JOB SUMMARY

Manages a broad range of complex financial analysis and/or financial reporting activities to measure profitability for a region, line of business or large, complex client. Includes the management of such functions as budgeting, forecasting, financial reporting, strategic planning and management reporting processes and work product.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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.

EDUCATION AND EXPERIENCE

Bachelor’s degree (BA/BS) from a four-year college or university in a business related field. Requires a minimum of six years related experience to include at least two years in a lead or supervisory capacity. Public accounting experience preferred.

COMMUNICATION SKILLS

Ability to apply excellent written and verbal communication skills to accurately explain/report activity. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to respond effectively to sensitive issues and work collaboratively with business partners, key employees, top management, and client groups on various projects.

FINANCIAL KNOWLEDGE

Requires in-depth knowledge of financial terms and principles. Ability to calculate complex figures. Ability to forecast and prepare budgets. Conducts financial/business analysis including the preparation of reports. Broad, in-depth understanding of Generally Accepted Accounting Principles (GAAP), concepts. SEC reporting experience desired (depending on the specific finance role).

OTHER SKILLS AND ABILITIES

Strong computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Broad experience with other software and financial systems is desired such as HFM Consolidation, PeopleSoft Financials and Cognos Planning. Knowledge of real estate service industry and terminology is helpful. Strong work ethic and adaptable.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Manages one or all of the following: budgeting process, forecasting process, strategic planning process, and standard management reporting. Establishes overall departmental priorities and ensures that all deadlines are met. Supervises finance staff including training and managing job performance.
• Reviews and approves balance sheet account analysis, statement of cash flows and supporting schedules and standard consolidated reporting packs. Reviews and approves certain PeopleSoft and HFM monthly journal entries.
• Conducts other special financial and business studies and other duties as assigned by management. Produces a variety of routine and ad hoc financial reports, packages and pro forma analyses for senior management and planning unit.
• Participates in the research, development and preparation of accounting policy and procedures, as required. May act as consultant to management on financial policies, procedures, and applications.
• Manages special projects and prepares presentations for senior management.
• Performs other duties as assigned.

SUPERVISORY RESPONSIBILITIES

Provides formal supervision to individual employees within single functional or operational area. Approves subordinate’s recommendations for staff recruitment, selection, promotion, advancement, corrective action and termination. Effectively recommends same for direct reports to next level management for review and approval. Plans and monitors appropriate staffing levels and utilization of labor, including overtime. Prepares and delivers performance appraisal for staff. Mentors and coaches team members to further develop competencies. Leads by example and models behaviors that are consistent with the company’s values.