Secretary to Chief Executive Officer jobs in Fargo, ND

Chief Financial Officer

Trustmark Enterprises, Inc.

Fargo, North Dakota

ABOUT TRUSTMARK ENTERPRISES, INC.

Our client is the parent entity for two companies, Sterling Management and Goldmark Property Management.

Sterling Management, founded in 2007, is the advisory and asset management firm for two Real Estate Investment Trusts (REITs). The two REITs are Sterling Multifamily Trust (SMFT) and Sterling Office & Industrial Trust (SOIT). SMFT is a $1.2B REIT specializing in multifamily property that is publicly reporting but privately traded. SOIT is a $300M REIT that is privately traded and is not publicly reporting.

Goldmark Property Management, AMO, is professional multifamily property management firm founded in 1981. It currently manages over 16,000 apartments in four states. SMFT is its largest client, though it has a number of property owners it manages for.

The owners and leaders are committed to being consistent, high-level performing firms in all they do. For Sterling Management, this means achieving industry-leading performance for the two REITs it operates.  For Goldmark Property Management, this means achieving consistent, high-level performance for each property it manages.

THE IDEAL CANDIDATE

The ideal candidate is a motivated, high-capacity servant leader committed to achieving consistent high level financial and customer service performance serving the company’s shareholders and property owner clients.  The position will require strong mental acuity and a broad set of skills ranging from team building and support, to problem-solving, to SEC reporting competency.

KEY RESPONSIBILITIES TO ACHIEVE SUCCESS

The Chief Financial Officer will be responsible for achieving success in the areas of Financial Strategy and Planning, Team Leadership and Development, Financial Reporting and Analysis, Compliance and Regulatory Reporting, Stakeholder Engagement and Communication, and Operational Efficiency and Cost Control.

Financial Strategy and Planning

Lead the development and implementation of a comprehensive financial strategy to support the company's ambitious objectives, including detailed forecasting, comprehensive budgeting, sophisticated financial modeling, and driving the attainment of financial targets in alignment with overarching business goals.

Team Leadership and Development

Provide visionary leadership to the finance and accounting team, fostering a culture of excellence, continuous professional development, and driving employee retention and growth initiatives in line with strategic objectives, while enhancing team performance.

Financial Reporting and Analysis

Ensure timely and precise financial reporting, providing in-depth analyses to support strategic business decisions. Communicate financial insights transparently and effectively to stakeholders, upholding the integrity and clarity of financial reporting and analysis.

Compliance and Regulatory Reporting

Continue the company’s track record of timely and accurate SEC and related financial reporting and compliance in concert with external auditors, tax advisors, and other partners. Maintain appropriate internal controls and effective risk management practices. 

Stakeholder Engagement and Communication

Effectively communicate financial performance results and strategies to the internal team as well as to lenders, shareholders, and board members. Foster relationships with financial institutions and key stakeholders to ensure high satisfaction. , Lead strategic financial initiatives and support periodic shareholder offerings.

Operational Efficiency and Cost Control

Oversee and optimize financial operational efficiencies in concert with other company executives to maximize revenues and achieve best practices excellence in expense management for each REIT, managed property, as well as internally.   

IS THIS ROLE RIGHT FOR YOU?

The ideal candidate for the position will match as many of the qualifications as possible listed in the bullets below:

• Unbending Personal and Professional Integrity and Character
• Bachelor’s degree with a CPA designation
• Proven experience as a high-performing senior-level financial leader, preferably in real estate investment, property management, or an adjacent industry.
• In-depth knowledge and expertise with SEC compliance, real estate financing, property insurance, and company risk management practices.
• Excellent knowledge of data analysis and financial forecasting methods.
• Highly skilled at collaboratively identifying opportunities and solving problems.
• Strong leadership, self-starting, and organizational skills.
• Excellent communication and people skills.
• Superior mental capacity and acuity.
• Exceptional energy, work ethic, and work capacity.

THE SEARCH

Sagency, an executive search and leadership consulting firm, has been retained by our client to conduct this search for their next Chief Financial Officer. Sagency consultants will review and evaluate all interested parties to help the hiring team assess final, qualified candidate for consideration.

The search will be conducted in a professional manner. All qualified candidates will be given consideration by the search firm and our client. Candidate conversations and information will be handled with the appropriate discretion and confidentiality. Sagency and our client are equal-opportunity employers.

If after reading this Opportunity Profile, you feel your experience, skills, and passion are a good match for this role and organization, we would like to engage with you. Please read below for the first part of the application and selection process.

APPLICATION PROCESS: 

Step 1: Interested candidates complete the online application.

Step 2: A Sagency Executive Search Consultant may schedule an initial phone call with qualified applicants.

Step 3: A Sagency Executive Search Consultant will schedule a 60-minute interview with specific candidates.

Step 4: If you are selected and choose to move on to interviews with the search committee, you will be asked to complete an online assessment.

Step 5: First-round interviews with the client.

Thank you for your time and your interest in this position.