Reports to: Chief People Officer (CPO)
Departments: Finance Operations/Facilities Technology & Innovation
Oversee day-to-day financial operations including budgeting forecasting cash flow management AR/AP and OP (owner payment) collections.
Prepare weekly reporting packages including bank account updates cash in/cash out summaries.
Partner with leadership to prepare and analyze financial reports ensuring accuracy and compliance with regulatory requirements.
Prepare and present monthly reporting including full P&L reviews for the company and revenue-generating departments including variance analysis and tracking.
Work with leadership and external accountants to manage annual filings including quarterly tax preparation. Prepare financial reports that are accurate and align with IRS state and NYC tax rules.
Develop and maintain financial policies procedures and internal controls and communicate updates clearly to the team.
Consistently engage in vendor negotiations and seek competitive opportunities to reduce expenses.
Assist with exclusive contract updates commission structures and compensation terms as applicable.
Manage all office facilities leases equipment and vendor relationships to ensure efficient safe and functioning operations.
Oversee procurement contracts and service/vendor negotiations to optimize cost savings and quality.
Supervise the administrative team ensuring consistency across offices and strong internal support for agents and staff.
Put clear rules and processes in place to make sure the office runs smoothly we follow NYC real estate laws (like fair housing and license renewals) and the workplace stays safe (e.g. insurance certificates emergency procedures).
Identify opportunities to streamline workflows improve collaboration between departments and reduce administrative bottlenecks.
Ensure company compliance with NYC licensing fair housing regulations and insurance requirements (E&O liability workers comp). Assist with legal complaints on an as needed basis.
Oversee risk management practices including vendor COIs office safety protocols and insurance renewals.
Oversee all IT infrastructure hardware and software systems to ensure functional operation data security and scalability.
Manage brokerage systems including CRM transaction management and listing syndication tools (e.g. StreetEasy MLS Zillow etc.) to ensure accuracy and compliance.
Partner with leadership to evaluate implement and manage technology solutions that improve efficiency and support growth (e.g. lead routing reporting dashboards digital onboarding Ai usage).
Stay ahead of emerging technology trends and present recommendations to senior leadership for adoption when appropriate.
Lead innovation initiatives that improve operational performance enhance the client/agent experience and strengthen the companys competitive positioning.
Ensure compliance with data security standards and NYs SHIELD Act maintaining best practices in privacy and cyber protection.
Provide troubleshooting support for technical issues and coordinate with vendors/IT providers on escalations.
Business Strategy & Development
Partner with New Development and Marketing to build and maintain a repeatable pitch process (standardized decks data templates and checklists).
Maintain standardized compensation structures and contract terms that can be quickly tailored for new deals.
Lead quarterly strategy reviews with leadership and the New Development team to set target projects review competitive positioning and capture lessons learned.
Deliver a monthly leadership report with company performance agent productivity and growth metrics.
Define and track department KPIs meeting quarterly with department heads to review progress and adjust. Partner with the executive team for specific department meetings.
Lead cross-department projects (e.g. office build-outs system migrations compliance updates) with clear timelines and deliverables.
Audit and refine workflows across finance operations and new development to ensure efficiency and strong agent support.
Hold regular check-ins with operations finance and admin staff to track development goals and adjust team structure as the company scales.
Good judgment Exercises critical thinking identifies risks develops mitigation strategies and takes ownership of outcomes.
Financial acumen Strong command of budgeting forecasting AR/AP compliance and reporting with the ability to translate data into strategy.
Detail-oriented Maintains accuracy and organization while managing multiple workflows across finance operations and technology.
Results-driven & solution-oriented Achieves goals by identifying inefficiencies implementing practical solutions and improving processes.
Clear communication Effectively conveys complex information to leadership staff and vendors in written and verbal formats.
Leadership ability Skilled at managing teams (including administrative staff) inspiring performance and fostering accountability.
Tech-forward thinker Confident in evaluating and implementing tools that streamline workflows enhance compliance and support growth.
Required Experience:
Director
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