
51 - 200 employees
Founded 2021
💸 Finance
💳 Fintech
🤝 B2B
Finance • Fintech • B2B
Longmark Group is a company that provides access for investors to manage their portfolios and investments efficiently. They offer a platform with various tools and resources for investors to track their performance and make informed decisions.
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51 - 200 employees
Founded 2021
💸 Finance
💳 Fintech
🤝 B2B
Finance • Fintech • B2B
Longmark Group is a company that provides access for investors to manage their portfolios and investments efficiently. They offer a platform with various tools and resources for investors to track their performance and make informed decisions.
• Own treasury and FP&A for Longmark, American Secure Living Inc, and related and affiliated entities, along with the corporate accounting function • Review cash daily across all bank accounts and optimize interest earned against minimum working capital requirements • Own equity and debt financing for real estate entities and coordinate funding requirements with Capital Markets • Own the cash control framework with the Corporate Controller • Evaluate liquidity constraints and coordinate capital planning and allocation across teams • Own CapEx draw process and covenant reporting, including data ingestion into LMT post-draw • Reconcile and settle intercompany balances monthly with fund accounting • Manage and mentor the treasury associate team • Deliver annual operating plan, operating model, quarterly reforecasts, and long-range plan • Provide GAAP and non-GAAP financial and KPI reporting • Own workforce model, compensation-planning inputs, and Vena planning tool development • Deliver ad-hoc strategic analysis • Manage and mentor the financial analyst team • Oversee monthly, quarterly, and year-end close, external audit, and tax workflows • Manage domestic and offshore AP, AR, and GL accounting associates • Administer NetSuite and own ERP design, functionality, and integrity • Maintain internal controls and segregation of duties • Deliver accurate financial statements and narratives to investors within 45 days of quarter close • Own finance product roadmap and prioritize tooling and process improvements • Optimize manual tasks across NetSuite, Celigo, and Vena • Ensure prompt sync and validation of closed financials across real estate vehicles • Lead team performance, systems modernization, implementations, change management, and data-driven decision-making • Report directly to the CFO and partner with capital markets, fund accounting, asset management, and divisional leadership
• 10+ years of progressive finance and accounting experience in a multi-entity business, with meaningful time in treasury and FP&A • Direct treasury experience, including daily cash positioning, liquidity planning, debt and equity funding mechanics, covenant reporting, and partnering with a capital markets function • Direct FP&A experience, including operating plans, reforecasts, long-range planning, variance analysis, and KPI reporting and narrative for executives, the board, and institutional investors • Working knowledge of OpCo-PropCo structures and financial management interconnectivity; real estate or SFR experience strongly preferred • Corporate accounting depth in consolidated financial statements, intercompany accounting, and close for a multi-entity group • CPA or equivalent preferred; public accounting background a plus • Advanced modeling, analysis, and storytelling skills; investment banking background a plus • Fluency in NetSuite, Vena, and Celigo, with ability to own ERP design and integrity • Proven ability to build, manage, and develop accounting and FP&A teams, including offshore resources • Excellent communication skills and ability to translate complex financial concepts for the CFO, investors, and cross-functional partners • Investment banking experience preferred
• Innovative strategies and culture empowering meaningful contributions • Collaboration and commitment to excellence • Opportunity to drive exceptional outcomes for investors and communities
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