Kairos Living · 1 day ago
Director of Financial Planning, Analysis, and Reporting
Austin, TX
Full-time
Hybrid
Lead/Staff, Director/Executive
5+ years expKairos Living is seeking a Director of Financial Planning, Analysis, and Reporting to oversee all forecasting, budgeting, lender requirements, investor reporting, and financial analysis. This senior financial leader will work closely with the Accounting team and senior management to support accurate financial reporting and decision-making while managing deadlines and deliverables.
CommercialProperty ManagementReal Estate
Responsibilities
Fully own all FP&A and lender-related deliverables from initiation through completion
Drive work across the finish line, ensuring all deliverables are finalized, reviewed, and submitted on or before deadlines
Proactively manage timelines, follow up on open items, and close-out outstanding requirements without reminders
Take responsibility for outcomes
Serve as the primary subject-matter expert for all FP&A and lender-related questions
Develop and own annual budgets, monthly forecasts, underwriting vs. actual analyses, and long-range projections
Prepare and analyze monthly, quarterly, annual, and ad hoc financial and investor reporting packages
Perform detailed variance analysis and clearly explain results and trends to leadership
Conduct market analysis and monitor relevant industry trends
Ensure all analyses and reports are complete, accurate, and delivered on time
Develop and maintain portfolio fund models and projections
Oversee semi-annual valuation processes
Own, facilitate, and track all lender requirements end-to-end
Establish and maintain a comprehensive tracking system for all lender deliverables, deadlines, documentation, and follow-ups
Prepare and submit lender reporting packages, covenant calculations, compliance certificates, and draw requests
Monitor covenant compliance on an ongoing basis and proactively identify potential risks
Serve as the primary point of contact for lender requests and inquiries
Ensure all lender obligations are met accurately, completely, and on time
Maintain exceptional data accuracy and integrity across all reports and models
Collaborate with other accounting staff to ensure alignment with financial reporting standards, controls, and reporting requirements
Serve as the primary owner and point of contact for auditor and tax preparer requests related to FP&A, lender reporting, and financial analysis areas
Track, manage, and fulfill all audit and tax-related requests within assigned areas accurately and on time
Proactively coordinate with auditors, tax preparers, internal teams, and third party consultants to resolve questions and close open items efficiently
Continuously improving processes and reporting efficiency
Manage, mentor, and develop team members
Set clear expectations and hold team members accountable for accuracy, quality, and timeliness
Lead by example with strong work ethic, reliability, and professionalism
Foster a culture of ownership, care for employees, and continuous improvement
Qualification
Required
Bachelor's degree in Accounting (required)
Minimum of 5 years of progressive FP&A experience
Minimum of 2 years of people management experience
Advanced Excel skills (expert-level)
Strong understanding of accounting principles and financial statement analysis
Genuine care for and respect for co-workers and others
Preferred
Public accounting experience strongly preferred
Company
Kairos Living
Kairos Living specializes in redeveloping and leasing properties with technology-driven homes to the residents.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
James Athanasopoulos
Chief Executive Officer
Chad Wells
Chief Financial Officer
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