Chief Financial Officer

Position Summary

The Broe Group Chief Financial Officer is a key financial advisor and business partner to the CEO, President & CIO, and other senior finance executives across the Broe Group, providing strategic financial leadership for the Broe Group and its affiliates. This role is responsible for actively participating in all financial activities including investment decisions, managing the balance sheet and overseeing capital market activities as required; proactively identifying opportunities and areas that require process improvements. The OmniTRAX and Real Estate CFOs will report on a dotted line basis to the Broe Group CFO.

Key Responsibilities

• Develop a “Best‑In‑Class” Finance Organization – Accounting, Tax, Treasury, and Financial Planning & Analysis (FP&A) at the Broe Group parent will report to the Broe Group CFO.
• Continue the transition to GAAP‑compliant financial reporting, establishing and enforcing accounting policies, procedures, and internal controls that align with GAAP to ensure transparency, consistency, and audit readiness.
• Maintain strong internal financial controls and analytic tools that help top management, as well as other executives, manage and grow the business.
• Improve financial reporting to Trustees, the Broe Family Board and Broe Family members to help them govern and be good stewards of the Broe Group businesses.
• Continue development and provide leadership to a talented and highly motivated existing team of financial professionals in a high‑performance culture characterized by integrity, morale, efficiency, productivity, teamwork, collaboration and innovation; develop a strong bench of professionals with a succession plan for key individuals.
• Support all financial aspects of the business: capital markets activities, operations, investment portfolio reviews, focus on efficiencies that increase shareholder value, and assist with capital allocation decisions.
• Collaborate and advise on all capital markets activities and new investments across the Broe Group.
• Engage in pursuit of investments in systems to increase operational efficiencies, rationalizing expenses, creating a smarter working environment, and advancing accounting and planning sophistication.
• Coordinate distributions and contributions from and to business units, evaluating and coordinating all matters of accounting and cash management that affect the Broe Group parent, including income tax, estate tax, trust and estate matters that affect cash distributions to beneficiaries.

Supervisory Responsibilities

• Responsible for managing all Accounting, Tax, Treasury, and Financial Planning & Analysis (FP&A) at the Broe Group.
• Dotted line responsibility for the CFOs at Broe Real Estate and OmniTRAX.

Required Qualifications

• Bachelor’s degree required.
• Minimum of 15‑20 years of relevant financial experience with at least five years in a senior management role, ideally as Chief Financial Officer.
• Considerable experience in accounting and controls, estate and income tax strategies, financial reporting, and improving efficiencies between parent and wholly‑owned subsidiaries.
• Experience with the legal and tax implications of trusts, working with Trustees and Family Members/Beneficiaries.
• Experience working for a private, family‑owned business.
• Experience coordinating banking relationships.
• Experience with risk management, including insurance programs and interest rate/commodity hedging programs.
• Possess the highest integrity and ethical standards.
• Articulate, decisive, effective communicator with gravitas and presence; must be able to communicate with both Gen1 and Gen2 at the Broe Family.
• Strong leadership, management, team‑building and interpersonal skills.
• Experience evaluating new deals and helping to manage an investment portfolio (preferred).
• Balance of confidence and humility; ego in check.

Required Certifications & Licenses

• CPA or equivalent certification/experience preferred.
• Real‑estate industry experience preferred.

Preferred Qualifications

• Advanced degree in business and/or finance and accounting preferred.
• Master’s degree in taxation preferred.

Work Environment

• Presence in the Denver corporate office 5 days per week required.
• Must be located in Colorado, or willing to permanently relocate.
• Work in a climate‑controlled office and routinely use standard office equipment.

Travel

• As required – approximately 20%.

Compensation

• Estimated starting annual salary: $385,000.00.
• Exact starting salary determined by merit, seniority, geographic location, education, training, and/or experience related to job duties and responsibilities.
• Eligible for participation in annual discretionary bonus of 50%.
• Eligible for long‑term incentive plan.
• FLSA status: exempt, not eligible for overtime.

Physical Requirements

• Remain in a seated position – 80% of work time.
• Speak and hear clearly – 100%.
• Lift office products and supplies up to 20 lbs – 20%.
• Stoop, kneel, bend, and reach – 10%.
• Dexterity to write and manipulate keyboard and mouse – 100%.