Are you looking for the opportunity to make an impact?

Berkadia’s mortgage banking platform is consistently ranked among Fannie Mae, Freddie Mac and HUD’s top lenders and is seamlessly integrated with our investment sales and servicing platforms to provide superior client service. Let the strongest research, technology, capital relationships, and a nationwide network of industry professionals propel you to the next stage of your commercial real estate career. Be Backed by the Best. Be Berkadia.

The AVP - Fund Management (“AVP, FM”) is responsible for the financial modeling, analytics and due diligence process in closing MultiFunds, Club Funds and Proprietary Fund transactions, as well as the post-close management and reporting duties through stabilization of the underlying properties.    

We Innovate to shape the future of CRE, so in this role you will:

• Manage quarterly Fund financial statements and assist with the preparation and review of monthly Corporate financial statements, maintaining related workbooks and schedules.
• Manage cash and GAAP journal entries, including accruals, and process wires, ACHs, and check runs.
• Coordinate and manage Fund audits, tax returns, and K-1 preparations, while supporting Corporate audit and tax return processes as needed.
• Create and maintain financial models, assist with financial planning and analysis, and collaborate with internal teams on accounting and tax-related matters.
• Review Fund and Partnership operating agreements, record transactions, and monitor capital contributions received from investors and paid to Partnerships, ensuring all capital accounts are up to date.
• Manage investor due diligence workflow and Upper Tier closings.
• Prepare qualitative risk assessment and quantitative valuation for internal discussion.
• Together with VP, FM: Maintain and update master templates for Lower Tier / Upper Tier modeling.
• Support Acquisitions and Underwriting by providing tax expertise, model training and transaction-specific modifications to Lower Tier models.
• Train and review the work of junior staff, providing guidance and oversight.
• Manage investor capital to be called, based on Fund cash balances and updated project-level equity schedules.
• Analyze investor tax-basis and 704(b) basis capital account projections through the LIHTC compliance period, identifying potential risks to investor IRR and providing recommendations.
• Perform quarterly and annual updates to pre-stabilized Fund models based on actual tax returns, and review tax returns for pre-stabilized Funds, analyzing material variances and updating investor benefit schedules.
• Manage quarterly reporting obligations and conduct annual analyses of Fund reserves and sustainability.
• Calculate annual Fund cash waterfalls, process upper-tier asset management fees and overhead reimbursements, and model complex transactions, including multi/club structures, bridge lending, and special allocations.
• Coordinate Lower Tier tax return preparation memos and ensure adherence, while planning, hosting, and recording Lower Tier model training sessions.
• Annual review and revision of Upper Tier Policies and Procedures
• Provide weekly updates to VP, FM

We Stand for Excellence, so to achieve success in this role you should have:

• Experience in fund/partnership accounting and tax preparation, with LIHTC experience highly desirable; CPA designation preferred.
• Strong quantitative and analytical skills, with proficiency in financial modeling and Microsoft Office applications.
• High attention to detail and accuracy, with the ability to manage complex financial data effectively.
• Excellent communication skills, both written and verbal, to convey information clearly and professionally. 
• Master's degree preferred.
• 5+ years of experience in a similar position.

We believe People Matter, so we offer benefits that go beyond:

• Monthly paid volunteer hours and donation matching to benefit our communities 
• Employee Resource Groups that help you grow with us
• Fertility and family planning services  
• Up to 12-weeks of fully paid parental leave   
• Mental health care, including free counseling sessions:  
• We'll help you fund your learning journey with generous tuition reimbursement 
• Pet insurance discounts 
• And more! 

Be the Next Big Thing. Be Berkadia.

#LI-HF1 #LI-REMOTE

Are you looking for the opportunity to make an impact?

Berkadia’s mortgage banking platform is consistently ranked among Fannie Mae, Freddie Mac and HUD’s top lenders and is seamlessly integrated with our investment sales and servicing platforms to provide superior client service. Let the strongest research, technology, capital relationships, and a nationwide network of industry professionals propel you to the next stage of your commercial real estate career. Be Backed by the Best. Be Berkadia.

The Senior Analyst - Production Operations, will work with Production and Operations Leadership to deliver process improvements, evaluate metrics and data, upskill the production network, and manage projects to enhance the efficiency and effectiveness of Berkadia’s Production support platform. The role will be partner in managing stakeholder relationships across the firm and manage projects from planning to completion. The role will support the decision-making process of the Production and Corporate Leadership teams by crafting insights and recommendations through analyzing different data sources (both qualitative and quantitative) and sourcing feedback from key stakeholders across the organization (corporate and production network). 

We Innovate to shape the future of CRE, so in this role you will:

• Partner with stakeholders to drive and execute cross-functional projects for Berkadia’s Production leadership in support of the platform 
• Manage project timelines, and provide ongoing communication regarding project progress to Production leadership and project stakeholders  
• Identify Production network needs through careful analysis and interactions with the network; recommend solutions to Production leadership based on network feedback 
• Drive the success of process improvement and policy development initiatives for the Production network focused on standardizing Production operations, including collaborative projects like information sharing and storage, Production/deal process operational excellence, general guidance around best practices (e.g., fee sharing and collaboration), standardizing onboarding and training for Production team members, and other critical operational processes 
• Support revenue growth solutions (e.g., Leads business planning), including the development and delivery of solution-specific training 
• Perform financial and variance analysis related to Production products and producers in partnership with Production analytics team; create data products and reports to support planning and decision making  
• Work on ad-hoc projects and analyses as assigned by the Production leadership team 
• Other duties as assigned 

We Stand for Excellence, so to achieve success in this role you should have:

• Someone who can take ambiguous problems, structure them, and determine a path forward, including requesting the resources necessary to accomplish the task 
• Critical thinking ability to “look beyond” the immediate ask, with stakeholders’ objectives and challenges in mind 
• Advanced experience in Microsoft Office including Outlook, Word, PowerPoint, and Excel; advanced experience transforming, analyzing and visualizing data for different audiences with Power BI and DAX/M or SQL strongly preferred 
• Resourcefulness and thoroughness in conducting complex analysis, research, and projects 
• Previous experience managing simultaneous projects including maintaining project tasks, coordinating work efforts of others and meeting deadlines 
• Ability to work independently, and possess strong written and verbal communication and presentation skills with multiple levels of an organization 
• Strong organizational skills and ability to multitask in a fast-paced environment with competing priorities 
• Outstanding attention to detail 
• Ability to manage expectations, informing stakeholders of potential delays due to conflicting priorities 
• Can-do, proactive attitude that can make suggestions and give options rather than waiting for answers 
• Bachelor's degree or equivalent, 3+ years of experience in a similar role 

We believe People Matter, so we offer benefits that go beyond:

• Monthly paid volunteer hours and donation matching to benefit our communities 
• Employee Resource Groups that help you grow with us
• Fertility and family planning services  
• Up to 12-weeks of fully paid parental leave   
• Mental health care, including free counseling sessions:  
• We'll help you fund your learning journey with generous tuition reimbursement 
• Pet insurance discounts 
• And more! 

Be the Next Big Thing. Be Berkadia.

#LI-HG1 #LI-HYBRID

Are you looking for the opportunity to make an impact?

Berkadia’s mortgage banking platform is consistently ranked among Fannie Mae, Freddie Mac and HUD’s top lenders and is seamlessly integrated with our investment sales and servicing platforms to provide superior client service. Let the strongest research, technology, capital relationships, and a nationwide network of industry professionals propel you to the next stage of your commercial real estate career. Be Backed by the Best. Be Berkadia.

The Fund Manager provides analytical and administrative support to the AVP Fund Managers from inception through stabilization of LIHTC Funds and their underlying properties.  Thereafter, the Fund Manager is responsible for investor reporting, client servicing and aggregation of Berkadia’s portfolio data. 

We Innovate to shape the future of CRE, so in this role you will:

• Perform quarterly updates to property level and Fund level projections based on actual events and annual tax returns, with specific attention to capital contribution adjusters, capital accounts and investor IRR.
• Manage quarterly Fund financial statements and assist with the preparation and review of monthly Corporate financial statements, maintaining related workbooks and schedules.
• Review Fund and Partnership operating agreements, record transactions, and monitor capital contributions received from investors and paid to Partnerships, ensuring all capital accounts are up to date.
• Ensure compliance with Fund level operating agreements, analyze post-close waiver requests submitted by Asset Management and make recommendations to VP Fund Management. Coordinate and manage Fund audits, tax returns, and investor K-1 preparations.
• Manage quarterly reporting obligations, investor requests, and annual analyses of Fund reserves.
• Collect, maintain and analyze data for annual Syndicator Assessment reports.
• Collaborate with Asset Management department and manage workflow with support from Berkadia’s Global Production team (remote office in Hyderabad, India). 

We Stand for Excellence, so to achieve success in this role you should have:

• Experience in fund/partnership accounting and tax preparation, with LIHTC experience highly desirable; CPA designation preferred.
• Strong quantitative and analytical skills, with proficiency in financial modeling and Microsoft Office applications.
• High attention to detail and accuracy, with the ability to manage complex financial data effectively.
• Excellent communication skills, both written and verbal, to convey information clearly and professionally. 
• 3+ years of experience in a similar position.
• Bachelor's degree or equivalent.

We believe People Matter, so we offer benefits that go beyond:

• Monthly paid volunteer hours and donation matching to benefit our communities 
• Employee Resource Groups that help you grow with us
• Fertility and family planning services  
• Up to 12-weeks of fully paid parental leave   
• Mental health care, including free counseling sessions:  
• We'll help you fund your learning journey with generous tuition reimbursement 
• Pet insurance discounts 
• And more! 

Be the Next Big Thing. Be Berkadia.

#LI-HF1 #LI-REMOTE

Berkadia Affordable is a privately-held, fully integrated affordable housing finance platform, providing mortgage banking, investment sales and tax credit syndication to our developer and investor clients, wither over $5B of affordable transaction volume in 2026.  National in scope, the Berkadia Affordable platform is looking to expand its team with the hiring of [Senior Director / Director] within the Tax Credit Equity business. 

This position will support the Company’s strategic growth as a key member of the Investor Relations team, and will focus specifically on managing investor relationships and upper-tier closings for various product offerings, including multi-investor and proprietary tax credit equity funds.

We Innovate to shape the future of CRE, so in this role you will:

• Develop and Maintain relationships with LIHTC investors.
• Act as main point of contact for and manage investment closings into LIHTC funds, and support teammates doing the same.
• Collaborate with Acquisitions and Fund Management in fund structuring, setting fund parameters, developing timelines and property lists, tracking CRA commitments and monitoring fund characteristics from the investors’ perspective. Recommend related process improvements that enhance interdepartmental coordination.
• Coordinate internally and with external counsel on the formation of upper tier legal documentation.
• Manage investor due diligence process - coordinate with Fund Management in completing investor due diligence templates and with Acquisitions/Underwriting in responding to investor due diligence requests/inquiries.
• Manage investor closing process - coordinate with investors and external counsel in the negotiating and delivery of upper tier fund-related legal documents, gather and track all investor required documents for closing.
• Act as main point of contact for all communications with investors during the due diligence and closing process.
• Communicate regularly with internal departments (Acquisitions, Underwriting, Fund Management) throughout the fund due diligence and closing process.
• Provide timely, efficient and quality responses to investor inquiries.
• Understand each investor’s business, legal and regulatory approval processes and timing of each.
• Assist with upper tier business and legal due diligence and closing processes when on-boarding new proprietary investors as needed.
• Manage individual proprietary funds as opportunities arise.
• Participate in capital raising efforts as needed.
• Possess a high level of knowledge of LIHTC program, gain knowledge of Berkadia’s history, performance and overall structure, and stay current on knowledge regarding LIHTC market and trends.
• Represent Berkadia at industry conferences and investor meetings, and attend Berkadia company meetings as needed.

We Stand for Excellence, so to achieve success in this role you should have:

• Bachelor’s degree and 5 or more years of prior housing tax credit equity experience.
• Experience closing tax credit equity funds, including multi-investor funds.
• Strong communication and excellent writing skills with an ability to interact with individuals in senior-level positions within financial institutions.
• Exceptional organizational skills and an ability to prioritize and handle multiple tasks simultaneously in a fast-moving environment.
• Possess good negotiation skills.
• Collaborative nature and ability to work with a team while maintaining accountability and responsibility for goals as an independent individual.

We believe People Matter, so we offer benefits that go beyond:

• Monthly paid volunteer hours and donation matching to benefit our communities 
• Employee Resource Groups that help you grow with us
• Fertility and family planning services  
• Up to 12-weeks of fully paid parental leave   
• Mental health care, including free counseling sessions:  
• We'll help you fund your learning journey with generous tuition reimbursement 
• Pet insurance discounts 
• And more! 

Be the Next Big Thing. Be Berkadia.

#LI-JM1 #LI-REMOTE

Are you looking for the opportunity to make an impact?

Berkadia’s mortgage banking platform is consistently ranked among Fannie Mae, Freddie Mac and HUD’s top lenders and is seamlessly integrated with our investment sales and servicing platforms to provide superior client service. Let the strongest research, technology, capital relationships, and a nationwide network of industry professionals propel you to the next stage of your commercial real estate career. Be Backed by the Best. Be Berkadia.

The Senior Analyst - Production Operations, will work with Production and Operations Leadership to deliver process improvements, evaluate metrics and data, upskill the production network, and manage projects to enhance the efficiency and effectiveness of Berkadia’s Production support platform. The role will partner in managing stakeholder relationships across the firm and manage projects from planning to completion. The role will support the decision-making process of the Production and Corporate Leadership teams by crafting insights and recommendations through analyzing different data sources (both qualitative and quantitative) and sourcing feedback from key stakeholders across the organization (corporate and production network). 

We Innovate to shape the future of CRE, so in this role you will:

• Partner with stakeholders to drive and execute cross-functional projects for Berkadia’s Production leadership in support of the platform 
• Manage project timelines, and provide ongoing communication regarding project progress to Production leadership and project stakeholders  
• Identify and scope Production network needs through careful analysis and interactions with the network; recommend solutions to Production leadership based on network feedback 
• Drive the success of process improvement and policy development initiatives for the Production network focused on standardizing Production operations, including collaborative projects like information sharing and storage, Production/deal process operational excellence, general guidance around best practices (e.g., fee sharing and collaboration), standardizing onboarding and training for Production team members, and other critical operational processes 
• Support revenue growth solutions (e.g., Leads business planning), including the development and delivery of solution-specific training 
• Perform financial and variance analysis related to Production products and producers in partnership with Production analytics team; create data products and reports to support planning and decision making  
• Work on ad-hoc projects and analyses as assigned by the Production leadership team 
• Other duties as assigned 

We Stand for Excellence, so to achieve success in this role you should have:

• Someone who can take ambiguous problems, structure them, and determine a path forward, including requesting the resources necessary to accomplish the task 
• Critical thinking ability to “look beyond” the immediate ask, with stakeholders’ objectives and challenges in mind 
• Advanced experience in Microsoft Office including Outlook, Word, PowerPoint, and Excel; advanced experience transforming, analyzing and visualizing data for different audiences with Power BI and DAX/M or SQL strongly preferred 
• Resourcefulness and thoroughness in conducting complex analysis, research, and projects 
• Previous experience managing simultaneous projects including maintaining project tasks, coordinating work efforts of others and meeting deadlines 
• Ability to work independently, and possess strong written and verbal communication and presentation skills with multiple levels of an organization 
• Strong organizational skills and ability to multitask in a fast-paced environment with competing priorities 
• Outstanding attention to detail 
• Ability to manage expectations, informing stakeholders of potential delays due to conflicting priorities 
• Can-do, proactive attitude that can make suggestions and give options rather than waiting for answers 
• Bachelor's degree or equivalent, 3+ years of experience in a similar role 

We believe People Matter, so we offer benefits that go beyond:

• Monthly paid volunteer hours and donation matching to benefit our communities 
• Employee Resource Groups that help you grow with us
• Fertility and family planning services  
• Up to 12-weeks of fully paid parental leave   
• Mental health care, including free counseling sessions:  
• We'll help you fund your learning journey with generous tuition reimbursement 
• Pet insurance discounts 
• And more! 

Be the Next Big Thing. Be Berkadia.

#LI-HG1 #LI-HYBRID

Are you looking for an opportunity to define your future in the commercial real estate industry based on your own unique skills and experience?

The Senior Commission Analyst is responsible for supporting the payroll department in administering day-to-day commission compensation operations such as data processing between various system applications to calculate commissions, reporting, auditing, etc. This position will also support the payroll department in processing employee data changes (i.e., promotions, transfers, etc.), employee self-service (i.e., direct deposits, pay and tax statements), transmission of data to third party vendors, and providing quality customer service to internal and external partners.

Whether your talents lie in marketing, operations, finance, human resources, management, or something different altogether, you’ll find flexibility and a sense of belonging at Berkadia. We’re committed to a culture that strives for excellence – a place where your contributions are valued, you are empowered to create positive impact, and you can grow your career. Be Your Best Self. Be Berkadia. 

We Innovate to shape the future of CRE, so in this role you will:

Responsibilities:

Essential Duties (Primary Responsibilities) include the following:

Commission Compensation:

• Assist in administration of commission compensation plans ensuring accurate payments to participants for the company’s Production lines of business including, Investment Sales and Mortgage Banking.
• Responsible for new hire data entry into ADP for commission eligible personnel.
• Assign compensation plan IDs for new hires and employee changes in HRIS (Workday) & Commission Compensation system (PeopleSoft-HR).
• Maintain and audit certain data fields in Workday related to commission eligible employees and support staff to ensure employee data properly interfaces to Commission Compensation system.
• Process data integrations, inbound and outbound, from compensation system. Review warnings and error logs and ensure accurate posting of data.
• Responsible for manual data entry into PeopleSoft-HR for ad hoc payments such as expense reimbursements, admin fees, deferred bonuses, etc.
• Import pay data files into ADP from the Commission Compensation system.
• Review and verification of payroll processing for all U.S. employees, specifically regarding commission and bonus compensation.
• Enter tax withholding adjustments on supplemental earnings for recurring commission payments.
• Download and issue electronic copies of pay statements to non-active employees as needed.
• Support the Corporate Accounting department by providing monthly commission accrual data.
• Assist with developing and supporting the Commission Compensation Database. Assist with identifying system issues, testing and issue resolution when needed. Support other members of Payroll team with all database upgrades; complete documentation and testing of the current and new functionality.
• Support leadership with processing all Production related bonus calculations on a semi-annual and annual basis within the commission compensation system. Assist with tracking approvals and reconciling all individual bonus payments from PeopleSoft-HR to ADP for payment.
• Support year-end 1099 process of remitting appropriate information returns to IRS and individual states.
• Respond to employee inquiries about commission and/or bonus payments, as necessary.

Secondary Responsibilities include the following:

Payroll:

• Create and distribute required reports – Such reports include compensation reports and all ad hoc reporting as requested.
• Support other related departments – Accounting/Finance with respect to commission accruals and payments, and the People Team with respect to employee payroll and compensation data, policy/procedures, etc.
• Function as a customer service representative to all employees; former, active, and prospective.
• Other payroll related duties as assigned.

We are passionate about your growth, so to achieve success in this role you should have: 

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 experience required.

• Microsoft Office experience required. Experience with Excel & Teams required.
• ADP Workforce Now, PeopleSoft-HR, Workday HCM & Salesforce experience a plus
• Excellent communication skills (listening, writing, presenting, within groups, telephone) and attention to detail.
• Strong problem-solving and analytical skills.
• Always maintain professionalism and confidentiality.
• Ability to adapt to changing priorities.
• Works well in a fast-paced and growth-driven environment.
• Ability to work individually and in teams.
• Bachelor’s degree or equivalent
• Three to five years prior experience in a similar position

We believe People Matter, so we offer benefits that go beyond:

• Monthly paid volunteer hours and donation matching to benefit our communities 
• Employee Resource Groups that help you grow with us
• Fertility and family planning services  
• Up to 12-weeks of fully paid parental leave   
• Mental health care, including free counseling sessions:  
• We'll help you fund your learning journey with generous tuition reimbursement 
• Pet insurance discounts 
• And more! 

Be Your Best Self. Be Berkadia. 

#LI-HG1 #LI-HYBRID

Position Summary:

The Growth team at Pareto plays a central role in shaping the company’s growth strategy, enabling commercial success, and supporting executive team decision-making. We partner closely with senior leadership and cross-functional teams to explore new growth opportunities, evaluate strategic partnerships, and translate complex analysis into clear, actionable direction.

The Director, Growth Strategy will play a pivotal role in advancing Pareto’s growth strategy and supporting top-priority strategic initiatives with high executive visibility. This role is ideal for a highly analytical, structured thinker with strong executive presence who thrives in ambiguity and enjoys both identifying key business and market insights and partnering with the internal team to operationalize and drive impact.

Key Responsibilities:

Leveraging prior experience in management consulting, banking, corporate development, and/or corporate strategy, you will help define strategy, support execution, and drive measurable business outcomes.

You will work closely with executive leadership, commercial teams, and cross-functional partners to evaluate opportunities, align teams, and operationalize decisions. Key responsibilities include:

• Support executive leadership and Board of Directors discussions, including preparation of high-quality analyses and board slides
• Lead and support enterprise-level strategic initiatives, including regional growth initiatives, partnerships, and new opportunities
• Independently scope strategic problems, develop structured workplans, and drive projects from analysis through recommendation and execution
• Partner closely with commercial, product, and operations teams to ensure alignment and execution of strategic priorities
• Size opportunities and business impact using rigorous quantitative analysis and financial modeling.
• Develop clear, compelling executive narratives and presentations, simplifying complex topics for senior stakeholders
• Monitor outcomes, build reporting, and manage performance metrics to ensure strategies translate into results. Partner closely with Rev Ops team to operationalize insights and align to Sales processes and tracking.
• Mentor and develop more junior team members as a colleague, fostering structured thinking and high-quality delivery. Opportunity to grow into people manager role with direct reports.

Required Qualifications / Skills:

• 8-10 years of experience in a dynamic, fast-moving environment, with background in management consulting, investment banking, corporate development, and/or corporate strategy
• Strong preference for candidates who have consulting or banking experience followed by in-house experience
• Exceptional structured problem-solving and quantitative skills, including ability to derive insights from complex data
• Demonstrated expertise in storyboarding, executive storytelling, and presentation development, including facilitating live executive discussions
• Strong executive presence with the ability to listen, synthesize, influence, and communicate clearly
• Comfort operating in ambiguity; ability to simplify complex, cross-functional challenges into clear strategic direction
• Proven ability to manage multiple concurrent priorities and work effectively in a matrixed organization
• Experience leading significant workstreams or owning projects end-to-end, especially in coordination with go-to-market / commercial team
• Bachelor’s degree required; MBA or other advanced degree preferred
• Experience in healthcare, specifically healthcare insurance, benefits, or payer-related segments preferred
• Advanced proficiency in PowerPoint and Excel; strong attention to detail and polish

Perks & Benefits:

• Fully paid medical, dental, and vision benefits.
• Flexible PTO
• 401k company contribution
• Tuition reimbursement
• Professional development allowance
• Transportation allowance and daily parking reimbursement 
• Engaging hybrid work environment

As Centri continues its rapid expansion—including through targeted acquisitions—the CFO will play a key role in driving financial strategy, supporting M&A execution, and building a scalable infrastructure for sustained growth. A key member of the executive team, the Chief Financial Officer (CFO), reporting to the CEO, will serve as a strategic business partner and be responsible for oversight of the Finance function within the Firm. The CFO will have primary day-to-day responsibility for planning, implementing, managing and controlling all financial activities of the Firm including accounting, budgeting, financial reporting and treasury. 

Core Responsibilities:

• Build, develop and lead a strong Finance department. Ensure the efficient day-to-day operation of the accounting and finance functions through direct supervision and overall goal setting for the department.
• Serve as key business partner and contributor to growth strategies, business development programs and long-range planning, ensuring that current revenue-generating strategies create Firm value. Prepare special analyses/evaluations in support of major business decisions.
• Ensure that standardized financial management policies and procedures are in place and followed; evaluate internal controls and maintain a system of controls over accounting transactions.
• Partner with the CEO, executive team and Head of Corporate Development to evaluate and pursue strategic acquisition opportunities that align with Centri’s long-term growth goals including financial due diligence, integration planning, post-close integration and advising on capital strategy and financing alternatives.
• Collaboratively develop operating policies and procedures and improvement programs for the achievement of business objectives.
• Build and maintain primary banking relationships. Coordinate the reconciliation of all cash accounts, provide investment oversight, including cash management.
• Direct the Firm’s annual budget process. Oversee the short-and long-term financial health of the Firm. Provide financial guidance to management on budgetary controls, costs, pricing, cost estimating or other special assignments.
• Provide strategic fiscal planning to offer a basis for future decision-making in the Firm, including future expansion.
• Present financial, legal and other operational items to executive management and the Firm Advisory Board.
• Work closely with the CHRO to review employee benefit plans and annual renewal analysis.
• Oversee the Firm’s agreements, contracts and engagement letters with respect to legal requirements, proposed modifications and risk identification partnering with outside counsel as appropriate.
• Coordinate filing of income and all other tax returns and ensure proper maintenance of accounting records and documentation in compliance with statutory requirements and policies. Oversee the preparation of annual K-1 tax worksheets/schedules. Coordinate with external auditors and Human Resources for annual benefit plan audits.
• Partner with the CEO and executive team to evaluate growth strategies, including finance structures, M&A opportunities, and other capital financing alternatives.

Qualifications: 

• BS in Accounting, Finance or Business expected. 
• CPA certification or MBA degree is required.
• Minimum of 20 years of progressive accounting and finance experience, with at least 10 years of experience at the executive level.
• At least 10 years of experience in the professional services industry.
• M&A and Capital Financing experience preferred.
• Experience with NetSuite or comparable ERP platform valued.
• Experience overseeing a multiple office environment preferred.
• Advanced Excel skills and proficiency in Word and PowerPoint.
• Strong appreciation for procedure, process and operational excellence.
• Excellent presentation skills; strong executive presence and public speaking ability.
• Strong network of external professional contacts.
• Ability to write accurately and succinctly