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Chief Financial & Operating Officer (CFOO)

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.

Accounting & Financial Reporting

• 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, bankingrelationships, 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, and optimize administrative efficiency.
• Integrate legal and operational risk assessments into broader business planning.
• Collaborate closely with the General Counsel on corporate governance, contracts, regulatory compliance, and transaction structuring, while respecting the General Counsel’s independent legal judgment and maintaining appropriate access to the CEO and Board.

Human Resources & Administration

• Oversee payroll, benefits administration, HR policies, compliance, recruitment, and retention of qualified personnel.
• Lead annual performance review and compensation planning processes.
• Provide leadership for office administration staff and support a high-performing organizational culture.

Information Systems & Technology

• Oversee IT planning, development, security, and vendor relationships.
• Manage accounting and construction management software platforms.
• Serve as executive sponsor for technological initiatives that improve efficiency, data integrity, and cybersecurity
• Administer company purchasing card program, including compliance and fraud oversight.

Asset Management

• Monitor real estate investment performance, including occupancy, NOI, leasing velocity, and capital projects.
• Partner with property management and leasing teams to execute business plans and maximize asset value.
• Support valuation processes, refinances, and asset repositioning strategies.
• Provide investor and lender reporting at asset and portfolio levels.

Risk Management & Compliance

• Oversee enterprise-wide risk management, including insurance programs, credit risk, and internal audit controls.
• Evaluate, structure, and negotiate insurance coverage to mitigate organizational exposure.
• Ensure compliance with all regulatory, tax, and legal requirements.
• Develop enterprise risk policies and present risk assessments to the executive team and ownership.

Other Duties

• This job description is intended as an overview and may not cover all activities, duties, or responsibilities required. Duties may change depending on company needs.

Minimum Qualifications

• Bachelor’s or Master’s degree in Accounting, Finance, Real Estate, or Business (MBA/CPA/CFA strongly preferred).
• 10+ years of progressive experience in accounting, finance, and asset/operational management, with at least 5 years in a senior leadership role (CFO, VP Finance, or equivalent) within real estate development, construction, or property management.
• Proven track record managing real estate portfolios, construction budgets, and debt financing.
• Expertise in financial modeling, cash flow forecasting, and capital markets.
• Strong understanding of US GAAP, real estate financial reporting, and construction accounting.
• Proficiency with accounting software and Microsoft Office Suite (Excel, Word, Outlook).
• Demonstrated experience leading both financial and operational teams.

Physical Demands

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 25 pounds occasionally.

Position Type

• Full-time; Monday through Friday, 8:00 am to 5:00 pm. Occasional evening and weekend work may be required.

Incentives

• Salary commensurate with experience, knowledge, and certifications.
• Potential year-end bonus.
• 401(k) match up to 3.5%.
• Medical, dental, and vision insurance.
• Accelerated accrued PTO plan and paid holidays.

Mitch Cox Companies and its affiliate Cox Universal Group are established companies with over 41 years of combined success. Cox Universal Group is an Equal Opportunity Employer.