Senior Finance Manager

Title: Senior Finance Manager - Real Estate

Reports To: Chief Financial Officer

Department: Finance

Location: Oakland, CA

Schedule: Monday through Friday

Travel: Local travel may be required

Employee Status: Regular, Full-Time, Exempt

Union: N/A

Supervises: 1-2 assigned staff

Benefits

Two weeks of paid vacation a year, sick time, 14 holidays, up to five floating holidays based on employee status, medical and dental benefits on the first of the month following 30 days of employment, life insurance policy at no cost to employee (with the option of increasing policy amount), flexible spending account for medical and dependent care costs, commuter benefits, 403(b) with employer match, and other benefits. We foster a joyful workplace and offer opportunities for professional development and growth.


Agency Summary

The Unity Council is a non-profit Social Equity Development Corporation with an over 60-year history in the Fruitvale neighborhood of Oakland. Our mission is to promote social equity and improve quality of life by building vibrant communities where everyone can work, learn, and thrive.


Our programs aim to provide the community with the tools, knowledge, and resources to transform their lives and ultimately achieve their long-term educational, career, and financial goals. These holistic programs and services reach more than 10,000 individuals and families annually in five languages. Programs include early childhood education, youth mentorship and leadership development, employment services, career readiness training, housing and financial stability, senior citizen services, affordable housing and neighborhood development, and arts and cultural events. Our work expands beyond the Fruitvale district and now reaches across Oakland and into Contra Costa County. The Unity Council employs a diverse workforce of more than 300 people who reflect the linguistic, cultural, and ethnic identity of the communities we serve.


Position Summary

Reporting to the Chief Financial Officer, the Senior Finance Manager is a key contributor in the Finance Department. Managing a broad range of responsibilities with finance focus areas including review acquisitions financial pro forma models prepared by Real Estate Development; banking, debt management, budgeting, accounting, and compliance reporting for asset properties, post-acquisition properties, and enterprise entities.

The Senior Finance Manager works closely with Real Estate Development (RED) and Property Management (PM) to ensure timely and accurate financial case scenario analysis and forecasting, grants and contracts alignment, expenditures to funding alignment, and reporting to inform business decisions from a finance perspective.

This position requires advanced experience working with complex acquisition, financing, and enterprise business models and operations, automated accounting and banking systems, property management, financial systems, and data mapping and analytics systems. This position is responsible for managing significant financial functions including the Asset Finance Unit (AF) and post-acquisition accounting operations, and real estate related finance and accounting operations. In collaboration with the Chief Financial Officer, this position will assist senior leadership with developing financial KPIs and cost projections for new initiatives and strategic decisions.

The ideal candidate would be collaborative, adaptable, proactively seeks process improvement and automation opportunities, embraces an approach of continuity of operations through knowledge sharing and documentation, and thrives in achieving strict deadlines on a consistent basis.

Essential Duties and Responsibilities

The duties and responsibilities include, but are not limited to the following:

Post Award Grants & Contracts Management

• Oversee financial, accounting including mapping and alignment with organizational accounting structures, budgeting, contracting, cost allocation, compliance reporting, and associated automated systems integrity, process improvement, and maintenance for assigned areas of responsibility.
• Prepare and submit monthly, quarterly, and annual financial reports; tax and audit schedules and submittals; budget to actual and forecast reports; management reports, cost reports, contract and purchasing reports, and other project and entity specific reports to facilitate financial control and business decisions for assigned areas of responsibility.
• Develop and maintain processes to ensure the data quality, integrity, and timely preparation of financial transactions, accountings, tax and audit completions and filings, annual filings, compliance reporting, financial statements and management reporting reflecting earnings, profits, cash balances and other financial results to ensure compliance with approved generally accepted accounting principles and standards; state, federal, and local regulatory requirements; financial institutions and contractual agreements; and policies of The Unity Council.
• Develop and maintain current policies and procedures for assigned areas of responsibility including preparation, review, and approval of accounting and financial transactions, banking transactions, compliance and management reporting, and auditing and compliance reviews.
• Conduct financial analyses and investigations to establish cost impacts, operational workload, systems, and banking impacts for potential acquisitions, new projects, and major organizational modifications.
• Develop and maintain documentable and verifiable cost allocation methodologies, based on contractually agreed upon cost allocation criteria, for common area maintenance (CAM) expenses for all relevant facilities and entities. Develop and maintain budgeting, banking, and accounting operations for debt management; funding, cash and reserves management; and implement CAM billings, cost recoveries, and reporting as required.
• Build, maintain, update, and develop financial models for both existing projects and new acquisition projects including valuations, capital analyses, and cost certification processes. Work with the Real Estate Development, Property Management, and real estate related program teams to ensure prudent and appropriate internal and external business and financial summaries, reports, and transactions, approvals and required documentation are completed and submitted timely and accurately.
• Maintain a strong understanding of the status of projects and research and document financial assumption options to assist the development and project teams to identify financial risks and opportunities.
• Establish and maintain effective and collaborative working relationships across Finance and with internal and external stakeholders to ensure the exchange and sharing of information to ensure consistent assessment pro forma models are updated monthly for actuals, and forecasts as required.
• Oversee assigned staff. Responsibilities may include recruiting, selecting, onboarding, and training employees; assigning work and managing workload; planning, monitoring, and appraising performance; and coaching, counseling, and disciplining employees. Provide staff with guidance and training to ensure assigned area/division are provided with quality, comprehensive and effective services/deliverables.

Qualifications

Education and Experience

• Bachelor's degree in Accounting, Business, Economics, Finance, Mathematics or other related fields.
• Seven (7) years of progressively responsible accounting, budgeting, financial forecasting, and financial compliance reporting experience.
• A minimum of 3 years of verifiable supervisory experience is required.

Knowledge, Skills and Abilities

• Proficiency in Yardi and/or Sage accounting/property management systems required.
• Advanced proficiency in business applications, such as Microsoft Office suite, Excel with a focus on financial analysis and modelling, financial systems, property management systems, data analytics and reporting systems, and internet and computer literacy.
• Knowledge of finance and accounting principles, including Generally Accepted Accounting Principles, banking and financing structures, cost accounting, and indirect rate development, monitoring expenses and tracking and reporting grant/project closeout.
• Advanced knowledge of project management concepts including developing full scope project plans, project and operations budgeting, automated budgeting and accountings systems, and data analytics and reporting solutions.
• Expertise in developing and creating financial models for ad hoc reporting from large data sets, financial statements and cost reports, audit and tax schedules, and budget to actual financial status and forecast reports. Ability to analyze financial data, solve complex accounting and financial problems, and derive data informed recommendations.
• Ability to establish and maintain effective working relationships within Finance, across the organization, and with external partners, vendors/contractors, and key stakeholders,
• Highly adept at analytical and systems problem-solving, knowledgeable and skilled at implementing formal process improvement methodologies, and leading cross functional teams.
• Effective verbal and written communication skills with diverse audiences.

Physical Requirements

• This position is primarily sedentary and requires the ability to remain seated for extended periods of time.
• Frequent use of hands and fingers to operate a computer, keyboard, and other standard office equipment.
• Ability to occasionally stand, walk, and reach with hands and arms.
• Must be able to occasionally lift and/or move items up to 10-15 pounds.
• Requires close vision and the ability to focus for extended periods when working on a computer or reviewing detailed documents.
• May involve occasional bending, stooping, or climbing stairs.

Pre-Employment Requirements

• Background/fingerprints
• Reference Checks

This description is not intended to be construed as an exhaustive list of duties, responsibilities or requirements for the position. This position may change or assume additional duties at any time.