Controller Finance & Operations Manager
Cash Depot · Green Bay, WI · 2 wk ago
FinanceFull-time
Job Summary
The Controller / Finance & Operations Manager is a leader responsible for the financial management, compliance, and operational oversight of a multi-entity business structure, including SRLs/LLCs, real estate holding companies, and related operating entities. This role oversees accounting, reporting, cash management, and entity-level compliance across a portfolio of multifamily properties in Wisconsin and Florida. This position functions as both a strategic financial leader and hands-on operator, ensuring accurate financial reporting, regulatory compliance, and efficient business operations.
Duties / Responsibilities
- Oversee full-cycle accounting for multiple entities (LLCs/SRLs and affiliated companies)
- General ledger activity
- Month-end and year-end close processes
- Bank and account reconciliations
- Prepare and analyze consolidated and entity-level financial statements
- Cash flow forecasts and capital planning models
- Budget vs. actual variance reporting
- Maintain intercompany accounting structures and eliminations
- Coordinate with external CPA firms on tax filings and audits
- Taxes
- Property Taxes
- Insurance
- Payroll
- Real Estate Portfolio Oversight (Multifamily)
- Monitor financial performance of multifamily properties across Wisconsin and Florida
- Oversee:
- Rent rolls, revenue tracking, and occupancy metrics
- Property-level budgets and expense controls
- Capital expenditure tracking and ROI analysis
- Partner with property management teams to ensure financial accuracy and operational alignment
- Entity Management & Compliance
- Maintain corporate structure across multiple entities (LLCs/SRLs)
- Ensure compliance with:
- State-specific regulations (Wisconsin & Florida)
- Annual filings, registrations, and reporting requirements
- Manage business licenses, insurance policies, and corporate documentation
- Support legal and transactional activities (entity formation, acquisitions, dispositions)
- Cash Management & Treasury
- Oversee banking relationships and account structures
- Manage cash positioning across entities
- Average accounts payable and receivable
- Distributions, owner draws, and capital calls
- Ensure appropriate internal controls and fraud prevention practices
- Vendor Management
- Manage relationships with:
- CPA firms
- Property management companies
- Legal counsel
- Financial institutions
REQUIREMENTS
- 5–10+ years of progressive accounting/finance experience
- Prior experience in: Real estate accounting (multifamily preferred)
- Multi-entity or complex ownership structures
- Experience operating in multiple states (Wisconsin and/or Florida strongly preferred)
- Strong knowledge of: GAAP and real estate accounting principles
- Intercompany accounting and consolidations
- Cash flow modeling and financial forecasting
- Experience with accounting and property management systems (e.g., AppFolio, Yardi, QuickBooks, etc.)
- Advanced Excel proficiency
- Leadership & Competencies
- High attention to detail with strong analytical capability
- Ability to operate both strategically and tactically (“roll-up-your-sleeves” mindset)
- Strong organizational and project management skills
- Ability to manage multiple entities and priorities simultaneously
- High level of discretion and professionalism
- Operational Leadership
- Serve as a cross-functional leader bridging finance, operations, and ownership
- Develop and implement financial policies, SOPs, and internal controls
- Evaluate and improve systems (accounting software, property management platforms)
- Support strategic initiatives including acquisitions, refinancing, and portfolio growth