VP, Finance and Strategy
Equity Union, los angeles, ca, United States
Responsibilities
- Operations and Administration:
- Lead the company’s overall financial strategy, planning, and analysis across all offices.
- Partner with executive leadership on business decisions, growth initiatives, and investment strategies.
- Develop and maintain long‑term financial models, forecasts, and scenario analyses.
- Identify opportunities to improve profitability, cash flow, and operational efficiency.
- Assist Finance and Administration leadership and other leaders with administrative tasks.
- Establish financial controls and processes to improve efficiency and reduce risk.
- Review vendor contracts, operating expenses, and capital expenditures.
- Oversee finance team members and front desk to ensure efficient workflow and customer service.
- Oversee financial systems, reporting tools, and ERP/property management software.
- Oversee insurance, entity structures, and financial governance.
- Drive automation and process improvements across finance operations.
- Ensure data accuracy and integrity across all reporting platforms.
- Build, mentor, and scale the finance department as the company grows.
- Establish policies, procedures, and internal controls.
- Provide monthly and quarterly reforecasts with detailed variance explanations.
- Manage inbound and outbound referral checks.
- Manage accounts receivable.
- Manage accounts payable.
- Manage commission authorizations and commission disbursements.
- Banking and Accounting Services:
- Receive new agents’ paperwork and ensure all documents are complete and accurate.
- Enter agents into the back‑office finance system, setting up split fees and A/R credit card details.
- Manage agent invoices, including monthly production and distribution.
- Process credit card charges for agent invoices and manage collections for declined payments.
- Manage and pay all company bills, ensuring proper cost and depot location allocations.
- Monitor company cash flow and budget across all branches.
- Prepare and generate end‑of‑month financial reports, including daily MTD and projected reports.
- Assist in monthly financial closings and transmittals.
- Provide ad hoc financial reports as requested by executive leadership.
Requirements
- Bachelor’s degree in finance, accounting related field required.
- 7+ years experience required in accounting and finance.
- Proficiency in computerized bookkeeping and general computer usage.
- Ability to work in a very fast‑paced environment.
- Not afraid and willing to incorporate and adapt AI into company growth.
- Excellent organizational and time‑management skills.
- Experience in real estate – plus.
- Proficient in computer skills, including Microsoft Office Suite (Excel, Outlook, Word) and general familiarity with Google Workspace is a plus.
- Strong attention to detail with a high degree of accuracy in data entry and reporting.
- Strong communication skills, both written and verbal.
- Ability to work independently and collaboratively in a fast‑paced environment.
- Paid time off.
Compensation and Experience
Pay: $130,000.00 - $150,000.00 per year
- Finance: 7 years (Required)
- Accounting: 7 years (Required)
- Real Estate: 3 years (Preferred)
- Administration: 4 years (Required)