Chief Financial Officer

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.

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!

Chief Financial Officer — Job Description

Position Summary:

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.

Reporting relationships

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.

Key responsibilities

Strategy and executive leadership

• 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.

Corporate accounting (through the Corporate Accounting Manager)

• 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.

Support for the Vice President/Accounting and site accounting team

• 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.

Valued Housing accounting support

• 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.

Treasury, capital and risk

• 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.

Controls, systems and AI-enabled improvement

• 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.