Chief Financial Officer

Position:        Chief Financial Officer

Location:        13890 Bishops Drive, Suite 250, Brookfield, Wisconsin 53005

Reports To:     Senior Director, Vice President, and President

Position Objective

To organize and coordinate company operations, manage accounting practices and procedures to ensure organizational effectiveness and efficiency, maintain services, keep accurate accounting records, and oversee human resources and benefits administration.  Act as company’s financial Subject Matter Expert (SME).

Essential Duties, Responsibilities, and Expectations

1. Financial/HR Reporting

• Prepare and analyze financial reports for all related companies


• Summarize financial information for presentation


• Prepare financial forecasts/projections


• Prepare reporting for weekly finance and operations meetings and attend meetings


• Prepare and analyze design and construction job reports


• Manage accounting for real estate assets and projects, including investor and lender reporting and all required compliance


• Manage intercompany accounts and transactions

     2. Accounts Receivable

• Manage project receipts, investments, rental income, and other AR


• Prepare weekly cash flow reports


• Prepare bimonthly invoicing

     3. Accounts Payable

• Manage vendor payments bimonthly


• Reviewing payments owed to subcontractors with the Director of Operations, Company President, and Project Managers

     4. Manage payroll including review of weekly time and expense reports and preparing employees’ compensation biweekly.

     5. Regularly consult with the tax accountant to review monthly financials and prepare accounts for annual tax return.

     6. Assist in implementing office policies and procedures and establish and maintain accounting standards and procedures.

     7. Assist project managers in job reporting and accounts receivable.

     8. Regularly attending and actively participating in meetings.

     9. Maintain a positive presence within the organization (i.e. participate in team events, volunteer, etc.).

     10. Ensure ongoing professional development by attending training, webcasts, seminars, and conferences and reading other relevant literature related to accounting, business administration, human resources, benefits and/or project management.

     11. Maintain an active membership in one or more professional or nonprofit organizations or groups.

Minimum Qualifications:

1. Bachelor’s degree or higher in Accounting, Business, or related field


2. Proficient with various software including but not limited to Sage and Microsoft Office. Knowledge of Ajera/Deltek is a plus.


3. CPA license anticipated.


4. Real estate accounting experience required.

Minimum Requirements:

1. Punctual, regular, and predictable attendance


2. Excellent organization and communication skills, both verbal and written


3. Must possess a current and valid driver’s license


4. The ability to effectively work independently with little to no supervision