Director of Finance

Description

Reports to: Chief Financial Officer 

Classification: Full-time 

Supervisory Responsibilities: No 

Position Mission 

The mission of the Director of Finance is to support the financial growth and sustainability of Homewise through strategic capital management, financial operations, and real estate development financial oversight. This role ensures that financial planning, modeling, and reporting support high-quality decision-making and long-term organizational success. 

Essential Duties and Responsibilities 

The is responsible for carrying out the following duties: 

• Support the development and execution of financial strategies aligned with company growth and development goals. 
• Assist in capital planning initiatives including debt structuring, forecasting, and financial strategy. 
• Partner with the CFO to evaluate capital allocation across the development portfolio and Balance Sheet 
• Prepare financial materials and analyses for investors, lenders, strategic partners and Board Committees 
• Support due diligence processes and investor communications 
• Coordinate with external stakeholders on financial matters related to investments and real estate developments 
• Analyze departmental financial statements and collaborate with operations teams to integrate financial planning into project execution 
• Develop and maintain complex financial models, including scenario analysis and sensitivity testing 
• Manage cash flow forecasting and liquidity planning across projects and the Balance Sheet 
• Conduct affordability analysis to support the Real Estate Development team 
• Analyze the lending and real estate development portfolio performance analysis to support strategic decision-making 
• Build and review project pro formas, acquisition underwriting models, and development budgets 
• Analyze potential real estate investments for feasibility, return on investment, and risk 
• Collaborate with real estate development team on project tracking, cost management, and budget control 
• Support analysis and negotiations related to construction loans, bridge financing, and long-term debt 
• Recommend optimal lending strategies based on project needs and market conditions 
• Other duties, as assigned 

Requirements

Expected Outcomes  

• Robust and actionable financial models and forecasts 
• Effective communication and coordination with investors and lenders 
• Strategic alignment of capital resources with development portfolio needs 
• Sound financial analysis supporting project decisions 
• Increased organizational capacity to manage risk and seize investment opportunities 

Competencies 

• Strategic Thinking: Ability to see the big picture and align financial planning with organizational goals 
• Financial Acumen: Strong understanding of financial principles, modeling, and forecasting 
• Communication Skills: Clear and concise communication, both oral and written 
• Analytical Skills: Able to identify trends, assess risks, and make data-driven recommendations 
• Initiative: Self-starter who can work independently and take ownership of tasks 
• Teamwork: Collaborates effectively with cross-functional teams 
• Attention to Detail: Ensures accuracy and thoroughness in financial documentation and analysis 
• Adaptability: Manages multiple priorities and adapts to changing circumstances 
• Customer Service: Responsive and helpful to internal and external stakeholders 
• Computer Skills: Proficient in Microsoft Excel, Word, Outlook, and financial software 

Education and Experience 

• Bachelor’s degree in Finance, Business, Economics, or related field 
• 5+ years of experience in financial planning and analysis, real estate development finance, or capital markets 
• Experience with financial modeling, real estate underwriting, and investor relations preferred 

Work Schedule  

• Ability to travel as needed. 
• Availability to work flexible hours, including evenings or weekends, as needed. 

Physical Requirements. 

• This is largely a sedentary role; it requires the ability to sit or stand for extended periods of time 
• Must be able to occasionally lift up to 20 pounds 
• Must be able to bend and file regularly