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Implementation plan for New Finance and Operations Dept for Financial Co.
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Finance & Management > HR Policies & Plans

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The client has made the following changes to the job.

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Aug 18, 2013

Job description changed. New Version|Previous Version

Aug 17, 2013

Job description changed. New Version|Previous Version

Aug 17, 2013
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Job Description

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A financial services co. that manages investment funds and separate accounts on behalf of its investor clients needs an implementation plan for a new Finance and operation Department to bolster infrastructure. Just something to presented to the CEO as a working framework nothing obtuse Business: Private lending of private mortgages to real estate investors purchasing single family homes. Commercial lending platform that issues first trust deed bridge loans backed by commercial real estate. Residential real estate development This new department will be responsible for: A) Budget and Fiscal Operations B)Financial Reporting, Planning, and Analysis C)Audits and Compliance D)Fund and Investment Oversight support E)Business Operations and Human Resources(Talent recruitment and development) F)Business and Fund Development Proposed Department Structure: 1)Director of Finance/Operations(interviewing) reports to Management Committee and CEO 2)Controller(hired) reports to Director of Finance 3)Fund Accountants(hired) reports to Director of Finance 4) Analysts(hired) reports to Director of Finance Deliverables 5)Reporting (Monthly, Quarterly, Annual) Vendors 6)Fund Administration 7)Auditor

A financial services co. that manages investment funds and separate accounts on behalf of its investor clients needs an implementation plan for a new Finance and operation Department to bolster infrastructure. Just something to present to the CEO as a working framework nothing obtuse Business: Private lending of private mortgages to real estate investors purchasing single family homes. Commercial lending platform that issues first trust deed bridge loans backed by commercial real estate. Residential real estate development This new department will be responsible for: A) Budget and Fiscal Operations B)Financial Reporting, Planning, and Analysis C)Audits and Compliance D)Fund and Investment Oversight support E)Business Operations and Human Resources(Talent recruitment and development) F)Business and Fund Development Proposed Department Structure: 1)Director of Finance/Operations(interviewing) reports to Management Committee and CEO 2)Controller(hired) reports to Director of Fi...

Aug 17, 2013

A financial services co. that manages investment funds and separate accounts on behalf of its investor clients needs an implementation plan for a new Finance and operation Department to bolster infrastructure. Business: Private lending of private mortgages to real estate investors purchasing single family homes. Commercial lending platform that issues first trust deed bridge loans backed by commercial real estate. Residential real estate development This new department will be responsible for: A) Budget and Fiscal Operations B)Financial Reporting, Planning, and Analysis C)Audits and Compliance D)Fund and Investment Oversight support E)Business Operations and Human Resources(Talent recruitment and development) F)Business and Fund Development Proposed Department Structure: 1)Director of Finance/Operations(interviewing) reports to Management Committee and CEO 2)Controller(hired) reports to Director of Finance 3)Fund Accountants(hired) reports to Director of Finance 4) Analysts(hired) reports to Director of Finance Deliverables 5)Reporting (Monthly, Quarterly, Annual) Vendors 6)Fund Administration 7)Auditor

A financial services co. that manages investment funds and separate accounts on behalf of its investor clients needs an implementation plan for a new Finance and operation Department to bolster infrastructure. Just something to presented to the CEO as a working framework nothing obtuse Business: Private lending of private mortgages to real estate investors purchasing single family homes. Commercial lending platform that issues first trust deed bridge loans backed by commercial real estate. Residential real estate development This new department will be responsible for: A) Budget and Fiscal Operations B)Financial Reporting, Planning, and Analysis C)Audits and Compliance D)Fund and Investment Oversight support E)Business Operations and Human Resources(Talent recruitment and development) F)Business and Fund Development Proposed Department Structure: 1)Director of Finance/Operations(interviewing) reports to Management Committee and CEO 2)Controller(hired) reports to Director of Finance 3)Fund Accountants(hired) reports to Director of Finance 4) Analysts(hired) reports to Director of Finance Deliverables 5)Reporting (Monthly, Quarterly, Annual) Vendors 6)Fund Administration 7)Auditor

Aug 17, 2013

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  • Posted: Fri, Aug 16, 2013
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  • Start: Immediately
  • Budget: Less than $500
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A financial services co. that manages investment funds and separate accounts on behalf of its investor clients needs an implementation plan for a new Finance and operation Department to bolster infrastructure.

Just something to present to the CEO as a working framework nothing obtuse

Business:
Private lending of private mortgages to real estate investors purchasing single family homes.
Commercial lending platform that issues first trust deed bridge loans backed by commercial real estate.
Residential real estate development

This new department will be responsible for:
A) Budget and Fiscal Operations
B)Financial Reporting, Planning, and Analysis
C)Audits and Compliance
D)Fund and Investment Oversight support
E)Business Operations and Human Resources(Talent recruitment and development)
F)Business and Fund Development

Proposed Department Structure:
1)Director of Finance/Operations(interviewing) reports to Management Committee and CEO
2)Controller(hired) reports to Director of Fi...

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