Director of Finance
5 days ago
Fort Collins
Director of Finance Tetrad Real Estate | Fort Collins, CO Location: Fort Collins, Colorado Reports To: President/CEO Employment Type: Full-time, Exempt Salary: Up to $160,000 to $180,000 plus Bonus Position Summary Tetrad Real Estate (TRE) is a full-service real estate development company delivering integrated solutions that enable clients, partners, and users to thrive within their built environments. With experience across diverse project types, TRE manages and delivers all components of the real estate development lifecycle. The Director of Finance is a key leadership role responsible for strengthening and scaling Tetrad Real Estate’s financial operations, improving decision support, and ensuring the company maintains disciplined controls and financial infrastructure as it grows. This role blends hands-on execution with executive-level leadership, building the systems, reporting, and planning discipline needed to support multi-vertical expansion. The Director of Finance will oversee accounting operations, financial reporting, budgeting, forecasting, payroll, compliance, and risk management while partnering with the leadership team on strategy, hiring plans, profitability improvement, and long-term growth. This role works closely with the Chief Financial Officer within Tetrad Corp. (the holding company) to ensure alignment of reporting, internal controls, intercompany accounting, and consolidated financial visibility. The Director of Finance will help prepare high-quality financial reporting packages and insights for both the Tetrad Real Estate Board of Managers and the Tetrad Corporation Board, including financial statements, forecasts, KPI dashboards, and strategic analyses. As the company expands across multiple vertical pillars, this role is responsible for establishing financial clarity around profitability by pillar, including revenue mix, direct costs, and the disciplined allocation of shared overhead. The Director of Finance will ensure leadership has a clear understanding of true margins and scalability across each vertical as the business grows. Key Responsibilities Financial Leadership & Strategic Partnership • Serve as a strategic partner to the President/CEO and the leadership team, providing financial insights that support decision-making and company growth., • Serve as a member of the leadership team, contributing to strategic planning, business expansion, and risk discussions., • Translate business objectives (vertical pillar growth, staffing plans, margin improvement, service expansion) into financial plans and performance metrics., • Provide financial guidance for go/no-go decisions and resource allocation., • Partner with leadership to evaluate the financial performance and scalability of each vertical pillar, including margin profile, overhead absorption, staffing requirements, and growth investment needs., • Support decisions around entering new verticals or expanding service offerings through financial feasibility analysis, including start-up costs, incremental overhead impact, and expected return on investment., • Provide leadership with clear financial insights into which verticals and service lines drive sustainable profitability and which require structural or pricing adjustments. Financial Planning, Forecasting & Performance Management • Lead annual budgeting, multi-year planning, and rolling forecast processes., • Build and maintain forecasting models for:, • Revenue by service line and vertical pillar, • Staffing capacity and utilization, • Project margins and overhead allocation, • Develop monthly/quarterly performance reporting and lead variance analysis discussions with leadership., • Create and manage KPI dashboards and executive reports to monitor profitability, utilization, operational efficiency, and growth., • Identify process gaps and inefficiencies across the organization and recommend improvements that enhance scalability, consistency, and performance., • Support pricing strategy and margin improvement initiatives by analyzing unit economics, labor leverage, and project financial performance., • Design and maintain overhead cost models, including the identification, categorization, and allocation of indirect costs across vertical pillars, service lines, and projects., • Develop and refine overhead allocation methodologies (e.g., labor-based, revenue-based, or activity-based drivers) to support accurate profitability analysis and informed pricing decisions., • Build financial models that clearly distinguish direct project costs vs. shared overhead, enabling leadership to understand contribution margin and fully burdened profitability by vertical., • Analyze the scalability of overhead as the company grows, identifying cost leverage opportunities and risks as new vertical pillars and markets are added. Accounting Oversight & Financial Reporting • Oversee monthly close processes, ensuring timely and accurate financial statements (P&L, balance sheet, cash flow)., • Ensure proper general ledger reconciliation and accurate job cost reporting aligned with business operations., • Prepare monthly internal reporting packages for TRE leadership and owners, including analysis and key takeaways., • Coordinate with the Chief Financial Officer to maintain audit readiness., • Ensure job cost reporting and financial statements support pillar-level and service-line reporting, enabling accurate tracking of direct, indirect, and overhead recovery by vertical., • Support reporting for any related real estate investment properties or managed entities, as applicable. Billing, Revenue Recognition & Collections • Oversee billing workflows, revenue recognition practices, and related controls across service offerings., • Improve billing accuracy and timeliness for Owner’s Rep services and O&M engagements., • Monitor and actively manage accounts receivable and collections to reduce aging and improve cash predictability. Accounts Payable, Vendor Management & Payment Controls • Oversee vendor onboarding, W-9 collection, and compliance processes., • Manage AP workflows, ensure timely, accurate processing while maintaining strong approval controls., • Ensure appropriate documentation and controls for payments to contractors, subcontractors, and consultants. Payroll & People Operations Support • Own and manage payroll processing, payroll system administration, and supporting documentation., • Ensure payroll tax compliance, accurate employee records, and consistent payroll procedures., • Partner with leadership on compensation planning, benefits administration coordination (through vendors/brokers), and hiring plan modeling., • Over time, help build a scalable administrative and people operations infrastructure aligned with the company's growth. Tax, Compliance & Risk Management • Ensure compliance with required filings (e.g., 1099s, sales/use tax, state reporting requirements, and other regulatory obligations)., • Identify financial, operational, and compliance risks; recommend mitigation strategies; and implement process improvements., • Serve as a key point of contact for external stakeholders, including auditors, lenders, and insurers, as needed. Financial Policies, Procedures & Internal Controls • Develop, document, implement, and maintain finance and accounting policies and procedures that support growth, strong governance, and consistent execution., • Establish and continuously improve internal controls and approval workflows for:, • billing and revenue recognition, • payroll, expense reimbursements, and credit card policies, • vendor payments, purchasing, and contracting controls, • job cost tracking and project financial management, • cash management and banking activity, • Align procedures and controls with holding company expectations and consolidated reporting needs., • Train and support internal staff on financial policies to reinforce a culture of operational discipline and accountability. Systems, Process Improvement & Scalability • Lead ongoing optimization of financial tools and workflows; experience with NetSuite, Bill.com, payroll platforms, and advanced Excel is a plus., • Improve reporting infrastructure, dashboards, and executive reporting cadence for leadership and board stakeholders. Holding Company & Board Reporting • Partner with the Tetrad Corp. Chief Financial Officer to align reporting practices, timelines, policies, and controls., • Coordinate and reconcile intercompany transactions and reporting between TRE and Tetrad Corporation., • Prepare clear, board-ready financial reporting packages and presentations for:, • TRE Board of Managers, • Tetrad Corporation Board, • Deliver reporting that includes:, • financial statements and executive summaries, • forecast updates and cash flow projections, • KPI dashboards and operational metrics, • performance drivers and variance explanations, • strategic financial insights related to growth, staffing, and risk Qualifications Required • Bachelor’s degree in Accounting (or Finance with strong accounting experience)., • 10+ years of progressive experience in finance/accounting with demonstrated ownership of reporting, planning, and operational finance responsibilities., • Strong financial reporting, budgeting, and forecasting capability., • High integrity, strong attention to detail, and ability to manage competing priorities in a dynamic environment., • Strong communication skills with the ability to translate financial information to non-finance leaders and boards. Preferred • CPA preferred., • Experience in construction, real estate, project-based services, or professional services., • Experience supporting multi-entity accounting and board reporting environments., • Systems experience with NetSuite, Bill.com, payroll platforms, and strong Excel modeling skills., • Experience working with lenders and supporting financing and reporting requirements.