Objectives of this role
- Take responsibility (either directly or via staff) for all cash management, investments, insurance, budgeting, and financial reporting, and help drive the company’s financial strategy
- Coordinate development of annual operating, capital, and program budgets, as well as reporting for the same
- Ensure cash flow is compatible with operations by overseeing day-to-day accounting, recording, reporting, and internal-control activities of the organization
- Develop and implement best practices and tools to ensure a well-controlled yet flexible organization that has strong fiscal management, project coordination, cross-team communications, and workflows
- Comply with national and local financial requirements by studying existing and new legislation and taking appropriate action
Responsibilities
- Work with leadership team to efficiently develop budgets and provide access to project finance information
- Perform risk management through analysis of company liabilities and investments
- Oversee HR operations to include payroll, benefits, workers comp, 1099 and W-2 reporting
- Monitor business performance with tracking tools, balance accounts, complete JE’s and prepare detailed reports for management team, and rest of company
- Manage finance personnel and oversee financial IT systems, ensuring compliance with relevant regulatory entities (GDOL, IRS, GREC, etc)
- Complete Quarterly call reports for MBA and NMLS
- Provide backup to staff for agent disbursements, mortgage wires, or other items as needed.
- Oversight of annual audits and tax preparation
- Maintain good relations with financial institutions, insurance companies, and other top level vendors.
- Bank reconciliation of multiple accounts
Job Type: Full-time
Pay: From $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Work Location: In person