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Chief Financial Officer

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: Page Mechanical Group, Inc.
Full Time position
Listed on 2025-12-01
Job specializations:
  • Management
    Financial Manager, CFO, Risk Manager/Analyst
  • Finance & Banking
    Financial Manager, CFO, Risk Manager/Analyst, Corporate Finance
Job Description & How to Apply Below

Summary: Responsible for planning, implementing and managing the financial activities of CASA and four related entities. Establishes policies, procedures and internal controls to ensure the accuracy of financial statements and financial reporting to all stakeholders. Provides financial forecasting and strategies to meet the goals of CASA’s strategic plan and growth.

Duties and Responsibilities include the following. Other duties may be assigned.

  • Manage and report on the financial condition of CASA to the CEO and board, and provide timely financial updates to Operations, Fundraising, and Real Estate Development teams.
  • Coordinate with all teams to prepare Agency budgets and monitor operating results and cash flow.
  • Evaluate real estate development and acquisition opportunities utilizing a variety of financing and deal structuring strategies.
  • Establish and monitor financial investment policy; manage allocation of resources between operations and capital needs, balancing liquidity and performance.
  • Ensure effective internal controls and cyber security to safeguard assets.
  • Evaluate and negotiate insurance contracts to provide adequate coverage and mitigate risk of loss.
  • Coordinate with CAO to implement and integrate efficient technology, property management and accounting systems.
  • Coordinate with Property Management and Real Estate Development teams to establish and monitor strategic development and asset management goals for CASA’s portfolio.
  • Support Resource Development team with fundraising initiatives including social impact investing products, budgets and financial data for grant requests and reporting.
  • Supervise Finance team. Provide oversight to ensure compliance, workflow, cash requirements and regulatory and grant deadlines are met.
  • Establish and maintain banking relationships to support business operations and commercial lending.
  • Act as liaison to all outside auditors and financing partners.
  • Oversee annual audits and preparation and filing of Forms 990 and all other tax reporting requirements.
  • Review all legal documents including contracts, sales and acquisition documents, grants and developer agreements.
  • Attend CASA fundraising events as needed.
  • Supervisory Responsibilities:

    Supervises two finance staff who perform all the routine functions of capturing and reconciling financial activities of the Agency. Is responsible for the overall direction, coordination, and evaluation of these units. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees;

    addressing complaints and resolving problems.

    Qualifications:

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Language Ability:

    Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

    Math Ability:

    Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

    Reasoning Ability:

    Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

    Computer

    Skills:

    To perform this job successfully, an individual should have knowledge of Microsoft Word, Microsoft Excel, Quick Books, property management software, Microsoft Outlook,…

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