Chief Financial & Operating Officer (Oakland Village)

Position Summary

The Chief Financial & Operating Officer (CFOO) will serve as a strategic business partner to the CEO, ownership, and executive team, providing insight and recommendations on financial performance, growth opportunities, operational efficiency, and risk exposure. This role is responsible for the overall management of the company’s financial health, operational execution, and administrative functions, while supporting growth initiatives, governance, and compliance. The CFOO will work closely with the CEO and Board to align business strategy with financial performance, operational excellence, and long‑term value creation.

Key Responsibilities

Executive Leadership & Strategy

• Serve as a strategic advisor to the CEO, ownership, and executive team on financial performance, operational efficiency, risk management, and growth initiatives.
• Lead long-term financial planning, capital allocation, treasury management, and operational performance oversight.
• Represent the company with investors, lenders, auditors, tax advisors, and strategic partners.
• Guide the company’s capital structure, financing strategies, and liquidity management to support development and acquisition activities.
• Lead financial and operational due diligence for acquisitions, dispositions, and joint ventures.
• Oversee general accounting functions, including intercompany accounting, cash management, financial reporting, balance sheet management, and distribution management.
• Ensure timely preparation of monthly, quarterly, and annual financial statements across all divisions.
• Oversee construction revenue recognition, project cost tracking, and lender draw submissions.
• Lead the preparation of tax filings and ensure compliance with all federal, state, and local tax requirements.
• Manage external audits and implement recommendations from auditors.
• Maintain internal controls that safeguard company assets and ensure financial reporting accuracy.
• Directly manage and develop accounting staff.

Financial Management, Operations & Capital Strategy

• Oversee corporate and project-level cash flow, forecasting, and capital budgeting.
• Support investment underwriting, feasibility analysis, and financial modeling for acquisitions and development projects.
• Partner with division leaders (construction, property management, development, brokerage) to monitor operational KPIs and ensure business units meet financial and operational goals.
• Implement performance dashboards and reporting to measure profitability, efficiency, and execution across all divisions.
• Maintain up-to-date knowledge of debt markets, treasury rates, and financing structures.
• Oversee investor reporting, lender packages, and compliance requirements.

Tax and Treasury Oversight

• Lead all tax planning, compliance, and reporting activities.
• Optimize the company’s tax position and manage treasury functions, banking relationships, and cash optimization strategies.

Legal, Compliance, and Administration

• Provide strategic, financial, and administrative oversight of the General Counsel and administrative departments.
• Manage departmental budgets, monitor outside counsel and vendor costs