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Director of Finance - Greenleaf Capital, Inc. - Kalamazoo

Greenleaf Trust
Kalamazoo, MI Full Time
POSTED ON 4/12/2025
AVAILABLE BEFORE 6/11/2025

WHAT YOU'LL BE DOING:

May include, but not limited to:

  • Responsible for (along with accounting/leasing staff of four) the following for multiple divisions:
    • Monthly financial statement preparation
    • Processing vendor invoices and handling accounts payable processing
    • Managing accounts receivable including invoicing and collections
    • Assist in gathering, preparing and summarizing financial and tax information for various entities for year-end tax returns/reporting purposes
    • Oversee preparation of yearly budgets
    • Maintain fixed asset records for book, tax and personal property returns
    • Bi-weekly payroll and payroll reporting for approximately 40 employees
    • Sales and Use Tax reporting and filing
  • Prepare and review quarterly consolidated Greenleaf Companies financial cash flow forecasts
  • Financial analysis as needed including performing Return on Investment (ROI) analysis
  • Supervise Leasing Coordinator for Catalyst properties
  • Supervise Greenleaf Capital accounting team of three
  • Assist CFO with special projects
  • Assist with risk management including employer insurance, enforcing internal controls and safeguarding assets
  • Assist with treasury management
  • Identify opportunities to improve business performance and influence business partners to implement and realize those opportunities
  • Participate and support company wide initiatives as needed


WHAT YOU NEED FOR THIS POSITION:

  • Bachelor's degree in accounting, finance, business administration with emphasis on accounting
  • Ideal candidate has 10 years of experience in field
  • CPA certification preferred
  • Excellent Computer skills: proficient with Microsoft Office suite including Excel and Word
  • Proficient with General Ledger and Fixed Asset Software
  • Excellent written and verbal communication skills
  • Experience with Commercial and Residential Tenant leases is a plus


GENERAL POSITION CHARACTERISTICS:

  • Detail Orientated - Need to be able to work with large volumes of data to manage and produce accurate work product
  • Team Player - Need to bring positive energy when dealing with various divisions and contribute to improving internal process, as well as coaching and teaching those processes to those in other divisions
  • Prioritization of Tasks - Need to be able to prioritize and manage numerous tasks in process and meet deadline expectations
  • Self Starter - Need to be able to identify opportunities to streamline process to save time and/or increase profitability and make recommendations

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Job openings at Greenleaf Trust

Greenleaf Trust
Hired Organization Address Kalamazoo, MI Full Time
WHO WE ARE At Greenleaf Trust, our teams are dedicated to providing the highest level of comprehensive wealth management...

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