Vice President of Financial Reporting

Summary of Responsibilities

Leads key strategic financial initiatives across the organization. This role is primarily responsible for building, enhancing, and maintaining advanced Excel‑based financial models that support acquisition analysis, capital planning, and executive decision‑making. The individual plays a critical role in developing analytical tools and insights to inform leadership. Success requires strong technical modeling expertise, attention to detail, and the ability to translate complex financial data into clear actionable insights.

• Design, build, and maintain complex Excel‑based financial models to support acquisitions, financing decisions, and corporate strategy.
• Ensure models are accurate, well‑structured, auditable, and scalable.
• Continuously improve and refine models based on evolving business needs and feedback from leadership.
• Run scenario analysis and sensitivity testing to support decision‑making.
• Translate model outputs into clear summaries, dashboards, and supporting materials for executive review.
• Evaluate potential acquisition targets through detailed financial modeling and analysis.
• Assist with due diligence by organizing and analyzing financial and operational data.
• Create materials that support investment recommendations (models, summaries, presentations).
• Track loan covenants and ensure compliance through accurate data aggregation and model outputs.
• Develop reporting packages to banking partners.
• Maintain supporting schedules and analyses used in covenant calculations.
• Support sensitive, high‑impact projects as directed by executive leadership.
• Lead capital planning, budgeting, and forecasting through model development and analysis.
• Build ad‑hoc analyses and tools to support evolving corporate finance needs.
• Perform other related duties or ad‑hoc projects within the scope of responsibilities.

• Bachelor’s degree in finance, accounting, economics, or related field.
• Two to five years of experience in corporate finance, public accounting, investment banking, private equity, or related field.
• Advanced Excel skills with a strong emphasis on financial modeling.
• Demonstrated ability to build and maintain complex financial models from the ground up.
• Strong analytical and problem‑solving skills.
• Excellent written and verbal communication skills.
• High level of integrity and ability to handle confidential information.
• Experience in real estate, property management, or related industry.
• Familiarity with debt agreements and financial covenants.
• Experience supporting acquisitions or investment analysis.
• MBA, CPA, CFA, or progress toward certification is preferred.

• Strong technical modeling capability and attention to detail.
• Ability to structure complex problems into clear, logical models.
• Intellectual curiosity and continuous improvement mindset.
• Ability to manage multiple priorities under tight deadlines.
• Strong interpersonal and collaboration skills.
• Required to complete and successfully pass Avenue5 Fair Housing and Preventing Discrimination and Harassment training and other courses, if assigned.

Required to maintain a regular schedule, which may also require working outside of regular hours, weekends, and non‑traditional holidays.

• Exposure to environment typically found in an office building.

• Ability to lift, push, and pull up to 25 pounds.
• Must be able to remain stationary, move around, reach, and position oneself as needed for extended periods of time.
• Ability to communicate and express or exchange ideas with others, as well as convey detailed or important instructions to other workers accurately, loudly, or quickly.
• Ability to perceive the nature of sounds at normal speaking levels, including receiving detailed oral information.
• Visual requirements, including color, depth perception, and field vision.
• Ability to compare, copy, coordinate, synthesize, negotiate, communicate, and instruct.
• Ability to tolerate stressful situations.
• Ability to work independently or under minimal supervision.

Avenue5 will make reasonable accommodations to enable individuals with disabilities to perform essential functions.

This job description is not an all‑inclusive list of functions and tasks. Over the length of employment, these functions and tasks may change.

Avenue5 is an Equal Employment Opportunity / Affimative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.