Financial Director

Core Responsibilities

• Financial Oversight
• Review monthly financials prepared by outsourced accounting
• Maintain internal controls and financial policies
• Ensure clean documentation and audit-ready files
• Provide direction to the Accounting Support Specialist
• Audit, Tax & Compliance
• Lead the annual audit supported by outside accounting firm
• Cook up 990/990-T and state filings
• Oversee regulatory filings and compliance requirements
• Manage loan covenant and reserve-fund reporting
• Enhance internal controls, policies, and best practices related to real estate finance
• Cash Flow & Treasury
• Prepare monthly cash flow forecasts
• Monitor liquidity and payment timing
• Support banking relationships
• Budgeting & Analysis
• Build annual budgets and rolling forecasts for RMF, CHI, and subsidiaries
• Provide variance analysis and financial insights
• Support pricing and long-term planning
• Real-Estate & Lending
• Included in base role: Maintain loan schedules and compliance
• Maintain acquisition documentation
• Support 501(c)(7) lending and service committees
• Outside Consulting Work
• New acquisitions (underwriting, modeling, due diligence, lender/title coordination, committee materials, closing support)
• New loan originations (borrower review, underwriting, collateral verification, committee materials, closing support)

Qualifications

• 7+ years progressive accounting/finance experience
• Strong GAAP knowledge
• Real-estate finance experience required
• Experience with nonprofits or small organizations preferred
• Strong financial modeling and Excel/Sheets skills
• Experience working with outsourced accounting teams
• Clear communicator; steady, reliable, detail-oriented
• Familiarity with fraternal organizations, Greek housing, or 501(c)(7) entities preferred
• Working knowledge of captive insurance programs — captive accounting, reserves, regulatory reporting, and related risk-financing structures (strongly preferred)

Engagement Details

• Reports to the CEO, with significant exposure to the Board and its committees
• Independent contractor (1099) engagement; not an employee position
• 2–3 days per week; $50,000 annual retainer
• Acquisition and loan origination projects compensated separately as consulting fees
• Based in Pensacola, Florida

How to Apply

To apply, visit our Indeed listing. Applications are reviewed on a rolling basis.

Have you financially modeled a real estate acquisition or loan origination end to end? What were the key assumptions, and how did you present the analysis to a decision-making body?

Briefly describe a time you built a cash flow forecast for an organization with multiple entities or subsidiaries. How did you handle intercompany flows or varied revenue timing?

This is a part-time 1099 engagement at 2–3 days per week. What does your current professional setup look like, and how do you manage priorities across multiple commitments?