance Manager
Colorado Springs, CO jobs
Job DescriptionBenefits:
401(k)
Employee discounts
Paid time off
Wellness resources
Finance Manager Job Ad Thrive Health Systems is a natural healthcare company, based in Colorado Springs. We serve thousands of patients annually in our three clinics, and are seeking an experienced and results-driven, goal-oriented Director of Finance with strong operational acumen and background, familiarity with standard financial processes and operational processes, and fluency in financial literacy from the strategic to the tactical level.
This role requires a combination of strategic thinking with the ability to operate operationally on a small team. The ideal candidate has both a strong financial background as well as direct experience in operations and operating in a small business environment.
What we are looking for:
Leadership & Management: Strong background in leadership and managerial oversight in businesses that have multiple departments and multiple unit locations. Ability to cultivate a culture of high standards, accountability, and collaboration that enables all team members to grow professionally and personally, while also maintaining a patient-centered focus and a passion for positive in-clinic experiences.
Strategic Planning: Able to understand how financial objectives impact the organization, able to design and implement finance workflows that support other departments (operations, sales, and marketing primarily).
Financial Oversight: Manage and oversee the financial health of the company, including budgeting, forecasting, financial analysis, and reporting. Ensure accurate financial records and compliance with relevant regulations. Ability to streamline and optimize financial reporting to provide timely insights to the team.
Operational Efficiency: Assist in streamlining operations to improve efficiency, reduce costs, and maximize profitability. Implement best practices and innovative solutions to enhance operational performance and enable positive business outcomes.
Business Development: Proficiency in other areas of business beyond straight finance, with a demonstrable ability to add value in other departments such as operations and HR/recruitment.
Team Development: Recruit, mentor, and develop high-performing teams. Build a positive and collaborative work environment that encourages professional growth and development.
Risk Management: Identify potential financial risks and develop mitigation strategies to protect the companys assets and reputation.
Multi-Sector Familiarity: Our clinics are one business asset, but there is a real estate component to our businesses as well, and familiarity with the standard procedures in dealing with real estate finance, cashflow, budgeting, and forecasting would be a helpful skillset to possess.
What We Offer:
Competitive Salary & Incentive Plan: Attractive compensation package commensurate with experience, in the range of $76,500 to $91,700
Benefits: Comprehensive benefits package including healthcare in any of our clinic locations, retirement plans, and paid time off.
Professional Growth: Opportunities for professional development and career advancement.
Work Environment: A supportive and collaborative work culture that values innovation and excellence.
Requirements:
Experience: Minimum of five (5) years of experience in a senior management role. Healthcare experience is a plus, but not required.
Education: Bachelors degree in business finance, administration/management, healthcare administration, finance, or equivalent experience is preferred.
Financial Proficiency: Strong financial literacy with a proven track record in financial management, budgeting, and strategic planning.
Leadership Skills: Exceptional leadership and management skills with the ability to inspire, lead, and motivate teams.
Analytical Thinking: Excellent analytical and problem-solving skills with the ability to make data-driven decisions.
Communication: Outstanding communication and interpersonal skills, with the ability to build and maintain relationships at all levels of an organization.
Background: Must have a valid drivers license and be able to pass a background check and drug screening.
This position reports directly to the CEO. If you have interest, please submit a resume/CV and let us know why you believe youd be a great fit for this position. Thank you for your consideration!
Corporate Director of Alumni Services
Meridian, ID jobs
Job Title: Corporate Director of Alumni Services
Reports To: Vice President of Patient Access
Schedule: Monday-Friday 8am-5pm MST with some evenings & weekends
Compensation: $75,000-110,000/year
Northpoint Recovery Holdings, LLC began 2009 as Ashwood Outpatient and officially launched the Northpoint platform in 2015. Now celebrating 10 years of growth in 2025, Northpoint is a leading behavioral healthcare provider offering evidence-based treatment for adults with substance use and co-occurring disorders through the Northpoint Recovery brand, and mental health treatment for adolescents through Imagine by Northpoint. Operating under an in-network, commercial insurance model, Northpoint has grown exclusively through de novo expansion-from two facilities to seventeen across the Western U.S.-with more planned in both existing and new markets. We're guided by core values of humility, heart, inspiration, and conviction. Our mission is simple: saving lives and restoring relationships by helping people get their lives back, and treating every individual with empathy and respect.
POSITION SUMMARY: As a key member of the Northpoint team, the Corporate Director, Alumni Services is responsible for oversight of the alumni program as well as supporting the alumni team in scheduling, communicating, planning, and executing events and meetings in their assigned market. This person will track merchandise and inventory, oversee Northpoint alumni programs, and provide long lasting recovery support. This position strives to ensure that graduating clients transition smoothly into a recovery centered life, while keeping them connected to the Northpoint community and the alumni program. This is truly the heart and soul of our successful outcomes.
ESSENTIAL RESPONSIBILITIES AND DUTIES INCLUDE :
Provide leadership support, mentorship, training and development to alumni coordinators within their respective markets
Engage market operational teams in understanding the scope and philosophy of alumni services
Provide consultation to operational teams on observations occurring within alumni services relevant to treatment objectives for the purposes of process improvement
Contribute to company morale through updates on alumni progress and “success stories” on a consistent basis
Create and maintain policies and procedures for alumni programs across all markets
Maintain internal policy regarding passing of alumni, including but no limited to engagement with relevant executive team members and relevant market personnel on alumni passing
Create foundational structures for Imagine by Northpoint staff to engage graduating families in outcomes data gathering
Provide recommendations and insights for building and support of Imagine alumni structures
Analyze trends in alumni engagement, event attendance, and referral sources to inform strategy
Develop quarterly and annual alumni program performance reports for executive leadership
Travel to each market to evaluate alumni performance and achievement of goals
Support market alumni coordinators within their markets for meeting engagement and meeting Key Performance Indicators (KPI's) for referrals to treatment with Northpoint
Lead weekly alumni coordinator staff meetings
Lead quarterly alumni coordinator staff trainings in person and virtually
Oversee and maintain the CRM database of alumni and their outcomes; provide reports and regularly ensure data is input correctly
Provide structured estimates for alumni expenses for events and operations to the executive team for review and approvals
Complete Risk Assessments for large alumni events, as directed
Engage Market Leadership in approvals and analysis of monthly commission payments for online review completion
Engage Market Leadership in analyses of engagement with exit survey completion from patients graduating treatment
Participate in company-wide outcomes analysis through increasing and maintaining engagement in exit surveys for patient satisfaction
Supervise all alumni social media and ensure its efficacy and growth month to month across markets
Oversee the inventory of alumni merchandise in each market ensuring that every location has adequate stock
Manage relationships with vendors
Oversee the generation of online reviews for each program in each market for adult programming and adolescent programming
Intermittently observe and attend Alumni meetings in each market on a regular cadence (across all service lines)
Provide insights and support to executive leadership team through collaboration and consultation on staff morale, operations needs, and patient engagement
Assist alumni coordinators in planning and executing large annual events (Alumni BBQ, holiday celebrations, camping trips, conferences, muggings, etc.)
Provide each market with resources that support ongoing recovery support, post treatment
Maintain crisis response plan for alumni who relapse or experience mental health emergencies
Consistently meet market goals for attendance at alumni meetings and events
Consistently meet market % goals for exit survey completion
Plan and execute cross-market recovery education events
Identify new partnership opportunities with community organizations to expand alumni resources and build business relationships
Develop pilot programs and assess their scalability across markets
Evaluate and recommend new technologies or platforms to improve alumni engagement and alumni referrals
Manage all alumni budgets
Participate in a regular cadence of corporate leadership meetings with Business Development and Marketing teams to refine and assess alumni referrals and their contribution to KPI's
Maintain relationships with facility staff, Program Directors, & Executive Directors in order to maintain the wellness and accountability of both the alumni program and alumni staff
Collaborate with other department leads effectively when needed
Create and develop new alumni programs to coincide with new Northpoint programs and assist the market coordinators in their launch and maintenance
QUALIFICATIONS/REQUIREMENTS FOR POSITION:
Bachelor's Degree in relevant field or commensurate experience required
4+ years of relevant experience in the behavioral health or substance use field required
2+ years of experience with community engagement, alumni relations, or network building required
1+ year of experience in a management or leadership role required
Experience working with adolescent and young adult populations is highly desirable
Must have a valid drivers' license, a safe driving record, and reliable transportation
Strong leadership and coaching skills; organizationally savvy
Must have knowledge of Northpoint's mission and a willingness to embrace and actively support the unique culture and core values of Northpoint as well as our work
Personal recovery experience not required, however, knowledge of recovery support systems and 12-Step programs preferred
Developed interpersonal and engagement skills
Experience with a growing company with multiple entities and geographic locations preferred
PREFERRED KNOWLEDGE AND SKILLS:
Strong mentorship and coaching skills to motivate a diverse team with differing levels of expertise
Exceptional written, oral, interpersonal, and presentation skills and the ability to effectively interface with senior management, board of directors, and staff
Excellent critical thinking skills
Strong attention to detail with demonstrated organizational skills
Comfortable analyzing information and dealing with complexity
Able to handle confidential material in a reliable manner
Excellent communication skills; ability to communicate clearly and concisely, verbally and in writing
Strong interpersonal skills to handle sensitive situations and confidential information
Social ease and a demonstrated ability to build relationships with a variety of different people and personality types
Ability to perform several tasks concurrently with ease and professionalism
Ability to effectively prioritize workload in a fast-paced environment
Proficiency with Microsoft Office Suite
SUPERVISORY RESPONSIBILITIES:
Direct supervisor for Alumni staff
FULL-TIME BENEFITS INCLUDE:
Subsidized Health Insurance Coverage for Employee, Spouse, & Dependent(s)
100% Employer Paid Basic Life Insurance equal to 1x annual salary, up to $100,000
100% Employer Paid Employee Assistance Program
Voluntary Dental, Vision, Short-Term Disability, Supplemental Life & AD&D, Critical Illness, Accident, and Hospital Indemnity Insurance.
Pre-tax Savings Accounts for all IRS-allowable medical and dependent care expenses
Generous Paid Time Off plan and 10 Paid Holidays annually
Employee Referral Bonuses
401K Retirement Plan & Employer Match
This job description is not intended, and should not be construed, to be exhaustive lists of all responsibilities, skills, efforts or working conditions associated with this job. It is meant to be an accurate reflection of the principal job elements essential for making fair pay decisions about jobs.
Employees with potential access to protected health information must comply with all procedures and guidelines governed by HIPAA.
Northpoint is an Equal Opportunity Employer. Northpoint is an At-Will employer. Employment may be terminated at any time by employee, or employer with or without notice.
Compensation:
$75,000 - $110,000 USD
Auto-ApplyCorporate Director of Alumni Services
Meridian, ID jobs
Job Title: Corporate Director of Alumni Services
Reports To: Vice President of Patient Access
Schedule: Monday-Friday 8am-5pm MST with some evenings & weekends
Compensation: $75,000-110,000/year
Northpoint Recovery Holdings, LLC began 2009 as Ashwood Outpatient and officially launched the Northpoint platform in 2015. Now celebrating 10 years of growth in 2025, Northpoint is a leading behavioral healthcare provider offering evidence-based treatment for adults with substance use and co-occurring disorders through the Northpoint Recovery brand, and mental health treatment for adolescents through Imagine by Northpoint. Operating under an in-network, commercial insurance model, Northpoint has grown exclusively through de novo expansion-from two facilities to seventeen across the Western U.S.-with more planned in both existing and new markets. We're guided by core values of humility, heart, inspiration, and conviction. Our mission is simple: saving lives and restoring relationships by helping people get their lives back, and treating every individual with empathy and respect.
POSITION SUMMARY: As a key member of the Northpoint team, the Corporate Director, Alumni Services is responsible for oversight of the alumni program as well as supporting the alumni team in scheduling, communicating, planning, and executing events and meetings in their assigned market. This person will track merchandise and inventory, oversee Northpoint alumni programs, and provide long lasting recovery support. This position strives to ensure that graduating clients transition smoothly into a recovery centered life, while keeping them connected to the Northpoint community and the alumni program. This is truly the heart and soul of our successful outcomes.
ESSENTIAL RESPONSIBILITIES AND DUTIES INCLUDE :
Provide leadership support, mentorship, training and development to alumni coordinators within their respective markets
Engage market operational teams in understanding the scope and philosophy of alumni services
Provide consultation to operational teams on observations occurring within alumni services relevant to treatment objectives for the purposes of process improvement
Contribute to company morale through updates on alumni progress and “success stories” on a consistent basis
Create and maintain policies and procedures for alumni programs across all markets
Maintain internal policy regarding passing of alumni, including but no limited to engagement with relevant executive team members and relevant market personnel on alumni passing
Create foundational structures for Imagine by Northpoint staff to engage graduating families in outcomes data gathering
Provide recommendations and insights for building and support of Imagine alumni structures
Analyze trends in alumni engagement, event attendance, and referral sources to inform strategy
Develop quarterly and annual alumni program performance reports for executive leadership
Travel to each market to evaluate alumni performance and achievement of goals
Support market alumni coordinators within their markets for meeting engagement and meeting Key Performance Indicators (KPI's) for referrals to treatment with Northpoint
Lead weekly alumni coordinator staff meetings
Lead quarterly alumni coordinator staff trainings in person and virtually
Oversee and maintain the CRM database of alumni and their outcomes; provide reports and regularly ensure data is input correctly
Provide structured estimates for alumni expenses for events and operations to the executive team for review and approvals
Complete Risk Assessments for large alumni events, as directed
Engage Market Leadership in approvals and analysis of monthly commission payments for online review completion
Engage Market Leadership in analyses of engagement with exit survey completion from patients graduating treatment
Participate in company-wide outcomes analysis through increasing and maintaining engagement in exit surveys for patient satisfaction
Supervise all alumni social media and ensure its efficacy and growth month to month across markets
Oversee the inventory of alumni merchandise in each market ensuring that every location has adequate stock
Manage relationships with vendors
Oversee the generation of online reviews for each program in each market for adult programming and adolescent programming
Intermittently observe and attend Alumni meetings in each market on a regular cadence (across all service lines)
Provide insights and support to executive leadership team through collaboration and consultation on staff morale, operations needs, and patient engagement
Assist alumni coordinators in planning and executing large annual events (Alumni BBQ, holiday celebrations, camping trips, conferences, muggings, etc.)
Provide each market with resources that support ongoing recovery support, post treatment
Maintain crisis response plan for alumni who relapse or experience mental health emergencies
Consistently meet market goals for attendance at alumni meetings and events
Consistently meet market % goals for exit survey completion
Plan and execute cross-market recovery education events
Identify new partnership opportunities with community organizations to expand alumni resources and build business relationships
Develop pilot programs and assess their scalability across markets
Evaluate and recommend new technologies or platforms to improve alumni engagement and alumni referrals
Manage all alumni budgets
Participate in a regular cadence of corporate leadership meetings with Business Development and Marketing teams to refine and assess alumni referrals and their contribution to KPI's
Maintain relationships with facility staff, Program Directors, & Executive Directors in order to maintain the wellness and accountability of both the alumni program and alumni staff
Collaborate with other department leads effectively when needed
Create and develop new alumni programs to coincide with new Northpoint programs and assist the market coordinators in their launch and maintenance
QUALIFICATIONS/REQUIREMENTS FOR POSITION:
Bachelor's Degree in relevant field or commensurate experience required
4+ years of relevant experience in the behavioral health or substance use field required
2+ years of experience with community engagement, alumni relations, or network building required
1+ year of experience in a management or leadership role required
Experience working with adolescent and young adult populations is highly desirable
Must have a valid drivers' license, a safe driving record, and reliable transportation
Strong leadership and coaching skills; organizationally savvy
Must have knowledge of Northpoint's mission and a willingness to embrace and actively support the unique culture and core values of Northpoint as well as our work
Personal recovery experience not required, however, knowledge of recovery support systems and 12-Step programs preferred
Developed interpersonal and engagement skills
Experience with a growing company with multiple entities and geographic locations preferred
PREFERRED KNOWLEDGE AND SKILLS:
Strong mentorship and coaching skills to motivate a diverse team with differing levels of expertise
Exceptional written, oral, interpersonal, and presentation skills and the ability to effectively interface with senior management, board of directors, and staff
Excellent critical thinking skills
Strong attention to detail with demonstrated organizational skills
Comfortable analyzing information and dealing with complexity
Able to handle confidential material in a reliable manner
Excellent communication skills; ability to communicate clearly and concisely, verbally and in writing
Strong interpersonal skills to handle sensitive situations and confidential information
Social ease and a demonstrated ability to build relationships with a variety of different people and personality types
Ability to perform several tasks concurrently with ease and professionalism
Ability to effectively prioritize workload in a fast-paced environment
Proficiency with Microsoft Office Suite
SUPERVISORY RESPONSIBILITIES:
Direct supervisor for Alumni staff
FULL-TIME BENEFITS INCLUDE:
Subsidized Health Insurance Coverage for Employee, Spouse, & Dependent(s)
100% Employer Paid Basic Life Insurance equal to 1x annual salary, up to $100,000
100% Employer Paid Employee Assistance Program
Voluntary Dental, Vision, Short-Term Disability, Supplemental Life & AD&D, Critical Illness, Accident, and Hospital Indemnity Insurance.
Pre-tax Savings Accounts for all IRS-allowable medical and dependent care expenses
Generous Paid Time Off plan and 10 Paid Holidays annually
Employee Referral Bonuses
401K Retirement Plan & Employer Match
This job description is not intended, and should not be construed, to be exhaustive lists of all responsibilities, skills, efforts or working conditions associated with this job. It is meant to be an accurate reflection of the principal job elements essential for making fair pay decisions about jobs.
Employees with potential access to protected health information must comply with all procedures and guidelines governed by HIPAA.
Northpoint is an Equal Opportunity Employer. Northpoint is an At-Will employer. Employment may be terminated at any time by employee, or employer with or without notice.
Compensation:
$75,000 - $110,000 USD
Auto-ApplyFinance Manager
Atlanta, GA jobs
Forever On! From the start in 2008, T5 has been focused on supporting enterprise and hyperscale customers with customized data center solutions. Today, we remain dedicated to an unrivaled level of quality that extends across the lifecycle of the core data center ranging from customized turnkey development, facilities management and data center operations to customized construction needs worldwide!
The world's biggest companies trust T5 with their data center operations.
At T5, our success is fueled by our team. With over 400 engineers, technicians and professional staff, we're proud to foster an inclusive culture of excellence and progression that's dedicated to serving our customers.
Commitment to Diversity & Military Veterans
Battle-Tested Leadership Experience
100% Data Center Focused
Owner-Operator Mindset
Job Description
POSITION PURPOSE
T5 Data Centers is searching for a Finance Manager who will be responsible for the day‐to‐day financial analysis and oversight of a portfolio of managed data center facilities. They will work directly with the finance team, outside departments and assigned customers to provide excellent financial analysis and reporting as required. The ideal candidate will have a have a proven track record as a financial business partner, superior financial modeling capabilities, and be proficient in the use of financial systems and tools to manage processes and data efficiently.
RESPONSIBILITIES
Manage and prepare internal budgets for each data center in the portfolio
Work closely with Account Directors, site leaders, and customer representatives to manage costs in accordance with approved budgets
Review monthly financial results prepared by team members, and collaborate with accounting and operations to maximize financial clarity and minimize noise
Produce and distribute timely and accurate monthly financial reports for each data center and at a consolidated level including insightful variance analysis commentary
Prepare and submit monthly, quarterly and annual internal forecast for each data center in the portfolio
Prepare and review monthly customer payroll billing and ensure timely and accurate submission of monthly billings to customers in accordance with contract requirements
Reconcile customer billings to job cost and general ledger monthly
Provide Account Directors and site leaders with financial information needed for external, customer forecasts
Conduct weekly meetings with each Account Director to review all relevant financial matters and create plans for follow-up items
Lead and be an integral part of the periodic business review meetings with the customers' executive management team to report financial results and forecasts of the portfolio
Document and oversee financial policies and processes for specific customer deliverables
Review monthly non-billable expenses with Account Directors and site leaders to ensure compliance with agreed upon contract terms
Prepare and distribute weekly accounts receivable reports for each customer in the portfolio
Track and maintain accurate financial records for each customer at the purchase order level
Maintain constant awareness of the business unit's financial position and proactively act to prevent problems
Assist with process-improvement, automation, systems integration and enhancement projects as assigned
Assist with other duties as assigned
Adhere to financial laws and guidelines
Qualifications
EDUCATION AND EXPERIENCE
Bachelor's degree in accounting, Finance, or relevant field, required
4‐8 years' experience in a similar role, required
An MBA is a plus, or it can be applied towards the experience requirement
Previous business partnering, data center, or NetSuite experience is a plus
KNOWLEDGE, SKILLS, ABILITIES, AND COMPETENCIES
In‐depth knowledge of finance and accounting principles, laws and best practices
Solid knowledge of financial analysis and forecasting
Strong proficiency in the use of MS Excel, MS Office and financial management software
Analytical thinker with the ability to strategize and solve problems
Superior attention to detail for accurate financial reporting and identification of discrepancies and risks
Proactive in building trusting relationships and following up on action items
Customer‐focused with a hospitality mindset
Ability to manage multiple tasks under strict deadlines while working independently
Excellent organizational and leadership skills
Outstanding communication and interpersonal abilities
Handle confidential information in a sensitive and professional manner
PHYSICAL REQUIREMENTS
Must be able to work at a computer for the entirety of each working day, required
Ability and willingness for periodic travel (
Additional Information
All your information will be kept confidential according to EEO guidelines.
T5 Data Centers is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.