"I have loved working with Evolve. My previous experience with recruiters has left me feeling like I’m working to get them networks, not that they’re working for me to get a job. Evolve is the complete opposite.", Not-for-profit Organization , Financial Analyst

"...Working with Evolve has increased the amount of time we can spend with our clients by streamlining the hiring process, and the quality of the candidates has allowed us to hit the ground running, increasing our utilization and fueling our revenue growth... ", M&A Advisory Firm , Partner

"Kate works with a top tier client base, is extremely well connected in the DC metro area, and her relationships allow her to find opportunities that are not advertised...", Global Investment Bank , Associate

"Kate is one of the nicest and most personable professionals in the search business", VP of Business Development, Consultant , Tom Hodges

"I have worked with a number of other recruiters in the past, and the level of preparation through Evolve was unmatched. – Real Estate Development Candidate", Real Estate Firm , Real Estate Development Manager

"...Kate always had my best interests in mind and I could trust her to represent me in an ethical manner. Kate became a trusted professional advisor and checked in with me....", Financial Advisory Firm , Director

"I have worked with Kate in the past on a number of occasions both in recruiting and in industry. Kate was always incredibly helpful and genuine. She always made it a priority to really understand what I was looking for and didn’t try pushing positions that I wasn’t interested in. ", Financial Services Firm , Senior Consultant

"I have worked with Kate over the past couple of years. I find her team to be very well connected, extremely professional and not your typical head-hunters.", Financial Services Firm , HR Business Partner

"...Even when Evolve was not working with a client I was interested in, they were able to provide insight into the company based on their deep industry knowledge and put me in touch with the right people. ", Telecommunications Industry , Finance Manager

Current Openings

Title CFO/Controller
Location DC metro, Maryland
Details

Our client is a small growing company in the real estate lending and development space in the Washington, DC metro area and has retained Evolve Partners to identify a Chief Financial Officer/Experienced Controller who can be a key member of the Executive Team.

 

Overview: This role is to be the heartbeat of the company’s finances and operations. The Chief Financial Officer will report to the Owner and will be a key member of the Executive Team. He/She will assume a strategic role in the overall management of the organization, working closely with the Owner in overseeing and growing its business lines. The CFO will build-out the finance and accounting team to support and ensure financial integrity in day to day operations of the businesses. The CFO will have primary responsibilities for planning, implementing, managing and controlling all financial activities both internally and externally. To successfully occupy this position, the candidate should be an experienced finance leader and possess direct experience as a CFO, Controller or similar and have thorough knowledge or direct experience in construction accounting. FinTech experience will be highly beneficial to assist in new business line. The CFO will not only manage all aspects of the company’s finances but also partner with the Owner to contribute to broad business decisions and act as an operational leader as well.

 

Desired Skills and Experience:

 

  • Finance or accounting experience with Private Equity, FinTech, Real Estate (Ideally Home Building and/or Construction)
  • “Big picture” capability combined with experience of “in the trenches” of the debits and credits, plus the ability to close monthly books, analyze the results, etc.;
  • Thorough understanding of commercial and residential real estate lending, and construction preferred;
  • Thorough grasp of book and tax reporting to third party investors, banks and LLCs/partnerships among multiple entities and business lines;
  • Ability to manage books between GAAP and tax basis.
  • Adept and systematic at researching and reconciling complex transactions;
  • QuickBooks experience REQUIRED with ability to implement and oversee transition to new software as needed.
  • Experience in a small business and growing environment required.

 

Responsibilities:

 

  • Oversee and manage all aspects of the general ledger of all companies and projects.
  • Develop and manage process and systems for cost control on development projects.
  • Develop and manage the cash requirements and working capital needs.
  • Oversee and manage Director of Operations.
  • Oversee and manage the loan servicing functions.
  • Oversee and manage the Investor Relations activity. Including developing a process for investor communications and timely and monthly updates to Investors. Together with the IR support, manage the investor communications.
  • Oversee the monthly reconciliation of all reserve accounts, loans outstanding, investor accounts, lines of credit, bank loans and construction draws;
  • Preparing various financial analyses for presentation to executive management;
  • Prepare and oversee the completeness of monthly and yearly financial reporting for all companies. Create a consolidated set of financials.
  • Developing and monitoring internal controls
  • Direct decisions surrounding operational needs within budget. Determine hiring needs to manage growth and support.
  • Take the lead and active role in the arrangement of financing needs for the company and projects.
  • Preparing budgets and analyses, as needed
  • Recommending changes in financial policies and procedures, as necessary
  • Preparing cost accounting reports and other interim reports as needed
  • Planning and implementing changes in the accounting systems, as necessary

 

Job Requirements:

  • Bachelor’s Degree in Accounting or Finance, MBA and/or CPA highly preferred
  • 10+ years’ progressive financial experience, including 3+ years in a leadership role
  • Relevant industry experience in banking, mortgage, real estate, specialty finance business, construction, and/or FinTech.
  • Excellent communication, interpersonal skills and proven leadership skills: willingness to build and foster strong professional relationships across all functional areas of the business
  • Strong thought leadership, strategic business acumen, and intellectual curiosity
  • Strong leadership and organizational skills
  • Excellent knowledge of data analytics, maintaining metrics and forecasting methods
  • Proven ability to perform complex data analysis and provide structured conclusions to all levels of management
  • Attention to detail and ability to prioritize across multiple projects
  • Strong problem solving and analytical skills
  • Excellent communication and presentation skills, both written and verbal; ability to tailor messaging and communicate effectively across all levels
  • Proficient in QB and Microsoft Office, specifically Excel. ABS Software helpful.
  • Strong organizational, documentation and time management skills
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