open until filled

Finance Manager | Carleton Hart Architecture

Carleton Hart Architecture (CHA) focuses on projects that are community based and people oriented. CHA has a diverse range of projects, including mixed-use developments, multifamily and special-needs housing, community and cultural centers, civic buildings, aviation, and general commercial developments. Our 32-person firm is a dynamic team of problem solvers, creatives and collaborators that share a sincere interest in developing projects that have a positive impact on our communities. CHA strives to create architecture that seamlessly integrates our client’s program with the natural and social environments.

Title: Finance ManagerLocation:Portland, OR

BRIEF DISCRIPTION:

Carleton Hart is in search of a Finance Manager. We are looking for a highly motivated individual who performs well in a collaborative work environment and can work closely with the leadership team to guide our firm into the future. The successful candidate will be responsible for managing business operations, accounting and bookkeeping functions, and human resources. This position will oversee a team that includes our Architectural Operations Manager and Office Administrator. The position will also work closely with our Marketing Manager. This role includes involvement in management, firm policy, financial analysis, and day-to-day accounting/bookkeeping tasks. This is a fantastic opportunity for a professional who thrives in a busy work place and is well-versed in working closely with firm leadership.

DUTIES & RESPONSIBILITIES:

Management

  • Participate in the development and support of the Firm’s strategic and financial plan
  • Collaborate with leadership team to establish and update annual operating budget, operations goal-setting, implementation and tracking
  • Compile and analyze regular financial reporting package (Bi-Weekly)
  • Maintain corporate minutes
  • Interact with the Firm’s CPA, bank and business legal advisors

Financial

  • Develop and manage financial controls
  • Maintain the general ledger
  • Document adjustments in employee pay rates, utilization and expense budgets to compute adjustments in overhead rates and annual billing rate tables
  • Reconcile accounts monthly (checking, savings, loans, Visa, benefits, etc.)
  • Maintain financial records and interact with the accountant and bank
  • Coordinate reporting with Ajera and CPA

Vendors

  • Maintain business licenses and registrations
  • Research and negotiate property and equipment leases and track lease provisions
  • Research and negotiate business insurance policies, including general and professional liability, cyber and privacy policy, ERISA and term life policies
  • Review and enter non-project related vendor invoices
  • Produce and file annual 1099 reports

Clients

  • Enter client receipts
  • Deposit payments

Responsibilities: Human Resources
Management

  • Communicate with HR legal advisors
  • Answer employee questions about policies, benefits, etc
  • Respond to employment inquiries including verification of employment, DOL and unemployment claim forms
  • Document adjustments in employee pay rates, utilization and expense budgets to compute annual overhead rates and updates in annual billing rate tables

Payroll and Taxes

  • Track changes in compensation, benefits, vacation, sick time accruals
  • Prepare and file payroll, tax deposits and benefit payments semi-monthly
  • Prepare and file quarterly and annual tax filings including W2
  • Facilitate annual tax credit study with third party administrator

Benefits Administration

  • Research and negotiate benefits packages, including health and disability policies
  • Manage 401(k) compliance and reporting (Form 5500)
  • Provide annual census and audit data for employee insurance policies and benefit programs
  • Maintain employment manual
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