Managing Director Of Finance

AXIA | Full-Time | In Office | Lehi, Utah

Managing Director of Finance

The Managing Director of Finance will lead Axia’s accounting, fund reporting, and financial planning across a diversified real estate investment platform. This role is responsible for overseeing financial operations, investment-level reporting, budgeting, fund and property accounting while supporting the executive leadership team in capital allocation, operational performance, and long-term growth initiatives. The ideal candidate will bring a strong foundation in real estate investment management and the ability to ensure the financial health of a fast-paced and entrepreneurial organization.

Responsibilities

Financial Reporting

• Develop and maintain accurate financial reporting compliant with GAAP and other applicable accounting standards including fair value evaluations, financial statements, and related disclosures.

• Manage and review offering capitalization tables, investor statements, waterfall calculations, and governing fund documentation to ensure proper allocation management, fee accruals, and reporting integrity.

• Lead audit coordination efforts across multiple funds and investment vehicles to ensure timely and accurate delivery of audited financial statements.

• Manage investment-level quarterly tax filings and support entity-level tax return coordination.

• Remain current on changes in GAAP and emerging accounting guidance and implement new pronouncements where applicable.

• Monitor interest changes and debt obligations across the portfolio.

Budgeting

• Maintain accurate financial forecasts, operating models, and cash flow projections across funds, properties, and operating entities.

• Lead annual budgeting processes, including departmental budgets, property-level forecasts, capital expenditure planning, and consolidated reporting.

Operations & Systems

• Drive continual process improvement initiatives through the implementation and optimization of technology systems and financial controls.

• Create and maintain internal reporting packages, dashboards, and ad hoc financial analyses for executive leadership and investors.

People Management

• Liaise with tax professionals, auditors, administrators, lenders, and legal counsel to support timely reporting and compliance requirements.

• Develop and mentor all finance and accounting personnel, with a focus on improving technical development, accountability, and operational excellence.

Requirements

Education

• Bachelor’s degree in Finance, Accounting, Economics, or Business Administration

• MBA, CPA, CMA, or CFA — CPA designation is preferred

Experience

• 5–10 years of progressive finance and accounting experience

• Experience within commercial real estate, alternative investments, private equity, or investment management environments preferred

• 5+ years in senior leadership or executive finance roles preferred

• Strong understanding of U.S. GAAP and accounting for investment companies, including ASC Topic 946, fair value measurement (ASC Topic 820), and consolidation principles (ASC Topic 810), where applicable

• Experience managing or reviewing investor allocations, incentive fees, carried interest calculations, and investment-level reporting

• Proficiency with QuickBooks Online, Yardi, and Microsoft Power BI

What We Offer

• Competitive base salary and annual performance bonus structure

• Potential equity participation

• 15 days paid time off (PTO) annually

• Full-time, in-office position in Lehi, Utah

• Opportunities for professional growth and advancement within a rapidly growing investment platform

• Collaborative and results-driven work environment

Axia — Lehi, Utah · Full-Time · In Office200