Financial Planning and Analysis

• Direct financial planning, capital allocation and liquidity management to support company growth and mission objectives.
• Manage and invest corporate and client cash; oversee banking relationships and debt compliance.
• Partner with the other leaders on M&A, new acquisitions, financing structures and closings.
• Oversee the Accounting department in coordination with the Director of Accounting, ensuring accurate and timely financial reporting for managed properties.
• Directly oversee preparation of financial statements and present findings to Board of Directors and other key stakeholders.
• Maintain a rigorous system of internal controls. Enhance financial systems and workflows to improve efficiency, scalability and data integrity.
• Coordinate external audits, tax planning and filings across corporate, partnership and property entities, and lead the internal audit team.
• Monitor changes in accounting standards, tax legislation and regulatory requirements; adapt policies accordingly.
• Communicate organizational goals and objectives, aligning departmental responsibilities and resources.
• Conduct performance evaluations and provide mentorship to direct reports; build succession pipelines.
• Foster a culture of accountability, innovation and service consistent with company values.
• Overall responsibility for risk management strategy, including insurance procurement, risk assessment and mitigation planning.
• Serve as liaison with legal counsel on contracts, significant disputes and insurance claims.
• Drive adoption of analytical tools, dashboards and automation within finance and across the enterprise.

Chief Financial Officer, Commercial Real Estate

Financial Analyst – Program Cost Control Analyst 3