Santa Rosa, CA
About the Company
PEP Housing has been building community from the heart since 1978. We build and manage affordable housing for seniors living on fixed, limited incomes. Our residents live independently in a beautiful, safe place while aging with the grace and dignity deserved by all. With 20 properties, over 500 residents and projects under construction, we keep busy!
Our employees are as important as our residents, and our goal is to ensure both have a positive and rewarding experience during their time with PEP Housing. We value our employees, and we take pride in recognizing their outstanding talents and efforts. We are committed to the delivery of superior quality of services based on a foundation of honesty, integrity, and ethical treatment.
PEP’s benefits include health and welfare plans (medical, dental, vision, LTD, etc.); retirement plan; work-life benefits (paid vacation and 13 holidays); career development opportunities through mentorships and continuing education programs and a great working environment with professional growth prospects.
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, genetic information, or any other protected category. PEP Housing participates in E-Verify for U.S. citizenship confirmation. Potential employees must submit to all pre-employment processes, to include DMV, reference, and background checks.
The Finance Manager oversees the budget and finances of the Organization. Responsible for advising the Organization on how to increase profit through prudent financial practices and monitoring and enforcing compliance with finance-related laws, procedures, and regulations such as tax filing and financial reporting.
Essential Duties and Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Directly supervise accounting staff, mentor, and empower staff.
- Supervise and manage the Accounting Department’s assignments and priorities.
- Assign financial responsibilities in consultation with the CEO.
- Conduct performance evaluations that are timely and constructive.
Duties and Responsibilities:
- Prepare corporate financial statements in a timely manner.
- Responsible for overall budget preparations and forecasting.
- Prepare monthly and quarterly financial statements for the Board of Directors; prepare forecasts and other statistics as needed.
- Prepare annual property budgets, with input from leadership team and property managers.
- Create and maintain a series of financial controls and procedures for the accounting department.
- Conduct periodic audits of budget items, including comparing per diems to actual expenses and other budget-to-actual comparisons.
- Provide relevant financial information to executive management team.
- Oversee and take responsibility for all financial procedures and records.
- Oversight of cash management, ensuring funds are invested appropriately.
- Maintain corporate checking accounts and invoices.
- Responsible for the various ledgers including cash disbursements, cash receipts, accounts payable, month-end payroll summary, accounts receivable summary, and journal entries to adjust the general ledger.
- Generate monthly reports including accounts payable reconciliation, accounts receivable reconciliation, cash flow report, and balance sheet audits.
- Ensure organization’s financial practices are in line with statutory regulations and legislation.
- Update and implement accounting policies and procedures.
- Performs all other duties as assigned.
- Financial Management.
- Critical Thinking Mindset.
- Organizational Skills.
- Time Management.
- Prioritization Skills.
- Solutions Oriented.
- Strategic Thinking.
- Business Acumen.
- Ethical Conduct.
- Performance Management.
- Management Capability.
Education, Skills, and Experience
- Bachelor’s degree in accounting, business, finance, or a related field required; MBA preferred.
- Certified Public Account (CPA) or other relevant qualification preferred.
- Knowledge of Generally Accepted Accounting Principles (GAAP) required.
- Knowledge of construction accounting preferred.
- Experience in accounting of affordable housing; TCAC and HUD experience preferred.
- Minimum of five (5) years of experience in a senior finance position required.
- Leadership skills and management experience required.
- Understanding of data privacy standards required.
- Experience in the administration of the financial affairs for an organization, i.e., general accounting, financials, A/R, A/P, general ledger, budgeting, allocations, preparation of financial statements, government bank reporting, payroll, and bank account reconciliation.
- Experience with accounting for multiple entities, including partnerships and corporations.
- Exceptional communication skills, both written and verbal.
- Must be extremely organized and able to analyze and resolve problems.
- Flexible and able to work under strict deadlines.
- Thorough understanding of business principles and practices.
- Must have strong computer skills working with Microsoft Office products, as well as internal and external systems, i.e., Accuchex, Sage/Intacct, Boston Post, or familiarity with a property management software.
- Must possess compassion for elderly and disabled residents.
- Self-starter, able to work independently.
COVID-19 considerations: PEP Housing requires employees to be vaccinated.