Chief Financial Officer

RHH202418

Real Estate

THE COMPANY

Our client is a fourth-generation family-owned company with a strong history and presence in Michigan; consistently recognized as a top workplace in the state. They hold a long tradition of being industry trail blazers and continue to adapt and evolve their business offerings to grow. A strong legacy in real estate; they have been cultivating a one-stop-shop real estate experience for over 45 years. They continue to innovate and push the industry’s boundaries and are the original creators of much of the industry standards when it comes to modern marketing tools that are used across the country. Their definition of success is all about service and impact. As their legacy continues to grow, they’ve evolved into a family of companies and will continue to thrive and build success from the core values of Excellence, Caring, Integrity, Teamwork and Empowerment.

THE OPPORTUNITY

The CFO will be an active collaborator with the Leadership Team by providing consultative support to devise strategies and policies to meet the organizational objectives. The CFO will be responsible for all financial reporting, processes, controls, and matters including acquisitions, accounting, billing, banking, taxation, auditing, budgeting, forecasting, and variance analyses including profitability analyses. Additionally, they will manage all contract related issues to enhance negotiations and fee schedules. The CFO will set departmental vision and direction while leading a talent-focused / continuous improvement mindset through the company culture.

This position reports to the CEO and has two (2) direct reports and nine (9) indirect reports.

JOB DEFINITION

The CFO will be responsible for managing financial strategies, including acquisition activity, as well as overseeing the day-to-day operational functions of the companies, ensuring that the financial administration runs smoothly. They will help create and execute the strategic vision and business plan for the organization. The role requires a blend of managerial, financial and strategic skills.

SKILLS

The CFO will have deep financial knowledge in resource, technological and business planning as well as corporate strategy. The CFO will be a service-oriented liaison ensuring the financial management of the organization is aligned, supportive, and interdependent.

Have a deep understanding of the day-to-day operations and maintain a pulse on the health of the organization.
Be aware of and provide solutions for any issues with personnel, including over 2,000 agents.
Help create and implement new initiatives and KPIs that are metric driven.
Provide consultative financial support, analysis, insights, and advice in a manner that ensures business decisions are made with timely, accurate, and relevant information.
Communicate the leadership’s ideas and vision to the rest of the team and ensure everyone understands and is on board.
Develop and execute the firm’s financial strategy, ensuring alignment with its overall objectives and business plans.
Identify opportunities to improve the firm’s operational efficiency by optimizing systems, processes, and procedures.
Maintain and improve the integrity of financial practices, and oversee relationships with financial institutions, auditors, and CPAs.
Develop and direct the implementation of strategic business and/or operational plans, projects, programs, and systems.
Coordinate the preparation of special analyses and information reports pertaining to special programs and initiatives, i.e. evaluation of alternative fee arrangements, capitalization options and office expansion.
Oversee financial management including developing financial budgets, budget policies and procedures.
Lead the annual budgeting process, provide regular updates, report financial performance, and alert leadership to opportunities and deviations from budgeted targets.
Ensure accurate and timely reporting of the financial results, analyze variances, and provide insights to leadership on performance against expectations.
Regularly communicate financial performance and strategies to stakeholders.
Coordinate with regional offices to ensure alignment between administrative functions and growth initiatives.
Easily adjust to changing circumstances. Keep up with moving priorities, projects, clients, and changes.

Leadership and Management:

Lead and mentor the team, providing direction, setting expectations, and developing talent within the firm.
Act as a liaison between departments to ensure clear and consistent communication across the firm.
Set clear expectations for responsibilities and conduct.
Ensure that everyone in the organization is held accountable and that they are fulfilling their roles and responsibilities. If issues or roadblocks arise, work to find solutions.
Set, evaluate, and inspire individual and team goals to promote a result-driven culture.
Help develop the workplace culture.
Foster open lines of communication between staff and regional locations. Address any issues or concerns and ensure that the team aligns with the vision and values.
Ensure that all parts of the organization work together cohesively.

BACKGROUND EXPERIENCE

Outstanding knowledge and understanding of GAAP, strong financial acumen, related analyses skills, including P&L,
budget planning / creation, accounting, cost-control principles, and the ability to create accurate revenue-forecasting models.
Technologically savvy with a track record of seeking, championing and integrating new solutions to improve business operations and profitability.
Knowledge of administrative and office management procedures and methods; some knowledge of department structure and operations.
Excellent oral and written communication skills. Must be able to provide clear, precise, and well-substantiated explanations of financial information with the ability to communicate with tact and diplomacy.
High Achiever who is: pragmatic, dedicated, passionate, organized, humble, possesses a sense of humor, creative problem-solver, willing to get the job done and adaptable to a cohesive team.
Experience in strategic planning and execution.
Ability to compile, organize, prepare, and maintain an assortment of records, reports, and information. Comfortable with presentations to groups of stakeholders.
Sound supervisory or senior leadership experience which demonstrates the ability to successfully carry out the roles and responsibilities described above, typically evidenced by experience in progressively responsible executive leadership positions.
Must be resourceful and creative, possessing the ability to work with and adapt to all kinds of people. Must be patient, persistent and persuasive. Strong work ethic, e.g., “roll-up your sleeves” leader/manager.
Ability to work well, individually and in teams, with a diverse group of people. Excellent relationship building skills.
Meticulous attention to detail.

Education:
• BS/BA in Finance, Economics, Business Administration or Accounting is required.
• An MBA in Business, Finance or Management and a CPA designation is highly preferred.
• Minimum of 10 years of experience in multi-site, senior-level financial management role.

If you have these qualifications and are looking for a challenging career, please submit your Resume using the button below.

Todd Hohauser

CEO & Lead Consultant

Jodi Ellis

Director, Executive Recruitment