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Job Description
Managing Director Of Finance at Axia Partners Managing Director Of Finance at Axia Partners in Lehi, Utah Posted in 1 day ago.
Type:
full-time
Job Description:
AXIA | Full-Time | In Office | Lehi, Utah Managing Director of Finance The Managing Director of Finance will lead Axia's accounting, fund reporting, and financial planning across a diversified real estate investment platform. This role is responsible for overseeing financial operations, investment-level reporting, budgeting, fund and property accounting while supporting the executive leadership team in capital allocation, operational performance, and long-term growth initiatives. The ideal candidate will bring a strong foundation in real estate investment management and the ability to ensure the financial health of a fast-paced and entrepreneurial organization. Responsibilities Financial Reporting
Develop and maintain accurate financial reporting compliant with GAAP and other applicable accounting standards including fair value evaluations, financial statements, and related disclosures.
Manage and review offering capitalization tables, investor statements, waterfall calculations, and governing fund documentation to ensure proper allocation management, fee accruals, and reporting integrity.
Lead audit coordination efforts across multiple funds and investment vehicles to ensure timely and accurate delivery of audited financial statements.
Manage investment-level quarterly tax filings and support entity-level tax return coordination.
Remain current on changes in GAAP and emerging accounting guidance and implement new pronouncements where applicable.
Monitor interest changes and debt obligations across the portfolio. Budgeting
Maintain accurate financial forecasts, operating models, and cash flow projections across funds, properties, and operating entities.
Lead annual budgeting processes, including departmental budgets, property-level forecasts, capital expenditure planning, and consolidated reporting. Operations & Systems
Drive continual process improvement initiatives through the implementation and optimization of technology systems and financial controls.
Create and maintain internal reporting packages, dashboards, and ad hoc financial analyses for executive leadership and investors. People Management
Liaise with tax professionals, auditors, administrators, lenders, and legal counsel to support timely reporting and compliance requirements.
Develop and mentor all finance and accounting personnel, with a focus on improving technical development, accountability, and operational excellence. Requirements Education
Bachelor's degree in Finance, Accounting, Economics, or Business Administration
MBA, CPA, CMA, or
CFA - CPA
designation is preferred Experience
5-10 years of progressive finance and accounting experience
Experience within commercial real estate, alternative investments, private equity, or investment management environments preferred
5+ years in senior leadership or executive finance roles preferred
Strong understanding of U.S. GAAP and accounting for investment companies, including ASC Topic 946, fair value measurement (ASC Topic 820), and consolidation principles (ASC Topic 810), where applicable
Experience managing or reviewing investor allocations, incentive fees, carried interest calculations, and investment-level reporting
Proficiency with QuickBooks Online, Yardi, and Microsoft Power BI What We Offer
Competitive base salary and annual performance bonus structure
Potential equity participation
15 days paid time off (PTO) annually
Full-time, in-office position in Lehi, Utah
Opportunities for professional growth and advancement within a rapidly growing investment platform
Collaborative and results-driven work environment Axia - Lehi, Utah