Chief Financial Officer


T. W. Lewis Company - Scottsdale, AZ

ABOUT THE COMPANY

T.W. Lewis Company is a Phoenix-based real estate investment company known for its quality and outstanding customer service in the homebuilding industry. Its purpose is to build partnerships through investments and philanthropy. The Company is guided by its core values and an underlying philosophy to treat customers and business associates with respect, courtesy, and prompt attention to their needs. The Company believes in dealing honestly and fairly with everyone, working hard to earn trust, keep commitments, and to be considerate of others in every interaction. The six core values of T.W. Lewis Company are honesty, integrity, hard work, reliability, achievement, and compassion.

The Company was founded initially in 1991 by Tom Lewis as a homebuilder, and in 2012 he sold the homebuilding business and began investing in other real estate. With a passion to invest in people, communities, and systems, the Company primarily invests in land banking, multi-family apartments, operating companies, and other real estate. When evaluating each of its investments, the Company uses the same criteria that it used as a homebuilder, with a focus on quality, win/win outcomes, and long-term relationships.

Tom Lewis and his wife Jan created a foundation in 2000 that is focused on helping people and organizations reach their potential. T.W. Foundation developed out of the success of the Company and applies the same business approach to philanthropy, which has enabled the Foundation to support dozens of nonprofits that serve human services, education, faith, families, health, and civic engagement.

To learn more about T.W. Lewis Company and Tom Lewis’ story, and philosophy, please visit its website.

 

ABOUT THE POSITION

 T.W. Lewis Company is seeking a Chief Financial Officer (CFO) to coordinate their accounting, investments, and charitable activities. This person will demonstrate professional and cultural alignment with the business and philanthropic values of the organization, as well as provide the investment and business expertise required to do this job with excellence. Eventually, this position could develop into a COO role for the organization.

Working in close collaboration with the founder and CEO, Tom Lewis, the CFO will directly manage the accounting department and collaborate with other staff to effectively strengthen the Company’s overall operations.

The CFO must be a hard working, results-driven individual, who is bright, committed, and personable. The ideal candidate will bring 20+ years relevant experience, ideally in real estate investments. The successful CFO will be able to take initiative to maximize opportunities while building strong relationships and provide leadership for the organization.

This full-time position is based in Scottsdale, Arizona, at the Company’s office. The salary is competitive and has up to a 20% bonus opportunity plus additional deferred compensation.

KEY RESPONSIBILITIES

The CFO’s primary responsibilities will include but not be limited to the following:

  • Managing the accounting department (2 positions).
  • Evaluating financial assets that include bond ladders, U.S. large cap stocks, reit stocks, energy stocks, and the Foundation’s endowment.
  • Creating monthly financial reports.
  • Developing and administering investment policies, asset allocations, and risk/return objectives.
  • Overseeing and supporting analysis, due diligence, documentation, closing, and reporting for land, apartment, and other private equity investments.
  • Facilitating investment research.
  • Managing multiple third-party wealth managers.
  • Coordinating tax planning and quarterly estimated tax payments.
  • Supporting owner and CEO with Foundation reporting, family office planning and management, personal and life insurance, estate planning and key documents, and special projects.

KEY QUALIFICATIONS

 Strong personal alignment with the Company’s values and culture.

  • 20+ years relevant experience.
  • Advanced analytical and critical-thinking skills.
  • Strong communication skills, both written and verbal.
  • Ability to take initiative, lead projects, and inspire others.
  • Ability to influence others and provide solid decision making.
  • Strong work ethic and high standards of quality work.
  • Adept at using accounting software, Microsoft office, and technology.
  • Results-oriented individual with an appreciation for people and communities.
  • Ability to work with different personalities and create win-win solutions.
  • Bachelor’s degree in finance, accounting, or business and advanced professional studies in CPA, CFA, or MBA.
  • Preference for experience working in family-owned business and/or public accounting firm.

 APPLICATION

Please direct all of your questions to Nicole Rizkallah at nrizkallah@americanphilanthropic.com. You must use the application form below to apply, and include a cover letter, resume, references, and a writing sample (all in PDF FORMAT) to have your application considered complete.

Fill out my online form.

 

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