Chief Financial Officer (4726)

Barker Management Inc. is a leader in the Property Management Services industry who has provided quality service to customers since 1972! We consider the employees of Barker to be one of our most valuable resources. Our continued success depends on service-oriented employees making a difference for Barker and our customers every day. The loyalty, commitment, and dedication of Barker people have provided the winning edge in the competitive market we serve. Our customers trust Barker and the services we provide.

Hours: 8:00 am to 5:00 pm, Monday through Friday.

Employment Includes: Free medical, dental and vision after your first 90 days. 80 hours of paid vacation, 12 paid holiday's and 80 hours of sick pay as well! 

The Chief Financial Officer leads financial operations for Barker Management, provides accounting support to its affiliated developer, Valued Housing, and is the senior finance partner to the CEO and ownership. The role unites corporate accounting and property (site) accounting under one leader with a focus on supporting the site accounting team, strengthening checks and balances, and using software and AI to improve budgeting and reporting.

Barker Management manages approximately 8,000 affordable housing units across California. Valued Housing owns approximately 1,800 units, with more in predevelopment and construction. Most properties are financed with Low-Income Housing Tax Credits (LIHTC), tax-exempt bonds, HUD and state or local soft loans, so the CFO must master the compliance, investor and lender reporting that this capital stack demands.

Item

Detail

Title

Chief Financial Officer

Entities

Barker Management (property management); Valued Housing (QuickBooks entries, banking and monthly reporting)

Reports to

Chief Executive Officer

Direct reports

Vice President/Accounting; Corporate Accounting Manager

Classification

Full-time, exempt, executive

Location

Anaheim, CA Corporate Headquarters.

The CFO reports to the CEO and leads two accounting teams through their managers.

CFO reporting structure · 2 direct reports

The Vice President/Accounting runs site accounting for managed and owned properties; the Corporate Accounting Manager runs the books of the two companies. For Valued Housing, the CFO takes entry requests from the Director of Real Estate and the outside CPA, and works with asset management, compliance and property operations leaders.

• Serve as a member of the executive team and advise the CEO and ownership on financial strategy, growth, risk and capital allocation.
• Build annual budgets and multi-year financial plans for Barker Management.
• Present financial results and recommendations to ownership, boards of affiliated nonprofit partners and other governance bodies as required.
• Design a finance organization that scales with portfolio growth, including staffing plans, succession and career paths.

• Oversee general ledger, monthly close, consolidations and financial statements for Barker Management, Valued Housing and related entities.
• Support VP/Accounting with accounts payable, payroll accounting, intercompany transactions and management, asset management and developer fee revenue recognition.
• Lead annual corporate audits and tax filings with outside CPA firms.
• Establish close calendars, reconciliation standards and reporting packages that are accurate and on time.

• Make support for the Vice President/Accounting and her team a primary focus: provide resources, training and guidance, remove obstacles, and be available for escalations.
• Ensure checks and balances are in place across site accounting, including segregation of duties, review and approval steps, reconciliations and audit trails.
• Oversee accounting for the managed portfolio of about 8,000 units, including monthly property financial statements, budgets and variance reporting.
• Ensure timely delivery of owner, investor, lender and agency financial reports, including HUD, CalHFA, TCAC, HCD and local housing agency requirements.
• Oversee property audits, tax returns and partnership reporting for LIH limited partnerships and LLCs.
• Monitor replacement and operating reserves, surplus cash calculations, residual receipts and waterfall distributions.
• Strengthen controls over rent collection, security deposits, trust accounts and property bank accounts.

• Ensure Valued Housing transactions are entered accurately and on time in QuickBooks.
• Make accounting entries as requested by the Director of Real Estate and/or the outside CPA.
• Oversee Valued Housing bank accounts, including monthly reconciliations and banking relationships.
• Prepare a monthly financial report for Valued Housing.

• Manage cash flow forecasting, liquidity, banking relationships and lines of credit.
• Maintain relationships with lenders, investors and public agencies tied to the managed portfolio.
• Oversee insurance programs and enterprise risk management.
• Oversee and manage the 401K Plan.

• Design and maintain internal controls, segregation of duties and accounting policies across corporate and property operations.
• Look for more effective ways to use accounting software and AI to improve the budgeting and reporting process, such as automated report preparation, variance commentary drafts and data checks.
• Get full value from current systems before adding new tools and lead evaluation of new ones.
• Ensure AI-assisted work is reviewed by staff and protects resident and financial data.
• Ensure compliance with GAAP, regulatory agreements, HUD handbooks, partnership agreements and loan covenants.
• Coordinate with compliance and asset management teams on audit findings and corrective action plans.

• Bachelor's degree in accounting, finance or a related field required.
• CPA strongly preferred; MBA or master's in accounting or finance a plus.

• 12 or more years of progressive accounting and finance experience, with at least 5 years in a senior leadership role (CFO, Controller or VP Finance).
• At least 7 years in multifamily real estate, with substantial experience in affordable housing.
• Direct experience with LIHTC partnerships, tax-exempt bond financing and HUD-assisted properties.
• Experience in third-party property management accounting.
• Track record leading multi-layered teams with a supportive, hands-on style, including managers who supervise their own staff.
• Experience with California financing programs (TCAC, CDLAC, CalHFA, HCD) preferred.

• Expert knowledge of GAAP, partnership accounting, consolidations and real estate tax concepts.
• Strong command of regulatory agreements, HUD reporting, surplus cash and reserve rules.
• Skill in budgeting, financial modeling and cash flow forecasting.
• Hands-on experience with property management accounting software (ideally Yardi), QuickBooks and advanced Excel.
• Practical experience applying automation or AI tools to budgeting and financial reporting.
• Clear communicator with investors, lenders, auditors, public agencies and non-financial colleagues.
• High integrity, sound judgment and commitment to the mission of affordable housing.

• Corporate monthly close completed within 15 business days and property financials delivered by agreed owner and investor deadlines.
• Clean corporate and property audits, with prior findings resolved and no repeat findings.
• A 13-week cash forecast and annual budget in place for Barker Management.
• Checks and balances across corporate and site accounting documented and reviewed with the Vice President/Accounting.
• At least one budgeting or reporting process improved through better use of software or AI.
• Valued Housing QuickBooks entries current, bank accounts reconciled monthly and the monthly report delivered on schedule.

• Office-based executive role with periodic travel to properties and client meetings throughout California.
• Extended hours may be needed at month-end, year-end, audit season and project closings.
• Compensation: [salary range to be added — California pay transparency law requires a pay scale in job postings for employers with 15 or more employees], plus bonus and benefits.

Barker Management and Valued Housing are equal opportunity employer that pledges not to discriminate on the basis of race, color, age, sex, religion, national origin, etc., in hiring or promoting. This description lists the main duties of the role and is not exhaustive; duties may change as the business grows.