VP, Finance and Strategy Job at Equity Union, Los Angeles, CA

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  • Equity Union
  • Los Angeles, CA

Job Description

We are looking for a highly skilled and proven VP, Finance, Strategy & Controller to join our dynamic team. In this role, you’ll be a key player in managing day-to-day financial operations, overseeing the entire department, maintaining accurate bookkeeping, and supporting strategic financial planning and analysis. This is a leadership role, and you will be working directly with CEO and other top leaders of the company. This is a great opportunity for someone who thrives in a fast-paced environment and brings both precision and insight to their work. You’ll play an integral role in ensuring the financial health and efficiency of our Real Estate operations while contributing to long-term growth and decision-making.

Responsibilities:

Operations and Administration:

· Lead the company’s overall financial strategy, planning, and analysis across all offices.

· Partner with executive leadership on business decisions, growth initiatives, and investment strategies

· Develop and maintain long-term financial models, forecasts, and scenario analyses

· Identify opportunities to improve profitability, cash flow, and operational efficiency

· Assist Finance and Administration leadership and other leaders with administrative tasks

· Establish financial controls and processes to improve efficiency and reduce risk

· Review vendor contracts, operating expenses, and capital expenditures

· Oversee finance team members and front desk to ensure efficient workflow and customer service.

· Oversee financial systems, reporting tools, and ERP/property management software

· Oversee insurance, entity structures, and financial governance

· Drive automation and process improvements across finance operations

· Ensure data accuracy and integrity across all reporting platforms

· Build, mentor, and scale the finance department as the company grows

· Establish policies, procedures, and internal controls

· Provide monthly and quarterly reforecasts with detailed variance explanations

· Manage Inbound and Outbound Referral Checks

· Manage Accounts Receivable

· Manage Accounts Payable

· Manage Commission Authorizations and Commission Disbursements

Banking and accounting services:

· Receive new agents’ paperwork and ensure all documents are complete and accurate

· Enter agents into the back-office finance system, setting up split fees and A/R Credit Card details

· Manage agent invoices, including monthly production and distribution

· Process credit card charges for agent invoices and manage collections for declined payments

· Manage and pay all company bills, ensuring proper cost and depot location allocations

· Monitor company cash flow and budget across all branches

· Prepare and generate end-of-month financial reports, including daily MTD and projected reports

· Assist in monthly financial closings and transmittals

· Provide ad hoc financial reports as requested by executive leadership

Requirements:

· Bachelor’s degree in finance, accounting related field required

· 7+ years’ experience required in accounting and finance

· Proficiency in computerized bookkeeping and general computer usage

· Ability to work in a very fast paced

· Not afraid and willing to incorporated and adapt AI into company growth

· Excellent organizational and time-management skills

· Experience in Real Estate - plus

· Proficient in computer skills, including Microsoft Office Suite (Excel, Outlook, Word) and general familiarity with Google Workspace is a plus.

· Strong attention to detail with a high degree of accuracy in data entry and reporting

· Strong communication skills, both written and verbal

· Ability to work independently and collaboratively in a fast-paced environment

Benefits:

· 401(k)

· Dental insurance

· Health insurance

· Paid time off

· Vision insurance

Pay: $130,000.00 - $150,000.00 per year Experience:

· Finance: 7 years (Required)

· Accounting: 7 years (Required)

· Real Estate: 3 years (Preferred)

· Administration: 4 years (Required)

If you’re interested in the position, please submit a PDF version of your resume for consideration.

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