Chief Finance Officer jobs at Xerox

About the Role Macdonald & Company has been exclusively retained by a privately held real estate investment firm to identify a strategic and execution-focused Chief Financial Officer & Head of Capital Markets. This dual-role executive will oversee all finance and accounting operations while leading capital raising efforts across institutional and high-net-worth channels. The role is part of the Senior Leadership Team and offers a path to partnership after three years based on performance. Key Responsibilities CFO Function: Lead all financial operations including accounting, budgeting, treasury, audit, tax, and compliance Manage internal controls, financial reporting, and investor communications Advise the CEO and support long-term planning and growth strategy Oversee financial statement preparation and cash flow analysis Direct and mentor accounting and finance staff Capital Markets Function: Lead all equity and debt fundraising initiatives Manage investor relationships, including family offices, institutions, and private clients Oversee creation of offering materials, investor reporting, and presentations Structure investment vehicles, analyze returns, and support the Investment Committee Develop and execute strategies to expand the firm's investor base Qualifications 8+ years of experience in real estate capital markets, accounting, and finance Proven ability to raise capital and manage investor relationships Strong technical proficiency in financial modeling and reporting CPA, CMA, or MBA preferred Experience with Yardi and advanced Excel required Strong leadership, communication, and relationship management skills Compensation Competitive base salary, annual bonus, and meaningful profit participation. Partnership opportunity available after 3 years.

About the Role Macdonald & Company has been exclusively retained by a privately held real estate investment firm to identify a strategic and execution-focused Chief Financial Officer & Head of Capital Markets. This dual-role executive will oversee all finance and accounting operations while leading capital raising efforts across institutional and high-net-worth channels. The role is part of the Senior Leadership Team and offers a path to partnership after three years based on performance. Key Responsibilities CFO Function: Lead all financial operations including accounting, budgeting, treasury, audit, tax, and compliance Manage internal controls, financial reporting, and investor communications Advise the CEO and support long-term planning and growth strategy Oversee financial statement preparation and cash flow analysis Direct and mentor accounting and finance staff Capital Markets Function: Lead all equity and debt fundraising initiatives Manage investor relationships, including family offices, institutions, and private clients Oversee creation of offering materials, investor reporting, and presentations Structure investment vehicles, analyze returns, and support the Investment Committee Develop and execute strategies to expand the firm's investor base Qualifications 8+ years of experience in real estate capital markets, accounting, and finance Proven ability to raise capital and manage investor relationships Strong technical proficiency in financial modeling and reporting CPA, CMA, or MBA preferred Experience with Yardi and advanced Excel required Strong leadership, communication, and relationship management skills Compensation Competitive base salary, annual bonus, and meaningful profit participation. Partnership opportunity available after 3 years.

About the Role Macdonald & Company has been exclusively retained by a privately held real estate investment firm to identify a strategic and execution-focused Chief Financial Officer & Head of Capital Markets. This dual-role executive will oversee all finance and accounting operations while leading capital raising efforts across institutional and high-net-worth channels. The role is part of the Senior Leadership Team and offers a path to partnership after three years based on performance. Key Responsibilities CFO Function: Lead all financial operations including accounting, budgeting, treasury, audit, tax, and compliance Manage internal controls, financial reporting, and investor communications Advise the CEO and support long-term planning and growth strategy Oversee financial statement preparation and cash flow analysis Direct and mentor accounting and finance staff Capital Markets Function: Lead all equity and debt fundraising initiatives Manage investor relationships, including family offices, institutions, and private clients Oversee creation of offering materials, investor reporting, and presentations Structure investment vehicles, analyze returns, and support the Investment Committee Develop and execute strategies to expand the firm's investor base Qualifications 8+ years of experience in real estate capital markets, accounting, and finance Proven ability to raise capital and manage investor relationships Strong technical proficiency in financial modeling and reporting CPA, CMA, or MBA preferred Experience with Yardi and advanced Excel required Strong leadership, communication, and relationship management skills Compensation Competitive base salary, annual bonus, and meaningful profit participation. Partnership opportunity available after 3 years.

About the Role Macdonald & Company has been exclusively retained by a privately held real estate investment firm to identify a strategic and execution-focused Chief Financial Officer & Head of Capital Markets. This dual-role executive will oversee all finance and accounting operations while leading capital raising efforts across institutional and high-net-worth channels. The role is part of the Senior Leadership Team and offers a path to partnership after three years based on performance. Key Responsibilities CFO Function: Lead all financial operations including accounting, budgeting, treasury, audit, tax, and compliance Manage internal controls, financial reporting, and investor communications Advise the CEO and support long-term planning and growth strategy Oversee financial statement preparation and cash flow analysis Direct and mentor accounting and finance staff Capital Markets Function: Lead all equity and debt fundraising initiatives Manage investor relationships, including family offices, institutions, and private clients Oversee creation of offering materials, investor reporting, and presentations Structure investment vehicles, analyze returns, and support the Investment Committee Develop and execute strategies to expand the firm's investor base Qualifications 8+ years of experience in real estate capital markets, accounting, and finance Proven ability to raise capital and manage investor relationships Strong technical proficiency in financial modeling and reporting CPA, CMA, or MBA preferred Experience with Yardi and advanced Excel required Strong leadership, communication, and relationship management skills Compensation Competitive base salary, annual bonus, and meaningful profit participation. Partnership opportunity available after 3 years.

SPECIFICATION DIRECTOR - ASSET MANAGEMENT Shine Associates, LLC has been retained to search, identify and recruit a Director - Asset Management on behalf of our client (‘Company'). This position will be based in Chicago, IL. CONFIDENTIALITY Shine Associates, LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning the Company provided or verbally discussed is confidential. All materials and discussions are to be utilized for the sole purpose of a candidate's personal review of the career opportunity. CLIENT DESCRIPTION Founded in Dallas, Texas in 1965, the Company consistently ranks amount the top managers and developers of office, industrial, retail, and mixed-use properties in major global markets. The firm is one of the most respected full-service firms in real estate - providing investment management and development and a full suite of integrated services to owners, investors, lenders, and major occupiers. The Company has approximately 3,000 employees across 35 global offices responsible for a $19B development pipeline, 550M SF of property management and leasing assignments, and $20B in assets under management. The Investment Management team is an SEC-registered investment advisor and is the Company's fund management and advisory arm headquartered in Chicago, IL. Currently the Investment Management team has approximately $5.0B in real estate assets under management across three separate accounts and is actively raising money for additional fund strategies. ESSENTIAL DUTIES AND RESPONSIBILITIES Based in Chicago and reporting to the separate account portfolio managers, the Director will have responsibility over all strategic, transactional, and operations issues for a to-be-determined portfolio of primarily office and industrial assets located across the United States. Create strategic plans for each asset depending on the property's individual requirements including valuations, cash flow projections, review and approval of annual operating and capital budgets Set, evolve, and execute redevelopment, leasing, and sale plans and direct all aspects of relationships with regional partners and providers of third party services including property management Aggressively and proactively predict and respond to dynamic market conditions Oversee the budget process for all assets under their management Work closely with leasing staff, regional partners, and third-party contractors to structure, negotiate, review and execute leases within portfolio of assets Monitor the overall performance of assigned properties against plan and budget Plan for and anticipate the cash flow needs for the assets as well as the underlying investors, monitor cash in/out of property accounts, and oversee all draw disbursements Provide high quality lender and investor reporting Support the execution of acquisitions, financings, and refinancings as required Continuously keep senior management, clients, and investors aware and up to date on evolving strategies and results Provide strategic, investment, and analytical direction and oversight to regional partners, third party service providers, and internal company personnel in creating and executing asset and portfolio plans QUALIFICATIONS, SKILLS AND EXPERIENCE Qualified professionals will have a minimum of seven to ten years of demonstrable success in the management of a portfolio of complex, diverse commercial real estate, including office, industrial, multifamily, and medical office. Additional experience in asset/portfolio reporting is strongly desired. Qualified candidates must possess the following requirements and characteristics: Proven track record of success and leadership, with past accomplishments clearly demonstrating a creative hands-on approach to, and understanding of, operations, leasing, development, capital markets, financing, marketing, investment, and ownership issues in managing challenging, “value-add” real estate properties Ability to positively impact such factors in continually meeting and exceeding ambitious investment/return performance objectives Proven experience successfully creating value at all phases of a property's life cycle, from acquisition through disposition is essential Aptitude in reviewing and understanding sophisticated financial statements, leases and loan documents Ability to effectively manage less experienced analyst and associate staff to optimize work production while providing a mentoring relationship Managing and holding accountable regional partner relationships at both the development and operating levels is key Be conversant with industry trends and competitor firms A collaborative team player exceling in a professional environment characterized by empowered decision-making authority and a flat organizational structure Strong computer skills including Excel, Word, and ARGUS Good interpersonal instincts with the ability to constructively reconcile differences in a positive manner Excellent oral and written communication skills Unquestionable integrity and a strong work ethic A bachelor's degree is required COMPENSATION The annual compensation for this role is expected to be approximately $240,000-$280,000. Actual base salary and bonus will be determined by several components, including but not limited to: relevant experience, skills and qualifications, base salary of internal peers, and geographic location. In addition to base salary, this role may be eligible for a discretionary annual bonus, LTIP and a variety of financial, wellbeing, and health / welfare benefits. CONTACT INFORMATION Shine Associates, LLC 45 School St., Suite 301 Boston, MA 02108 ************************** Hillary H. Shine, Principal Kelsey E. Shine, Director Cell ************** Cell ************** ****************************** ***************************** Chandlee N. Gustafson, Associate Cell ************** *******************************

Macdonald & Company are proudly partnered with a privately held Real Estate investor and developer, who develop Low-Income Housing Tax Credit Affordable Housing and Market-Rate Multifamily projects, as they seek to appoint a Chief Operating Officer or Head of Operations. The Role The COO will be responsible for the day-to-day operations of the firm, overseeing areas inclusive of Asset Management, HR, Marketing & Communications, Property Management, Social & Corporate Governance, and IT. The individual appointed will require a deep LIHTC/affordable housing background to be successful in this role, with a background in Asset Management and Property Management. Responsibilities: Develop and execute strategies to achieve the Company's financial and operational goals. Plan and direct all aspects of the Company's daily operational policies, objectives, and initiatives. Optimize the Company's operating capability and profitability. Manage and evaluate third-party Property Management teams. Negotiate property management agreements and other core legal agreements. Establish policies and procedures that promote Company culture and core values. Review staffing plans with various departments and approve hiring initiatives. Evaluate Company and operational performance by analyzing data and translating it into actionable reporting, presenting reports to executives and investors

🎯 Director of Asset Management - Commercial Real Estate Credit The Opportunity: Lead Credit Performance & Workout Strategy A leading private equity real estate firm is seeking a decisive, credit-first leader to join its high-performance, entrepreneurial team in Phoenix as the Director of Asset Management. This is a critical, hands-on leadership role overseeing the performance of the firm's commercial real estate credit platform, specifically managing a portfolio of transitional and bridge loans. You will be the central figure responsible for identifying early risk indicators, driving proactive borrower engagement, and executing complex workout and REO resolution strategies. If you thrive where speed, expert judgment, and precision are paramount-and you are fluent in complex loan structures and risk management-this is your chance to drive meaningful outcomes for investors. Key Responsibilities & Impact: Portfolio Management & Risk: Manage and monitor a portfolio of commercial bridge and structured loans, identifying early risk indicators and implementing timely corrective actions. Workout Execution: Direct high-stakes workout strategies for underperforming or defaulted assets, including restructures, deed-in-lieu, foreclosure, and active REO management. Cross-Functional Leadership: Partner with legal, servicing, accounting, and investment teams to streamline decision-making, coordinate external counsel, receivers, and maximize recovery. Reporting & Analytics: Drive real-time visibility and reporting accuracy through robust KPI tracking, cash flow analysis, and performance dashboards. Origination Feedback: Provide actionable feedback loops to credit and underwriting teams to strengthen new loan origination discipline. What Defines Success (Performance Profile): Experience: 8+ years in commercial real estate asset management on the credit side (lender, debt fund, or special servicer experience is ideal). Expertise: Proven experience handling loan restructures, defaults, and REO processes. Strong understanding of bridge lending and CRE loan documentation. Mindset: A credit-first thinker and a calm problem-solver who thrives in "messy" workout situations. Technical Skill: Advanced Excel and portfolio analysis skills (Power BI and Argus experience preferred). Education: Bachelor's degree in Finance, Real Estate, or related field (MBA or CFA a plus). Compensation & Culture: Compensation: Competitive base salary and performance-based bonus structure. Premium Benefits: Enjoy an Unlimited Vacation Policy, Medical insurance, and a 401(k) plan with a company match. Culture: Join a collaborative, ego-free, and professional environment where leadership is accessible daily. The team is committed to continuous improvement, integrity, and operational excellence. We are seeking candidates who desire to work on-site in Phoenix, AZ, and contribute actively to a high-performance, entrepreneurial culture.

IDR is seeking a Managing Director of State Reporting to join one of our top clients for an opportunity in Lubbock, TX. This role is within a higher education setting, focusing on overseeing crucial state and federal reporting processes, ensuring compliance, and leading a team of experienced professionals. The organization is dedicated to institutional research and data accuracy to support strategic decision-making. Position Overview for the Managing Director of State Reporting: Oversee state and federal reporting processes, including data collection and submission to regulatory agencies. Lead and manage a team of 3 to 4 reporting professionals with extensive experience in data analysis and compliance. Collaborate with multiple departments such as student services, registrar's office, and data analytics to ensure accurate data gathering. Ensure adherence to higher education, state, and federal reporting regulations, maintaining data integrity. Leverage data analytics to improve reporting efficiency and inform institutional decision-making. Requirements for the Managing Director of State Reporting: Bachelor's degree in a related field. Extensive experience with full reporting processes for THECB (Texas Higher Education Coordinating Board). Proven experience in supervising or managing teams, including goal setting and conflict resolution. Strong understanding of higher education reporting regulations, including experience with federal reporting like IPEDS and NSF (nice to have). Familiarity with Ellucian Banner or similar student information and HR systems (preferred). What's in it for you? Competitive compensation package Full Benefits; Medical, Vision, Dental, and more! Opportunity to get in with an industry leading organization. Why IDR? 25+ Years of Proven Industry Experience in 4 major markets Employee Stock Ownership Program Dedicated Engagement Manager who is committed to you and your success. Medical, Dental, Vision, and Life Insurance ClearlyRated's Best of Staffing Client and Talent Award winner 12 years in a row.

SPECIFICATION VICE PRESIDENT of INVESTOR RELATIONS Shine Associates, LLC has been retained to search, identify and recruit a Vice President of Investor Relations (“VPIR”) on behalf of our client (‘Company'). This position will be based in the Boston, MA office. CONFIDENTIALITY Shine Associates, LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning the Company provided or verbally discussed is confidential. All materials and discussions are to be utilized for the sole purpose of a candidate's personal review of the career opportunity. CLIENT DESCRIPTION Our client is a real estate investment and development company that focuses primarily on industrial and residential markets. Headquartered in Boston, with offices in Atlanta and Philadelphia, the Company searches for unique investment opportunities throughout the East Coast. The Company finds and invests in opportunities across the risk spectrum; this results in insightful investments ranging from short-term, value-add projects to long-term, multiple-oriented deals. With operating expertise across this spectrum, the firm is capable of capitalizing on a vast array of deal types. The Company takes seriously their Core Values: Value Creation: Their business is built on finding and creating value in every deal, property, and relationship. Ownership: Operates with extreme ownership, where every team member is accountable for their collective success. Fiduciary Excellence: Committed to safeguarding their investors' capital, ensuring every decision maximizes value with transparency and integrity. Agility: They move swiftly and strategically, taking advantage of hidden opportunities in the market. Growth and Humility: Lead with humility and a focus on continuous growth-both personally and professionally. VICE PRESIDENT of INVESTOR RELATIONS Our client is a real estate investor and developer focused on the commercial and residential sectors. The Company currently owns over four million square feet of real estate across the East Coast and has a pipeline of development approaching $1 billion. The Vice President of Investor Relations position is an opportunity for an exceptional candidate to advance their real estate career. The candidate will join a dynamic team and will be responsible for maximizing the equity capabilities across both high-net-worth investors and our institutional joint venture partnerships. Focusing on servicing the existing Investor base, Inbound Investor referrals, and additional ad hoc Investor requests. The Company's platform is unique in that we source equity from investors that range from individual high-net-worth accredited investors to large scale institutions and pension funds. The demands of each pool of capital are remarkably unique and tailored to their needs. The result is a position that sits at the intersection of Investor Relations, Asset Management, and Acquisitions with exposure and the need to understand each business line. This position will report directly to Partner, Head of Investor Relations, in support of the Head of Institutional Equity and Head of Private Capital - all three are experienced members of the firm's team with a core focus on sourcing equity for all new deals and servicing the existing equity relationships across the portfolio. SPECIFIC RESPONSIBILITIES Support and service existing investor relationships through in-person meetings, portfolio performance reviews, and calendar-based reporting. Administer legal document formation, capital account set-up, and the Investor subscription process for all Company Investors. Maintain the Investor Relations database - powered by Juniper Square. Assist in the creation and publication of new investment offerings. Support the publication of the Firm's quarterly/annual reports and business plans to investors. Work closely with other key company functional areas (acquisitions, asset management, finance, accounting, compliance, tax, and legal) to compile data and insights for investor reports, questionnaires, communications, and ad-hoc requests Manage the coordination of investor fund closings (open and closed end vehicles), including working closely with legal counsel and third-party administrators to coordinate investor subscription documents and limited partnership agreements Review and organize subscription documentation and corresponding information Track and document essential information through the review of legal documentation Assist in coordinating documentation with legal team and managing correspondence with LPs Provide prospective and existing investor support via CRM platform Support fundraising efforts by working directly with senior team members to create marketing materials, including PPMs and DDQs and RFI's for current investor updates and potential investors as well as due diligence presentations Provide quarterly updates to investor and consultant databases Assist in the creation, procurement and updating of marketing material content and design Maintain membership subscriptions to a number of industry networks Manage quarterly updates to consultant and investor databases and surveys Assist in preparing and review content for private placement memorandum and other investment vehicle documents Participate in portfolio management calls Work closely with Accounting team to assist in investor reporting Assist in maintaining firm-level statistics to ensure consistency across internal and external facing marketing materials Work closely with the firm's Marketing team to ensure brand consistency across all internal and external facing materials (reporting, website, advertising, etc) Analyze investment-level data and prepare appropriate summaries Synthesize quantitative and/or qualitative market and economic data, perform regular research on industry trends, peers, capital markets, and develop regular communication and reporting for senior management and investors Participate in a range of internal projects that require assistance with written communications, data analysis, and PowerPoint presentations Ensure investor inquiries are completed in a timely manner and with thoughtful answers that satisfy the investor and maintain corporate / brand message Various special projects as requested Ability to travel to assets as needed. Research, document, and establish relationships and prospect-leads for new investors - both organically and through lead-gen software. QUALIFICATIONS & SKILLS 7-12 years of investor relations, client service, with real estate experience preferred with a focus on relationship management Undergraduate degree with a focus on finance, economics, real estate with outstanding academic record Proficient in Microsoft Office Suite, with a focus on Excel, PowerPoint & Word Juniper Square experience a plus Working knowledge of real estate accounting, investment and financial concepts Self-starter Highly organized Excellent writer with the ability to convey complex investments in a simple manner COMPENSATION & BENEFITS The Company is prepared to offer a competitive compensation package. CONTACT INFORMATION Shine Associates, LLC 45 School Street, Suite 301 Boston, MA 02108 ************************** David Slye, Managing Director Kelsey Shine, Director ************** ************** **************************** *****************************

Macdonald and Company are proudly partnered with a privately held investment manager active nationwide, providing equity financing for affordable housing communities and overseeing a large portfolio of Low-Income Housing Tax Credit assets through all stages of development and stabilization. The firm are growing their Fund Management team and seek a Vice President to join the group. The Role The Vice President of Fund Management oversees a portfolio of Low-Income Housing Tax Credit funds, managing all financial, tax, and reporting functions from pre-stabilization through asset maturity. This includes oversight of audits, tax returns, capital calls, investor reporting, and financial modeling updates to ensure compliance and performance across the portfolio. Key Responsibilities: Oversee all fund accounting, financial reporting, and cash activity. Manage audit and tax processes for both upper-tier and lower-tier entities. Review and update fund models, tax credit projections, and IRR calculations. Coordinate capital calls, investor reporting, and compliance documentation. Review financial and tax deliverables, including cost certifications, DSCR analyses, and 8609s. Provide leadership and training to analysts and support staff. Maintain proactive communication with investors, partners, and auditors.

Macdonald & Company is pleased to be exclusively retained by a privately held industrial developer in Houston to find and appoint a VP of Investment/Development focused on sourcing and executing industrial ground up development. Great growth opportunity to join a lean team of high performing, best in class developers in Houston, who have a significant track record and have capabilities to develop through their own capital sources or look at JV opportunities. Key Responsibilities: Strategic Planning & Acquisition Identify and evaluate land for potential speculative and build-to-suit industrial development in key Houston submarkets. Lead site due diligence, market research, financial feasibility analysis, and risk assessment for potential acquisitions. Work closely with capital partners, joint-venture partners, and internal leadership on acquisition strategies. Entitlement & Approvals Manage the entitlement process, zoning, permitting, and regulatory approvals. Coordinate with architects, civil engineers, and consultants to prepare site plans, environmental studies, and other permitting documentation. Build strong relationships with municipal governments, local authorities, and community stakeholders. Financial Modeling & Projections Build and maintain sophisticated financial models (pro forma, cash flow, IRR, sensitivity) for project-level and portfolio-level decisions. Lead underwriting for new projects, negotiating land purchase terms, and assessing capital structure. Present development business plans to senior leadership and potential equity / debt partners. Pre-Construction & Design Coordination Oversee schematic design with architecture and engineering teams. Coordinate design aspects (site plans, building layouts, parking, utilities) to optimize cost, schedule, and tenant needs. Work with construction leadership (contractors, project managers) to ensure alignment between design intent and buildability. Team Leadership & Stakeholder Management Lead a small team (analysts, development associates) and mentor them through the front-end process. Collaborate with leasing, asset management, capital markets, and construction teams. Report to senior management (Managing Principal, Board) on project status, risks, milestones, and budget. Market & Competitive Intelligence Monitor industrial real estate trends in Houston (speculative demand, build-to-suit, land scarcity, user types). Use insights to inform site selection, project sizing, and risk mitigation strategies. Represent Company externally at industry events, with brokers, landowners, public agencies, and joint-venture partners. Qualifications Bachelor's degree in Real Estate, Finance, Business, Civil Engineering, or related field; MBA strongly preferred. 7+ years of industrial real estate development experience, with deep exposure to the front-end (land acquisition, entitlement, pre-construction). Success in bringing speculative and/or build-to-suit industrial projects from concept to shovel-ready. Strong financial modeling, underwriting, and project feasibility analysis; experience with pro formas, IRR, and sensitivities. Excellent interpersonal, negotiation, and team leadership skills; ability to present to and influence senior executives, partners, and public officials. Deep understanding of the Houston industrial real estate market (submarkets, infrastructure, zoning, logistics). Comfort managing multiple deals simultaneously, with ability to lead cross-functional teams. Entrepreneurial orientation, ability to think long-term and balance risk-reward in land development.

Our medical services client, in partnership with CV Resources, seeks a talented Senior Financial Analyst to join their Finance and Accounting Team. The Senior Financial Analyst will support a rapidly growing FP&A team and play a key role in budgeting, forecasting, modeling, and performance analytics. This is a highly technical, Excel-driven role ideal for an analytical “up-and-comer” with strong modeling capabilities, comfort with large data sets, and experience supporting multi-location businesses. You will have the opportunity to report directly to the head of the FP&A department. Job Title: Senior Financial Analyst (our client will consider talented Financial Analysts) Location: Long Beach, California Job Status (direct hire, consulting, consulting with possibility of hire) - This role is a direct hire role. Job Site Status (onsite/hybrid/remote) - Our client has a hybrid job site status of One Onsite Day per Quarter Compensation - Salary range is $95,000-$115,000 per year + a bonus component based on individual and company performance. RESPONSIBILITIES OF THE SENIOR FINANCIAL ANALYST Financial Planning and Analysis (FP&A) - Budgeting and Forecasting Develop and maintain monthly and quarterly forecasts, identifying trends, risks, and opportunities. Perform variance analysis to compare actual results against forecasts and budgets, providing actionable insights. Support long-range financial planning and scenario modeling to guide strategic business decisions. Financial Planning and Analysis (FP&A) - Data Analysis Gather data from diverse sources (ERP, POS, and other platforms) Integrate data. Analyze data using Business Intelligence (BI) tools. Present proposals based on data analysis. Financial Planning and Analysis (FP&A) - Data Maintenance Track performance metrics to measure business performance. Generate ad hoc analysis and financial reporting. Financial Planning and Analysis (FP&A) - Budgeting and Forecasting Support long-range financial planning and scenario modeling to guide strategic business decisions by updating data. Assist the Head of FP&A in leading annual budget, reforecasts, and long-term plans in both corporate and sales and marketing budgets. Process Improvements Identify opportunities to streamline financial processes, improving efficiency and reporting accuracy. Support financial system upgrades and automation initiatives to enhance reporting capabilities. Ensure internal controls and compliance with financial policies and best practices. Assist in the development of financial tools and models to support decision-making. Miscellaneous Accept all relevant tasks as given by upper management. QUALIFICATIONS OF THE SENIOR FINANCIAL ANALYST Required Bachelor's degree in accounting, finance, or a comparable major. 3+ years of true FP&A experience (financial modeling, budgeting, forecasting, variance analysis) Proficient understanding of Key Performance Indicators (KPI's) Multi-site / multi-location industry experience Preferred MBA Experience working in Private Equity-backed environments. Three (3) statement model experience (income statement, balance sheet, and cash flow statement) into one dynamically connected financial model. SKILLS OF THE SENIOR FINANCIAL ANALYST Required Technical Advanced Excel Financial modeling, budgeting, forecasting Ability to build models entirely from scratch (not just maintain/update) Large data-set interpretation Interpersonal Executive presence. Superb analytical and critical thinking skills. Diligence and accuracy. Impeccable communication skills. Inquisitive Preferred Technical Power BI or Tableau or Planful or equivalent program For further information, submit your resume to Mark@CVRStaffing.com. All inquiries will be kept in the strictest confidence.

Washington, DC | Hybrid Work Environment About Us We are a leading national trade association representing a major U.S. industry-including formulators, chemical suppliers, and packaging companies that develop products used every day to ensure health, hygiene, and economic vitality. The association and its members are dedicated to advancing science-based policies that protect people and the environment, promote innovation, and support growth across the value chain. Overview The association seeks a visionary, strategic leader to serve as Vice President, Government Affairs-a key member of the executive team responsible for driving one of its core strategic pillars: policy leadership and external influence. This is not a traditional head-of-government-affairs role. The VP will design and execute an agile influence strategy across federal and state arenas; anticipate and shape outcomes amid a rapidly evolving policy landscape; and position the organization as a credible, proactive thought partner to policymakers and stakeholders. Reporting to the President & CEO, the VP will set direction, lead the Government Affairs team, and deliver measurable policy impact for member companies. Strategic Leadership & Policy Development Lead the design and evolution of a multi-year government affairs strategy aligned to the association's mission and business priorities. Translate political dynamics, emerging risks, and macro trends into actionable strategies and decision frameworks for leadership and the Board. Integrate advocacy priorities across the association's strategic plan, ensuring alignment with regulatory, technical/scientific, and communications teams. Establish outcome-oriented policy agendas with milestones, metrics, and accountability. Strategic Influence & Relationships Build and sustain high-trust relationships with senior officials in Congress, the Administration, regulators, and state legislatures, as well as with business leaders, think tanks, and industry partners. Elevate the association's voice through executive-level engagement, positioning it as a trusted and solution-oriented leader on cleaning, hygiene, and public health. Serve as a senior spokesperson before policymakers, external forums, and media, and represent the association in industry coalitions and partnerships. Federal-State Strategy, Regulatory Engagement & Execution Drive coordinated engagement across federal and state levels, aligning legislative and regulatory strategies to amplify impact and credibility. Oversee key issue portfolios (e.g., chemical management and packaging). Lead regulatory advocacy across agencies (e.g., EPA, FDA, OSHA, and others): shape rulemaking and guidance, lead comment strategies, track implementation, and coordinate multi-jurisdictional responses. Direct advocacy planning, stakeholder mapping, and sequencing to secure durable outcomes. Ensure compliance with all lobbying disclosure, ethics, and reporting requirements. Issues Management & Rapid Response Establish proactive horizon-scanning and issues-management capabilities to anticipate shifts and mobilize rapid responses. Lead coordinated responses during high-stakes moments and drive scenario planning and risk assessment for leadership and the Board. Coalitions & Public Positioning Participate in and help steer pragmatic coalitions that align stakeholders behind shared policy objectives. Shape visibility strategies in partnership with Communications to reinforce the association's reputation as a science-based, trusted voice. Deliver compelling testimony, comment letters, and thought leadership that influence substance and narrative. Team Leadership & Organizational Integration Lead, coach, and grow a high-performing Government Affairs team and manage external advisors. Drive a collaborative, inclusive culture; embed effective operating rhythms, clear KPIs, and continuous improvement. Ensure seamless integration with all internal teams to amplify impact for members. What Success Looks Like Policy wins that advance priority outcomes at both federal and state levels. Enhanced executive-level relationships and champions across parties who view the association as an indispensable thought partner. Trusted counsel to the President & CEO and Board; strong member satisfaction with advocacy efforts. A high-performing team with measurable progress against KPIs. A strengthened reputation for credibility, transparency, and science-driven leadership. Qualifications 15+ years of progressive leadership in government affairs, public policy, or regulatory advocacy within a trade association, corporate, consultancy, or government setting. Demonstrated track record of policy impact and coalition-based wins; mastery of federal and state legislative/regulatory processes. Executive presence with outstanding communication skills; comfortable engaging at C-suite and senior government levels. Established relationships across Congress and relevant federal/state agencies (e.g., EPA, FDA, OSHA). Experience advising CEOs/Boards and translating complex policy into business strategy. Proven ability to lead and inspire teams; manage consultants; and drive cross-functional alignment. Bachelor's degree required; advanced degree (e.g., JD, MPP/MPA, public policy or related field) preferred. Additional Details Travel: Flexibility for overnight travel. Compensation: Base salary range $200-250K, plus an annual bonus. Equal employment opportunities are provided to applicants without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

We are seeking a highly experienced Vice President of Estimating with a focus on sitework, underground utilities, grading, and earthwork. This executive role is responsible for leading the estimating team, developing accurate and competitive bids, and ensuring strategic alignment with company growth objectives. The ideal candidate will bring over 10 years of experience in site development, strong leadership, and a proven ability to oversee complex civil and utility projects from concept through bid submission. Key Responsibilities: Lead and mentor the estimating team, fostering growth and expertise. Develop accurate and competitive estimates for site development, grading, earthwork, and underground utility projects. Review plans, specifications, and contracts to identify scope, risks, and opportunities. Collaborate with operations, project management, and business development to align estimates with project execution strategy. Maintain and improve estimating processes, templates, and systems. Provide executive oversight of budgeting, scheduling, and resource allocation during the preconstruction phase. Evaluate subcontractor and vendor proposals, ensuring quality, cost-effectiveness, and compliance. Support strategic business decisions with financial analysis, market insights, and risk assessments. Ensure compliance with safety, regulatory, and quality standards in all estimates. Represent the company in client meetings, pre-bid conferences, and industry events as needed. Qualifications: Bachelor's degree in Construction Management, Civil Engineering, or related field preferred. Minimum of 10 years of experience in estimating civil/site development projects, including underground utilities, grading, and earthwork. Strong leadership and team development skills. Expert in project take-offs, quantity surveys, cost modeling, and risk assessment. Proficiency in estimating software including B2W Estimate, HeavyBid, Timberline, and Excel-based estimating tools. Excellent communication, negotiation, and problem-solving abilities. In-depth knowledge of construction methods, materials, and compliance standards. Employment Details: Full-time executive position. Competitive salary with performance-based incentives. Standard workweek of 40+ hours, with flexibility required to meet project deadlines.

ABOUT YOU You are a seasoned finance professional with a robust background in financial analysis within the SaaS industry. With a proven track record of navigating complex financial landscapes, you excel in leveraging data-driven insights to drive strategic decision-making and enhance operational efficiencies. Your proficiency in Salesforce and other financial management software enables you to streamline processes and extract meaningful financial metrics effortlessly. Your strong analytical acumen and innate problem-solving skills empower you to tackle intricate financial challenges with precision and foresight. Coupled with your exceptional communication and negotiation abilities, you adeptly collaborate with cross-functional teams and stakeholders to achieve consensus and drive initiatives forward. You thrive in dynamic environments, adeptly managing multiple priorities while consistently delivering high-quality results within established deadlines. As a forward-thinking leader in finance, you are poised to make a significant impact within our innovative SaaS organization, contributing to our growth trajectory and reinforcing our commitment to financial excellence and operational integrity. Requirements What You'll Do Reporting to the CEO as Accounting and Finance Director, you will work across these functions: Key Skills for Director of Accounting and Finance (SaaS) Expertise in preparing accurate financial statements (P&L, balance sheets, cash flow) in compliance with GAAP or IFRS. Ability to analyze financial performance, identify trends, and provide actionable insights to leadership. Deep understanding of SaaS-specific financial metrics such as MRR (Monthly Recurring Revenue), ARR (Annual Recurring Revenue), LTV (Customer Lifetime Value), CAC (Customer Acquisition Cost), churn rates, and cohort analysis. Ability to build and maintain financial models to forecast growth, profitability, and cash flow. Knowledge of SaaS revenue recognition principles and ability to ensure proper accounting of subscription revenue, renewals, and other contract-related income. Strong skills in budgeting, financial planning, and forecasting to align with the company's growth strategy. Ability to lead and manage the annual budget process and create rolling forecasts. Expertise in managing cash flow, liquidity, and working capital, with a focus on optimizing cash conversion cycles in a subscription-based business model. Proficiency in planning and managing capital requirements for growth initiatives. Ability to build, mentor, and lead a high-performing accounting and finance team, fostering a collaborative and efficient work environment. Experience in implementing effective workflows and improving team efficiency. In-depth knowledge of internal controls, audit processes, and regulatory compliance (SOX, tax regulations, etc.). Oversee external audit processes and ensure timely filing of all regulatory financial reports. Expertise in corporate tax strategy, including income tax, sales tax, international tax issues, and transfer pricing as it relates to SaaS businesses. Ability to manage tax filings, ensure tax compliance, and collaborate with external tax advisors. Ability to implement and optimize financial systems to streamline operations and improve reporting accuracy. Ability to partner with executive leadership to provide strategic financial insights and recommendations. Proficiency in scenario planning and decision modeling to support long-term business goals. Experience preparing financial reports and presentations for investors, board meetings, and fundraising rounds. Ability to effectively communicate financial performance, projections, and strategies to external stakeholders. Strong strategic thinking and problem-solving skills to help drive the company's growth, scalability, and profitability. Ability to understand and navigate the nuances of the SaaS business model to guide financial decisions. Nice to Have Experience with selecting auditors and managing audit processes Experience working with outsourced bookkeepers Knowledge of SFDC Startup experience, working in fast-paced environments Benefits Compensation and Benefits Competitive salary and benefits package Comprehensive health benefits from the first day, including medical, dental, vision, HSA, and mental health support 401K retirement savings plan to support long-term financial security Unlimited flex time off plan, including all major U.S. holidays, for optimal work-life balance Flexible work hours 100% remote-working environment, allowing flexibility in location Monthly capped reimbursement for phone and internet expenses to facilitate remote work arrangements We maintain a commitment to equal employment opportunities, ensuring that all individuals are treated fairly and without discrimination in terms of employment opportunities, conditions, and practices. Our company upholds this principle regardless of race, age, gender, religious or political beliefs, national origin or heritage, disability, sexual orientation, or any other characteristic protected by applicable law.

About Us When you work at Chugach Government Solutions (CGS), you join a proud legacy of supporting missions while sustaining culture. The federal division of Chugach Alaska Corporation, CGS has been supporting critical missions as a government contractor for over 25 years. Our focus is to support facility maintenance, IT/technical services, construction and education. We are proud to have built, and continue to foster, an incredibly talented team spanning across the globe in hundreds of different fields - each team member proud to serve our country with first-class business services, while also making a difference for our Chugach shareholders. At CGS, empowering employees is a part of our core, and that focus is one of the ways we build and foster high-performing teams. We empower our employees through competitive compensation and benefits package, professional growth opportunities, truthful communication, and more! If you are looking for an opportunity to serve something bigger than yourself; if you want your day job to be one that creates meaningful value; if you are looking for an environment that highly values employees and respects individual differences - then Chugach Government Solutions may be the right fit for you! Job Overview The Finance and Administration Director directly supervises finance staff, food services supervisor, maintenance supervisor, security & transportation manager, procurement specialist, property specialist, computer systems administrator, and secretary. Responsible for the overall administration and management of center finance, food services, maintenance, security/transportation, property, and purchasing in compliance with Job Corps requirements and directives, corporate policy and guidelines, and federal, state, and local regulations. Pay: $85,000.00-$87,000.00/year DOE Hours worked: M-F, 8:00am-5:00pm Retirement Plan: Eligible to participate in company 401(k) with Company matching after 1 year Vacation: Minimum of ten days per year. Actual days are based upon your Service Date Sick Time: Ten days per year Holidays: 12 paid holidays per year Work Model: Onsite/Office-Based Responsibilities Essential Duties & Job Functions: * Plan, coordinate, and direct the finance and administrative services of the center to ensure quality services to students and contractual compliance. * Oversee contract and departmental budgets; monitor and control expenditures; review and recommend changes to budget authorizations. * Establish financial acquisition controls and evaluate potential program expenditures; direct the efforts of the procurement area in administration of subcontracted services. * Oversee all finance function in compliance with government and corporate policies, safeguard the integrity of financial assets and ensure timely and accurate reporting as required. * Ensure compliance with established budgets, procurement limitations, and travel restrictions. * Oversee procurement function to ensure compliance with the FAR, PHR, corporate and center operating procedures. * Coordinate wage and salary program with the human resources manager. * Direct, evaluate, reward and discipline staff in accordance with corporate policies, center directives and government requirements. * Provide staff training, evaluate the staff performance; recommend and implement departmental and personnel changes approved by the center director and in coordination with human resources. * Develop and implement new and revised policies and procedures affecting the finance & administration directorate and subordinate departments; coordinate with other departments for compliance with overall center objectives. * Work with the human resource manager to develop and maintain the Center's employee appraisal system in regards to the allocation of funds. * Regularly assess and audit directorate for contractual compliance and quality of services to students; prepare audit and assessment reports. * Analyze periodic statistical trends, organizational problems and operation requirements for review and appropriate action. * Oversee the facility maintenance function including building maintenance, grounds upkeep, inspections, preventive center maintenance, and construction and rehabilitation activities. * Regularly inspect facilities; maintain quality standards. * Develop and adhere to the energy conservation, facility utilization, and facility maintenance plans, and procurement policies and procedures. * Oversee the management of food services function, including cafeteria operation, special food services, menu planning, inspections, and quality of delivery of services to students. * Ensure the timely, accurate, and ethical administration of student records function and management of computer systems administration. * Oversee the management of property activities including management of the warehouse, proper record keeping and reporting of government equipment and consumable supplies. Provide management oversight of all property custodians within the finance and administration directorate and ensure compliance with regulations and center policy. * Prepare annual operating and capital budgets for the Center. * Participate in student employability programs and activities. * Support and promote center zero tolerance policies. * Promote the development of career success standards through modeling appropriate skills, mentoring students, monitoring student skill acquisition and intervening when inappropriate behaviors are observed; provide regular feedback to staff regarding career success intervention techniques. * Maintain accountability of staff, students and property; adhere to safety practices. * Cultivate and maintain a climate on the center, which is free of harassment, intimidation, and disrespect to provide a safe place for staff and students to work and learn. * Other duties as directed by center director. Job Requirements Mandatory: * Bachelor's degree in business administration or related field; * Three (3) years related experience and/or training; one (1) of which must be in a management capacity. * Proficiency with Microsoft Word, Excel, and Outlook at an intermediate level. * Successfully pass background check and drug test required on the contract * Current, valid driver's license and an acceptable driving record. Reasonable Accommodation: It is CGS, LLC business philosophy and practice to provide reasonable accommodations, according to applicable state and federal laws, to all qualified individuals with physical or mental disabilities. Equal Employment Opportunity: Chugach is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, gender, sexual orientation, gender identity or expression, age, pregnancy, disability, genetic factors, protected veteran status or other characteristics protected by law.

Administration District: Youngstown City Schools Description: See the attached for additional information. Attachment(s): Job Description

Chief Operating Officer / Chief Financial Officer (COO/CFO) Location: Nashville, TN (On-site) Employment Type: Full-time The RoleWe're looking for a proven operator and financial leader to join our executive team as COO/CFO. In this role, you'll own the operating rhythm and financial foundation that enable Wealth Access to scale. You'll lead Finance, Operations, and Legal while ensuring alignment across GTM, Product, and Engineering. This is a hands-on leadership role for someone who thrives in a growth-stage environment, balancing strategic vision with operational discipline.What You'll Do Lead Operational Excellence: Establish and manage the company's operating rhythm, ensuring alignment across all functions to deliver on strategic objectives. Own Financial Stewardship: Oversee financial planning, reporting, and compliance to maintain a strong foundation for growth. Scale the Organization: Build processes, systems, and a high-performing team to support rapid expansion and operational efficiency. Drive Cross-Functional Alignment: Partner closely with Product, Engineering, and GTM leaders to ensure seamless execution and customer impact. Enable Growth: Optimize business operations and resource allocation to accelerate revenue and enhance client outcomes. Champion Culture and Leadership: Foster a collaborative, accountable, and innovative environment that attracts and retains top talent. Who You Are A seasoned operator with experience as a COO, CFO, or senior executive in B2B SaaS or FinTech, ideally in a growth-stage environment. Skilled in building and scaling organizations, with a strong foundation in financial management and operational excellence. Deep knowledge of GAAP and ASC 606 revenue recognition, FP&A, and SaaS metrics. Adept at driving cross-functional alignment and fostering collaboration across GTM, Product, and Engineering teams. Comfortable balancing strategic vision with hands-on execution in a fast-paced, evolving business. A strong communicator and leader who inspires trust, accountability, and high performance. Based in Nashville and committed to an on-site leadership presence. Why Join Wealth Access Lead a high-growth fintech company redefining how banks and wealth firms use data. Competitive compensation with potential equity participation. Comprehensive benefits: flexible PTO, company-funded HSA, 401(k) with match, and paid downtown Nashville parking. Our Values Lead with Insight Put People First Win Together CompensationCompensation includes a competitive base salary, performance-based bonus, and equity participation, along with comprehensive benefits. The final package will reflect experience, qualifications, and market conditions. About Wealth Access Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data. Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise. This unified view powers wealth, digital banking, CRM, and analytics ecosystems-helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments. Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.

The Director, Business and Financial Controls will play a critical role in driving the assessment and continuous improvement of financial and business processes to establish and maintain robust internal controls that align with operational efficiencies and compliance requirements. The ideal candidate will be hands-on, operate independently, and proactively identify process improvement opportunities, supporting the business in their successful implementation. The individual will work closely with internal audit to evaluate internal controls, address any deficiencies, and partner with various departments to ensure business processes are optimized. This role will interact with all business functions and requires an individual capable of managing and influencing across multiple teams: Key Job Responsibilities: Oversees the design, implementation, and monitoring of internal controls, to ensure alignment with organizational objectives, operational efficiencies, and regulatory requirements Identifies key risks, designs controls to address corresponding risks and leads efforts in control optimization, including control designs aligned with the operating environment Actively identifies and recommends process improvements and internal control enhancements to achieve improved efficiency and effectiveness in operations. Manages and maintain the Risk Control Matrix (RCM) over financial reporting for all key operating locations and ensure it reflects the current operating environment Supervises external resources supporting testing of controls to ensure design and operating effectiveness Leads design and implementation of new SOX business cycles, developing process narratives and controls where applicable Conducts periodic assessments of business process changes and designs and implements new controls to the underlying changes Serves as the key liaison between process owners and external auditors, ensuring clear communication and resolution of issues. Manages the 404-certification process Develops and maintains project plans, budgets, and schedules, ensuring timely and successful delivery of control-related projects Drives the continuous identification of process improvement opportunities and collaborate with cross-functional teams to implement these initiatives effectively Qualifications: Bachelor's degree in Accounting, Business Administration, Finance or related field 10-15 years relevant experience in business and financial controls, internal controls, or a related area In depth knowledge of COSO framework, US GAAP and SOX 404 Demonstrated ability to collaborate with organizations to balance operational and compliance objectives Exceptional written and oral communication skills, with the ability to communicate complex concepts clearly Strong analytical and problem-solving skills, with a proactive approach to identifying process inefficiencies and control gaps Ability to maintain a cooperative and professional work relationship with internal and external partners Strong and proactive leadership skills, able to demonstrate motivating and inspiring others Excellent project management skills Ability to operate independently, prioritize multiple initiatives, and manage time effectively in a dynamic, fast-paced environment Experience in project management and leading cross functional projects Ability to work effectively across multiple organizations Experience in a fast-paced, growing company environment where agility and adaptability are essential Hands-on mentality and a results-oriented approach to problem-solving and process optimization Preferred qualifications: CPA or other equivalent professional certification preferred Masters Degree a plus Proficient in SAP a plus Fluent in Spanish or Portuguese a plus At Array Tech, Inc., we strive to lead with our culture, and believe that our people are a key enabler of our future state. Our total rewards philosophy supports Array's ability to attract, develop, and retain our employees. We offer competitive compensation, benefits and wellness programs that align with the local markets where we do business. Array Tech, Inc. offers equal employment opportunity without regard to race, color, gender, age, creed, sex, religion, national origin, disability (physical or mental), marital status, citizenship, ancestry, sexual orientation, gender identity, and gender expression, or any other legally protected status.